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.

Hillary McLean is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2015. In this capacity, she partners with clients to help them understand the importance of financial planning and guides them through building customized plans tailored to their specific situations. Prior to her current position, Hillary served as Vice President and Ultra High Net Worth Banker at Merrill Lynch Private Banking & Investment Group from 2006 to 2015. Her professional experience spans wealth management and private banking, focusing on personalized financial planning and investment strategies. Hillary emphasizes open communication, trust, and honesty in her client relationships, ensuring thoughtful listening and candid discussions. No additional information about her education, credentials, personal interests, or community involvement was provided.

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.

Andrew Coker is a financial advisor with Cetera in Pearl River, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Cetera and its affiliated entities since 2010 and previously worked at Foresters Financial Advisory Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of independent advisors and significant assets under management.

Robert Dawson is a financial advisor with Equitable Advisors in New Rochelle, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Dawson is involved with the Rotary Club of the Pelhams. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

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.

Samuel Goodhue is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His career includes roles at MassMutual Life Insurance Co and MetLife Securities Inc. Outside of his advisory work, he is also engaged in insurance brokerage focused on life, accident, health, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to deliver tailored written recommendations.

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.

Howard Genden is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His career includes roles at Cetera Wealth Services, North Ridge Securities Corp., and American Portfolios Financial Services. He is also involved in insurance sales and owns Pace Financial Services and POHS Institute. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets through a large network of advisors.

Aldo Pizzoli is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and the Hospital for Special Surgery. Outside of advisory work, he is involved in computer consulting and tax preparation through ACP Financial Group. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning options. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across multiple program structures.

Douglas Posluszny is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2006 and has worked at Bergen Community College since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Bernard Fasciano is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has been with UBS since 2014 and operates a separate licensed private detective business. Fasciano is involved with Habitat for Humanity of Bergen County as an advisory committee member and volunteers for the Bay Head Shores Property Owners Association in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

Diane Nigro is a financial advisor at Edward Jones with 26 years of industry experience. She has held the Series 63 designation and has been with Edward Jones since 2013. Outside of her advisory role, she has received income from a separate business activity with Goldman Sachs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jesse Newman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Equitable Advisors, LLC, InvestorFlow, Intralinks, and ATSG. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Underwood is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Deutsche Bank Securities Inc., and Citigroup Global Markets. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked at National Planning Corporation and First Allied Advisory Services, among other firms. In addition to his advisory role, Miller provides tax preparation services as a Certified Public Accountant. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and a broad suite of operational tools.

Joseph Rass is an adviser with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. His prior experience includes roles at Northern Advisory Group and New Jersey Institute of Technology, as well as positions in education at multiple schools. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Leonel Hernandez Navarro is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America, Merrill, TD Bank, UPS, and Five Guys. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Edna Haughney is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior experience includes roles at Morgan Stanley and Merrill. She serves on the board of directors for the Mahwah Regional Chamber of Commerce as a member at large. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing, customized advice focused on dependable income and tax-aware withdrawal strategies.