John Busco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors and affiliated entities since 2009 and previously spent two years with UBS Financial Services. Busco also manages JGJ Wealth Management Corp and has a majority ownership interest in BUSCO GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, serving clients who meet certain net-worth criteria.

Michael Corsey is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. His work history includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup Global Markets. Outside of his advisory role, he owns and operates Michael Corsey Photography, focusing on event photography. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jonathan Schlenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has additional experience at Wells Fargo Bank, Wells Fargo Advisors, and PNC Wealth Management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Joseph Papandrea is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tonnianne Muller is a Series 63-registered financial advisor with Wells Fargo Clearing Services, LLC, based in Red Bank, NJ. She has six years of industry experience, including roles at Wells Fargo Bank, NA since 2016 and Wells Fargo Clearing since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 at Merrill Lynch Wealth Management. He helps clients achieve their financial goals through a focus on risk analysis, client relationship management, and financial tax strategies. Prior to his current role, he gained experience in portfolio risk management at Bloomberg and investment services at Jennison Associates. Matthew graduated with a Bachelor of Arts in Economics from Rutgers, The State University of New Jersey-New Brunswick. He holds certifications including the FINRA Series 7 and Series 63 registrations, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, Matthew enjoys running, weight lifting, golf, hiking, Brazilian Jiu Jitsu, and spending time with his wife, dog, family, and friends. He is also involved with community organizations including Camp Quality and the Graeme Preston Foundation for Life.

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 with Merrill in Red Bank, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to her current role at Merrill beginning in 2021, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2019 to 2021, and previously at The Brothers Moon from 2016 to 2018. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Janis Waldman Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 28 years of industry experience. Her prior firms include UBS Financial Services, Wells Fargo Clearing, and Charles Schwab. She is also involved in mediation for divorcing couples in a neutral consulting role. 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 financial planning and portfolio management services delivered through a large network of investment adviser representatives.

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.

Eric Karlik is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and having 13 years of industry experience. His career includes roles at Mass Mutual Insurance Company since 2016 and MetLife Securities Inc. from 2015 to 2017. Outside of advisory work, he operates as an independent insurance agent selling various insurance products through Ashar Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars using firm-approved tools and structured annual planning engagements.

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 a Series 66 designation and has worked at Merrill since 2017, following eight years at Morgan Stanley Smith Barney. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Michael Guerrero is a CFP® and Series 66-designated financial advisor with Edward Jones, based in Middletown, NJ. He has 13 years of industry experience. Guerrero has been affiliated with Bentley University since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.