Ryan Szaryko is a financial advisor with Charles Schwab in Princeton, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is a part-owner of a hookah bar and lounge in Charlotte, NC. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing services.

Beatrice Mcfarlin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2012, following a 27-year career in Newark Public Schools. Outside of investment advisory, she is involved in sales of loan products and home-related services for affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jon Strohl is Vice President and Branch Leader at Fidelity Investments, where he leads the local investment center. In this role, he oversees the provision of financial and investment guidance to clients, including one-on-one retirement planning, income strategies, college planning services, and integrated employee benefit strategies. He has been with Fidelity Investments since 2000, progressing through various roles including Trading Associate, Financial Representative, Financial Planning Consultant, and Regional Planning Consultant before becoming Branch Office Manager in 2018. His extensive experience within the firm reflects a breadth of knowledge in financial planning and client services. Details regarding his education, credentials, personal interests, or community involvement were not provided.

Gregory Roberts is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Eileen Mclaughlin is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill for a total of 12 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients. The firm combines strategic asset allocation and third-party management options within a framework supported by Bank of America’s custody and trading infrastructure.

Dina Delre is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. since 2005. In addition to her advisory role, she operates as an independent insurance agent specializing in dental and group disability income, disability, property and casualty, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved software to analyze client goals.

Barry Friedson is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera, Allied Wealth Partners, and Minnesota Life Insurance Company. Friedson also engages in insurance sales involving non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Lisa Kolbasowski is a financial advisor at Merrill with 22 years at the firm and 13 years of industry experience. She holds a Series 66 designation and is based in Princeton, NJ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francis Gakpo is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Schwab in 2025, he worked at Merrill from 2016 to 2024 and has been involved with the American Red Cross since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative investment program.

David Giegerich Jr. is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant from 2023 to 2025 and as a Financial Representative from 2021 to 2023, all within Fidelity Investments. Before joining Fidelity, he worked as a Branch Ambassador at Capital One from 2018 to 2021. David's approach to financial consulting emphasizes building relationships based on trust and confidence through holistic financial planning. He focuses on understanding clients both personally and financially to develop tailored financial plans aimed at helping clients pursue their goals. He holds a California Insurance License. Outside of his professional work, David enjoys family activities, fitness, exploring food, hiking, visiting museums, and skiing.

Gregory Colonna is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently an advisor at Edelman Financial Engines, having worked within the Financial Engines Advisors L.L.C. entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a broad range of investment products.

Kathleen Joyal is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Merrill since 1983 and is also associated with Bank of America since 2009. Outside of her advisory role, she serves as an executor in a fiduciary capacity. 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, and institutional accounts.

James Capuano Jr. is a financial advisor with LPL Enterprise and holds the ChFC® and Series 63 designations. He has 44 years of industry experience, including over three decades with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in selling property and casualty insurance as well as servicing Medicare Supplement insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

James Migliore is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Prior to his current role, he also worked at Lester Auto Group/Lester Glenn and briefly at Kim Marie's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a framework for ESG eligibility.

David Briegs serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing guidance since 1989. He is part of The Kugel Briegs Group, which offers client-focused wealth management services that combine personalized attention with the resources of a large financial institution. His approach to wealth management centers on understanding clients' goals and developing long-term, planning-based strategies tailored to each individual's needs. David's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds multiple industry designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Business Economics from Rutgers University and completed the CFP® Professional Education Program at the College for Financial Planning as well as the Certified Investment Management Analyst® Program at the University of Pennsylvania Wharton School of Business. Outside of his professional career, David is a retired three-time U.S. National Champion in Skysurfing with over 2,500 jumps, has competed in three ESPN X-Games, and was a member of the U.S. Team in the World Championships in 1999. He holds a 4th degree black belt in Combat Hapkido.

Brendan Vlasak is a financial advisor at Fidelity, holding a Series 66 designation. He has been with the firm since 2026. His prior experience includes roles in education and banking, with positions at Warren Township Schools, Magyar Bank, and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Mickendrow is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2005. Outside of his advisory role, Mickendrow volunteers as a youth football coach for Pop Warner. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs to implement customized investment solutions without sponsoring its own wrap fee program.

Dennis Beaumont is a CFP®-credentialed financial advisor with 29 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Brokers International Financial Services, LLC, Beautiful Mountain Group, and Allstate Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches developed by internal and third-party strategists, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

Joe Burgoyne is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he acts as an advocate for clients to ensure that financial plans are customized to address their families' unique needs. Joe collaborates with clients to build financial plans, identify strategies aligned with those plans, and maintain open communication. Joe has extensive experience in the financial services industry, having worked at Fidelity Investments since 2010 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Ameriprise Financial from 2006 to 2008 and as a Client Service Associate at Morgan Stanley from 2008 to 2011. Outside of his professional work, Joe engages in family activities, fitness, social events with friends, parenthood, snowboarding, and surfing.

Robert Jarvis is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996, totaling 30 years at the firm. 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.