Anthony Bonanno is a financial advisor with Cetera, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. His prior roles include long-term positions at Allied Wealth Partners and Securian Financial Services, as well as ownership and agent/broker roles in fixed insurance sales. He serves on the finance committee of Gateway Academy Charter School, a nonprofit K-12 institution, and manages an expense management practice through Manserac LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Jonathan Cooke is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Fidelity Brokerage Services LLC for 10 years before joining Charles Schwab and Charles Schwab Bank in 2024. 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 options, utilizing multi-asset model portfolios and a centralized operational structure.

Renee Morgan is a Series 66-licensed financial advisor with Morgan Stanley in Morristown, NJ, and has 17 years of industry experience, all with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Shaun Leonard is a CFP® and Series 66-registered financial advisor with three years of industry experience. He currently serves as a Wealth Advisor at Glassner Carlton Financial and OSAIC, having previously worked as a financial paraplanner at Glassner Carlton Financial. Outside of his advisory role, Leonard has worked as a contractor for DoorDash. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a variety of asset-allocation tools and third-party platforms to manage diversified portfolios across multiple investment vehicles.

Michael Pfenninger is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Mass Mutual Investors Services and Merrill. Outside of Raymond James, he is involved with Eagle Rock Wealth Management and Greenberg and Rapp Financial Group in advisory and non-variable insurance sales roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique municipal advisory capabilities alongside its other advisory programs.

Andrea O'Donnell is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., JPMorgan Securities, LLC, and JP Morgan. Prior to her financial services career, she was associated with Playa Bowls and Boston College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and informed market estimates to support its financial planning services.

Morgan Burklow is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, LLC for 15 years. Burklow also operates a financial planning business through Burklow & Burklow, LLC, where he is involved in operations, staffing, and training. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Anthony D Amico is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cetera Wealth Services, Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. He has also engaged in fixed insurance sales as an independent contractor. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Sean Clare is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2006 to 2019 before joining Fidelity Brokerage Services LLC in 2019. Sean has been with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC, where Sean is affiliated, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

John Flayderman is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Michael Susini is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Lori Rabinowitz is a Series 66-credentialed financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she owns a retail and online store and serves on the Investment Committee as a board member for the Crohn's and Colitis Foundation of America. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Richard Palumbo is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley entities since 2013. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Daniel Marsh is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and TD Ameritrade. His background also includes a five-year period at Wagner College. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment programs supported by multi-asset model portfolios, centralized supervision, and an established alternative investments platform.

Casey Wieczorek Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at Tradition Asset Management LLC and Candor Wealth Advisors LLC. Outside of his advisory role, he manages property investments through Main Street Chester Properties, LLC and Trey Mainstreet Associates, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services.

Gabriela Tamakloe is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Money at Work, LLC, Drew University, Leslie Law Firm, LLC, and Kristin Sostowski. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Roberts is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has been with JPMorgan Chase Bank and its affiliates since 2013. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through its network of Wealth Advisors, combining large institutional advisory operations with brokerage and investment management capabilities.

Steven Danieli is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Sean Murray is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2009. He began his career at Fidelity as a Financial Representative, progressing through roles including Investment Representative and Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Analyst at Coventry from 2006 to 2009. Sean works with individuals and their families to assist them in making important financial decisions. His focus areas include retirement and investment planning, with an emphasis on helping clients invest wisely to meet their future needs and goals.

James Ferrie is a financial advisor at Stifel with 28 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.