Aneudy Payano is a financial advisor with Edward Jones in Dumont, NJ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Edward Jones in 2025, he worked at Wells Fargo Bank, N.A. for seven years and JPMorgan Chase Bank for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Ken Secemski is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the position of Senior Vice President and provides comprehensive personal financial planning services with a focus on managing assets and liabilities for individuals and businesses. Ken’s practice covers client areas including college education planning, employee benefits planning, personal retirement planning, portfolio management services, and tax minimization strategies. Ken has over 40 years of experience and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Public Accountant (CPA), Certified Divorce Financial Analyst® (CDFA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is a member of various professional organizations such as the American Institute of Certified Public Accountants, The Financial Planning Association, and The Institute for Divorce Financial Analysts. Ken also served as Chairman of the Personal Financial Planning Committee and Chairman of Committee Operations within the New Jersey State Society of CPAs. He earned a Bachelor of Science degree in accounting, graduating cum laude from Fairleigh Dickinson University, and has attended executive business management studies at the Wharton School. Ken was named to the Forbes "Best-in-State Wealth Advisors" list in 2022, 2023, and 2024. Outside of his professional work, Ken participates in community volunteer activities and has personal interests in baseball, basketball, and football.

Wooldy Pierre is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2020, following prior roles at TD Ameritrade and PNC Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions to a broad client base.

Thomas Vitale is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade and E*TRADE Capital Management. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive multi-asset investment approach supported by centralized custody and operational infrastructure.

David Errick is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at TD Bank N.A. and M&T Bank, as well as Sterling Jewelers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations in eligible strategies.

Carl Boomhower is a financial advisor at Raymond James Financial with 9 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 66 and Series 63 licenses. Prior to joining Raymond James in 2020, he worked at Bank of America, Merrill Lynch, and Northwestern Mutual. He serves as a board member and finance committee member for Oasis – A Haven for Women and Children, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary strategies using risk profiling and modeling tools and supports municipal and public-finance work uncommon among large institutional advisors.

Timothy O'Connor is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Blackrock. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Morgan is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets Inc from 2007 to 2009 and has been involved with The Robert Group since 1992. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

John Mc Glyn is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities since 2016, following two years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Deanna Wilson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 13 years of industry experience. She worked at Merrill Lynch Pierce Fenner & Smith Incorporated for 22 years before joining UBS in 2024. 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 provides proprietary research and affiliated banking programs.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Troy Runkel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services and HomeAdvisor Inc., as well as a previous position at SUNY Oneonta. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios based on mutual funds, ETFs, and ETPs.

Noel Muniz is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Muniz holds Series 63 and Series 65 licenses and is based in Paramus, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Endre Pady is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and having 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements.

Will Scholly is the Vice President and Branch Leader at Fidelity Investments, where he leads the Paramus Investor Center. He has held leadership roles at Fidelity since 2023 and has been part of the company since 2014. His professional experience includes positions such as National Planning Consultant, Financial Consultant, Investment Consultant, and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he worked at PNC Investments and The PNC Financial Services Group, Inc., focusing on investment services and institutional investments. Throughout his career, Will has developed expertise in financial advising and branch leadership. His roles have involved coaching and inspiring financial professionals, contributing to the growth and development of his team. His experience spans over a decade in the financial services industry, emphasizing investment consulting and financial planning. The information provided does not include details about his education, credentials, personal interests, or community involvement.

John O'Neil is a Financial Advisor at Merrill Lynch Wealth Management. He works with ultra-high-net-worth individuals, families, corporate executives, and business owners to develop sophisticated wealth management strategies and assist clients in achieving their stated goals and objectives. John holds a Bachelor's Degree from College of the Holy Cross and a Masters of Business Administration (MBA) from Boston College. He holds the designation of Personal Investment Advisor (PIA). He is actively involved in community activities, including supporting the American Cancer Society's Northern New Jersey Golf Classic and serving as the Director of the Oakland Braves Rec Football program.

Brian Irving is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior roles include positions at Triad Advisors, Inc. and Hornor, Townsend & Kent, LLC. He is also the owner of Brybeck Financial, where he provides financial planning and life insurance settlement services. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and access to alternative investments, supported by proprietary tools and a complex affiliate network.

Eugene Spitzer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services and Edward Jones. Outside of his advisory role, Spitzer is involved with Preserve Land Company LLC, where he advises on home construction costs and materials and participates in building a modular home. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party management, supported by technology tools and a broad platform of non-advisory financial products.

Joseph Goscienski is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through Corporate Financial Planning agreements.

Donna Brower is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. Her prior work includes positions at Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. She volunteers with the Parkinson Disease Foundation and is a member of the Parsippany Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered advisory firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.