Jose Baca Castex is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with UBS Financial Services since 2013, working out of Weehawken, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Anna Marie Stotka is a financial advisor at OSAIC with 41 years of industry experience. She holds a Series 63 designation and has previously worked at Lincoln Financial Securities Corp and Citigroup Global Markets. Outside of her advisory role, she is involved in real estate as a sole proprietor agent handling occasional listings and sales from past clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of managed account options.

David Wurst is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He also serves as an executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Nathan Smith is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill since 2017, with additional experience at Morgan Stanley, Briad Restaurant Group, Certified Financial Services, Columbia Bank, and Fairleigh Dickinson University. Merrill, along 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.

Bonnie Park is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 25 years of industry experience. She has worked at UBS Financial Services for 23 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Pasqualino Ruffa is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with LPL Financial and has prior experience at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

James Figurelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Tac Ops Laser Tag and Spring Brook Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory programs, emphasizing client information gathering, risk assessment, and matching to program models or discretionary managers.

Theodore Fiolek III is a financial advisor with LPL Financial based in Edison, NJ. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services Inc and The Investment Center, Inc. He is also a sole proprietor of a tax and financial preparation business and the author and self-publisher of a novel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Susan Blomster is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for ten years before joining Merrill. 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 strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Eng is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. He focuses on developing strong client relationships by understanding clients' personal perspectives and priorities to create tailored financial strategies. Eric works to help clients pursue goals such as retirement planning, funding education, managing wealth transfers, and addressing potential health care costs. His approach emphasizes regular communication and adjustments to strategies, aiming to bring clarity and simplicity to complex financial planning. Eric’s expertise includes corporate executive services, divorce transition planning, employee benefits planning, executive compensation, and portfolio management services, among other areas. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Eric graduated from Rutgers University with a bachelor’s degree in economics. He lives in Mountain Lakes, New Jersey with his wife and two sons. Outside of work, Eric participates in community volunteering and enjoys personal interests such as biking, camping, chess, cooking, fishing, football, golfing, photography, and volleyball.

Diego Jimenez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating an ESG eligibility framework in recommended strategies.

James Dellavecchia is a financial advisor with Equitable Advisors in Cranford, NJ, holding Series 65 and Series 63 licenses and 21 years of industry experience. He previously worked at LPL Financial, LLC for nine years before joining Equitable Advisors in 2023. Outside of his advisory work, he serves as president of the Cranford Business Alliance. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing a range of advisory models implemented through third-party managers and LPL-sponsored programs.

Jason Broyles is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked previously at GWFS Equities, Scottrade, and Edward Jones. Outside of finance, he is involved in Jason Broyles Music. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Gary Jones is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Jones and Jones Consulting LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services with a fiduciary standard and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Mark Villani is a Financial Consultant at Fidelity Investments, a position he has held since 2020. Prior to this role, he worked as a Financial Solutions Advisor at Bank of America-Merrill Lynch from 2011 to 2020. With many years of experience as a financial consultant, Mark focuses on developing financial strategies tailored to his clients' goals and aspirations. He emphasizes the importance of building trust and understanding his clients and their families to support sound financial planning. Outside of his professional work, Mark enjoys board games, concerts, football, outdoor adventures, and spending time with his pets.

Joseph Dandola is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at Axa Advisors, LLC and Rich Planning Group. Outside of advising, he is involved with Madison Travel as an outside agent managing travel bookings. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models, including third-party sponsored programs and discretionary management within its SAM program, delivering services through a broad network of Investment Adviser Representatives.

Juan Muniz is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and other sources.

Dionne Lloyd is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds her Series 63 and Series 66 licenses and has worked at institutions including Fidelity Investments and Wachovia Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 licenses and has 31 years of industry experience. He has been with Cetera and its affiliate since 2005 and operates a CPA firm providing audits, financial statements, accounting, and tax services. Additionally, he offers individual life insurance unrelated to investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to multiple investment program platforms through a multi-manager structure.