Frank Lucchesi Jr. is a financial advisor at Morgan Stanley with five years of experience in the industry. He holds a Series 66 designation and has previously worked at Merrill Lynch Wealth Management, The Mercadien Group, and has experience in security services and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis.

Dana Turano is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with 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, delivering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Hugo Bartell is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models often implemented through third-party sponsors and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Rebecca Proske is a financial advisor with Charles Schwab, holding a Series 63 designation and 29 years of industry experience. She has been affiliated with Charles Schwab and her own business, Proske Financial Management Company, since 2013. Proske Financial Management is a non-investment-related activity through which she manages office expenses for a franchise. Charles Schwab 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. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Jason Wacaster is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors.

Tammy Eng Palmer is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2006 and holds Series 63 and Series 65 licenses. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Eddie Jimenez is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Harish Pasupuleti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Harish's financial planning process emphasizes putting clients and their goals at the center of his work. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Harish earned his Bachelor's Degree from Boston College, concentrating on Finance and Marketing with a minor in Philosophy. Harish maintains active community involvement as a member of the Hun School of Princeton Young Alumni Association. He divides his time between Brooklyn, New York and Princeton, New Jersey.

Chi Hong Chu is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Cambridge in 2022, he worked at American Portfolios Financial Services, Inc. for six years. Outside of advising, Chu serves as president and owner of several business entities and is the author of "The Retirement Pitfall." Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary as well as third-party strategies.

Robert Maher is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has held positions at Merrill Lynch, Bank of America, and Charles Schwab since 2020. Prior to his advisory career, he worked in logistics and painting, and he was also employed at The Pennsylvania State University. 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. The firm offers both non-discretionary and discretionary investment guidance via multi-asset model portfolios and maintains a large, integrated operational structure supporting its extensive client base.

Joshua Schneider is a financial advisor with Merrill located in Princeton, NJ. He holds a Series 66 designation and has 25 years of industry experience. He has worked at Merrill since 2010 and Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Stryker is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds a Series 63 designation and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Geoffrey Carey is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Raymond James since 2017 following a one-year tenure at Ameriprise Financial Services, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and research resources.

Howard Orlick is a financial advisor at Raymond James Financial with 23 years of industry experience and holds a Series 66 designation. He has been with Raymond James Financial or its affiliates since 2002 and is also a partner at Orlick & Co., LLP, where he manages operations, client relations, and risk management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting for a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs in municipal finance and employer-sponsored retirement plans.

Benjamin Siewert is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at the International Planning Alliance and J.P. Morgan Services Inc. Elimination Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 licenses and bringing 44 years of industry experience. She 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Hubert Obrien is a financial advisor at Cetera with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Obrien is an insurance agent offering fixed life, health, disability, annuities, and long-term care insurance through his own business and other fixed insurance agencies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Erik Wehner is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services and Carmine Anzalone III. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Thomas Gawron is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Equitable Advisors since 2017, following a period at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business activities, including Professional Group Plans and an affiliated health plan. Equitable Advisors serves individual clients across wealth segments, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party solutions.