Nevine George is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Primerica Advisors, Axa Advisors, and Ohio National Financial Services. Outside of her advisory work, she was involved with the Academy of Grow & The Learning Experience for seven years. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Jennifer Wolman is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Rockefeller Financial LLC since 2019 and previously spent 17 years at Merrill Lynch Pierce Fenner and Smith. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm combines wealth, trust, and insurance services through the Rockefeller Global Family Office platform and acts as a distributor and placement agent for private funds and access vehicles.

Christian Carr is a financial advisor at PNC Wealth Management in Princeton, NJ, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes positions at J.P. Morgan Securities LLC and Key Investment Services LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic questionnaires to recommend investment models, with portfolio implementation delegated to approved third parties.

Robert Fourman is a financial advisor at J. W. Cole Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.W. Cole Advisors since 2019. Beyond his advisory work, Fourman is involved in software training and consulting through roles with Thrive and Major League Sales. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs both fundamental and technical analysis and provides access to multiple investment platforms and third-party advisers.

Carolann Hammond is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 29 years of industry experience and has been with UBS since 1991. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Santo Costa is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at DME Capital and Tink Construction LLC, as well as having a background unrelated to finance at Burn the Floor. Merrill, along 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Langer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2008 and was previously associated with AXA Advisors LLC. Outside of his advisory role, he is involved with 818 Enterprises, a non-investment related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in delivering wealth management strategies to high net worth clients and institutions. In his role, he utilizes the resources of Merrill to provide clients with customized financial solutions tailored to their risk tolerance, time horizon, liquidity needs, and investment goals. Zack holds an associate's degree from the State University of New York at Ulster and a bachelor's degree from Thomas Edison State College. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Zack is married with two daughters. He enjoys golf, volunteering, and spending time with his family.

Mayra Schropp is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to that, she worked at Robert Half Management Resources in 2017. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Massimiliano Verduci is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2026. Outside of his advisory role, he is involved with Verduci Athletics LLC. Merrill, along 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.

Ryan Oram is a financial advisor at Charles Schwab with a Series 66 designation. He began his career in the financial industry in 2024 with Morgan Stanley before joining Charles Schwab in 2025. Prior to his financial roles, he held various positions in education and construction. 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 combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach, supported by a large integrated operational infrastructure.

Scott Cox is a Senior Financial Advisor based in Princeton, NJ, serving within Merrill Lynch Wealth Management. He holds the position of the Barry Team's business manager. Scott has more than a decade of experience with Merrill Lynch, specializing in servicing 401(k), Pension, and Stock Option plans. Throughout his career, he has focused on connecting various aspects of clients' financial lives to help prioritize and pursue their key goals. Scott earned his Bachelor's degree and an MBA in Finance from Rutgers University. He holds professional designations including Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Scott resides in Whitehouse Station, NJ with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of work, he enjoys exercising, traveling, and learning about different cultures, and he is a fan of the New York Giants, Rangers, and Yankees.

James Burrows II is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his son. 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 advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Xerri is a financial advisor with Wells Fargo Advisors in Morganville, NJ, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his work at Wells Fargo, he has ownership interests in Knight's Pledge Wealth Management LLC and Xerri Wealth Management LLC, both investment-related practices. 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 planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.

Albert Merz is a financial advisor with Edward Jones in Monmouth Junction, NJ, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Kevin Aridas is a financial advisor with Fidelity in Princeton, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Mondo. Outside of finance, he has experience working in the hospitality industry as an employee at Squan Tavern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Anthony Dimaiuta is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Fisher Investments since 2024 and previously held roles at BlackRock Investments and Royal Alliance Associates. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized, research-driven investment process and offers a range of sub-advisory and retirement plan services.

Teddy Lafharis is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored services and fiduciary responsibility.

John Ventriello is a financial advisor at Merrill with Series 63 and Series 66 credentials and 41 years of industry experience. He has worked extensively at Merrill, including a long tenure from 1979 to 2017, and held a position at Morgan Stanley from 2017 to 2019 before returning to Merrill in 2019. Merrill, along 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, pension plans, corporations, and charitable organizations.

Tricia Pape is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2018. Outside of her advisory role, she is also licensed as an insurance agent offering life, disability, long-term care, and fixed annuity products. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver goal-based written recommendations.