Anita Thomas is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of advisory work, she is involved in accounting and bookkeeping for her sole proprietorship focused on rental property. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and employing structured planning tools developed by its Financial Advisors and Estate Planning Strategies Group.

Veniamin Malakh is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 20 years of industry experience. His work history includes roles at Zahav Financial Inc. and Cetera Financial Specialists LLC. Outside of advising, he owns TAXBIX PRO LLC, a tax practice, and serves as a volunteer trustee handling bank reconciliation and tax return preparation for the Beer Itzchak Foundation, a nonprofit public charity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Robert Siegler is a Series 66-licensed financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2020. His previous roles include positions at Lakeland Financial Services, Raymond James Financial Services, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Peter Demarco is a financial advisor with Morgan Stanley, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and spent ten years at UBS Financial Services prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

David Samuel is a financial advisor at Primerica Advisors with Series 66, Series 63, and Series 65 licenses and 10 years of industry experience. His prior work includes positions at J Knipper & Co and Solix Inc. He also engages in sales of investment-related products and receives compensation for referrals of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and billions in assets under management, utilizing model-based investment strategies overseen by external asset managers.

Jennifer Jervis Babish is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Special Needs Consultant (ChSNC) and Personal Investment Advisor (PIA). Jennifer focuses her practice on personal retirement planning, portfolio management services, special needs planning strategies, and advising women and families on wealth and retirement income. Before entering the financial industry, Jennifer worked as a teacher, which informs her approach to financial education and empowering clients with knowledge. She earned her Bachelor's Degree from Saint Thomas Aquinas College and obtained her ChSNC designation inspired by her personal experience as a mother of a special needs child. Her goal is to provide customized financial recommendations by understanding each client's unique circumstances, time horizons, and risk tolerances. Jennifer values building personal relationships with her clients to support their financial literacy and organization needs. Outside of work, she enjoys spending time with her husband Chris, daughter Victoria, son William, and their dog Archie. Her family activities include walking trails, playing board games, building Lego, and visiting Lake George.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. Prior to his financial industry roles, he worked in various positions including at Louis Vuitton Malletier and other firms. 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.

Dillon Rodgers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 12 years and has been involved with New Horizon Financial Corporation and Pearl River Hilton for over a decade. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.

Helen Alberto is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to identify their short-, mid-, and long-term financial goals and develops portfolio strategies designed to help achieve them. Her approach includes providing ongoing advice and adapting strategies as clients' financial situations evolve, covering areas such as investing, retirement planning, and saving for unexpected events. Helen also facilitates access to Bank of America specialists for banking, credit, lending, and small business solutions. Helen holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. She is proficient in both Spanish and English and is involved in several professional organizations, including the Hudson County Chamber of Commerce, the New Jersey Association of Women Business Owners, and the Statewide Hispanic Chamber of Commerce. Additionally, she contributes to the community through her involvement with Jersey City Medical Center. Outside of her professional work, Helen enjoys activities such as cooking, dancing, playing pickleball and tennis, traveling, and practicing yoga. She values building long-term relationships with individuals and families to support their holistic wealth management across generations.

Joan Nilan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes positions at Morgan Stanley Smith Barney, Bank of America, Merrill, Wells Fargo Clearing, and Hornor, Townsend & Kent. Nilan is based in Cedar Grove, NJ. 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 portfolio programs, third-party asset management, and institutional platforms, supported by an extensive network of investment adviser representatives.

Johannes De Waal is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Mountain Creek, DCI Inc, and Stevens Institute of Technology. He is also involved with HJP Financial Group LLC, a business related to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial services.

Nancy Amalfitano is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007 and previously spent five years at Citigroup Global Markets. Outside of her advisory role, she volunteers as co-chair of the Saddle River Valley Branch at Valley Hospital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various strategies and technology to support its network of over 22,000 advisors.

Javier Bustamante is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2011, with additional experience at Morris Tech Partners and AT&T. Outside of advisory work, he is involved in managing Captain Gambit Studios, LLC and works as a Lyft driver. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody services.

Walter Janeczek is a Series 66 registered financial advisor with Edward Jones, based in Franklin Lakes, NJ. He has 16 years of industry experience and has been with Edward Jones since 2009. Outside of his advisory role, he is associated with Cascade Medical Enterprises LLC, a medical device business. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lewie Soaivan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Frank Convertini is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 credentials. In addition to his work in financial advisory, he is a certified public accountant and co-owner of Wetter and Convertini CPA LLC, a firm providing consulting, tax return preparation, and financial statement services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Marc Delgaudio is a financial advisor with Cetera who holds a Series 63 designation and has 33 years of industry experience. His prior work includes positions at Allied Wealth Partners, Securian Financial Services, Minnesota Life Insurance Company, Langdon Ford Financial, and WS Griffith Securities. Outside of advising, he holds ownership or officer roles in several fixed insurance sales businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party money managers across various program types and custodial relationships.

David Schrader is a financial advisor with Ameriprise in Wayne, NJ, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Merrill from 2008 to 2017 before joining Ameriprise Financial Services, Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate personalized recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Russ Schwartz is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Sue Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has served at Cambridge Investment Research Advisors since 2011 and at Cambridge Investment Research, Inc. since 2010. In addition to her advisory role, she is also a real estate agent with Coldwell Banker Realty. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and provides access to multiple platforms, custodians, and proprietary model strategies.