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 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Raymond James & Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Robert Greco is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Securities America Advisors, Inc., Sunset Financial Services, Inc., Hornor, Townsend & Kent, LLC, and MSI Financial Services, Inc. In addition to his advisory role, he is involved in the insurance sales and service business through Greco Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is known for its scale, complex affiliate network, and a variety of investment programs delivered through multiple custodial and third-party relationships.

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.

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.

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.

Steven Barsolona is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. Barsolona also owns Barsolona Financial, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Cheryl Fuentes is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 2008. 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 plans, corporations, and charitable organizations.

Stuart Lesser is a Series 66-licensed financial advisor at Edward Jones in Manalapan, NJ, with 17 years of industry experience. He has been with Edward Jones since 2008. He has residual interests in Vitavet Labs from sales by his late wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of over 23,700 financial advisors.

Michael Dominguez is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within Fidelity and its affiliates since 2006, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments firm, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages various advisory and fund services, including oversight of affiliated sub-advisers.

Mahesh Chandwani is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities LLC, LPL Financial, PNC Wealth Management, and Wells Fargo Clearing. Outside of his advisory role, he is a fractional investor in healthcare technology and personalized beauty product ventures. 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 program is non-discretionary, focusing on asset allocation advice, investment manager searches, and performance reporting, supported by a centralized due diligence process and incorporating an ESG eligibility framework.

Michael Carpio is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A. from 2011 to 2023 before joining Charles Schwab in 2023. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment options.

Duhan Malali is a financial advisor with Raymond James Financial Services Advisors, Inc. in Windsor, NJ, holding a Series 66 designation and having 14 years of industry experience. His previous work includes positions at Fulton Bank, Citizens Securities, Cetera Investment Services, Wells Fargo, PNC Wealth Management, and Morgan Stanley. Outside of advisory roles, he serves as an officer and treasurer for Swept Inc., a social media platform business. Raymond James Financial Services Advisors, Inc. offers tailored financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical modeling to support client goals and provides both advisory programs and institutional consulting services.

Kenneth Chan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2020 and previously spent four years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, with a range of discretionary and non-discretionary investment options supported by research and advisor tools.

Gina Logsdon is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm‑approved tools.

Robin May is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Robin holds Series 63 and Series 65 licenses and is also a commissioned notary public. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by advanced modeling tools and a range of investment and brokerage offerings.

Elizabeth Brain is a financial advisor at Ameriprise with 12 years of industry experience. She previously worked for nine years at David Lerner Associates, Inc. Outside of her advisory role, she is involved with Yoga4Sobriety, where she dedicates time monthly to research potential venues for biannual yoga retreats. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Brendan Foley is a financial advisor with Wells Fargo Advisors in Cranbury, NJ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a public notary in New Jersey. 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 institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations based on Wells Fargo research and tools.