Daniel Botero Torres is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes positions at the University of Miami and several educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Matthew Vamvakis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009 and has been affiliated with the Tuck School of Business at Dartmouth since 2008. He serves as a board member and VP of Finance for the Congregation Ohr Shalom-Summit Jewish Community Center and is a director on the board and investment committee of the New Jersey Boys State Foundation, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Purcell is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2015. Outside of finance, he owns and operates RPM Entertainment, a music-related business. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Frederick Mastromarino is a financial advisor with Wells Fargo Clearing in Mahwah, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for family trusts and as an executor for a family estate. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sara Smedley is a CFP® and ChFC® with 12 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and New Providence Financial, LLC. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Adam Nunez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at the New York Tribeca Group and has experience outside finance at organizations including Middlesex County Board of Social Services and various retail and service companies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Payton Crossley is a financial advisor with LPL Financial in Orange, NJ, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial (formerly Linsco Private Ledger Corp.) since 2002. Outside of his advisory work, Crossley is involved in chamber music performance through RETRAC Productions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives who implement various strategies on discretionary or non-discretionary bases.

Erin Kearney is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Before joining Fidelity, Kearney held positions in education and other organizations, including The University of Rhode Island and The Rapid Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager fund structures and employs systematic methodologies in portfolio management.

Michael Pages is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank since 2014. Pages serves as Joint Investment Committee Chair and board member of the New Jersey Institute of Technology, a nonprofit organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

George Mouded is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 14 years. He is also engaged as an agent offering various insurance products, including health insurance, group benefits, and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm tools like risk assessment and automated rebalancing to construct portfolios.

Rodney Robinson is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Equitable Advisors since 2004, with prior roles at Axa Advisors, Fidelity, and Merrill. Outside of his advisory career, he is involved as a consultant providing health insurance consulting to public sector groups and owns Good Music Productions, where he works as a sound engineer. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Yi Qin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. Yi has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2009 to 2017. Outside of his advisory role, Yi is involved as a sales agent in health and property/casualty insurance through independent agencies. Mass Mutual Investors Services 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 uses firm-approved tools and collaborative planning processes to deliver written recommendations focused on investment strategies rather than specific products.

Michael Tillberg is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2020 and previously spent 12 years at Scottrade, Inc., with brief roles at Wells Fargo Bank and Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Mahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Intervest International Equities Corp, and First Command. Outside of his advisory work, he serves as president and vice president on the boards of two nonprofit organizations in Mackenbach, Germany. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin O’Brien is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Park Ave Securities and Guardian and currently operates The O’Brien Group, a financial services business. He is also active as an insurance agent selling life, health, disability, and annuity products. 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 diverse portfolio management options, combining discretionary and non-discretionary authorities, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Matthew Glass is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Allstate, and the Children's Dental Center of Monmouth. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach primarily utilizes model-driven portfolios developed by LPL’s Research Department and third-party strategists, and offers access to a variety of financial planning and consulting services.

Charles Faig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial products than many large institutional advisers.

Joshua Leski is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Equitable Advisors, Fiddlers Elbow Country Club, and Trump National Golf Course. 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 seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Guido Mejia Aguaiza is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Bank, NA beginning in 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering tailored investment advice and discretionary plan-level investment selection options, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maryann Romano is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2007, following three years at Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.