Jason Zubris is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 19 years, holding various roles including Financial Consultant since 2008 and Vice President since 2017. Prior to joining Fidelity, he worked as a Service Representative at Merrill Lynch from 2003 to 2004. Jason has extensive experience working with high net worth clients and families, focusing on wealth planning and financial goal achievement. His professional background encompasses investment consulting and financial advising within the financial services industry. Outside of his professional role, Jason's personal interests include beach activities, cooking and baking, fitness, food, football, and spending time with pets.

Devon O'Brien is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in hospitality and food service as a lead server and assistant manager at Villaggio Iccara, a position he has held since 2015. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

James Mekovetz Jr. is a CFP®-designated financial advisor with 23 years of industry experience. He has worked at Edward Jones since 2019 and previously spent 18 years at Morgan Stanley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Joseph Benton is a financial advisor at LPL Enterprise with a Series 66 credential and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Benton is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset managers, and insurance products.

Noah Facciolo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and CSC Global, as well as varied work experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Robert Formisano is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Karyu Chou is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and holds a Series 66 credential. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Natalia Oliver is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has prior work experience at Bank of America and JPMorgan Chase Bank, N.A. Outside of her advisory role, she owns Legacy Coffee LLC, a business that imports roasted coffee beans for local cafés. 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 recommendations.

Kevin Graham is a financial advisor with Cambridge Investment Research Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2008. Outside of his advisory role, he is the managing member of Princeton Retirement Planning & Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based investment approaches.

Philip Livoti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also refers clients to a full-time realtor in real estate transactions and works as a sales agent for property and casualty insurance at Prudential. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ronit Badlani is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Financial Life Insurance and Equitable Advisors. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Augustus Spaulding is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Cresset Asset Management, Bank of America, Merrill, and JPMorgan Chase Bank. Outside his advisory role, he is president of a local chapter of the Exit Planning Institute and is involved in managing several limited liability companies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, combining proprietary research and model-based strategies to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary fee-based planning, portfolio management, and capital markets support.

Craig Haber is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Cetera since 2017 and also operates Catarina Catarina, an internet sales business. Additionally, he serves as a business advisor for Audition Technology, a medical device company. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party managers.

Bahaa Botros is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1991 onward. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products via a comprehensive integrated platform.

Charbel Ojeil is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Voya Financial Advisors and Liberty Tax Service. Ojeil is involved in his community as a council member and volunteer at St Shorbel Church and owns a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of advisors and provides access to both affiliated and third-party investment managers.

Vijay Krishnaswamy is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Kestra Advisory, MML Investors Services, MassMutual, and MasterCard. He is also involved with NKS Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various investment strategies.

Addo Kuhlmann is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2004. 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.

Gersain Alvarado is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Merrill and Bank of America, as well as entrepreneurial experience as a self-employed professional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Tyler Jordan is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Tyler focuses on helping clients develop clear and confident financial plans by building long-term relationships based on trust and proactive service. He works closely with clients to anticipate their needs and adjust financial and retirement plans as circumstances and markets change. Outside of his professional work, Tyler enjoys fitness, hiking, skiing, and traveling.

Virag Shah is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial in Princeton, NJ. He has worked at LPL Financial and Van Leeuwen & Company, LLC since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research.