Quinn Im is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, Quinn served at The Investment Center, Inc. and IC Advisory Services, Inc. He is also the sole proprietor of Charis Wealth Management and has maintained a personal interest in photography for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with diverse non-advisory financial services.

Robin May is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Robin holds Series 63 and Series 65 licenses and is also a commissioned notary public. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by advanced modeling tools and a range of investment and brokerage offerings.

Elizabeth Brain is a financial advisor at Ameriprise with 12 years of industry experience. She previously worked for nine years at David Lerner Associates, Inc. Outside of her advisory role, she is involved with Yoga4Sobriety, where she dedicates time monthly to research potential venues for biannual yoga retreats. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Brendan Foley is a financial advisor with Wells Fargo Advisors in Cranbury, NJ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a public notary in New Jersey. 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. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations based on Wells Fargo research and tools.

Brian Thompson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at Citizens Securities, Ameriprise Financial Services, and TD Bank. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and various affiliated services.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Gustavo Martinez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as an Advisory Consultant at TIAA from 2020 to 2023, Supervision Principal at Merrill Lynch between 2018 and 2020, Trust Team Manager at Merrill Lynch - Bank of America from 2017 to 2018, and Vice President Financial Solutions Advisor at Merrill Lynch - Bank of America from 2015 to 2017. Martinez holds a California Insurance License. He focuses on understanding clients' financial goals to develop customized plans that prioritize those objectives, creating tailored roadmaps based on individual preferences. Outside of his professional work, he has personal interests in soccer and traveling.

Andre Krause is a CFP® with 26 years of industry experience. He is currently affiliated with Cetera and has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he also holds a notary position. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, leveraging both affiliated and third-party managers across various program structures and custodial relationships.

Robert Sunbury Jr. is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Kris Baran is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Best Buy for five years and TopGolf for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Luis Zamora is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management and personalized financial planning. Since joining Merrill Lynch in 2019, he has worked closely with clients to identify and pursue their financial goals through disciplined, long-term strategies. Luis and his advisory team focus on areas including retirement readiness, college education planning, tax-efficient strategies, and wealth preservation. He holds a Bachelor's Degree from Rutgers University and maintains Securities Industry Essentials (SIE), Series 7, and Series 66 FINRA registrations. Luis is also a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes thoughtful listening, transparency, and tailored guidance to help clients manage wealth across generations. Luis is actively involved in his community through organizations such as American Legion Jersey Boys State and Special Olympics New Jersey. In his personal time, he enjoys hiking, playing pickleball and soccer, and spending time with his family.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Lamar Robinson is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he serves as the primary point of contact for clients, assisting multiple generations of families by facilitating conversations about wealth and investment planning. He is dedicated to providing personalized service tailored to individual client needs and preferences, and coordinates with Wealth Management Advisors when deeper planning support is required. Robinson has been with Fidelity Investments since 2006, progressing through roles from Relationship Manager to Senior Relationship Manager, and currently serving as a Senior Relationship Manager since 2019. His experience encompasses wealth management and client relationship management. Outside of his professional career, Lamar Robinson has interests in baseball, fishing, fitness, food, outdoor adventures, and running.

Alan Tennant is a Series 66–registered financial advisor with Edward Jones in Clark, NJ, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets with a large network of financial advisors nationwide.

Roger Hicks is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent a year at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Oliver is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as the sole owner of a rental property in Bordentown, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies.

Peter Forman is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on providing financial planning services tailored to meet the unique needs of his clients. Peter emphasizes establishing trust as a fundamental aspect of his client relationships by collaborating closely with clients to understand their goals and concerns. Peter's professional experience includes various positions at Fidelity Investments, where he worked as a Help Desk representative in Investment Solutions from 2021 to 2023 and as an Investment Solutions Representative in 2021. Prior to joining Fidelity, he was a Financial Consultant at Equitable Advisers from 2020 to 2021. Outside of his professional work, Peter has personal interests in beach activities, football, movies, skiing, and tennis.

Jeffrey Winston is a Financial Consultant at Fidelity Brokerage Services, LLC, where he has been providing personalized financial planning and guidance since 2020. He works with clients to understand their unique goals and builds tailored strategies to bring clarity and confidence to their financial lives. Before joining Fidelity, Jeffrey held various roles in the financial services industry, including Financial Advisor at Merrill Lynch from 2015 to 2020, Field Region Director at Ameriprise Financial from 2007 to 2008, Vice President at Merrill Lynch from 2002 to 2006, First Vice President at Prudential Securities from 1999 to 2002, and First Vice President at Morgan Stanley Dean Witter from 1993 to 1999. He holds a California Insurance License. Outside of his professional work, Jeffrey has interests in art, playing musical instruments, parenthood, volunteering, and writing.

Liet Han is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes five years at J.P. Morgan Securities. Outside of his advisory role, he owns and manages a business, LCH LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Stryker Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. Prior to joining Schwab, he worked at TDAmeritrade for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 solutions supported by centralized supervisory and custody functions.