Jerry Gross is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC since 2021, and H. Beck, Inc. from 2016 to 2021. Outside of his advisory work, Gross serves as president of a local networking group and is vice president of the social committee at Adelphi Lodge. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing a range of portfolio construction tools and access to third-party money managers across multiple investment platforms.

Eugenia Ritvin is a financial advisor with Primerica Advisors in Doylestown, PA, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to advising, she receives non-investment related compensation for referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers advisory services through model-delivery strategies managed by unaffiliated asset managers.

Steven Samlin is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Farmers Financial Solutions and Farmers Insurance Group. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and brokerage and insurance products via an integrated platform.

Michael Charpentier is a Financial Consultant at Fidelity Investments, where he has been employed since 2003 in various roles. He has held positions including Financial Consultant since 2013, Investment Representative from 2011 to 2013, Service Delivery Manager from 2008 to 2011, and several specialist roles related to retirement investment and defined contribution plans throughout his tenure. His experience spans over two decades at Fidelity, focusing on wealth planning and assisting clients in working toward their financial goals. He emphasizes strategies tailored for all styles of investors within the Fidelity framework. Outside of his professional responsibilities, Michael's personal interests include bowling, attending concerts, playing golf, and music.

Jennifer Garomon is a financial advisor at Merrill with 32 years of industry experience. She has held her current role at Merrill since 2006. Her credentials include the Series 63 and Series 65 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jason Gaffney is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill since 2004 and holds Series 63 and Series 66 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration within Bank of America’s platform to provide access to a wide range of products and services.

Riley Fantozzi is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Bausch + Lomb and has a background that includes roles at Arizona State University and in education with the Pennridge School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on model portfolios and governance.

James Peters is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. He has worked at Merrill since 2005 and has been with Bank of America, N.A. since 2011. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm provides model-based and discretionary investment strategies integrated within Bank of America’s platform, featuring a range of taxable and tax-aware investment options.

Gina Rogers is a financial advisor with Fidelity Investments, holding a Series 66 credential and 19 years of industry experience. Her prior roles include positions at Thrivent Financial, Morgan Stanley, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Jesse Brookreson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2021. Brookreson serves as a finance committee member at St. Robert Bellarmine Roman Catholic Church in Warrington, PA. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Charles Gentile is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2005. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Jordan Litz is a financial advisor with Merrill and holds Series 63 and Series 65 credentials. He has 18 years of industry experience, including 14 years with Bank of America and Merrill. Outside of his advisory role, he is a partner in a company developing a social networking application for smartphone users. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Sean Mcgee is a Wealth Management Advisor with over 30 years of experience in assisting individuals, families, and business owners in achieving their financial goals. He is one of a limited group of Senior Portfolio Managers qualified to manage investments directly without delegating decisions, offering clients discretionary management through his own personalized or defined strategies, which may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. Sean works with Merrill Lynch Wealth Management and also provides support for banking needs, home financing, and securities-based lending through Bank of America, N.A. Sean's expertise encompasses executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He begins client relationships with a personalized planning process to understand the full financial picture and tailors account structuring and investment allocation to match clients' risk levels, objectives, time horizons, and liquidity needs. He holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Sean earned a Bachelor of Science in Mechanical Engineering from Lehigh University and a Master of Business Administration from the Darden Graduate School of Business Administration at the University of Virginia. His involvement in professional and community organizations includes former roles as Chair of the Reunion Committee at Lehigh University, Foundation Board Member at Raritan Valley Community College, and Vice President of the Board of Trustees at the Hunterdon Art Museum. In his personal time, Sean enjoys biking, photography, swimming, and traveling.

Patrick Campbell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds a Series 65 designation and previously worked at McAdam LLC. Outside of his advisory work, he has experience in the restaurant industry, having been involved with Cobble & Co Restaurant and Dublin Deck Bar & Grill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, 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.

Shara Motola is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Motola is based in Lawrenceville, NJ. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to support client objectives.

Michael Bebawi is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies designed to help clients pursue their long-term financial goals. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to create flexible wealth management plans tailored to changing market conditions. Michael holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Rutgers University after completing his high school education at South Brunswick High School. In addition to his professional work, Michael participates actively in community service and volunteers with local organizations, reflecting the Merrill tradition of community engagement.

Karla Miller is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill for 30 years and Bank of America for 15 years. Outside of her advisory role, she serves as a co-trustee of a family trust and owns an LLC that holds land and provides liability protection. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader financial platform.

Sean Mc Cabe is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to help them manage their financial priorities, ranging from buying a home and saving for children's education to preparing for healthcare needs. With his role as a Merrill Financial Solutions Advisor and as a Personal Investment Advisor (PIA), Sean collaborates with clients to define their goals and develop portfolio strategies designed to achieve them. He provides ongoing advice and adapts portfolios as clients' situations change. Sean holds a Bachelor's Degree from Virginia Polytechnic Institute & State University.

Paul Rutsky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services 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, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Borsuk is a financial advisor with Ameriprise in Pennington, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in independent insurance brokering and was previously owner of Compass Advisors Group, LLC, which was used for insurance and marketing activities. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research and modeling to provide non-discretionary, tax-efficient recommendations, with a focus on assets held in Ameriprise-managed accounts and uses algorithmic tools overseen by an internal committee.