Henry Sobotka is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS Financial Services since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the proprietor of the Bernice M. Sobotka Trust. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Matthew Trundle is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he holds partial ownership in several investment-related LLCs and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning solutions and utilizing Wells Fargo research and tools to develop tailored recommendations.

Robert Nebelung Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials and is based in Naples, FL. 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, including tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Brian Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2005. Walsh also owns and operates a tax services business providing tax resolution for small businesses, and he serves as president of a tax and accounting firm where he oversees a staff of accountants and tax preparers. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and unaffiliated model portfolios and third-party managers.

Vincent Luongo is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, performance reporting, participant education, and incorporates a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Richard Cohen is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, previously at Morgan Stanley Smith Barney from 2009, and at Citigroup Global Markets from 1995 to 2009. Outside of his advisory work, Cohen serves as a board member of the Morris Area Society of Homebrewers. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm‑approved processes in its financial planning services.

Christopher Martino is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. His prior roles include positions at Petito Wealth Management, Hightower Advisors Capital Management Group New York, and several engagements related to Quinnipiac University. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to registered investment companies and fund-of-funds.

Ryan Rozniakowski is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2017, including his tenure at UBS Bank USA. Prior to that, he worked at Lakeview Loan Servicing, LLC for one year. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes custody, underwriting, and capital markets services.

Henrietta Hemingway is a financial advisor with Primerica Advisors in East Rutherford, NJ. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at PFS Investments Inc., Primerica Financial Services, and TFS Securities, Inc., along with work in public education and youth consultation services. Hemingway is involved with Making A Difference In Teens & Young Adults, an organization focused on youth development. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program that uses model-based strategies and discretionary accounts, supported by third-party asset managers and custodians.

James Barbi is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at AXA Advisors, LLC and RBC Capital Markets. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Marco Acosta is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research and may include ESG criteria to build model asset allocations.

Jazzmin Jakubas Kaynak is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Her prior work includes roles at loanDepot.com, Citizens Bank, and other financial and service industry positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm’s distinctive features include roles as a commodity pool operator and advisor to multiple registered investment companies, as well as the use of algorithmic methods and AI in research.

Andrew Mc Hale is a financial advisor with Ameriprise in Parsippany, NJ, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Anthony Bonanno is a financial advisor with Cetera, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. His prior roles include long-term positions at Allied Wealth Partners and Securian Financial Services, as well as ownership and agent/broker roles in fixed insurance sales. He serves on the finance committee of Gateway Academy Charter School, a nonprofit K-12 institution, and manages an expense management practice through Manserac LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Belinda Boden is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and eight years of industry experience. She previously worked at Hightower Advisors for 13 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Peter Katz is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Fairlawn, NJ. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior work experience includes roles at Ameriprise, Island Park Private Wealth, and other financial and corporate firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Sharon Cartotto is a financial advisor at Fidelity with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at various Fidelity-affiliated entities, including Strategic Advisers since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014. Prior to that, she was with PFS Investments Inc and Primerica Financial Services. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Lebida is a CFA® charterholder with 18 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, Moody's Analytics, TIAA-CREF, Charles Schwab, and Ameriprise. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research, analytics, and modern portfolio theory to support its broad range of brokerage and advisory solutions.

Jonathan Lewandowski is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and JPMorgan Securities. Outside of his advisory work, he serves as a soccer trainer for the River Dell Blackhawks. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.