Braken Fiore is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Fiore serves as president of Fiore Strategic Wealth Inc. and acts as a pension consultant for the International Brotherhood of Electrical Workers, assisting with NYCERS pension options. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements with firm-approved analytical tools and offers various educational seminars and specialized planning programs.

Larsen Flinn is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Bank of America and Merrill for 15 and 19 years respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services with access to model portfolios and research from multiple sources.

Anthony Giordano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Ameriprise and Linsco Private Ledger. He is also a majority owner of GIORDANO GP, LLC, a merchant partnership based in Palm Beach Gardens, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with implementation options through various brokerage and advisory programs.

Joseph Armstrong is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank and JPMorgan Securities. Armstrong also has experience outside finance, including a role at ITS Nutts on the Canal LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Jonathan Beaubien is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Outside of his advisory work, he serves as a board member for KYDS, a youth and community development organization, and works as a baseball instructor at Leftys Sports Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, employing firm-approved tools to analyze client goals and deliver written recommendations.

Michael Saladino is a financial advisor with Equitable Advisors based in Woodbridge, NJ. He holds Series 63 and Series 65 registrations and has recently begun his advisory career. Prior to joining Equitable Advisors, he has experience in retail and education sectors, including roles at Shoprite and Misericordia University. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed TAMPs to deliver both advisory and brokerage solutions.

Joseph Gough is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Merrill since 1986 and is also associated with Bank of America since 2009. Gough serves as a board member of CAFRICO, Inc., a nonprofit organization that collects charitable donations to support a health clinic in Uganda and other nonprofits. 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.

N Sean Longo is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The Morrison, Longo & De Stefano Group. Since beginning his career at Merrill in 2005, he has focused on helping clients develop personalized wealth management strategies that address their unique financial objectives and concerns. Sean leads the group's investment committee, collaborating with colleagues and clients to implement customized investment plans that consider risk tolerance, investment timeline, liquidity needs, and both short- and long-term goals. His expertise includes executive compensation, family wealth management strategies, liquidity management, philanthropic planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. Sean holds a Bachelor of Science degree from Montclair State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also been recognized on Forbes' "Best-in-State Next Gen Advisors" list in 2019. Sean resides in Scotch Plains, New Jersey, with his wife Alicia and their three children. Outside of work, he enjoys mountain biking, cooking, playing the guitar, and running.

Stephen Waite II is a financial advisor with Ameriprise based in Alexandria, NJ, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Ameriprise Financial Services. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while maintaining a broad range of investment and insurance solutions.

Evyavan Patel is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL, Patel held positions at Santander US Capital Markets LLC, Morgan Stanley, and Cetera Investment Management, and has operated Evyavan Advisory Services LLC. Patel’s background also includes four years at Princeton University and seven years at Central Jersey College Prep Charter School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Charles Schroeder is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Madison & Main Advisors LLC and Canaccord Genuity Inc. He is also active as an insurance broker through a separate business, focusing on life, disability, long-term care, and health insurance. Mass Mutual Investors Services 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, emphasizing collaborative, goal-focused planning using firm-approved analytical tools.

Mark Spedaliere is a Wealth Management Advisor at Merrill Lynch Wealth Management and a Senior Vice President. He has been part of the Keller, Spedaliere, and Langley team for 25 years, where he applies his background in economics, financial data analysis, and knowledge of macroeconomic factors to support clients in managing their wealth. Mark holds the CERTIFIED FINANCIAL PLANNER® designation, earned in 2005, and is also a qualified Portfolio Manager who provides personalized investment strategies, including discretionary management through the firm's Investment Advisory Program. Mark graduated from Lehigh University with a Bachelor of Science degree in Finance and Economics and is a life member of Mensa. His team has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2023 and 2024. Mark's approach emphasizes understanding clients' goals through frequent and open conversations to deliver integrated strategies beyond investment management, including retirement planning, education planning, tax minimization, and family wealth management. In his personal life, Mark resides in Basking Ridge with his wife and three children. Outside of work, he enjoys cooking, tennis, watching Italian soccer and football, playing pickleball and racquetball, listening to music, and spending time with his family.

Antonio Morales is a financial advisor with LPL Enterprise, holding a Series 66 designation and starting his career in 2026. Prior to joining LPL Enterprise, he was involved in various roles including positions at Catezza Italian Kitchen + Bar and Rutgers University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Michael Turchi is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, diversification strategies, tax-efficient investing, and goal planning. Michael works with a team to assist individuals and families in meeting their financial objectives. His client focus areas include education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michael holds the Professional Investment Advisor (PIA) designation. He completed his education at CUNY College of Staten Island. Outside of his professional work, Michael enjoys baseball, football, music, spending time with his family, and watching movies.

William Diodato is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Mass Mutual-affiliated firms since 2016. Outside of advising, he is involved in independent insurance brokering and owns a business entity used to cover expense operations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Nicholas Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he has worked at Charles Schwab Bank, The Office Restaurant and Lounge, and Vintony Mechanical. Outside of finance, he is involved in managing The Office Restaurant and Lounge. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Robert Latour is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes long-term service with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Christopher Devine is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 32 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. He also works as an associate at Rabadeau Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through various advisory programs while maintaining specialized services in municipal advising and SIMPLE IRA consulting.

Nathan O'Connell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked at firms including Capital Group, First Republic Bank, UBS Financial Services, and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Ahmed Iqbal is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Citizens. Outside of his advisory role, he is involved with Alaraa Corp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.