Victor Anthony Jr. is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is a silent partner in two adult day habilitation-related businesses in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Angela Shaw is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. In her role, she focuses on building strong relationships by understanding clients' goals and needs to provide personalized financial guidance. Angela collaborates with clients to anticipate life transitions and prepare financially for them, utilizing a comprehensive planning approach and Fidelity's resources. Prior to joining Fidelity Investments, Angela worked as a Financial Advisor at PNC Investments from 2019 to 2022 and at JP Morgan Securities from 2018 to 2019. This experience has contributed to her expertise in financial advising. Outside of her professional work, Angela enjoys activities such as spending time at the beach, watching comedy, football, engaging in outdoor adventures, scuba diving, and caring for pets.

Walker Cleveland is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His work history includes roles at JPMORGAN Chase Bank, N.A., Equitable Financial Life Insurance, and the University of Michigan's Athletic Department and Ross School of Business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Thomas Blunda is a financial advisor at LPL Financial with 26 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Credit Suisse First Boston LLC. He holds the Series 63 and Series 66 designations. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Donald Mckay is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he has served as a guardian responsible for managing the financial and health needs of a family member. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Eric Wolf is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. He is based in River Vale, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and investment services utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Albert Vankleeff is a financial advisor with LPL Financial in Pompton Plains, NJ, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial and its predecessor firm since 1997. Outside of his advisory role, he is involved in non-variable long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 model portfolios and third-party research.

Robert Gariano is a CFP® professional with 12 years of industry experience. He is affiliated with Cetera and operates Gariano Wealth Management, where he serves as a financial advisor. He has been with Cetera and its related entities since 2015. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 800,000 clients through more than 10,000 advisors.

Krisha Ashton is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for three years and Merrill for eight years. 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 combined with research-driven investment management and various technology-enhanced solutions.

Steph J'appiah is a Planning Consultant at Fidelity Investments, where they work to deliver a high-quality planning experience for clients. In this role, Steph focuses on helping clients clearly understand their financial situations and confidently pursue their goals. Steph assesses client needs and provides guidance in a clear and meaningful way. Their approach involves offering tailored support, encouraging proactive financial decisions, and collaborating with clients to develop strategies aligned with each client's unique priorities. Outside of their professional role, Steph has personal interests that include comedy, fishing, skiing, soccer, and table tennis.

Seung Chul Kang is a financial advisor with Mass Mutual Investors Services in Fort Lee, NJ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of financial advising, Kang has ownership interest in a group health business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools to develop collaborative, goal-oriented financial plans.

Jennifer Stapleton is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following three years at Stifel. 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.

Vincent D'angelis is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with Life Policy Pros, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tommy Wong is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial planning and wealth management services. He assists individuals, families, and businesses in areas including retirement planning, strategic tax planning, trust and estate planning, and day-to-day banking needs. Tommy is fluent in English, Mandarin, and Cantonese, enabling him to serve a diverse client base. With expertise in divorce transition planning, employee benefits, executive and equity compensation, family wealth management, portfolio management, small business strategies, tax minimization, and retirement income, Tommy focuses on understanding his clients' financial goals and overall financial picture. He works closely with clients to develop tailored strategies aimed at achieving their personal and family objectives. Tommy holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from Hunter College. Outside of his professional role, he enjoys playing pickleball, running, and table tennis.

Timothy Haab is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, he has been involved with VRK Enterprises, LLC since 2019. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm operates with a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Christina Dambra is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

John Sanfilippo is a financial advisor at Charles Schwab with 26 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2008. Based in Scarsdale, NY, he serves clients through Schwab’s wealth advisory and financial planning services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts, offering multi-asset model portfolios supported by in-house research and alternative investment options.

Mark Durkin is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Edward Jones in 2024, he operated MVDurkin LLC for a decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is recognized for its extensive retail advisor network and additional affiliated financial services.

Grigori Lvov is a financial advisor with Raymond James & Associates in Hackensack, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Steven Torrico is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at UBS Financial Services for 16 years. He serves as a board member of the Arcola Country Club in Paramus, where he is involved in general oversight and strategic decision making. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored financial plans and a structured discovery process.