Angela Liu is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Wisnovsky is a financial advisor at Fidelity Investments with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Nylife Securities LLC and New York Life Insurance Company, among other positions. Outside of finance, he serves as a deckhand with Jordi Sportfishing in New Jersey. Nicholas is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Alexander Parisis is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Ramsey, NJ. He has 10 years of industry experience, including prior roles at PNC Investments LLC and PNC Bank, N.A. He has been with J.P. Morgan Chase Bank and JPMorgan Securities LLC for the past eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jake Fletcher is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nasdaq and Eversana Life Science Services LLC. Outside of advisory work, he is involved in referral activities related to home security and automation products through Primerica Client Services. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies from unaffiliated asset managers alongside discretionary separately managed account options.

David Van Schaik is a Series 66-licensed financial advisor with Ameriprise in Allendale, NJ, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce detailed Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Servideo is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments, Equitable Advisors, and AXA Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and ongoing advice.

Charles Morgan is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Raymond James Financial. He has held roles with A. G. Edwards & Sons, Inc. and has been involved with several financial services and support companies, including CJM Capital Management, LLC and Axia Financial Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jonathan Philport is a financial advisor with Ameriprise Financial Services in Paramus, NJ, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Merrill and UBS Financial Services. He is also employed through an LLC associated with Munn and Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Devin Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and has been involved with New Horizon Financial Corp since 2017. Rodgers is also engaged in tax preparation and accounting through New Horizon Financial Tax Services LLC. 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, employing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Paul Leesman is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Leesman serves as Treasurer of the Boys and Girls Club of Hawthorne. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Theresa Rosa is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for 16 years. 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 vehicles and bank deposit sweep options among its investment offerings.

Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Clancy is a Financial Advisor at Merrill Lynch Wealth Management. He began his professional career in 1997 as a Revenue Credit Analyst with Merrill and joined the Mahoney Clancy Group as a Financial Advisor in 1999. Mr. Clancy holds a Bachelor of Arts degree in Economics from Tufts University, graduating Cum Laude in 1997. He also earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He has obtained several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional duties, Douglas Clancy is involved in his community as an assistant coach for his son's outdoor and indoor soccer teams in the Montvale Athletic League.

Marek Mezyk is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles within various Morgan Stanley entities since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Eileen Madden is a financial advisor at Mass Mutual Investors Services with five years of industry experience. She holds Series 63 and Series 66 designations. Her previous roles include positions at Ameriprise and MKLM. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using a collaborative, software-supported approach to develop tailored recommendations.

Dawn Budde is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services including fee-based planning, portfolio management, and capital markets activities.

Christina Hoerter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a variety of financial planning and consulting services with a range of portfolio management styles and firm research.

Vincent Dedominicis is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at AAG Capital, Accurate Wealth Management, and Northwestern Mutual Investment Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Shawn Salge is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2017 and Bank of America from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Tobi Tejada is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, Tejada worked at JPMorgan Chase and J.P. Morgan Securities, and has experience in social media marketing. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.