Nicholas Patti is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Anthony Peluso is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Brokerage Services LLC, NewBridge Securities Corporation, Bank of America, and Merrill. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Richard Hopkins is a Series 66 licensed financial advisor with 19 years of experience, currently serving at Thrivent Investment Management in Princeton, NJ. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Hopkins serves as a commissioner on the Board of Fire Commissioners for Montgomery Township Fire District #2, overseeing tax levies and expenses for the district. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses across various planning topics. The firm separates its planning services from portfolio management and does not accept discretionary trading authority for its Dedicated Planning Service.

Rodney Johnson I is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America and The Prudential Insurance Company of America. He is also the owner of Roxicyni Trading LLC, where he trades commodity contracts using his own funds. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Roy Schoenfeld is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, having previously worked at Merrill, Bank of America, and OSAIC. Outside of advising, he offers disability insurance and fixed annuities and works as a delivery driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Shannon Schiavo is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2009. Outside of her advisory role, Schiavo is involved in beekeeping as a non-investment-related business activity. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Linda Gatere serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their current financial situations and introduces them to solutions offered by Merrill and Bank of America. She aims to empower clients with the knowledge and tools needed to manage their financial lives effectively. Linda holds a Bachelor's Degree from Kenyatta University and a Master's Degree from the University of Bath. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach involves helping clients identify what matters to them and their families to develop strategies aligned with their financial goals.

Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.

Madison Ubry is a CFP® with three years of industry experience, currently affiliated with Charles Schwab. Prior to joining Schwab, Madison worked at La Mezzaluna for four years and spent five years at Rider University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research.

Kenneth Van Leeuwen is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2016 and previously managed his own firms, Van Leeuwen & Co., LLC and Van Leeuwen & Company, LLC, for over two decades. He serves as a member of the LPL PAC Advisor Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide array of financial planning and investment management solutions, supported by technology and research tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

Anthony Mignone is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with the Ashar Group, a life settlement business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third-party managers, with a focus on tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cary Hall Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years. He also served in the United States Army Reserve for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bridgot Basile is a financial advisor with RBC Capital Markets in Princeton, NJ, holding Series 65 and Series 63 licenses and 16 years of industry experience. Prior to joining RBC in 2021, Basile worked at North Capital Private Securities, Worth Financial Management, Traynor Capital Management, and Rittenhouse Asset Management. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers along with integrated capital markets and lending capabilities.

James Waltman is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as mayor of Delaware Township, New Jersey, with responsibilities including attending meetings, setting agendas, and managing municipal business. 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 options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Fran Buckley is a financial advisor with Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Buckley has ownership interests in coal mining businesses and manages a financial practice through Sparrow Financial LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to develop tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.

Ethan Stewart is a CFP®-certified financial advisor with four years of industry experience, currently with Charles Schwab & Co., Inc. He previously worked at Merrill and has held roles in both academic and entrepreneurial settings, including at Rowan University and as part of Sandscapes LLC. 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 a mix of non-discretionary and discretionary investment guidance, using multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Matthew Saldutti is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial since 2021. Outside of his advisory role, he serves as Vice President on the Board of the Matawan-Aberdeen Chamber of Commerce, where he is involved in supporting and expanding local businesses through various community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm’s approach integrates broad financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing structure.

Isha Doshi is a Financial Advisor with Merrill Lynch Wealth Management and a member of Warringer DeGrazia Dudek & Associates, a Forbes Best-in-State Wealth Management Team recognized in 2025 and 2026. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Supported by senior advisors and Merrill's resources, Isha provides personalized financial guidance to individuals and families, helping them make informed decisions aligned with their goals and values. Isha's expertise encompasses areas such as divorce transition planning, education planning, employee benefits planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. She is committed to building long-term partnerships that empower clients to navigate financial decisions with clarity and confidence. She earned a Bachelor of Science in Business Administration from Drexel University. Fluent in English, Gujarati, and Hindi, Isha is also involved with the American Heart Association as part of her community engagement. Outside of work, she enjoys cooking, dancing, music, photography, reading, singing, spending time with family, swimming, traveling, and watching movies.

Cristian Landry is a Financial Advisor at Merrill Lynch Wealth Management. He applies the values of integrity, service, and excellence from his previous career as an Air Force veteran to support individuals and families in managing their financial decisions. Cristian assists clients in achieving their financial goals by providing thoughtful planning and personalized advice. He holds a Bachelor's Degree from Southern New Hampshire University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Cristian's expertise encompasses retirement preparation, wealth building, and navigating various financial challenges. Outside of his professional role, Cristian is involved with community organizations such as Special Olympics Pennsylvania and the Women's Resource Center to End Domestic Violence. His personal interests include billiards, boating, camping, fishing, gardening, and hiking.

Justin Syers is Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with clients to develop comprehensive wealth strategies that align with their values, priorities, and long-term objectives. He partners with Fidelity to leverage the company's planning and investment capabilities and support clients through various stages of wealth management. Justin has held several positions in the financial industry, including Financial Consultant at Fidelity Investments from 2016 to 2024 and Investment Management Associate at BlackRock from 2011 to 2016. His professional experience encompasses wealth planning and investment management. Outside of his professional work, Justin has interests in family activities, fitness, food, music, pets, and traveling.