Christian Cooper is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding a Series 63 designation and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, Cooper writes children's books through his publishing company, Orange Sunshine Publishing Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds.

Steven Goldberg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 24 years at Family Investors Company prior to joining Cambridge in 2024. Goldberg serves as a board member and volunteer for the Fanwood-Scotch Plains Rotary Club and is the vice president of BNI - Select Business Source, a networking organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Ethan Madera is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018 in various roles. Prior to his current position, he was involved with multiple organizations including Rutgers University and several service industry roles. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Craig Levin is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Prudential Equity Group, LLC from 2002 to 2003. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jessica Palou is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including previous roles at T. Rowe Price Investment Services and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports with ongoing tax-aware withdrawal strategies.

Peter Pitucco is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with MML Investors Services since 1989 and with MassMutual Life Insurance Company since 1988. In addition to his advisory role, he is involved in the sales and service of insurance products for various carriers. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and offers specialized planning services including divorce planning, estate settlement, and employer-sponsored programs.

David Drogon is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following six years at Wells Fargo Clearing. His prior experience includes roles at Merrill and Edward Jones. He holds full ownership in Drogon Family Enterprises, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and planning tools, with options for clients to implement recommendations through various brokerage and advisory programs.

Mark Erikson is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Merrill since 1992 and Bank of America, N.A. since 2016. Outside of his advisory role, he serves as a fiduciary for a for-profit organization. Merrill, alongside 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Rocco Fiato is a financial advisor with Merrill based in Bridgewater, NJ, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Northeast Planning Corp for one year. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. since 2017 and 2018 respectively. 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 a range of individual and institutional investors.

Christopher Dipietro is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Harrison Bauman is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates for 14 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with banking, lending, trustee services, and affiliated products through a large network of financial advisors.

Steven Parente is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and has additionally been with Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Kerest Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Linsco Private Ledger, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is also associated with Flemington Financial Group LLC as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Tess Cusate is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2021. Prior to that, she was not employed in the financial sector and completed her education at Villanova University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning and portfolio management supported by proprietary research and capital market models. The firm integrates institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets solutions.

Dominic Pinto is a financial advisor at Charles Schwab with 11 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, N.A. and Merrill for 10 years before joining Charles Schwab in 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios backed by due diligence from its Center for Financial Research.

Emmanuel Itembe is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining LPL Enterprise, he held positions at Equitable Advisors and Bankers Life and has also worked outside the financial industry at retailers including Lowe's and Macy's. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, using portfolios developed by LPL’s Research Department or third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

John Coonan is a financial advisor with Edward Jones in Princeton, NJ, holding a Series 66 designation and possessing 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bharat Gurnani is a financial advisor at Ameriprise with 35 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Prior to joining Ameriprise, he worked at UBS Financial Services and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Locascio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and he also owns a business that offers piano lessons and music performances for events. Additionally, he has been involved in real estate services as a broker assisting buyers and sellers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Keith Applegate is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and Further Lane Asset Management. Keith is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.