Jeffrey Sussman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2015. In his current role, he works directly with clients and their families to develop and implement individualized financial plans. Jeffrey leverages the resources available at Fidelity to assist clients in planning for complex financial goals, especially in challenging market conditions. Before his current position, Jeffrey held roles as a Financial Consultant and Investment Consultant at Fidelity. He also has experience at BlackRock, where he worked as a Sales Associate and Sales Support Representative from 2011 to 2013.

Nicholas Shenkler is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, he worked at UBS Financial Services Inc. and has experience in various roles outside of finance. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Joseph Haas III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked with Royal Alliance Associates, Inc. for six years and Signator Investors, Inc. for 21 years. Outside of advisory services, he is involved in life coaching and e-commerce activities. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Lauren Williams is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. Prior to joining Merrill, she was employed at Randstad for one year. 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Gorman Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Gorman serves as treasurer on a nonprofit board and also holds a board chair position at another organization outside the investment industry. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement income planning through non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Carter Moore is a Series 66-credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, he worked in education and the hospitality industry. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Dichristofaro is a financial advisor with Cambridge Investment Research Advisors in Bristol, PA. He holds the ChFC® and Series 63 designations and has 20 years of industry experience. Prior to his current role, he worked at LPL Financial and Mountain View Financial Advisory Services. He is also the owner of tax and insurance-related businesses. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms, proprietary model strategies, and access to third-party advisers.

Charles Walsh III is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Fidelity and has held roles within Fidelity Brokerage Services LLC since 2006, including seven years at Fidelity Personal and Workplace Advisors. Prior to Fidelity, he worked at Ameriprise for three years. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Tara Ann Goral is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2009. Outside of her advisory role, she works as a health and nutrition coach for Optavia. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Falsetti is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A., since 2013. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Mark Eskander is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Western Governors University, Amazon, Wells Fargo, and Seton Hall University. 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, and institutions.

Michal Plonski is a financial advisor with Morgan Stanley in Yardley, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Sun Roofing and Lifetime Fitness. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning processes and a range of investment offerings.

David Milford is a CFP® and ChFC® with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Novartis for four years. He is based in Princeton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jennifer Williamson is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. Her prior work includes roles at Waddell & Reed, INC. and various insurance carriers within W&R Insurance Agencies, spanning six years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad range of advisory tools and services.

Jason Zubris is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 19 years, holding various roles including Financial Consultant since 2008 and Vice President since 2017. Prior to joining Fidelity, he worked as a Service Representative at Merrill Lynch from 2003 to 2004. Jason has extensive experience working with high net worth clients and families, focusing on wealth planning and financial goal achievement. His professional background encompasses investment consulting and financial advising within the financial services industry. Outside of his professional role, Jason's personal interests include beach activities, cooking and baking, fitness, food, football, and spending time with pets.

Murray Fox is a financial advisor with Cetera, holding a Series 63 designation and over 26 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and has operated Creative Financial Services Inc. since 2000. Fox is also a CPA and president of Fox & Company PC CPA’s, a firm providing accounting and tax services since 1983. He serves as president and board member of Rachels Helping Hands Cancer Foundation, a nonprofit organization focused on fundraising and administration. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and utilizes both affiliated and unaffiliated third-party managers.

James Mekovetz Jr. is a CFP®-designated financial advisor with 23 years of industry experience. He has worked at Edward Jones since 2019 and previously spent 18 years at Morgan Stanley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Noah Facciolo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and CSC Global, as well as varied work experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Linda Bumbalo is a financial advisor with Merrill in Pennington, NJ, holding Series 65, Series 63, and Series 66 credentials and has 22 years of industry experience. Her prior roles include positions at Bank of America, NewBridge Securities Corporation, Paxton Financial, Creative Plan Designs, and BlackRock Financial Management. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Spina is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of traditional advisory roles, Spina is the owner and president of Focused on Integrity Inc., a business related to Primerica's operations. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.