Yosef Pick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses, and has three years of industry experience. Prior to joining LPL Enterprise, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2017 to 2026. Outside of his advisory role, he provides IT support for his wife's e-commerce business. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a wrap program, along with affiliated trust custody, insurance services, and lending programs.

Roy Schoenfeld is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, having previously worked at Merrill, Bank of America, and OSAIC. Outside of advising, he offers disability insurance and fixed annuities and works as a delivery driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Shannon Schiavo is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2009. Outside of her advisory role, Schiavo is involved in beekeeping as a non-investment-related business activity. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.

Anthony Mignone is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with the Ashar Group, a life settlement business. 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 various programs and third-party managers, with a focus on tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Bridgot Basile is a financial advisor with RBC Capital Markets in Princeton, NJ, holding Series 65 and Series 63 licenses and 16 years of industry experience. Prior to joining RBC in 2021, Basile worked at North Capital Private Securities, Worth Financial Management, Traynor Capital Management, and Rittenhouse Asset Management. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers along with integrated capital markets and lending capabilities.

Ethan Stewart is a CFP®-certified financial advisor with four years of industry experience, currently with Charles Schwab & Co., Inc. He previously worked at Merrill and has held roles in both academic and entrepreneurial settings, including at Rowan University and as part of Sandscapes LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, using multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Justin Syers is Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with clients to develop comprehensive wealth strategies that align with their values, priorities, and long-term objectives. He partners with Fidelity to leverage the company's planning and investment capabilities and support clients through various stages of wealth management. Justin has held several positions in the financial industry, including Financial Consultant at Fidelity Investments from 2016 to 2024 and Investment Management Associate at BlackRock from 2011 to 2016. His professional experience encompasses wealth planning and investment management. Outside of his professional work, Justin has interests in family activities, fitness, food, music, pets, and traveling.

William Corcoran Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. His career includes roles at H.D. VEST Securities and Capital Planning Associates of the Greater Del Val before joining Ameriprise Financial Advisors Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Oberlander is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Madison Avenue Securities, Mass Mutual Investors Services, and Metropolitan Life Insurance. Outside of his advisory work, Oberlander works as a bartender at Killamey’s Pub in Hamilton, NJ. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Yitzchak Goldsmith is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 designations and bringing 18 years of industry experience. He has been with Mass Mutual and its affiliated firms since 2015. In addition to his advisory role, he is also engaged as a sales agent in life and group health insurance. 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Philip Rachmelowitz is a financial advisor with Cetera based in Lakewood, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long-term roles at Avantax Advisory Services, Avantax Investment Services, and Avantax Insurance Agency. In addition to advisory work, he operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

James Meindl Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at BlackRock Investments, LLC from 2014 to 2025 before joining Cetera in 2025. Since 2020, he has also been a wealth management advisor with King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary investment options.

Jeffrey Heinel is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior experience includes nearly three decades at The Investment Center, Inc., followed by 19 years at Ic Advisory Services, Inc. Heinel is also involved with Socius, LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

Jesse Alijewicz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Cetera since 2019 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 and reports over $256 billion in assets under management across more than 10,000 advisors.

Michael Sosa is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with Cetera and its affiliated entities since 2020. Outside of advisory work, Sosa serves as Director of Treasury at Proximo Spirits, Inc., where he is involved in tax and corporate projects, and he operates a tax preparation service through Premier Financial Group, LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors.

Brooke McGeehan is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at RBC Capital Markets since 2005 and previously spent nine years with City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, 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, supported by RBC’s extensive capital markets resources.

Holly Marcin is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She has worked at Charles Schwab since 2019 and was previously employed at Abel HR for one year. Prior to her career in finance, she was a homemaker for over two decades. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment options, supported by strategic asset allocation models and centralized operational infrastructure.

Justin Tansey is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has worked at Primerica Advisors since 2022 and previously at AllDigital Specialty and Fairleigh Dickinson University. Outside of advising, Tansey is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Anthony Amoroso is currently serving as a Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he focuses on fostering a culture that motivates advisors to reach their full potential through strategic coaching. He has extensive experience in the financial industry, having held various positions including Team Manager at Merrill from 2016 to 2025, Credit Risk Analyst at JP Morgan Chase between 2014 and 2016, and Investment Associate at Hennion & Walsh from 2013 to 2014. His professional background spans leadership, risk analysis, and investment management. Outside of his professional career, Anthony enjoys spending time at the beach, cooking and baking, engaging in family activities, and following football and soccer.