Hui Chen is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities services.

Anna Day is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2018. In addition to her advisory role, she is a member of SKG Tax LLC, where she oversees operations, and a partner at Taxter Marketing, LLC, consulting on marketing and lead generation for advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements and educational seminars, with a range of investment and planning services tailored to clients’ diverse needs.

Michael D'Angelis is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Legg Mason & Co LLC and Fisher Investments. He is also associated with D'Angelis Wealth Management, a business related to his advisory activities. 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.

Cristina Curiale is a CFP® professional with 12 years of experience in financial services. She is currently with Raymond James & Associates and previously worked at UBS Financial Services. Outside of her advisory work, she is involved with the Summit Lacrosse Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Steven Martino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Cetera since 2008 and operates a CPA practice, Martino & Fisher, LLC, where he serves as managing partner providing accounting and tax services. Martino also owns a computer consulting business and acts as trustee for a family credit shelter trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management programs and access to third-party money managers, supporting both discretionary and non-discretionary account management.

Mauro Caringi is a financial advisor with MassMutual Investors Services based in Elmsford, NY. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His career includes longstanding roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance brokerage focusing on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning using advanced analytical tools and provides a range of programs including educational seminars and event-driven planning services.

Kelsey Delehanty is a Series 66-licensed advisor at Merrill with 13 years at the firm and 4 years of industry experience. She is based in Paramus, NJ. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Meehan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes positions at South Shore Bank and a role in the food service industry. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Charles Reitemeyer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working with J.P. Morgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Peyton Steitz is a Financial Advisor at Merrill Lynch Wealth Management, where he serves entrepreneurs, business owners, and affluent families across Northern New Jersey and the lower Hudson Valley. He develops long-term financial strategies tailored to clients' goals and ambitions, focusing on personalized guidance and a long-term perspective. Steitz's expertise includes assisting clients with managing financial priorities such as home purchases, college savings, elder care, and healthcare needs. He works closely with clients to define their goals and select portfolio strategies designed to achieve them, providing ongoing advice and adapting portfolios as situations change. He holds the Professional Investment Advisor (PIA) designation. He earned a High School Diploma/GED from Manatee-Sarasota and completed an Accredited Certificate Program at The Connecticut School of Broadcasting. Steitz is fluent in English and Spanish.

Thomas Nervegna is a financial advisor at Cetera with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, he is actively involved in Masonic organizations, serving as secretary and past master in multiple lodges. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

McKenzie Bishop is a Planning Consultant at Fidelity Investments, where she collaborates closely with the local Wealth Planner and Vice President Financial Consultants in the Paramus office. She focuses on delivering a comprehensive planning experience tailored to clients' individual goals and life plans. Her experience at Fidelity Investments spans several roles, including Relationship Manager from 2023 to 2025 and Financial Representative from 2021 to 2023. Throughout her career, she has emphasized building clarity and trust to help clients feel confident in their financial futures. Outside of her professional work, McKenzie enjoys a variety of personal interests such as spending time at the beach, cooking and baking, participating in family activities, listening to music, caring for pets, and playing softball.

James Cirocco is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Lincoln Investment and Legend Advisory Corporation. 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of customizable strategies.

Michael Fishweicher is a Financial Advisor at Merrill Lynch Wealth Management, a Bank of America company. He works directly with clients to develop personalized wealth management strategies tailored to their financial goals. Michael utilizes the global investing resources of Merrill along with the credit, lending, and banking services of Bank of America to support his clients. His areas of focus include family wealth management strategies, personal retirement planning, portfolio management, small business strategies, special needs planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Michael holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael earned a bachelor's degree from Touro College. He is involved in his community through the Fair Lawn Fire Company 1 and the Fair Lawn Heavy Rescue Squad. In his personal time, he enjoys activities such as baseball, basketball, boating, chess, football, genealogy, ice hockey, photography, softball, and spending time with his family.

David Tepper is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2014, following a two-year tenure at Wells Fargo Clearing. 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 and brokerage services, including financial planning and access to third-party asset managers, with a focus on model portfolios, customized strategies, and institutional platforms.

Daniel Saalman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds board positions with the MET CLUB FOUNDATION, Hospitality Financial & Technology Professionals, and serves as Treasurer for the Food and Beverage Association of America. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Indya Kellman is a financial advisor with LPL Financial in River Edge, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., Lakeland Financial Services, and M&T Securities Inc. Outside of her advisory work, she is a business owner of Portraits N Play LLC. 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 financial planning and asset management services, employing a variety of advisory strategies supported by technology and managing over $819 billion in discretionary assets.

James Farrell is a financial advisor with Ameriprise based in Ringwood, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones and Axa Advisors LLC before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering annual, non-discretionary written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

David Gallaway is a financial advisor with Cetera, holding the CFP® designation and a decade of industry experience. He has worked with several firms, including Cetera ADVISORS LLC and First Allied Advisory Services. Outside of advisory work, he owns and operates David M. Gallaway Tax Service, providing non-CPA accounting and tax preparation services, and also works as an independent contractor in mortgage and banking through Mortgage Network Solutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Richard Mulligan is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. His work history includes multiple roles within the Cetera family of firms since 2019 and prior experience at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.