Monica Imbriaco is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Wesley Goldberg is a financial advisor with Ameriprise in Chester, NJ, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that incorporate income, Social Security, and tax-smart withdrawal strategies. The firm utilizes a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, to generate tailored recommendations.

Nicholas Thompson is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include consulting at Thompson & Thompson Consulting Inc. and involvement with educational institutions such as Fairleigh Dickinson University and Cedar Stars Academy. He also served with the Morris County Youth Soccer Association for six years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Brian Latz is a CFP® with 34 years of experience in financial services. He is currently with Wells Fargo Clearing, where he has worked since 2016. Prior to that, he held positions at Morgan Stanley and Citigroup Global Markets. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jon Schulz is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 66 designations. He has 15 years of industry experience, including 13 years at Bank of America and Merrill prior to joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Krystle Kukreja is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Dealogic LLC. Kukreja has been with Morgan Stanley Smith Barney LLC since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and modeling techniques.

Ramon Labitigan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes over three decades at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s approach is model-driven, offering access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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.

Adam Berg is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has worked at MML Investors Services Inc. and MassMutual Life Insurance Company since 2000. Outside of his advisory role, Berg owns a retail business that creates and markets sports-themed T-shirts. MML 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, annual planning engagements that recommend investment strategies without discretionary authority.

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 nine years of industry experience. He has worked at Charles Schwab since 2024, with prior roles at Citigroup, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary and discretionary investment options alongside financial planning and managed accounts. The firm is notable for its integrated structure and large client base, delivering multi-asset model portfolios with periodic reviews and access to alternative investments.

Michael Poole is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 43 years of industry experience. He has been associated with Cetera and its affiliated entities since 2005 and operates M&M Associates LLC. In addition to his advisory work, he is involved in sales of group health, life, and long-term care insurance, as well as recruiting activities through M&M Associates LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management options and strategies, supported by a large network of advisors and significant assets under management.