James Scroggs is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Citigroup Global Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, employing a fiduciary standard across its advisory services.

Patrick Mcgrade is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work experience includes roles at EPIC Insurance Brokers and Consultants, Cook Maran, Royal Alliance Associates, and McDermott & Thomas Associates. He serves as a board member of the Staten Island Rotary Club, a volunteer service organization supporting community charitable efforts. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized investment approach across various asset classes and manages over $72 billion in assets as of May 2026.

Michelle Harlan is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. She holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, she worked at firms including LPL Enterprise, Prudential Insurance Company of America, MassMutual, and Credit Agricole Corporate & Investment Bank. Outside of her advisory work, she volunteers as a coach and volunteer for Timothy Christian School athletics and participates in community organizations such as the Boys Scouts of America and the North Plainfield Business Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its regulatory assets managed on a non-discretionary basis.

Michael Giasi is a CFA® charterholder with 25 years of industry experience. He is currently with Eagle Strategies (NY Life) and has previously worked at RiskSpan and Samuel A. Ramirez & Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its substantial non-discretionary asset management.

Jun Ge is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young, Cleary Gottlieb Steen & Hamilton LLP, and AIG. Outside of his advisory role, he is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm’s investment approach utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Valerie Rosaly is a CFP® and ChFC® with 27 years of experience in the financial industry. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for 18 years, as well as at LPL Financial, IFMG Securities, Inc., and PGIM Investments LLC. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

John Mcadoo is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2018. Outside of his advisory role, Mcadoo serves as an official for the New Jersey Wrestling Officials Association. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rafael Reynoso is a financial advisor at Charles Schwab with 30 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade for 15 years. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and comprehensive operational infrastructure.

Nicholas La Torre is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2024. Prior to his advisory role, he was employed as a data operations specialist at Malecki Financial Group, where he focused on data analysis and financial research. La Torre also served on the Roselle Park Board of Education for seven years and worked at Galloping Hill Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Robert Schiano is a Senior Financial Advisor with Merrill Lynch Wealth Management. He serves individuals, families, and corporate executives by providing wealth management services that integrate investment resources from Merrill and banking capabilities at Bank of America. Robert works collaboratively with clients’ attorneys and CPAs to address all aspects of their financial lives. Since joining Merrill Lynch Wealth Management in 2000, Robert has focused on developing personalized financial strategies tailored to his clients’ goals, risk tolerances, and time horizons. He begins each client relationship with a thorough information gathering and risk assessment process and provides ongoing reviews to ensure alignment with evolving objectives. His services include assisting retirees with 401(k) distributions, income planning, and legacy planning. Robert holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Jonathan Dayton. He participates in the American Cancer Society’s annual Relay for Life and volunteers locally. A New Jersey native, Robert lives in Mountainside, NJ with his wife and two children. In his leisure time, he enjoys skiing and fishing.

David Bobrowsky is a CFP® certified financial advisor with 23 years of industry experience. He is currently with LPL Financial and previously worked at Morgan Stanley and Ic Advisory Services Inc. Bobrowsky also operates Alden Wealth Management LLC, a business related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Wallace Foster Jr. is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside a broad range of retail and institutional offerings.

Amanda Albaladejo is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Ernst & Young LLP for seven years. She has been with Fidelity and its related entities since 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolio delivery.

Kristopher Sykes is a CFP® with eight years of industry experience and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at AT&T for four years. Outside of his advisory work, he is co-founder of a media company called Success Fundamentals and co-owns a holding company as well as a farm, where he manages accounting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Leon Ferro is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Standard Chartered Bank and Securian Financial Services. He serves on the advisory board of Samaritan Outreach Services, a nonprofit that provides support to disadvantaged and homeless men. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and third-party managers.

Samirah Abdul Alim is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Financial Services for 35 years and with PFS Investments Inc. for 38 years. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kaitlin Ryan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at various roles within JPMorgan since 2020. Outside of finance, she was involved in the hospitality industry through her work at 2nd Jetty Seafood Restaurant from 2017 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Sean Humphrey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and systematic methodologies.