Jacob Stromer is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked with Prudential Insurance Company of America since 1984 and was with Pruco Securities, LLC from 1984 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Vincent Albanese is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining RBC Capital Markets and City National Bank in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies, utilizing both in-house and third-party investment managers and providing various options for rebalancing, tax management, and responsible investing.

Robert Moreira is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 12 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he coaches the JV hockey team at Don Bosco Preparatory High School and has managerial duties at Nanni Ristorante. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

Georgios Kyriakopoulos is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Merrill since 2017 and previously was with GenSpring (SunTrust Bank) and operated as a self-employed advisor. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Svetik is a financial advisor with MassMutual Investors Services in Paramus, NJ, holding a Series 63 designation and bringing 29 years of industry experience. He has been with MassMutual-related firms since 2016, including a current role at Massachusetts Mutual Life Insurance Company since 2017. Outside of his advisory work, Svetik is involved in insurance brokerage sales focused on property, casualty, and group health through separate entities. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved analytical tools to deliver detailed planning and offers various investment programs alongside educational seminars.

Mario Afram is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2011 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Dominic Volpe is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Representative at the same firm from 2023 to 2025. In his current position, Dominic collaborates with clients to develop personalized investment plans that address their financial needs and future goals. Dominic emphasizes building personal and professional relationships with clients to understand their aspirations, concerns, and lifestyle objectives. This approach allows him to create plans that clients feel comfortable and reassured about. Outside of his professional work, Dominic has interests in cooking and baking, fitness, and golf.

Andrew Squillante is a financial advisor with Fidelity in Paramus, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, his background includes education at SUNY Binghamton University and work at Dwight-Englewood School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a variety of clients such as registered investment companies and charitable funds.

Andrew Brassini is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has held roles at several firms including MassMutual Life Insurance Company and MML Investors Services, LLC. Brassini is also a client service representative at Nicholas Pascarella & Co, where he processes paperwork and handles client inquiries. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services with access to multiple program structures and third-party money managers.

Crystal Roger is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies based on each client's risk profile, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Elijah Rawls is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citigroup, Bank of America, and Merrill. He has worked with Charles Schwab and Charles Schwab Bank since 2024. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by integrated custody and brokerage services.

Michael Poole is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and totaling 42 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and operates M&M Associates LLC, which focuses on recruiting and referral activities. Additionally, he is involved in the sale and renewal of group health plans, life insurance, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Shraga Goldhirsch is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2026. He has been associated with Massachusetts Mutual Life Insurance Company since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Louis Natale is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Caruso Smith Picini, P.C., MetLife Securities, and MassMutual Life Insurance Company. He is also active as a licensed insurance agent, engaged in outside sales of life, long-term care, disability, group health, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Dionne Archer is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Joseph Depaola is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has nine years of industry experience. His career includes roles at Cetera Wealth Services, Securities America Advisors, and Penn Mutual Life Insurance Co. He is also an insurance agent involved in fixed insurance sales and service. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform, providing access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Gregory Libby is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was at Citigroup Global Markets beginning in 1998. Outside of finance, he is the owner and president of the Village Boat Club in Tuxedo Park, NY. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Preston Weaver is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Globus Medical and the University of Virginia Health System. His professional background spans both financial services and healthcare sectors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals using both proprietary and third-party strategies.

Loveleen Engineer is a financial advisor at LPL Enterprise with 11 years of industry experience. They hold Series 63 and Series 66 designations and have previously worked at Wells Fargo Clearing, JP Morgan Securities LLC, and HSBC Securities among other firms. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Scott Gasparini is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and U.S. Trust Company / Bank of America. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.