Aigy Hasegawa is a financial advisor with J.P. Morgan Securities who holds the Series 66 designation and has 10 years of industry experience. Hasegawa has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Henry Pozo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2012, with prior roles at New Horizon Legacy Group LLC and JPMorgan Chase Bank, N.A. Pozo was also involved with Envios Sin Fronteras from 2008 to 2020. J.P. Morgan Securities 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.

Allison Delay is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 66 designation and bringing 23 years of industry experience. She worked at Morgan Stanley Smith Barney LLC from 2014 to 2020 before joining RBC Capital Markets in 2020. Outside of her advisory role, she serves as an officer for Donovan Deliver, a nonprofit supporting families of stillborn babies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Sunil Seth is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in owning rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its financial planning process.

Todd Dotterweich is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach 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.

Matthew Sura is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has been in the financial industry since 2026. Prior to joining Raymond James, he worked at Santander Bank, Citizens Bank, and TD Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs.

Jacob Aaronson is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Merrill and Toll Brothers Mortgage Company. Outside of finance, he is involved with Plumsted Grill, a restaurant and bar where he serves as an employee. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Jason Handwerger is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Dominici is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, Dominici worked at Ameriprise Financial Services for ten years and is also a partner at Game Time Performance, a baseball and softball training business. He serves as treasurer of the St. Josephs Men's Guild, a religious organization. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with over 10,000 advisors nationwide.

Anthony Cifelli III is a financial advisor with Ameriprise, holding a Series 66 license and five years of industry experience. His background includes roles at Ameriprise Financial Services and Wells Fargo Advisors Financial Network, as well as three years at Stockton University. Outside of his advisory work, he is involved in Independent Insurance Brokering and owns Superior Senior Solutions, LLC, which focuses on Medicare insurance. He also collects, buys, sells, and trades sports cards. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a written Recommendation Report and ongoing annual reviews, emphasizing dependable income sources and tax-aware withdrawal strategies.

Brian Flynn is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and scenario modeling.

Rashid Ramiz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera since 2025 and previously held roles at King Financial Network, Commonwealth Financial Network, and Ameriprise Financial Services Inc. Ramiz also serves as Director of Retirement Planning at King Financial Network. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and affiliations, managing over $256 billion in assets.

Ruslan Nesevich is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked with Commonwealth Financial Network and Resource America, Inc., and operates an estate planning law firm, Nesevich Law, LLC, where he serves as owner. He also holds a director role at King Financial Network, focusing on estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individual investors, retirement plans, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Daniel Linn is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC from 2013. He is involved in his community as a volunteer tee ball and first-grade basketball coach in Lacey, New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Kenneth Turner is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 28 years of industry experience, having worked at Mass Mutual Investors Services since 2017 and previously with Walnut Street Securities, New England Securities, Metlife Securities, and Metropolitan Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using firm-approved tools and delivers recommendations without investment discretion, supporting implementation through separate brokerage or insurance arrangements.

Jonathan Ranieri is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2012. Outside of his advisory role, he maintains an active real estate sales license related to his family's brokerage in New Jersey. 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 institutions.

R. Michael Braender is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, and Minnesota Life Insurance Company. Outside of advising, he is involved as a registered representative with RMB Wealth Advisors, LLC, offering financial services to clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Maureen Mcgreevy is a financial advisor with LPL Financial in Freehold, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and United Teltech Financial Federal Credit Union. She is also involved with the Ridgedale Wealth Team, an affiliated LPL business entity. 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 a range of financial planning and advisory programs supported by research and model portfolios, combining discretionary and non-discretionary management approaches.

Peter Piccinini is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stifel for 10 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Scafa is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked with several firms including Avantax and operates Scafa Professional Center, LLC. In addition to advisory roles, he provides tax preparation and accounting services through his own CPA practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diversified investment programs, combining model portfolios, third-party managers, and customized strategies.