Taulant Cela is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 19 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Nykia Wharton is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, Wharton is involved as a certified running coach, group fitness instructor, yoga instructor, and spring track coach for children. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations supported by Wells Fargo research and tools. The firm offers both brokerage and advisory program options, integrating financial products and planning services across multiple channels.

Dennis Ganley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2017. Prior to that, he was employed at A&P/ACME for two years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cynthia Wagner is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Bacino is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including previous roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Bacino also serves on the Board of Directors and Finance Council at St. Magdalen's Church in Flemington, NJ. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers detailed retirement income planning and recommendations focused on dependable income and tax-aware withdrawal strategies.

Sophia Stuart Rockefeller is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop tailored financial strategies focused on family wealth management, legacy planning, managing new wealth, women and wealth, and tax minimization. Her approach involves evaluating clients' financial situations, identifying their objectives, and crafting personalized plans to help achieve their long-term financial goals. Sophia holds multiple degrees, including a Bachelor's and Master's from Belarussian State University (BSU), a Doctorate from the National Academy of Sciences (NAS), and a Bachelor's from Southern New Hampshire University. She also earned an Associate's Degree from the Community College of the Air Force (CCAF), a High School Diploma/GED, and completed an Accredited Certificate Program at Dartmouth College. Her professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Russian. Outside of her professional work, Sophia enjoys cooking, horseback riding, traveling, and spending time with her family.

Katelyn Koumbem is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she owns C Tech Computing LLC, a business that sources electronic devices for educational institutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gilbert Blitz is a CFP® professional with 39 years of industry experience, currently serving at UBS Financial Services since 1986. He is based in Warren, NJ, and holds Series 63 and Series 66 licenses. Outside of his financial advisory work, Blitz serves on several nonprofit boards, including Young Audiences New Jersey and Robert Wood Johnson University Hospital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment plans supported by proprietary research and model-based asset allocations.

Lukasz Syrek is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals and risk tolerances.

Larry Gamboa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Adam Gurien is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience in financial advisory roles, having joined Merrill in 2011. Adam leads his team’s goals-based wealth management process and utilizes Merrill’s resources to guide investment portfolios and assist clients across a broad array of financial matters. His expertise encompasses family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. Adam began his financial services career in 1991 at Shearson-Lehman Brothers and completed the management training program at CitiBank, where he eventually managed retail and mortgage branches in Manhattan. He holds a bachelor’s degree from the University of Vermont and attended the Center of Medieval and Renaissance Studies at Keble College, Oxford University. Adam maintains FINRA Series 4, 7, 24, 31, 53, 63, and 65 registrations and holds the Personal Investment Advisor (PIA) designation. He has been recognized on Forbes’ "Best-in-State Wealth Advisors" list in 2021 and 2022 and Barron’s "Top 1,200 Financial Advisors" list in 2021 and 2022, as well as their "Top 1,000 Financial Advisors" list in 2010 and 2011. In addition to his professional work, Adam has served as a board member of a large non-profit organization and a public purpose organization and has contributed as a recreational youth coach. He resides in Palm Beach Gardens, Florida, with his wife Lynn and their three children. His personal interests include skiing and tennis.

Michael Tekin is a financial advisor with LPL Financial in Flemington, NJ, holding a Series 63 designation and 31 years of industry experience. He worked at FSC Securities Corporation for 23 years before joining LPL Financial in 2023. Tekin also has experience in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Hitesh Patel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Northfield Bank, Cetera Advisor Networks LLC, and Summit Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

Pedro Coello is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2009 to 2024. 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 provides both brokerage and advisory solutions.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.

Connor O'Reilly is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Further details regarding his experience, educational background, or personal interests have not been provided.

Harry Harris is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he owns a CPA and tax preparation business and operates a vending machine retail business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Ryan Tantleff is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with two years of industry experience. His background includes roles outside finance such as work at Overbrook Golf Club and Bernards Cafe. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory solutions, leveraging proprietary market research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerance.

Binni Shah is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. Prior to Merrill, Shah held positions at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. 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.

Quincy West is a financial advisor at MassMutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MassMutual since 2021. Outside of his advisory role, he operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers a range of specialized planning programs.