Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

John Busco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2009, serving in his current role since 2024. He owns and operates JGJ Wealth Management Corp and is also involved with Busco GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and utilizes proprietary research and planning tools to develop tailored client recommendations.

Richard Miranda is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 credential and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Michael Davanzo is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. His prior work experience includes roles at Enterprise Rent a Car and an internship at Banfi Vintners. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Carver is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Dynics, Inc and Paritas Capital Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Johnny Burks is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Ridge Foot and Ankle Associates, and FTI Consulting. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Guarino is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Matthew earned a Bachelor's Degree from Rutgers. Further details about his experience, areas of expertise, personal interests, or community involvement have not been provided.

Christopher Stryker Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. Prior to joining Schwab, he worked at TDAmeritrade for 12 years. 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 and discretionary investment solutions supported by centralized supervisory and custody functions.

Ashley Carom is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and The Brothers Moon. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Janis Waldman Cooper is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked with IC Advisory Services Inc, The Investment Center Inc, and TFS Securities, Inc. In addition to her advisory role, she operates a sole proprietorship offering mediation services for divorcing couples. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Marija Duzic is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate agreements.

Sara Brown is a financial advisor with Equitable Advisors in Sayreville, NJ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Equitable Advisors since 2005, following a period at AXA Advisors, LLC from 2005 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Samantha Marino is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, she worked at Belvedere Hospitality Group LLC and Seasons 52, gaining experience in hospitality management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Vincent Mannino is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory roles, he was involved with The Incline Club Skatepark for over a decade. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Mary Ann DiAnna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She specializes in creating comprehensive financial plans for her clients, utilizing a personal and collaborative approach. Her professional identity is rooted in her certification as a Certified Financial Planner. Her career includes experience as a Financial Planner at Ernst & Young from 2019 to 2020, and as a Financial Advisor at Freedom Capital Management from 2016 to 2019. Prior to that, she served as Director of Client Services at both Biltmore Capital Advisors from 2015 to 2016 and Hyperion Wealth Advisors from 2013 to 2015. Mary Ann holds a California Insurance License. Outside of her professional work, Mary Ann enjoys boating, fitness, outdoor adventures, traveling, and volunteering.

Matthew Beaulieu is a financial advisor at Morgan Stanley with 31 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Morgan Stanley in 2023. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment modeling provided by its Global Investment Committee.

Mark Cotroneo is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, following eight years at Morgan Stanley Smith Barney. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christine Laspina is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2013. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jonathan Barletta is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he worked in various roles including positions at Bright Data and Columbia Container Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in research.

Maytal Madar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and having six years of industry experience. Prior to her current role, she worked at Russell Tobin And Associates LLC and has been associated with J.P. Morgan entities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.