Galen Miller is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in White Plains, NY. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendation reports. The firm operates as a large institutional advisor offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Montalvo is a financial advisor with J.P. Morgan Securities in Hackensack, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior employment includes ten years at Bank of America, N.A. and Merrill. He has been with J.P. Morgan Securities since 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a structured, non-discretionary program.

Roberta Anderson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Advisors since 2024. Her prior experience includes roles at People's United Advisors, Inc., People's Securities, Inc., and People's United Bank. Outside of her advisory work, she serves as secretary for Candlewood Knolls Community Inc. and is a board trustee for the New Fairfield Free Public Library. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad menu of financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop individualized recommendations.

Harish Jashnani is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 14 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations across a broad range of products, performance reporting, participant education, and plan benchmarking, with an advisory approach tailored to plan objectives and demographics.

Scott Rainaud is a CFP® professional with 10 years of industry experience, currently with Wells Fargo Advisors in Greenwich, CT. He previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank, N.A. for nine years. Rainaud holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs analysis, using Wells Fargo research and planning tools.

Anil Lamba is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1993. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, health, and property and casualty insurance. 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.

Ralph Rogers Jr. is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves as president of Networking Professionals of Westchester, a local networking organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, utilizing a structured financial planning process supported by firm-approved tools and extensive asset management capabilities.

Andrew Bresnahan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan and its affiliated entities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Terry Webb is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Edward Jones, Onyx Bridge Wealth Group, and LPL Financial. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ruben Bakhash is a financial advisor with LPL Financial in Woodcliff Lake, NJ, holding a Series 66 designation and bringing 26 years of industry experience. He has been affiliated with LPL Financial since 1998 and has taught finance and CFP-related courses at Fairleigh Dickinson University for over 20 years. Additionally, he works as an independent insurance agent specializing in fixed annuities and provides mortgage brokerage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Mark Goldman is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Goldman also owns Goldman Financial Services, a financial services business providing advice to individual and corporate clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a specialized advisory affiliation.

Nicholas Aubin is a financial professional with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he has worked as a golf caddy since 2013. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with diverse program options.

Christopher Diratsouian is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018. Prior to that, he was employed by Axa Advisors, LLC, and he also worked at The College of New Jersey. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives to deliver services that include firm-offered and third-party advisory programs, focusing on personalizing investment models and fiduciary services.

Omar Barreda is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC, as well as involvement with Delmar Remodels and Amore Pizza. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Andrew Kevlahan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in a retail fish market and café, a wholesale fish sales business, and a personal-use fishing yacht with potential future charters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party analytics in its investment approach.

Jonathan Jaeger is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has 36 years of industry experience. His prior roles include positions at Summit Financial Consultants and RBC Capital Markets. He is also licensed as an insurance agent and sells term, permanent, and long-term care insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

John Ciavarelli is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has experience working with a diverse client base, including individuals who prefer a self-directed approach to financial planning. John focuses on helping clients gain clarity and confidence in their financial decisions by taking a personalized approach that involves listening closely to the client's goals and collaborating to develop tailored strategies. Prior to his current role, John worked as a Financial Advisor at Vanguard from 2021 to 2025, and as a Retirement Specialist at Vanguard from 2019 to 2021. His earlier experience includes roles at J.P. Morgan Private Bank as a Wealth Management Analyst from 2015 to 2018 and as a Client Service Associate from 2013 to 2015. Outside of his professional work, John has interests in concerts, fitness, food, football, museums, and traveling.

Angel Sanchez is a Financial Advisor at Merrill Lynch Wealth Management, where he helps individuals, families, and business owners build, manage, and protect their wealth. He adopts a personalized approach by understanding what matters most to each client and aligning financial strategies to their short-, mid-, and long-term goals. His services include investment guidance, retirement planning, and preparation for unexpected life events. He also works with business owners to design and optimize retirement plans, improve fiduciary governance, and create tax-efficient strategies. Angel holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. He has attended Montclair State University and earned a High School Diploma from Passaic High School. Fluent in English and Spanish, he has over 20 years of experience working with clients and connecting them to a comprehensive range of financial resources through Merrill and Bank of America. Born in the Dominican Republic and raised in Northern New Jersey, Angel lives there with his wife and three sons. Outside of his professional work, he enjoys sports, traveling, and spending time with his family.

John Keane is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2018 and previously worked at UBS Financial Services and UBS Bank USA from 2001 to 2018. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive approach without making individual security recommendations as part of its standalone planning service.

Jennifer Anton serves as a Branch Leader, where she focuses on fostering a culture of excellence, collaboration, and client-centric growth. In this role, she empowers her team to deliver financial planning services. Prior to her current position, Jennifer worked as a Planning Consultant at Fidelity Investments from 2021 to 2025 and as an Investment Consultant there from 2020 to 2021. Before joining Fidelity Investments, she was a Regional Private Banker in the Premier division at Wells Fargo from 2010 to 2020. Outside of her professional career, Jennifer has interests in beach activities, cooking and baking, fitness, horseback riding, parenthood, and traveling.