Paul Simonetti is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he served 18 years in the New Jersey Army National Guard. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and has a large nationwide network of financial advisors and branch offices.

Michael Chrzanowski is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. Prior to joining Merrill, he was employed at UBS Financial Services from 2015 to 2019 and was involved with E&R Tree Service from 2019 to 2021. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sergio Modernel is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Xcelerate Growth LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated companies, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Mordechai Worch is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. His prior experience includes a brief period at Mordy’s Smokehouse in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Anthony Liberatore is a Financial Consultant specializing in holistic financial planning. He holds the CERTIFIED FINANCIAL PLANNER® designation and works with individuals and families to develop tax-efficient investment strategies, retirement plans, income protection solutions, and long-term care planning. Anthony aims to serve as a lifelong resource not only for his clients but also for their extended networks. Anthony has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Investment Consultant, and Planning Consultant before his current position. His experience spans multiple facets of financial consulting, allowing him to provide comprehensive support tailored to his clients' needs. Outside of his professional responsibilities, Anthony has interests that include the beach, cars, concerts, movies, music, and pets.

Rusty Todd is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Bleakley Financial Group and has held positions outside the financial industry in the restaurant and hospitality sectors, including roles at Itsurwiener Restaurant and Bar and Deal Lake Bar + Co. He also has experience in private lifeguarding and golf club operations. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Donato Devito is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for BNP Paribas Securities Corp. for 18 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated trust and insurance services.

Jesse Creem is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017, following a year at Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Timothy Desantis is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 25 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent a year at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified investment approaches.

Gracia Simms is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc since 2020 and Primerica Financial Services since 2019. In addition to her financial career, she has been affiliated with Newark Beth Israel Medical Center since 2004. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets for individual, corporate, and charitable clients. The firm offers a wrap-fee asset management program using model-based strategies developed by third-party managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Ricardo Astacio Felix is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Primerica and its affiliated entities since 2011. Outside of his advisory role, he serves as a remote online notary. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Lowell Serhus is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Cantor Fitzgerald Wealth Partners and various positions within Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics grounded in diversification principles and modern portfolio theory.

Remon Dawood is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. His prior work history includes roles at Bank of America, American Lending Inc., Lyft, Uber, and various positions within California state agencies. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

David Auterson is a financial advisor with Thrivent Investment Management in Princeton, NJ, holding a Series 66 designation and eight years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2014, with a brief period of unemployment from 2019 to 2020. Outside of his advisory role, he owns a vacation home in Florida that he rents seasonally. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers retirement, tax, estate, business continuation, divorce, and special needs topics, with clients able to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Shawn Gold is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial services, including six years in private banking. He specializes in addressing the sophisticated and often complex wealth management needs of client families, with a focus on corporate benefits, executive services, employee benefits planning, equity compensation, family wealth management strategies, legacy planning, LGBT wealth planning, new wealth management, personal retirement planning, and individual and corporate investment strategies. Shawn has worked extensively with a diverse clientele that includes private business owners, entrepreneurs, corporate executives, physicians, retired couples, widows, and divorced women, primarily in Metro New York and on both coasts. His comprehensive approach emphasizes managing intergenerational wealth and assisting clients through significant life transitions such as retirement, divorce, and loss of a spouse. Shawn holds a Bachelor’s Degree from Franklin Pierce University and maintains professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, Shawn enjoys football, gardening, golfing, soccer, and spending time with his family. He values cultivating long-term relationships with clients, often offering personal support beyond regular business hours, and leverages the research and resources of Merrill and Bank of America to provide tailored investment and estate planning strategies.

Matthew Cerbone is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at The Bank of New York Mellon from 2011 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and models to tailor strategies to clients’ goals and risk tolerances.

James King Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 10 years. He is the director of wealth management at King Financial Network, a marketing DBA through which he provides investment management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services and supports both discretionary and non-discretionary account structures.

Christopher Graney is a financial professional with 11 years of industry experience. He holds Series 65 and Series 63 designations and is currently with LPL Enterprise. Prior to this, he worked for The Prudential Insurance Company of America and PRUCO Securities, LLC. He is also involved with Garden State Financial Agency in insurance and investment sales. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and other entities, using model-driven portfolios and offering access to third-party managers alongside affiliated insurance and trust services.

Brendan Shadle is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and has experience outside finance with companies including DoorDash. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside due diligence on alternative investments.

Theresa Walker is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been providing financial guidance since 1982. She specializes in developing wealth management strategies tailored to individual client needs. Theresa works closely with clients to identify their primary financial goals, such as education funding, retirement planning, and trust services, and crafts strategies aimed at building, managing, and preserving wealth for current and future generations. Leveraging the investment resources of Merrill Lynch and the banking capabilities of Bank of America, Theresa is able to address various aspects of her clients’ financial lives. She also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., who provides personalized home financing advice designed to complement overall financial strategies. Theresa holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Saint Maria Gorretti High School in Philadelphia, Pennsylvania.