Anthony Parisi is a financial advisor with UBS Financial Services, holding a Series 63 designation and bringing 42 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets products.

Barbara Koppelkiernan is a financial advisor at Mass Mutual Investors Services with 41 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a 33-year tenure at Metlife Securities Inc. She holds a Series 63 designation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured and collaborative approach to client engagements.

John Stephens Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 designations and has 15 years of industry experience. He previously worked at Wells Fargo Clearing before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Norman Chevlin is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in fee-based insurance planning targeting small-company entrepreneurs and owns Plant Your Financial Seed, LLC, which offers property and casualty insurance. He also serves as an insurance broker with Broker's Choice America, focusing on life, long-term care, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning with a variety of investment and insurance implementation options.

Tyler Hobbs is a financial advisor with Ameriprise in Manahawkin, NJ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, Guardian Life Insurance Company, and C & A Financial. In addition to his advisory work, he is involved in independent insurance brokering with MassMutual, focusing on whole life insurance. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement who meet certain asset thresholds, combining research-driven, tax-aware strategies with algorithmic support to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Caren Miller is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Skye Gibson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2010 and works closely with clients to develop financial strategies tailored to their diverse goals and priorities. Skye's approach involves listening to clients' aspirations and breaking down complex tasks into actionable steps, helping them navigate both short- and long-term financial objectives. Skye holds a Bachelor's degree in accounting from the University of Delaware and a Master's degree in business administration from Syracuse University. He possesses multiple professional designations, including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Certified Exit Planning Advisor (CEPA). While he does not provide legal or tax advice in his current role, he offers expertise in areas such as retirement income, portfolio management, and wealth planning. Beyond his professional duties, Skye has been involved in community initiatives, serving as a board member for the Hunger Foundation of Southern Ocean County and the Southern Ocean Medical Center Foundation. He also coaches youth flag football and travel basketball. Skye resides in Stafford Township with his wife, their four children, and three dogs. His personal interests include reading, golf, basketball, and casual fishing with his father.

Joseph Burkhard is a CFP® professional with 33 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. His prior experience includes 16 years with Metropolitan Life Insurance and Metlife Securities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Joshua Hillman is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise, Wells Fargo Clearing, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a mix of in-house and third-party investment managers.