Susan Daniele is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held a position at Sika Corporation from 2014 to 2019. Outside of her advisory work, she is involved in managing rental property in Bradley Beach, 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 approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a nationwide network of more than 23,000 financial advisors.

Peter Casale is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials. He has 34 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anthony Annunziata is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities from 2015 to 2017. Outside of his advisory role, he is a member and owner of Nunzi Kim LLC, where he manages administrative support and associates' expenses. 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 comprehensive financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented client relationships.

Evelyn Anzules is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 registrations and has worked with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in real estate through ownership of two separate entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Daniel Molluzzo is a CFP® professional with 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria where applicable.

Elaine Lin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan in various capacities since 2006, including roles at JPMorgan Chase Bank, N.A. outside her current firm affiliation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program. The firm employs a centralized due diligence process, combining quantitative and qualitative research, and offers capabilities that include derivatives and commodities through its broader regulatory registrations.

Michael Iannucci is a financial advisor with Charles Schwab in Paramus, NJ, holding Series 63, Series 65, and Series 66 licenses and over 31 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary financial planning and access to affiliated discretionary separately managed accounts. The firm’s integrated structure includes bundled advisory, brokerage, custody, and cash-sweep services.

Frank Jaffe is a CFP® with 37 years of industry experience, currently serving at Ameriprise Financial Services since 2016. He holds the Series 63 designation and is based in Fairfield, NJ. Outside of his advisory role, he serves as Treasurer and Trustee on the Board of Directors for Congregation Ahavas Israel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients approaching or in retirement.

Kerrie Lou is an Investment Consultant at Fidelity Investments, where she partners with clients to develop personalized investment strategies and provide ongoing support. She has been with Fidelity Investments since 2024, progressing through roles including Financial Representative and Relationship Manager before her current position. Her professional experience includes a Wealth Management internship at Mercer Advisors in 2024. Kerrie holds a California Insurance License. Outside of her professional career, she engages in family activities, Pilates, and running.

Francesco Catalano is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Equitable Advisors in 2020, he spent 13 years at Lazard. Equitable Advisors serves individuals—including non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered programs and third-party asset managers.

Christopher Dumont is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Merrill since 2009 and has concurrent experience at Bank of America, N.A. since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Martin is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 16 years of industry experience and previously worked with Cetera Investment Services and Foresters Financial Services. In addition to her advisory role, she is an insurance agent with Vanbridge Insurance Services. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational and research tools.

Hyungku Her is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Equitable Advisors since 2001 and previously operated within AXA Advisors, LLC for 19 years. He is also involved in other insurance-related business activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both in-house and third-party advisory platforms.

Michael Yackanin is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Merrill and Morgan Stanley. Since 2010, he has also been affiliated with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s 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.

Christopher Kincade is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services and has previously worked with Bank of America, Merrill, Btig, and Merrill Lynch. Kincade attended Elon University from 2015 to 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities, combining institutional trading capabilities with wealth management.

Joseph Heyer is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support client financial plans.

Kungyee Thompson is a financial advisor with Mass Mutual Investors Services in Paramus, NJ. He holds the CFP® designation and has 30 years of industry experience. Thompson has been with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized planning programs including divorce and estate settlement services.

Stephanie Evenson is a financial advisor at UBS Financial Services with 20 years of industry experience. She previously worked at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC from 2005 to 2021. She holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nickolas Venetos is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wells Fargo in 2021, he worked at RBC Capital Markets from 2016 to 2021. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.