Gary Jones is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Jones and Jones Consulting LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services with a fiduciary standard and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Mark Villani is a Financial Consultant at Fidelity Investments, a position he has held since 2020. Prior to this role, he worked as a Financial Solutions Advisor at Bank of America-Merrill Lynch from 2011 to 2020. With many years of experience as a financial consultant, Mark focuses on developing financial strategies tailored to his clients' goals and aspirations. He emphasizes the importance of building trust and understanding his clients and their families to support sound financial planning. Outside of his professional work, Mark enjoys board games, concerts, football, outdoor adventures, and spending time with his pets.

Morgan Burklow is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, LLC for 15 years. Burklow also operates a financial planning business through Burklow & Burklow, LLC, where he is involved in operations, staffing, and training. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Anthony D Amico is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cetera Wealth Services, Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. He has also engaged in fixed insurance sales as an independent contractor. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Juan Muniz is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2007. 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 backed by research from Wells Fargo Investment Institute and other sources.

Sean Clare is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2006 to 2019 before joining Fidelity Brokerage Services LLC in 2019. Sean has been with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC, where Sean is affiliated, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Dionne Lloyd is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds her Series 63 and Series 66 licenses and has worked at institutions including Fidelity Investments and Wachovia Bank. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Gerald Reiss is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Cetera and its affiliate since 2005 and operates a CPA firm providing audits, financial statements, accounting, and tax services. Additionally, he offers individual life insurance unrelated to investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to multiple investment program platforms through a multi-manager structure.

Melinda Bini is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and Wells Fargo Clearing. Melinda is also involved as an investment representative with Northfield Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and participant-level retirement advice through a large network of advisors.

Joseph Rossano is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, Rossano serves as a firefighter for the City of Hoboken, New Jersey. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Adriane Conway is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise, Cadaret, Grant & Co., Inc., and Keybridge Financial, where she also maintains a business focusing on non-variable insurance. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives and employs various investment strategies supported by research and technology.

John Flayderman is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Morgan Stanley, and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

David Sytsma is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

John Dikun is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 26 years of industry experience. He has been with LPL Financial and its predecessor entities since 2000 and also maintains a CPA practice dating back to 1989. 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.

Michael Susini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 13 years at Morgan Stanley in various roles. 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.

Tiffany Thomas is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2015. Outside of finance, she is a Pilates instructor at Purple Kisses Pole Fitness Studio in Union, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support clients’ financial goals.

Lawrence Feiler is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked for C.L. King & Associates, Inc. for a total of ten years before joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Roger Moss is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior firms include Ameriprise, Banc of America Investment Services, The Investment Center Inc, and Ic Advisory Services Inc. He is also involved in tax preparation and accounting through Mileto Tax Prep. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various investment programs and institutional platforms, combining a wide range of advisory tools with extensive non-advisory financial services.

Joseph Kayal is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as a brief tenure at Uber, Inc. Outside of advisory work, he is active as an insurance broker, selling life, fixed annuities, disability, long-term care, health, and property & casualty insurance. Mass Mutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Rajan Arora is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and previously at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, Arora is involved in home school teaching through Public Partnerships, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.