Michele Lee is a financial advisor with &PARTNERS, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at several firms throughout her career, including Avantax and 1st Global Advisors. Outside of her advisory role, she serves as the elected Mayor of High Bridge Borough, New Jersey. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary models using a variety of analytical approaches and portfolio strategies.

George O. Shaughnessy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Commonwealth and affiliated entities since 2017, including prior roles at Reilly Financial Group and F and G Insurance Agency. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and investment management, offering discretionary and customized portfolio solutions.

Christian Carr is a financial advisor at PNC Wealth Management in Princeton, NJ, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes positions at J.P. Morgan Securities LLC and Key Investment Services LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic questionnaires to recommend investment models, with portfolio implementation delegated to approved third parties.

Wei Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Transamerica Financial Advisors since 2013 and has been associated with Kistler Tiffany Benefits since 2015. Outside of advising, he is involved in the sale of insurance products and manages a personal rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

James Scroggs is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Citigroup Global Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, employing a fiduciary standard across its advisory services.

Nicholas Ippolito III is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as positions at Calton & Associates, Inc. and VOYA Financial Advisors. He is also involved with VIP Wealth Management LLC, an investment-related business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Michelle Harlan is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. She holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, she worked at firms including LPL Enterprise, Prudential Insurance Company of America, MassMutual, and Credit Agricole Corporate & Investment Bank. Outside of her advisory work, she volunteers as a coach and volunteer for Timothy Christian School athletics and participates in community organizations such as the Boys Scouts of America and the North Plainfield Business Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its regulatory assets managed on a non-discretionary basis.

Sean Townley is a CFP® with 19 years of industry experience, currently with Empower Advisory Group. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Company, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered within a large-scale platform tied to Empower’s recordkeeping and administrative services.

Michael Giasi is a CFA® charterholder with 25 years of industry experience. He is currently with Eagle Strategies (NY Life) and has previously worked at RiskSpan and Samuel A. Ramirez & Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its substantial non-discretionary asset management.

Valerie Rosaly is a CFP® and ChFC® with 27 years of experience in the financial industry. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for 18 years, as well as at LPL Financial, IFMG Securities, Inc., and PGIM Investments LLC. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Nicholas La Torre is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2024. Prior to his advisory role, he was employed as a data operations specialist at Malecki Financial Group, where he focused on data analysis and financial research. La Torre also served on the Roselle Park Board of Education for seven years and worked at Galloping Hill Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Carolann Hammond is a financial advisor with UBS Financial Services in Princeton, NJ, holding a Series 66 designation and 30 years of industry experience. She has been with UBS since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor client plans.

Santo Costa is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at DME Capital and Tink Construction LLC, as well as having a background unrelated to finance at Burn the Floor. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in delivering wealth management strategies to high net worth clients and institutions. In his role, he utilizes the resources of Merrill to provide clients with customized financial solutions tailored to their risk tolerance, time horizon, liquidity needs, and investment goals. Zack holds an associate's degree from the State University of New York at Ulster and a bachelor's degree from Thomas Edison State College. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Zack is married with two daughters. He enjoys golf, volunteering, and spending time with his family.

John Heintjes is a financial advisor with LPL Financial holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Bank of America and Merrill from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Amanda Albaladejo is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Ernst & Young LLP for seven years. She has been with Fidelity and its related entities since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Christopher Pellegrini is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes long tenures at Prudential Investment Management Services LLC and Prudential Investments, as well as roles at Edward Jones and Square One Credit Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Kristopher Sykes is a CFP® with eight years of industry experience and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at AT&T for four years. Outside of his advisory work, he is co-founder of a media company called Success Fundamentals and co-owns a holding company as well as a farm, where he manages accounting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Leon Ferro is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Standard Chartered Bank and Securian Financial Services. He serves on the advisory board of Samaritan Outreach Services, a nonprofit that provides support to disadvantaged and homeless men. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and third-party managers.