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.

Wei Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has been associated with Kistler Tiffany Benefits since 2015. Outside of advising, he is involved in the sale of insurance products and manages a personal rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

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.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Nicholas La Torre is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2024. Prior to his advisory role, he was employed as a data operations specialist at Malecki Financial Group, where he focused on data analysis and financial research. La Torre also served on the Roselle Park Board of Education for seven years and worked at Galloping Hill Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

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.

Leon Ferro is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior work includes roles at Standard Chartered Bank and Minnesota Life Insurance Company. He serves on the advisory board of Samaritan Outreach Services, a nonprofit supporting disadvantaged and homeless men. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Samirah Abdul Alim is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Primerica Financial Services since 1991 and PFS Investments Inc. since 1988. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. 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 uses a tiered wrap-fee structure for its services.

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.

Alan Spierer is a financial advisor with UBS Financial Services in Westfield, NJ, holding the Series 63 and Series 65 licenses. He has 38 years of industry experience, including 33 years with UBS. Outside of his advisory role, he serves as treasurer for a martial arts club soon to be incorporated and participates in the Retirement Advisor Council, which advocates for qualified plan and participant retirement outcomes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor investment plans.

Adam Fischer III is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor client solutions.

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.

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.

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.

Eamon Gibbons is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and also has involvement in life and health insurance sales through MassMutual Life Insurance Co. Outside of advising, he operates a payroll-related LLC and receives referral fees for directing clients to payroll services. 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 offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Michael Hand is a financial advisor at Mass Mutual Investors Services with 2 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. Prior to joining Mass Mutual in 2025, he worked at New York Life and NYLife Securities from 2023 to 2025. Outside of his advisory role, he is also an insurance broker, focusing on life, disability, long-term care, and fixed annuities. 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 offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning engagements.

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.