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.

Thomas Laporta is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Bank of America, Merrill, Santander Securities, and Sovereign Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures across multiple custodial relationships.

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 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mahesh Chandwani is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, Chandwani is an investor in healthcare technology and beauty tech companies, including Reveal HealthTech and Onesto Labs. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Frank Hosmer Jr. is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at Cetera since 2022 and previously spent seven years with Waddell & Reed, Inc. and various insurance carriers. He is affiliated with Cetera Investment Advisers LLC, a nationwide SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Duhan Malali is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 14 years of industry experience. He has worked at firms including Wells Fargo and Cetera Investment Services. Outside of advisory work, he is involved with Swept Inc, a social media platform business where he manages accounting and operational decisions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kenneth Chan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with research support from LPL Research and third-party subadvisors.

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.

Quinn Im is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2009. Outside of advising, he is an avid photographer with over 25 years of experience pursuing this interest personally. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services supported by various investment programs and research resources.

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 with Ameriprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at David Lerner Associates for nine years before joining Ameriprise in 2023. Outside of her advisory role, she is involved with Yoga4Sobriety, where she contributes by researching venues for annual yoga retreats. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Robert Sunbury Jr. is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans since 2009. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Roger Hicks is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jonathan Schlenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Wells Fargo entities since 2014, including Wells Fargo Bank and Wells Fargo Advisors, and has worked at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Michael Oliver is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as the sole owner of a rental property in Bordentown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.