Dustin Illgen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Chad Goerner is a CFP® professional with 28 years of industry experience, currently with RBC Capital Markets and City National Bank since 2021. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he serves on the board of the New Jersey Conservation Foundation and the Hopewell Valley Arts Council, and he operates a farm-based hobby business, Mount Rose Farm & Distillery LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers, and offers a range of investment and financial planning services.

David Ball is a Financial Advisor at Merrill Lynch Wealth Management who works with high-net-worth individuals, families, and business owners. His role focuses on goals-based planning and long-term decision-making aligned with each client's priorities. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and retirement income. David approaches financial advising with comprehensive wealth planning and investment management, emphasizing a planning-based strategy to help clients navigate complexity and bring structure to their financial lives. He often assists clients during transitional periods such as business succession and multigenerational wealth discussions, providing guidance through coordination of investment strategy and long-term wealth considerations. He collaborates with internal specialists at Merrill to address complex planning needs while delivering personalized strategies. He holds a Bachelor's Degree from the University of Massachusetts System and an MBA from Lehigh University. David is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. Outside of work, he enjoys golfing, soccer, spending time with his family, and traveling.

Jeffrey Mote is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Princeton, New Jersey. He provides a wide range of financial services aimed at simplifying complex financial situations for his clients. Jeff focuses his practice on assisting a select group of corporations, non-profit organizations, and high net-worth families and trusts. Jeff has been a financial advisor since 1999 and joined Merrill Lynch Wealth Management in 2006. Prior to this, he worked as an advisor with UBS Financial Services and Wachovia Securities. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeff graduated from Villanova University with a Bachelor of Science degree in Finance. He specializes in managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Jeff enjoys golfing, tennis, music, traveling, and spending time with his family. He resides in Doylestown, Pennsylvania with his wife and four sons.

Maryann Lim is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she partners with individuals and families to assist them in planning for their financial futures. She is a Certified Financial Planner (CFP4) professional committed to taking a holistic approach to financial planning by understanding each client's unique needs, goals, and opportunities. Maryann's expertise involves integrating various aspects of clients' financial lives to create comprehensive plans. Outside of her professional work, she enjoys hiking, outdoor adventures, parenthood, reading, and traveling.

Peterson Decoteau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles with PricePoint Valuations, Lincoln Appraisal Services, Douglas Elliman Realty, and Fillmore Real Estate. In addition to his advisory work, he serves as a financial counselor with the New York Legal Assistance Group. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies overseen by third-party asset managers.

Elizabeth Scafa is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Cetera and serves as a Senior Wealth Advisor at TruPlan Financial Advisors. Her background includes roles in mortgage lending and insurance sales, and she is co-trustee of two family living trusts. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients across a wide range of portfolio management and financial planning services. The firm supports various investment strategies through affiliated and third-party managers, serving over 10,000 advisors and managing more than $256 billion in assets.

Joseph Siragusa is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and possessing 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Advisors in 2023. Outside of his advisory work, he holds a real estate license in New Jersey and has a partial ownership interest in a rental property. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with planning engagements typically discrete and fees negotiated according to the scope and complexity of the service.

Eng Lian is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Citizens Securities, HSBC Bank USA, CitiGroup, Firstrade Advisor, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Bruce Brittingham Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in advising affluent individuals, families, corporate executives, and business owners. Since entering the financial services industry in 2017, he has focused on developing customized wealth management strategies that integrate investment management, retirement planning, estate planning, executive compensation, risk management, banking and lending solutions. Bruce leverages Merrill's resources and specialist network to provide comprehensive financial planning tailored to his clients’ unique needs. Bruce’s consultative approach begins with understanding what matters most to his clients, allowing him to build tailored solutions aimed at helping them achieve their financial goals. He combines expertise in client wealth planning, lending strategies, retirement goals, and legacy objectives to create coordinated financial plans. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Wagner College. Bruce brings a relationship-driven approach to his advisory role, serving as a trusted resource to help clients navigate complex financial decisions. Outside of work, he enjoys basketball, biking, bowling, cooking, football, gardening, pickleball, running, swimming, and spending time with his family.

Alexandra Ruszala is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Merrill since 2023. Prior to joining Merrill, she worked at UBS Financial Services from 2016 to 2023. She holds a Series 66 license and is based in East Brunswick, NJ. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as executor for the Estate of Edward Manley. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party asset management programs.

Gerald Silver is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He is based in Lawrenceville, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Marianna Mansour is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan and JPMORGAN Chase Bank, N.A. since 2019, following eleven years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework in its recommendations.

John Schade is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research with an ESG framework and includes broader derivatives and commodities capabilities.

Laura Reeves is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. She previously held roles at Avantax Insurance Services and Kami Zonin and is the owner of LJR Financial LLC. Outside of her advisory work, Reeves serves on the Board of Directors for the Financial Planning Association, where she helps coordinate the annual conference. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Michael McGuire is the Vice President and Branch Leader at Fidelity Investments in Manalapan, New Jersey. In his role, he leads and coaches financial planning teams, focusing on comprehensive planning and client collaboration. His approach aims to provide an informative, warm, and approachable experience for clients. Since 2020, Michael has served as the Branch Leader, guiding his teams in delivering financial planning services. Further details about his education, credentials, or personal interests have not been provided.

Jeffrey Tumminello is a financial advisor with J.P. Morgan Securities based in Englishtown, NJ. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including prior roles at Merrill from 2010 to 2012. Since 2012, he has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, offering a program that incorporates ESG eligibility frameworks and broader derivatives and commodities capabilities.

Anthony Vignola is a CFP® and holds a Series 66 license, currently with Cetera, where he has worked since 2025. He has 12 years of industry experience, including a decade at Commonwealth Financial Network. In addition to his advisory role, he is a financial professional at King Financial Network, providing investment management and financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by more than 10,000 advisors and over $256 billion in assets under management.

Dennis Angeles is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a role at Samuel A Ramirez & Co., Inc. from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.