Lori Clarke Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Cenlar for twelve years before joining J.P. Morgan Chase Bank and J.P. Morgan Securities. 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 team of Wealth Advisors. The firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Daniel Nigro is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the TWN Wealth Management Group, which focuses on fulfilling the financial needs and goals of clients through a personalized approach. The group works collaboratively with clients and their other trusted advisors to develop consistent and practical advice, utilizing a goals-based wealth management process and customized strategies. Dan's expertise includes asset management, portfolio analysis, options strategies, and cash management. He is a qualified Portfolio Manager who builds and manages personalized or defined strategies for clients, which may involve individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Dan earned his bachelor's degree from Johnson & Wales University. He has received recognition as one of On Wall Street's "Top 40 Advisors Under 40" in 2018 and has been named to Forbes' "Best-in-State Wealth Advisors" list in 2018, 2019, and 2020.

Donald Fowler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leverages over 30 years of experience to provide clients with personalized wealth management strategies tailored to their individual financial situations and goals. Donald emphasizes a comprehensive approach that includes asset preservation, income, and growth, incorporating a diversified mix of cash, fixed income, global equities, and other investments. His practice also encompasses retirement planning, family wealth management, estate structuring, and business ownership considerations. Donald holds a Bachelor's Degree from Albright College and a High School Diploma from Nottingham High School. He has earned professional credentials as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Early in his career, he developed expertise in bond portfolios, which informs his current use of a broad spectrum of fixed income investments. Donald is committed to client education and works closely with each individual to understand their financial history, concerns, and expectations to build strategies designed to help pursue long-term financial well-being. Born and raised in Mercer County, Donald continues to reside there with his wife, Margaret. He is involved in community activities, including volunteering with the Boy Scouts of America. Outside of work, he enjoys golfing, paddle tennis, and spending time with his four sons on family vacations.

Christopher Mclaughlin is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, incorporating modeling techniques like Monte Carlo simulations, while clients are responsible for plan implementation and updates.

Diana Luna is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley & Co. Incorporated since 2005, totaling 21 years at the firm. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nicole Gibson is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Gibson also has a longer tenure at JPMorgan Chase Bank, N.A., where she has worked since 2011. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brant Roun is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining UBS in 2025, he worked at Fidelity Investments for two years and held various roles at the University of Delaware and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk profiles.

Alyssa Devenny is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked at the Brick Township Municipal Utilities Authority and Professional Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a broad investable universe that includes mutual funds, ETFs, and ETPs.

Francis Vitellaro is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes positions at Securities America, Inc. and Investacorp Advisory Services, Inc. Vitellaro also serves as an advisor at Premier Wealth Services, an investment advisory and asset management firm. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with multiple platforms, employing asset-allocation tools and third-party solutions to construct diversified portfolios.

Bilal Mian is a Series 66-licensed financial advisor with J.P. Morgan Securities in New Brunswick, NJ, bringing two years of industry experience. His prior roles include positions at Merrill Lynch and PNC Bank. 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 an ESG eligibility framework to support client decision-making.

Kurt Sakowski is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Linsco/Private Ledger since 2006. Sakowski operates two DBAs, Wealth Management Partners LLC and Sakowski Financial Group, LLC. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Megan Mandella is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2015, including a role at Morgan Stanley Private Bank, National Association. Outside of her financial career, she serves as an Air Force Intelligence Analyst with the Pennsylvania Air National Guard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Matthew Alonge is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs including general investing, retirement planning, and saving for unexpected expenses. Additionally, he provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, demonstrating his expertise in financial planning. He emphasizes ongoing advice and guidance to adapt to clients' changing financial needs, working closely with them to address their goals, concerns, and questions.

Meghan Phillips is a financial advisor at OSAIC with Series 65 and Series 63 credentials and four years of industry experience. She is also the owner of two childcare businesses, Kidematics LLC and Young Hearts LLC, which provide programs and care for children ranging from six weeks to school age. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a broad range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

James Jaghab is a financial advisor with Ameriprise in Marlboro, NJ, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, Jaghab owns a business focused on buying and selling sports cards and memorabilia primarily through eBay, and he also provides consulting services as a Certified Divorce Financial Analyst for a law firm. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm’s approach integrates algorithmic automation with advisor partnership and emphasizes the use of its affiliated funds and managed accounts.

James Szwerc is a Planning Consultant at Fidelity Investments, where he works with clients to develop planning strategies that support their unique financial goals. He has held his current role since 2025. James has accumulated experience in various financial positions, including previous roles at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2025 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked as a Licensed Banker at Citizens Bank from 2019 to 2021, a Registered Associate at Morgan Stanley from 2017 to 2019, and a Financial Advisor at McAdam LLC from 2015 to 2017.

Vincent Intiso Jr. is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. He previously worked at NewEdge Advisors, LLC and has held various positions outside finance, including roles in retail and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and advanced portfolio management technologies.

Grant Douglas is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Cetera and also serves as a Wealth Management Advisor at King Financial Network, where he provides investment management and financial planning. His background includes prior roles at Commonwealth Financial Network and educational positions at the University of Delaware and Summit High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Dov Aloof is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at JL Aloof Financial Services and Think IP Systems, and has a background that includes time at Developers Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Kyle Smith is a financial advisor at Charles Schwab with 6 years of industry experience. He holds CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. Charles Schwab 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 a combination of non-discretionary and discretionary investment management solutions supported by strategic asset allocation and due diligence from the Schwab Center for Financial Research.