Nicholas Dolce is a financial advisor with TIAA-CREF in Princeton, NJ, holding Series 65 and Series 63 licenses and having one year of industry experience. He has been associated with TIAA since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

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.

Sean Townley is a CFP® with 19 years of industry experience, currently with Empower Advisory Group. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Company, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered within a large-scale platform tied to Empower’s recordkeeping and administrative services.

John Heintjes is a financial advisor with LPL Financial holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Bank of America and Merrill from 2016 to 2019. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Michael Solomon is a financial advisor with Charles Schwab in Flemington, NJ, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Charles Schwab since 2012. Outside of advisory services, he is a member of SEA LIFE LLC, an entity established to manage the Charles Schwab franchise with a focus on expense management. 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 operates on a primarily non-discretionary client relationship model, combining advisory recommendations with access to discretionary separately managed accounts and multi-asset model portfolios.

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.

Marcel Akende is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Bank of America, Merrill, Edward Jones, Lyft, and Uber. In addition to his advisory role, he is involved with Lyft as part of his outside business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through an integrated platform combining adviser programs with brokerage and insurance products.

Devan Pipitone is a financial advisor at LPL Enterprise LLC with two years of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Feldstein Financial Group and several other firms. Outside of his advisory role, he is involved in a non-variable insurance agency based in South River, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform that combines adviser programs with active sales of financial products.

Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, M&T Securities, and Lakeland Financial Services. He is also involved in managing several business entities including Spruce St LLC, Amy Hill LLC, and Tim/Ron LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 from LPL Research and third-party subadvisors.

Cynthia Spekhart is a CFP® professional with 27 years of experience in the financial services industry. She is currently with OSAIC and has prior experience at Woodbury Financial Services and Questar Asset Management. In addition to her advisory roles, she is also an attorney specializing in trust and estate law and real estate closings. OSAIC serves a diversified client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions.

Lacy Phelps is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones since 2016. She holds the Series 66 designation and is based in Frenchtown, NJ. Outside of her financial advisory role, she is also involved as a soccer trainer in Milford, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lawrence Stevens is a financial advisor with Ameriprise in New Hope, PA, holding a Series 66 designation and two years of industry experience. He previously worked at Omnicare and Amazon, and has been involved with Penn Wealth Accounting Group, focusing on tax preparation and managing an advisory business. Stevens's background also includes experience at Rutgers University and engagement with Resica Falls Scout Reservation. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice. The firm uses a combination of internal research, third-party data, and algorithmic tools to provide non-discretionary recommendations focused on income sources, tax-aware withdrawals, and Social Security options.

Catherine Coleman is a Financial Advisor at Merrill Lynch Wealth Management. She serves women and families by managing their financial needs and simplifying complex financial matters. Her role focuses on being a trusted partner who handles details and provides reliable support, enabling clients to stay informed and empowered without the daily burden of financial management. Her expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Catherine holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from Montclair State University. Catherine is involved with several professional organizations and community groups, including Big Brothers Big Sisters of America, Heartworks, Let's Talk Women's Health & Wellness, the National Eating Disorder Association, and Susan G. Komen. Outside of her professional life, she enjoys hiking, ice skating, interior decorating, music, reading, spending time with her family, tennis, traveling, watching movies, and writing.

Bruce Berman is a financial advisor with RBC Capital Markets based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at UBS Financial Services for 10 years. He serves on the board of the Institute of Leadership and Institutional Development, which provides tutoring services to underprivileged children. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Damon Matzek is a Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 20 years of experience in the financial services industry to his work, focusing on helping successful individuals pursue their goals through personalized strategies. His approach involves listening to and understanding his clients' needs and aspirations to develop tailored solutions that aim to alleviate financial burdens and provide clients with more time. Before entering financial services, Damon began his professional career in the Food and Hospitality Industry, where he developed skills in customer service and teamwork by working with individuals with different skill sets to ensure the best experience for guests. He applies these experiences to his current role to enhance client interactions and service. Damon holds a Bachelor's Degree from Columbia University and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, he is an avid runner who often spends time on the road pursuing this interest.

Matthew Duhaime is a Planning Consultant at Fidelity Investments, where he assists clients in understanding their financial circumstances and developing personalized financial plans. He collaborates with advisors to implement strategies aimed at achieving long-term objectives such as retirement, wealth accumulation, and income planning. Matthew has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Prior to his current tenure, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017 and began his career as a Financial Representative at Fidelity Investments from 2013 to 2014. He holds a California Insurance License. Outside of his professional responsibilities, Matthew engages in activities such as biking, hiking, music, running, skiing, and swimming.

Natacha Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial in two separate periods totaling 14 years and was previously with 1st GLOBAL ADVISORS, Inc. and 1st GLOBAL CAPITAL CORP. for a year each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Joseph Dispenza is a financial advisor with LPL Financial in High Bridge, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial or its predecessor since 2001. In addition to his advisory work, he has authored a book on financial planning basics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Sandra Yates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at J.P. Morgan Securities LLC and Scottrade, Inc. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.