Kathryn Tolkowsky is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes five years at Goldman Sachs & Co and two years at ADP before joining J.P. Morgan in 2022. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Matthew Duhaime is a Planning Consultant at Fidelity Investments, where he assists clients in understanding their financial circumstances and developing personalized financial plans. He collaborates with advisors to implement strategies aimed at achieving long-term objectives such as retirement, wealth accumulation, and income planning. Matthew has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Prior to his current tenure, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017 and began his career as a Financial Representative at Fidelity Investments from 2013 to 2014. He holds a California Insurance License. Outside of his professional responsibilities, Matthew engages in activities such as biking, hiking, music, running, skiing, and swimming.

Peter Torres is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Quick & Reilly, Inc. Outside of advisory work, he has coached girls' high school basketball. RBC Wealth Management serves a broad client base including individuals, institutions, and charitable organizations, offering tailored investment strategies through a variety of advisory programs that combine in-house and third-party management options.

John Depaola is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and a Series 66 license. He has eight years of industry experience, having previously worked at Park Avenue Securities, Guardian Life Insurance Company of America, and ConnectOne Bank. Outside of advising, he manages a vending machine distribution business and holds ownership roles in several entities related to his practice and insurance activities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships with a goal-oriented, software-driven planning approach.

Amaya Pollard is a Financial Advisor at Merrill Lynch Wealth Management. She works with technology professionals and other clients to develop personalized financial plans that address their short-, mid-, and long-term goals. Her services include retirement planning, investment management, and providing guidance on stock options, restricted stock units (RSUs), and other employer-provided compensation benefits. Amaya's expertise encompasses corporate executive services, education planning, employee benefits planning, executive and equity compensation services, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, and personal retirement planning. She holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Bowling Green State University. Outside of her professional work, Amaya enjoys painting, reading, running, and practicing yoga. She is dedicated to understanding her clients' priorities and helping them create strategies to pursue their financial goals.

Alan Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and had a brief tenure at Summit Asset Management. Becker is also involved with Life Policy Pros, Inc., an investment-related business focused 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 other institutions. The firm offers a broad range of advisory and brokerage services supported by a network of investment adviser representatives, with a focus on customizable portfolio strategies and comprehensive financial planning.

Peter Silvis is a financial advisor with Cetera in Iselin, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at First Allied Advisory Services, Triad Advisors, and MSI Financial Services. Outside of his advisory work, he consults for Solar Landscape. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Alexander Zebrowski is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS and Jpmorgan Chase Bank, N.A. Outside of his advisory roles, he has spent seven years affiliated with Montclair Golf Club. 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 combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Carolyn Harris is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, following four years at Ameriprise Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nancy Stewart is a financial advisor with J.P. Morgan Securities in Metuchen, NJ, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 1997. 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, with a process supported by centralized due diligence and a mix of quantitative and qualitative research.

Zachary Boorse is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he partners with individuals, families, and business owners to develop tailored financial strategies aimed at building, preserving, and transferring wealth. His approach centers on understanding each client's unique goals, which allows him to provide guidance in areas such as college education planning, family wealth management strategies, defined benefit and contribution plans, liquidity management, personal retirement planning, tax minimization, and retirement income. Boorse holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned both a Bachelor's Degree and a Master of Business Administration (MBA) from Fairfield University. Outside of his professional work, Boorse has personal interests that include baseball, fishing, golfing, hunting, ice hockey, scuba diving, skiing, and tennis.

Gregory Marsh is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors Financial Network LLC since 2009. Marsh has a 50% ownership interest in Bruno Marsh & Associates Inc., operating as Bridgehaven Fiduciary Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to offer tailored recommendations backed by its research and planning tools.

Mariela Maquilon is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been employed at Wells Fargo Bank NA since 2010. 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 and analytics from Wells Fargo Investment Institute.

Robert Abdul is a financial advisor with Charles Schwab and Co., Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and Northwestern Mutual. Outside of his advisory work, he has experience driving for ride-sharing services. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning and managed account services. The firm offers a combination of non-discretionary and discretionary investment management with a multi-asset, model-driven approach and a centralized operational structure.

Nicholas Siragusa is a financial advisor with Wells Fargo Advisors in Staten Island, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill and has had two separate tenures at Wells Fargo Advisors. Outside of his advisory work, he owns and operates a vintage watch consulting business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized niche services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client letters, with implementation optional through the firm’s brokerage or advisory programs.

William Booker is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 66 designations and over 42 years of industry experience. He previously worked at Merrill and Bank of America before joining UBS in 2010. Outside of his advisory role, Booker serves on the board of a Catholic high school focused on inner-city youth and is involved with a foundation that provides scholarships for the California University of Pennsylvania. He is also a partner in WorkNest LLC, a company producing workplace solutions for nursing mothers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 in its advisory approach.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Judith Kasen Windsor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of her advisory role, she serves as a trustee for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Steven Haiser is a financial advisor with Primerica Advisors in Cranford, NJ, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been associated with Primerica Advisors since 1995 and Primerica Financial Services since 2000. Outside of his advisory role, he owns Triple Eight Ventures, LLC, which provides karate and self-defense instruction. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Sandra Yates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Scottrade, Inc. She has been with Raymond James & Associates since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.