Dionne Lloyd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC, Fidelity Investments, and Wachovia Bank, N.A. She is currently based in Ridgewood, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a unique inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Sidhom is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining Ameriprise in 2024, he worked at IC Advisory Services Inc. and The Investment Center Inc. for eight years each and managed Sidhom Investment and Asset Management for 17 years. Outside of advising, he owns Sidhom Accounting & Tax Consulting and serves as Treasurer on the board of Bay View New York Bay Cemetery. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Gerald Reiss is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Cetera since 2007 and operates a CPA firm providing audits, financial statements, accounting, and tax services to individuals and businesses. In addition to his advisory work, he offers individual life insurance unrelated to investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse investment program options.

Melinda Bini is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior experience includes roles at Bank of America and Merrill from 2016 to 2024, and Northfield Bank since 2024. Outside of her advisory work, she is involved with Northfield Investment Services as an investment representative. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Miraj Gharti Chhetry is a financial advisor at UBS Financial Services with a Series 66 designation and five years of prior experience running Chhetry & Associates P.C. from 2017 to 2025, along with freelance work between 2015 and 2020. He is based in Weehawken, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets activities.

Dean Cannon is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. His prior background includes roles outside of finance, such as positions at Aesthetic Improvement and Trustco Bank, as well as experience in education and small business operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers financial planning, portfolio management, and other capital markets services supported by proprietary research and model-based asset allocations.

Adriane Conway is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 18 years and has been affiliated with Keybridge Financial since 2007. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and various investment strategies supported by in-house and third-party research.

Dennis Rose is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years with National Planning Corporation. In addition to advising, he is a CPA actively involved in tax preparation and accounting services through multiple entities, including roles servicing entertainment industry clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services supported by proprietary and third-party research, serving clients through a national network of investment adviser representatives.

David Sytsma is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Tiffany Thomas is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2015. Outside of finance, she is a Pilates instructor at Purple Kisses Pole Fitness Studio in Union, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support clients’ financial goals.

Esteban Chan is a financial advisor with Equitable Advisors in Jersey City, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors LLC during the same period. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Rajan Arora is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and previously at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, Arora is involved in home school teaching through Public Partnerships, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jenna Faiella is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Cetera. Her work history includes roles at Avantax Investment Services, J.P. Morgan Securities, and Guardian Life. Outside of her advisory work, she is the managing member of NJ SALT 4 LLC, a salt distribution company serving residential and commercial customers. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Anthony Sarullo is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He works with professionals, executives, business owners, and families to help them make informed financial decisions and build long-term wealth. His approach focuses on understanding each client's priorities to develop personalized strategies in investment management, retirement planning, wealth accumulation, and legacy planning. Anthony holds a Bachelor's Degree from Union College and maintains a Personal Investment Advisor (PIA) designation. He has expertise in various client focus areas including corporate benefits, divorce transition planning, employee benefits planning, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional commitments, Anthony is involved in his community as a freshman football coach at Saint Peter's Prep in Jersey City. He is also a husband and a dog owner. His experiences in coaching have influenced his belief in the importance of preparation, discipline, and a long-term perspective for achieving success.

Eileen O'Donnell is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Enroy Hyles is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a large network of independent advisors.

Sleem Chang is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, Xchange Place, and Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Robert Dipasquale is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Sjonell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked in retail and hospitality roles and was employed at Stockton University for five years. He also operated a wine outlet for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Siena Pike is a financial advisor at Morgan Stanley in New York, NY, with four years of industry experience. She holds the Series 66 and Series 63 certifications. Her prior roles include positions at the Italy-America Chamber of Commerce and the United Nations Population Fund (UNFPA). Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and investment advisory services supported by structured planning tools and a broad range of investment programs.