Lee Giordano is a CFA® charterholder and holds Series 63 and 65 licenses, with 28 years of experience in the financial industry. He has worked at UBS Financial Services Inc. since 2016 and spent a brief period at Penserra Securities LLC earlier that year. Outside of his advisory role, Giordano is a licensed real estate referral associate and serves on the Republican County Committee in Westfield, New Jersey. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to support client goals.

Nicole Mochnal is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has worked with Wells Fargo and its affiliated entities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds a Series 63 designation and is based in Westfield, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Moshe Teitelbaum is a financial advisor at Cetera with a PFS™ designation and one year of industry experience. He is also the owner and principal of Teitelbaum & Co CPA PLLC, a Certified Public Accounting practice that provides tax planning, bookkeeping, payroll, and advisory services. Additionally, he serves as a trustee of a private family foundation and a family irrevocable trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts across various program structures.

Hang Yu Jiang is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC since 2013 and is a partner in JG Eighth Ave LLC. Outside of his advisory role, he is a silent partner in a wholesale fruit and beverage business specializing in Bubble Tea. 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Matthew Kirschbaum is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining J.P. Morgan in 2023. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jianbin Li is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials, and has six years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence within an ESG eligibility framework.

Cynthia Crane is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2012. Cynthia serves on the board of Catalyst Theater Company, a local nonprofit theater organization, where she participates in fundraising and community engagement activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the planning and investment services separately.

Mykhaylo Stetsun is a CFP®-certified financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC from 2012 to 2016. In addition to his advisory role, he serves in the Army Reserve. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mina Kerolos is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at JPMorgan Chase Bank and international banking institutions such as Commercial Bank of Dubai and Emirates NBD Bank UAE. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jayeeta Choudhury is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She operates under the DBA Rivers Edge Wealth Partners for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio management options.

Melvin Goldstein is a ChFC®-designated financial advisor with 56 years of industry experience. He has been affiliated with Linsco / Private Ledger Corp. since 2001 and operates under the firm LPL Financial in Marlboro, NJ. Goldstein is also involved in insurance and pension consulting through Advanced Capitol Strategies, Inc., dedicating part of his time to life, health, disability, and group benefits. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Golankiewicz is a financial advisor at Morgan Stanley in New York, NY, with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and held roles outside the financial sector, including positions at Boston University and Novo Nordisk. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to develop customized financial plans.

Samuel Rozenfeld is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2023, and is also involved with First Call Tax Advocates Corporation. Outside of his advisory role, he operates as an insurance broker for life and health products through Kandelaki Solutions. 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 financial planning, asset management, and educational programs, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Elene Jalagonia is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, she worked in various roles, including at the Johns Hopkins School of Advanced International Studies and Lafayette College’s Economics Department. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

John Mcgovern Jr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory work, he is involved with NJPAIP and NJIUA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Joseph Vinciguerra Jr. is a CFA® charterholder with 25 years of industry experience, currently advising at LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also serves as an adjunct lecturer at the College of Staten Island and maintains outside employment with Public Service Enterprise Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations, offering a range of advisory programs, planning services, and brokerage solutions through a large network of investment adviser representatives.

Rodney Mcmillian is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo entities since 2003, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ryan Boyle is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. He holds Series 63 and Series 65 licenses. 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, distribution, and investment management capabilities.

Michael Bonaccorso Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. His prior roles include ten years at Allied Wealth Partners and extensive experience with Tax Planning Group, LLC and Wealth Management Group LLC, entities he continues to be involved with. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technologies such as machine learning across discretionary and non-discretionary management services.

Salvatore Bonomo is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides personalized advice and guidance in investing, banking, and lending, leveraging the resources of Merrill Lynch and its parent company, Bank of America. Salvatore serves a diverse client base with an emphasis on college education planning, family wealth management strategies, personal retirement planning, and retirement income. He holds a Bachelor's Degree from the College of Staten Island and is designated as a Personal Investment Advisor (PIA). Salvatore values building trust through clear communication and a commitment to client interests. He takes the time to understand clients' individual goals and develops strategies to pursue them effectively. Outside of his professional responsibilities, Salvatore enjoys a variety of personal interests including cooking, hiking, ice hockey, pickleball, skiing, soccer, spending time with his family, and watching movies.