Christine Weingart is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and affiliated banking services.

Kathleen Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. Her prior roles include seven years at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Kambiz Amirzafari is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at PRUCO Securities, LLC for nine years before joining LPL Financial in 2011. Amirzafari is also involved with MacLean Agency, LLC, where he sells various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Matthew Podgurski is a financial advisor at OSAIC with nine years of industry experience and holds the Series 66 designation. He has previously worked at New Century Financial Group and HR Block, and serves as a market analyst for Veritas Investment Group. Outside the financial sector, he operates as an eBay reseller. OSAIC Wealth serves a broad client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process incorporates model-based asset allocation and portfolio optimization supported by various analytical tools, and it is notable for its scale, complex affiliate network, and recent consolidation activities.

Andrew Rutner is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual, Truist Financial Corp, American Heritage Federal Credit Union, and Firstrust Bank. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Chris Whalen is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cantor Fitzgerald & Co, Maxim Group LLC, and Evermay Wealth Management. Outside of his advisory role, he is involved with Whalen Research & Trading. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and multiple managed account options.

Jennifer Schmidt is a financial advisor with Ameriprise in Allentown, NJ, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Paychex and Paychex Securities Corporation before joining Ameriprise in 2021. Schmidt manages her Ameriprise business through an LLC established for tax purposes. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Sears is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he is a general partner and manager of a pool services business, High Quality H2O Pool Services, and serves as a member of the board of directors for Serv Behavioral Health Systems. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Lucas Collins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A., among other positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating ESG criteria and supported by centralized due diligence.

Robert Les Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held roles at Morgan Stanley since 2008, including Morgan Stanley Smith Barney LLC, and previously worked at Merrill for eight years. He holds Series 63 and Series 66 licenses. 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 and tailored financial planning supported by structured processes and approved planning tools.

Maryann Chibbaro is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its comprehensive service approach.

Scott Nadle is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, following a 15-year tenure at BlackRock Investments, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and formal due diligence processes for alternative investments.

Mahul Balar is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Equitable Advisors since 2012 and previously was with Axa Advisors and Eagle Strategies. Outside of his advisory role, he participates as a member of real estate investment LLCs and spends time analyzing and investing in real estate opportunities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver tailored investment solutions.

Timothy Mulhern is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies.

Jessica Ovrutsky is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 66 designation and 13 years of industry experience. She worked for UBS Financial Services Inc. for 10 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and asset management capabilities.

Diane Hart is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 20 years of industry experience. She has worked at Cetera and its affiliated entities since 2013 and operates Hart Financial Services, a sole proprietorship providing non-CPA accounting and tax preparation services. Hart is also a volunteer member of Friends of Brick, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser with a network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jonathan Scott is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. He has previously worked with Prudential Insurance Company of America, Pruco Securities LLC, and Liberty Mutual Insurance. Outside of his advisory role, he co-owns Humidor Collective Group LLC, a business focused on cigar hospitality and management. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Anthony De Lucia III is a financial advisor with Ameriprise in Princeton, NJ, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its related entities since 1994. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Jay Goldberg is a financial advisor with Equitable Advisors in Colts Neck, NJ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure with Axa Advisors. His other business activities include involvement in various outside insurance businesses. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset management programs. The firm’s approach involves assessing client information and risk tolerance to align clients with appropriate advisory models, utilizing both firm-offered programs and third-party asset managers.

Jimmy Leong is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work experience includes 13 years at J.P. Morgan Securities and 10 years at Chase Investment Services Corp. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various platform options and proprietary model strategies under the Founders Gate Capital brand.