Patrick Monahan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services. Outside of his advisory role, Monahan coaches youth baseball players with the NJ Intensity Baseball Program. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

James Migliore is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Lester Auto Group/Lester Glenn. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jerald Aloof is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following a 15-year tenure at Royal Alliance Associates, Inc. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Brendan Vlasak is a financial advisor at Fidelity, holding a Series 66 designation. He has been with the firm since 2026. His prior experience includes roles in education and banking, with positions at Warren Township Schools, Magyar Bank, and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Joe Burgoyne is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he acts as an advocate for clients to ensure that financial plans are customized to address their families' unique needs. Joe collaborates with clients to build financial plans, identify strategies aligned with those plans, and maintain open communication. Joe has extensive experience in the financial services industry, having worked at Fidelity Investments since 2010 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Ameriprise Financial from 2006 to 2008 and as a Client Service Associate at Morgan Stanley from 2008 to 2011. Outside of his professional work, Joe engages in family activities, fitness, social events with friends, parenthood, snowboarding, and surfing.

Robert Jarvis is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996, totaling 30 years at the firm. 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.

John Molinelli is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor with LPL Financial since 2013. He operates out of Hamilton, NJ, and holds Series 63 and Series 65 licenses. His other business activities include managing operations under Sheehy & Molinelli, a DBA entity for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Cole Peake is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing tailored strategies to help pursue their short-, mid-, and long-term financial goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. Cole also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Cole holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Rutgers University. Through ongoing discussions with clients, he offers advice and guidance that adapts to changing financial situations and objectives.

Matthew Greiner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of America and Merrill for 12 years. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Ryan Orsley is a financial advisor with Ameriprise in Little Silver, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Rong Diao is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Raymond James & Associates. 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 investment recommendations.

Robert Greco is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for ten years each. In addition to his advisory role, he is involved in the sales and service of insurance products for individuals, families, and businesses. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and offering access to third-party money managers and wrap programs.

Allan Proske is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2013, including First Allied Securities and First Allied Advisory Services. Outside his advisory role, he serves as board president of the nonprofit Family Resources Associates and is involved in multiple coaching and entrepreneurial ventures. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to affiliated and third-party managers across various program platforms.

Michael Mema is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2022. Prior to joining Fidelity, Michael held roles at Bank of America Merrill Lynch, including Vice President, Internal Product Specialist from 2016 to 2019 and Assistant Vice President, Financial Advisor from 2014 to 2016. As a CFP® professional, Michael specializes in providing comprehensive financial guidance to high-net-worth individuals and families. His expertise includes crafting tailored retirement and income plans, implementing strategic investment strategies, analyzing equity compensation, and integrating estate planning considerations for a holistic planning approach. He focuses on building long-term relationships and empowering clients with the tools needed to pursue financial success and peace of mind.

Jonathan Weitzman is a financial advisor with Cetera, holding a Series 66 designation and having two years of industry experience. His background includes roles at Ernst & Young and King Financial Network, where he currently serves as a wealth management advisor. He also holds a board fiduciary position at Fairleigh Dickinson University's Silberman College of Business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Christopher Renaud is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and companies to develop disciplined financial strategies focusing on wealth creation, preservation, and transfer. Christopher specializes in areas including college education planning, corporate benefits, divorce transition planning, defined benefit and contribution plans, legacy and philanthropic planning, portfolio management, and tax minimization. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's degree in Business Economics from Rutgers University. Christopher resides in Monroe, New Jersey with his wife Heather and their three children: Connor, Cole, and Charlotte. His personal interests include baseball, basketball, bowling, dancing, football, music, painting, racquetball, spending time with his family, and watching movies.

Elizabeth Dahme is a financial advisor with Merrill, holding a Series 63 designation and 46 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and Bank of America since 2009. Outside of her advisory work, she holds a fiduciary role as a power of attorney for a family member. 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 model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Burkett Jr. is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2013. He serves as a volunteer member of the Investment Advisory Committee for the American Bankers Association Foundation. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Pomerantsev is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2018, in addition to his role at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Montgomery Gallant is a financial advisor with Ameriprise in Hamilton, NJ, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gallant also owns the Gallant Group, a business involved in payroll and office expense management. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, offering tailored Recommendation Reports and a range of advisory, brokerage, and insurance solutions through its extensive institutional platform.