Jacob Coleman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at DLC Management Corp and Crabtree's Kittle House. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a structured, annual planning process using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

Todd Schroeder is a financial advisor with Cetera in Midland Park, NJ, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Columbia Bank, Allied Wealth Partners, and Securian Financial Services. Outside of his advisory work, he coaches wrestling five hours per week. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program platforms and a multi-manager approach.

Frank Scozzafava is a financial advisor with LPL Enterprise holding Series 63 and Series 65 registrations and over 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993 and has been with LPL Enterprise since 2024. Outside of advisory work, he is involved in health and disability insurance sales through affiliated organizations. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate 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, while also facilitating insurance product sales through affiliated entities.

William Burke III is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a power of attorney for a family member, assisting with financial decisions. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Christopher Messler is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to help implement and monitor investment strategies aimed at pursuing long-term investment goals. He has progressed through multiple roles at Fidelity Investments, including Investment Management Consultant I through III from 2022 to 2026, and Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, he worked as a Registered Representative at Equitable from 2020 to 2021. Outside of his professional responsibilities, Christopher enjoys activities such as fishing, football, golf, skiing, soccer, and participating in social events with friends.

Matthew Di Betta is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The Windsor Group in Paramus, New Jersey. Since joining in 2010, he has played a key role in overseeing wealth management, portfolio review, and wealth planning processes for his clients. His approach involves building customized financial plans and investment strategies tailored to each client's unique objectives. Matthew holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). He earned a Bachelor of Arts degree in Economics from Hobart and William Smith Colleges, where he also served as captain of the cross-country team. Outside of his professional work, Matthew maintains an active lifestyle by participating in running events, basketball, skiing, and traveling. He resides in Pleasantville, New York, with his wife Caitlin, their three children, and their black Labrador.

Eileen Finnegan is a financial advisor with Merrill, holding a Series 66 designation and bringing 30 years of industry experience. She has been with Merrill since 1993 and has concurrently worked at Bank of America since 2015. Outside of her advisory work, she oversees a family-run business involved in making and selling pet bow ties, which supports animal shelters through donations. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, including pension plans and charitable organizations.

Brett Hasenecz currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2009, initially working as an Investment Consultant and Financial Consultant before his promotion. Prior to joining Fidelity, Brett worked as a Financial Advisor at Bank of America Merrill Lynch from 2007 to 2009, and at First Investors Corp. from 2004 to 2007. With over 22 years in the financial services industry, Brett focuses on partnering with high net worth individuals and business owners to develop personalized financial plans. His approach centers on the belief that failing to plan is planning to fail, and he works closely with clients to help them reach their financial goals. Brett holds a California Insurance License and maintains personal interests in fitness, football, hiking, skiing, and soccer.

Neila Malvoisin is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Farmers Insurance. 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 plans, corporations, and charitable organizations.

Richard Williams is a financial advisor with Merrill based in Paramus, NJ. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 16 years at Merrill. Outside of his advisory role, he serves as fundraising committee chairperson for Boy Scout Troop 109 in Hillsdale, NJ. 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.

Stephen Visnovske is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, First Republic Bank, and Morgan Stanley Private Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America 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.

Patrick Sweeney is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has previously worked at Ameriprise, UBS Financial Services, and Morgan Stanley. He holds Series 63, 65, and 66 licenses. 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 in its advisory process.

Michael Sheridan is a financial advisor with Edward Jones in Bronxville, NY, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, corporate, and charitable clients. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Amanda Cain is a CFP® professional based in Ridgewood, NJ, with 22 years of industry experience. She has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Neville Kapoor is a Financial Consultant who partners with clients to understand their short- and long-term financial goals and to develop customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout their financial planning journey. Neville works collaboratively with clients to build financial plans, identify strategies for improvement, and maintain open communication. Neville has held various roles in the financial services industry since 2009. His professional experience includes positions such as Vice President - Financial Consultant at Charles Schwab in 2024, Senior Manager in Platinum Relationship Management at Morgan Stanley - ETRADE from 2023 to 2024, Financial Consultant at Morgan Stanley - ETRADE from 2018 to 2023, Financial Solutions Advisor at Merrill Lynch - Merrill Edge from 2014 to 2018, and Licensed Personal Banker in the Private Client division at JP Morgan Chase from 2009 to 2013. Outside of his professional work, Neville has personal interests that include the beach, cars, comedy, social events with friends, music, and traveling.

Stacey Strauss is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously spent 10 years at Citigroup before joining UBS in 2019. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and mutual fund distribution, combining institutional trading capabilities with wealth management services.

Kalpana Thakkar is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with several business ventures, including 167-169 Newark Ave Realty and Dollar Paradise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Christopher Calabro is a financial advisor with LPL Financial in Elmsford, NY, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial from 2015 to 2019. Outside of advising, he has worked in a flooring business on a part-time basis. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Foley is a financial advisor at UBS Financial Services with 29 years of industry experience. He has previously worked at Bank of America and Merrill. He serves as an advisory board member for the nonprofit organization Eva’s Village, where he participates in fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Landon Tan is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, he worked at KMS Financial Services / Robin Tan for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs both discretionary and non-discretionary strategies, supported by research and technology tools.