Michael Cannon is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cadaret Grant & Co., Inc. and ADP Inc. Cannon is involved in a financial management group related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services.

Kenneth Quazza is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. His prior experience includes roles at Smith and Smith Accountants & Auditors, Hy-Test Packaging, and involvement with local education boards in Mahwah and West Milford, New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Ivy Lau is a Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2018. In her role, she emphasizes the importance of listening to clients to effectively address their financial concerns and aspirations. She holds a California Insurance License, which supports her work in financial planning and consulting. Outside of her professional responsibilities, Ivy engages in activities such as cooking and baking, outdoor adventures, parenthood, solving puzzles, traveling, and volunteering.

Carla Gomory is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process using approved planning tools and modeling techniques, serving clients through both direct relationships and corporate financial planning agreements.

Marie Rego is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Merrill in 2016. 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 investment modeling techniques.

John Suszynski is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, he is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Hebbeler is a financial advisor at Fidelity with 11 years of industry experience. He has held roles at firms including Lehman Brothers Holding Co, Merrill, Bank of America, and Fidelity Investments. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary fundamental research and quantitative analysis. The firm serves as an advisor to multiple registered investment companies and employs algorithmic methods and AI in its investment process.

Joseph Voltaire is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2008. His work history includes roles at Morgan Stanley & Co., Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct financial planning and employer-sponsored Corporate Financial Planning agreements.

Robert Singley III is a financial advisor at Equitable Advisors with a Series 66 designation. He has been with Equitable Advisors since 2025. Prior to his current role, he held positions at BSI Group and PAL Environmental Safety Corp, and worked in education at Rowan University and Morris Knolls High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Edward Ryan Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Insurance Agency, as well as his current position at Cetera since 2025. Outside of advising, he serves as a director and secretary for a nonprofit scholarship fund supporting children attending Catholic high schools, and he holds leadership roles in professional associations such as the National Association of Enrolled Agents. Cetera Investment Advisers LLC provides a broad range of advisory services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers access to various investment platforms, including third-party managers and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

James Capitanello is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at OSAIC since 2023. Prior to this, he was with Sagepoint Financial, Inc. and Capacity Benefits & Financial Services Group, LLC for extended periods. Capitanello is also the owner and president of JimCap Consulting, LLC, which receives commissions from life, disability, and long-term care insurance carriers. OSAIC serves a diverse group of retail and institutional clients, including individuals, pension plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in portfolio construction, and supports both discretionary and non-discretionary management accounts with access to third-party money managers.

Ronald Price is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals dedicated to understanding clients' goals, dreams, and aspirations. He emphasizes educating clients by making complex financial concepts simple and easy to understand, aiming to develop strong relationships based on confidence and trust. Prior to joining Fidelity Investments, Mr. Price served as Branch Manager at E*TRADE from 2014 to 2023 and as a Financial Consultant at E*TRADE from 2010 to 2014. His experience spans over a decade in financial services, focusing on comprehensive financial planning and client relationship management. Outside of his professional career, Ronald Price enjoys golf, hiking, snowboarding, surfing, and traveling.

Kevin Rotolo is a CFP® with four years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. His prior experience includes a role at Valley National Bank and attendance at West Virginia University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evelyn Aguila is a financial advisor with Primerica Advisors in Orangeburg, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. In addition to her advisory role, she is involved in the sale of home security and automation products, as well as loan products, through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers overseen by an independent consultant and implements models via BNY Mellon Advisors, offering a tiered wrap-fee structure and maintaining authority over model selection.

Atul Shah is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 40 years of industry experience. His career includes over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. Shah has involvement in various property and casualty insurance brokerage activities across multiple firms. 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, access to model portfolios, third-party asset management, and a broad range of investment and insurance products through its integrated platform.

Scott Whisten is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Allianz Global Investors U.S. LLC for 16 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Fuentes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Del Campo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Maplewood, NJ. He has worked with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Dibrino is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.