Alexander Pritsker is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and PNC Bank. 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, and institutions, utilizing internal and third-party portfolio managers.

Bernard Ventura is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley, and A. G. Edwards & Sons. He is also involved with Gladstone Advisors, an entity related to his LPL business. 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 through a broad network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Patrick Gardner is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. 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 and provides research, custody, underwriting, and capital markets services through its platform.

Chitra Arora is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. She has 16 years of experience in the industry and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in real estate through ownership in several LLCs managing residential properties. 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 searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative analysis and may include ESG criteria, with implementation supported by affiliated wealth management and investment entities.

Damon Matzek is a Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 20 years of experience in the financial services industry to his work, focusing on helping successful individuals pursue their goals through personalized strategies. His approach involves listening to and understanding his clients' needs and aspirations to develop tailored solutions that aim to alleviate financial burdens and provide clients with more time. Before entering financial services, Damon began his professional career in the Food and Hospitality Industry, where he developed skills in customer service and teamwork by working with individuals with different skill sets to ensure the best experience for guests. He applies these experiences to his current role to enhance client interactions and service. Damon holds a Bachelor's Degree from Columbia University and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, he is an avid runner who often spends time on the road pursuing this interest.

Kathryn Tolkowsky is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes five years at Goldman Sachs & Co and two years at ADP before joining J.P. Morgan in 2022. 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 to build model asset allocations and incorporates an ESG eligibility framework.

Matthew Duhaime is a Planning Consultant at Fidelity Investments, where he assists clients in understanding their financial circumstances and developing personalized financial plans. He collaborates with advisors to implement strategies aimed at achieving long-term objectives such as retirement, wealth accumulation, and income planning. Matthew has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Prior to his current tenure, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017 and began his career as a Financial Representative at Fidelity Investments from 2013 to 2014. He holds a California Insurance License. Outside of his professional responsibilities, Matthew engages in activities such as biking, hiking, music, running, skiing, and swimming.

John Depaola is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and a Series 66 license. He has eight years of industry experience, having previously worked at Park Avenue Securities, Guardian Life Insurance Company of America, and ConnectOne Bank. Outside of advising, he manages a vending machine distribution business and holds ownership roles in several entities related to his practice and insurance activities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships with a goal-oriented, software-driven planning approach.

Natacha Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 21 years of industry experience. She has worked with LPL Financial since 2011, with a brief tenure at 1st GLOBAL ADVISORS, Inc. and 1st GLOBAL CAPITAL CORP. from 2018 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing various portfolio strategies and technology tools to support client accounts.

Peter Silvis is a financial advisor with Cetera in Iselin, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at First Allied Advisory Services, Triad Advisors, and MSI Financial Services. Outside of his advisory work, he consults for Solar Landscape. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Nancy Stewart is a financial advisor with J.P. Morgan Securities in Metuchen, NJ, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 1997. 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 searches, and customized performance reporting, with a process supported by centralized due diligence and a mix of quantitative and qualitative research.

Gregory Marsh is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors Financial Network LLC since 2009. Marsh has a 50% ownership interest in Bruno Marsh & Associates Inc., operating as Bridgehaven Fiduciary Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to offer tailored recommendations backed by its research and planning tools.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Sandra Yates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Scottrade, Inc. She has been with Raymond James & Associates since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ahmed Sourour is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including seven years at MetLife Securities and over nine years with MassMutual Investors Services. Outside of his advisory role, Sourour is involved in insurance brokerage specializing in individual and group life, health, disability, fixed annuities, and Medicare-related products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using collaborative and software-supported approaches to deliver client recommendations.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, she held positions as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Wealth Manager at HSBC India from 2012 to 2014. Her professional experience spans financial strategy development and wealth management. She holds a California Insurance License, enabling her to serve clients in insurance-related financial planning. Preksha emphasizes one-on-one conversations to better understand clients' individual goals and provide transparent guidance in financial decision-making. Outside of her professional work, Preksha engages in various personal interests including cooking and baking, attending social events with friends, watching movies, outdoor adventures, traveling, and practicing yoga.

Eugene Borg Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors and Janney Montgomery Scott. Outside of his advisory work, he serves in multiple leadership roles with the Pottersville Volunteer Fire Company and the New Jersey State Firemans Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a range of programs, with an investment process focused on model-based asset allocation, portfolio optimization, and multiple discretionary and advisory management options.

Alfred Anke Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 33 years. He is a partner at Fortune Wealth Financial Group, LLC, and also works as an insurance broker specializing in life, health, disability, long-term care, and fixed annuities. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analysis tools.

Michelle Courtney is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of experience with the firm. She has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alma Garista is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes five years at TD Bank N.A. and experience in retail and banking sectors. 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, and institutional investors.