Gregory Mack is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Mellor is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. His prior work includes roles at Allied Wealth Partners, Securian Financial Services Inc, Minnesota Life Insurance Co, MML Investors Services, and MetLife Securities. Outside of advising, he is active as an agent and broker in fixed insurance sales with several firms, including Allied Wealth Partners and Creative Risk Management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Hillman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors LLC, Wells Fargo Clearing, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Frank Lepore is a financial advisor at Lepore Financial Services LLC in Manasquan, NJ, holding a Series 65 designation with 14 years of industry experience. He has been active in the financial sector since 1994. Lepore Financial Services LLC provides portfolio management and financial planning primarily to individual clients, managing approximately $2.9 million across about a dozen accounts. The firm focuses on individualized portfolio oversight and ongoing account management with asset-based fees.

Robert Lepore is a CFP® with 15 years of industry experience, operating Lepore Financial Services LLC in Manasquan, NJ. He has been associated with Ridgeway & Conger, Inc. since 2010. Lepore Financial Services LLC provides portfolio management and financial planning services primarily to individual clients, focusing on individualized portfolio oversight and ongoing account management with fees tied to assets under management. The firm combines advisory services with broker-dealer representation, a structure that is uncommon among independent advisers.

Moshe Green is a financial advisor with XYPN Sapphire in Jackson, NJ. He holds a Series 65 designation and has been a student since 2016. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and integrates adviser-tailored plans with oversight of AI tools and emerging digital-asset management programs.