Myles Shapiro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His work history includes positions at Santander Bank and Jpmorgan Chase Bank, N.A. before joining 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 and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Nathan O'Connell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked at firms including Capital Group, First Republic Bank, UBS Financial Services, and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Andrea Stine is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Robert Nigro is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers as a youth coach for the Point Pleasant Pirates Youth Football and Cheer organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Daniela Smith is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on public finance and municipal work alongside its retail advisory services.

John Vitanzo is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on connecting complex market analytics with his clients' personal financial goals, emphasizing transparency, technical rigor, and trust in wealth planning. John has extensive experience in the financial industry, having served as Managing Director of Institutional Equities at both Oppenheimer & Company from 2008 to 2024 and CIBC World Markets from 2000 to 2008. Prior to that, he was Vice President and Retirement Plan Manager at Merrill Lynch from 1995 to 2000. Outside of his professional career, John enjoys a variety of activities including beach outings, fishing, football, golf, and surfing.

Nicholas Burk is a CFP® with four years of industry experience, currently serving at Morgan Stanley in Lawrenceville, NJ. His background includes five years at UBS Financial Services Inc. and seven years at North Jersey Country Club prior to entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Justin Marrugo is a financial advisor with LPL Enterprise holding the Series 66 designation and currently based in Holmdel, NJ. He began his career with LPL Enterprise in 2025 and has prior experience teaching at Kean University and Union County College. Outside of finance, he has been involved in operating Pompeii Pizzeria since 2021. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides access to model portfolios, third-party asset managers, and a variety of financial products, supported by an integrated platform that combines advisory programs with insurance and lending solutions.

Genevieve Manderville is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in community and nonprofit activities, serving as Co-Chair/District Leader of the South Orange Democratic Committee, coaching women transitioning from corporate careers through The Pearl Pathway of Wellness, and sitting on the board of Civic Story, a nonprofit focused on sustainability education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Matthew Pron is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Pron Wealth Management Group based in Princeton, New Jersey. He joined Merrill in 2016, bringing with him a background of military service and a family legacy in wealth management. Matthew works with individuals, families, and business entities to provide comprehensive wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking, and legacy planning. Prior to his financial advisory career, Matthew served five years as an infantry squad leader in the United States Marine Corps. His military service included assignments with the 3rd Fleet Antiterrorism Security Team, where he conducted security operations at Guantanamo Bay and supported U.S. Embassy security in the Middle East, and a deployment with the 31st Marine Expeditionary Unit in the South Pacific. Following his honorable discharge in 2014, he earned a Bachelor of Science degree in Finance, magna cum laude, from Drexel University. Matthew serves as President of Drexel's Veteran Alumni Network, assisting veterans with their transition to education and career development. Matthew holds the Personal Investment Advisor (PIA) designation and is involved with several professional and community organizations including the Drexel Veteran's Alumni Network, Drexel Veteran’s Association, The Union League of Philadelphia, the Marine Corps Law Enforcement Foundation, and The Mission Continues. He resides in Fairless Hills, Pennsylvania with his wife Katie and their two sons. Outside of work, Matthew enjoys golfing, ice hockey, swimming, and spending time with his family.

Kenneth Stewart is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. 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 financial planning process includes structured discovery conversations and firm-approved tools, with offerings that span retail and institutional investment solutions.

Laura Cook is a financial advisor with Raymond James & Associates in Holmdel, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2007, with a brief period as a homemaker from 2018 to 2019. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Sam Abell is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill for two years and FedEx for three years. Abell holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Barlow is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2007 and holds Series 63 and Series 65 designations. He serves as trustee for his disabled son’s Special Needs Trust. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities through a non-discretionary approach that emphasizes comprehensive planning and tailored recommendations.

Michael Sosa is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2016, with prior experience at Investors Capital Corporation. Outside of his advisory role, he serves as chairman of the investment committee for Felician Sisters School for Exceptional Children, a nonprofit organization, and holds positions in professional and community finance committees. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

Felix Menezes is a financial advisor with Equitable Advisors in Plainsboro, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he owns and manages a rental condominium property. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according to client goals and risk tolerance.

Douglas Frew is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at UBS Financial Services for eight years before joining LPL Financial. He is also involved in Frew Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Danielle Escobar is a Senior Financial Advisor at Merrill Lynch Wealth Management. She collaborates closely with clients to understand their financial goals and priorities, developing clear strategies to help them achieve those objectives. Danielle's approach involves a comprehensive understanding of each client's financial situation as well as their long-term aspirations. Danielle has over eight years of experience in the financial services industry, with expertise in wealth management, investment analysis, and portfolio design. She joined Merrill in 2021, following roles at Wells Fargo Advisors as an Investment Analyst and at Hartford Funds as a Valuation Analyst and Advisory Support Consultant. Her focus areas include college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. She holds a Bachelor's degree in Finance and International Business from Cabrini University and a Master's degree in Finance and Strategic Management from Villanova University, where she also served as co-president of the Graduate Student Association. Danielle is a member of the Semester at Sea Alumni. Residing in Philadelphia, she is active in sports, especially soccer, and enjoys spending time with her family and following local professional teams.

Otto Arias Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at BNY Mellon Capital Markets and 26 years at The Bank of New York Mellon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Vincent Notte is a financial advisor with Osaic Wealth, Inc. in Princeton, NJ, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Osaic Wealth, Inc. and New Century Financial Group, LLC for approximately 30 years and with Massachusetts Mutual Life Insurance Company for 33 years. Outside of his advisory role, he operates a sole proprietorship involved in insurance sales. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.