Stephen Scuttaro is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His background includes roles at National Realty Investment Advisors and several positions outside the financial industry, including in catering and restaurant work. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager services, and educational seminars.

Joseph Virgone is a financial advisor with Ameriprise in Paramus, NJ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he provides client-related investment and planning services as part of the Scott Sosna SSFS Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Aleksandar Matovski is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Bank of America, Merrill, and Morgan Stanley. Outside of his advisory role, he is involved in several real estate investment ventures and serves as a commercial loan originator and referral partner for human capital management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Michael Reynolds is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Merrill since 2022 and previously spent six years at Wells Fargo Clearing and 26 years at Wachovia Bank, N.A. Outside of his advisory role, he serves as executor for an estate. 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 a range of individual, corporate, and nonprofit clients.

Christine Frole is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Nicholas Iarrapino is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Merrill. Outside of his financial advisory role, he serves as head coach for the St. Joseph High School crew team. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to client needs, leveraging Wells Fargo’s research and tools to develop recommendations that clients may choose to implement through various programs.

Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Li Pan is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, Merrill, NYLIFE Securities, and New York Life Insurance Company. Outside of her advisory roles, she was involved with Livingston HuaXia Chinese School and operated Sweet Basil Technology LLC. 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, and institutional investors.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Bordman Group at Merrill Lynch Wealth Management. He specializes in working with high-net-worth individuals, families, and professionals in the entertainment and sports industries, providing tailored financial and retirement planning strategies. Ethan connects clients to customized financial and retirement plans that align with their unique ambitions, focusing on family wealth management, legacy planning, and personal retirement planning. Before joining Merrill Lynch, Ethan practiced as a media, sports, and entertainment attorney for 16 years, including serving as Assistant Executive Director of SAG/AFTRA. His legal background informs his understanding of the financial needs within the entertainment industry. Ethan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He maintains FINRA Series 7, 31, and 66 registrations. Ethan earned a Juris Doctor from the University of Detroit School of Law and a Master of Business Administration from Wayne State University. He also holds two master's degrees in law from universities in England: a Master of Laws in Entertainment Law from the University of Westminster and a Master of Laws in International Sports Law from Anglia Ruskin University. He is active with the New York State Bar Association's Entertainment, Arts & Sports Law Section, where he served as Chairperson from 2022 to 2024 and continues as an Executive Committee Member. Ethan is involved in various professional and community organizations connected to law and the arts. Outside of work, he enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lauren Nassau is a financial advisor with LPL Financial based in Wyckoff, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ameriprise for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Whelan is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His career includes roles at Cetera Wealth Services, Allied Wealth Partners, and Securian Financial Services. He also worked at Corporate Jet Support and attended Franklin and Marshall College. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Matthew Jack is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a decade at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a comprehensive range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Joshua Beekman is a financial advisor with Ameriprise who holds a Series 66 designation and has 20 years of industry experience. He has been with Ameriprise Financial Services since 2007 and currently manages his Ameriprise business through JDB Associates LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice and written Recommendation Reports, focusing on dependable income sources and tax-aware withdrawal strategies.

Reyhan Lalaoui is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Reyhan held roles in various organizations including Jersey City Municipal Court and Writers House. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of financial services, he works as a personal trainer on weekends. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Dewan is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.