Victoria Clark Stoker is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She worked at Merrill from 2000 to 2013 before joining UBS, where she has been advising clients for 13 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Lucien Philippe is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC, Chase Investment Services Corp., and Merrill prior to his current role. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jason Brito is a CFP® professional with 19 years of industry experience, currently serving with Osaic Wealth, Inc. since 2025. Prior to joining Osaic, he spent 18 years with Lincoln Financial Advisors. Outside of his advisory role, Mr. Brito is co-owner of Wealth by Design, LLC, a firm involved in offering disability insurance, fixed annuities, long-term care insurance, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. Its advisers provide integrated brokerage and investment advisory services, employing firm-provided asset-allocation tools and access to multiple third-party managed-account solutions.

Paul Mayer is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

William Mcdavitt is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

John Ventriello is a financial advisor at Merrill with Series 63 and Series 66 credentials and 41 years of industry experience. He has worked extensively at Merrill, including a long tenure from 1979 to 2017, and held a position at Morgan Stanley from 2017 to 2019 before returning to Merrill in 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tricia Pape is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2018. Outside of her advisory role, she is also licensed as an insurance agent offering life, disability, long-term care, and fixed annuity products. 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver goal-based written recommendations.

Joseph Bonfiglio is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has held roles with various Avantax entities over three decades. He also owns an accounting and tax preparation business focused on individual tax planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual, retirement plan, corporate, charitable, and institutional investors. The firm offers diversified portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform supporting discretionary and non-discretionary strategies.

Salvatore Marino is a CFP® professional with 27 years of industry experience, currently advising clients at Edelman Financial Engines in Red Bank, NJ. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, The Mutual Fund Store, TIAA-CREF, and Merrill. Outside of his advisory work, he manages a rental property in Staten Island. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment management and serving approximately 477,000 clients with a range of diversified portfolios and innovative product exposures.

Alexander Pritsker is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and PNC Bank. 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, and institutions, utilizing internal and third-party portfolio managers.

Chitra Arora is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in managing several real estate ventures jointly owned with her spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Daniel Barsnica is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. He has worked at LPL Financial since 2024, with prior roles at TFS Securities, Inc. and Ameriprise spanning 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies and technological tools.

Carlos Esteves is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Advisors, PNC Wealth Management, PRUCO Securities, and PGIM Investments. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Lori Gallelli is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Ocean City Home Bank. 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 from Wells Fargo Investment Institute and third-party sources.

Brad Seamon is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is a partner in a real estate-related business focused on home maintenance. 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 provides a range of capital markets and research resources.

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.

Nicholas Siragusa is a financial advisor with Wells Fargo Advisors in Staten Island, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill and has had two separate tenures at Wells Fargo Advisors. Outside of his advisory work, he owns and operates a vintage watch consulting business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized niche services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client letters, with implementation optional through the firm’s brokerage or advisory programs.

Christopher Sclafani is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. He also offers Medicare Part C and supplement plans through United Healthcare. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by its research department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Melissa Kennedy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Alan Login is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.