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 licensed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Hicks is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jonathan Schlenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Wells Fargo entities since 2014, including Wells Fargo Bank and Wells Fargo Advisors, and has worked at Wells Fargo Clearing since 2016. 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

Johnny Burks is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Ridge Foot and Ankle Associates, and FTI Consulting. J.P. Morgan Securities LLC 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.

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.

John Bucsek is a CFP® professional with 41 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously spent 15 years at METLIFE Securities Inc. Bucsek is an owner of several insurance-related LLCs, serves on the Board of Trustees for GAMA focusing on research and education in financial leadership, and is also an author. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, and nonprofit entities. The firm offers collaborative annual financial planning engagements using firm-approved tools and generally recommends investment strategies rather than specific products.

Jennifer Adamec is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Benton Jr. is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, access to model portfolios, third-party asset management, and insurance products through its integrated platform.

Brenden Hellyer is a Financial Consultant at Fidelity Investments, where he focuses on helping clients design and execute financial plans aimed at pursuing their goals. In his role, he assists clients and families in growing and protecting their wealth, making investment decisions, and simplifying their financial lives. Prior to joining Fidelity Investments in 2025, Brenden worked as a Financial Solutions Advisor at Merrill Edge from 2012 to 2025. His experience spans over a decade in the financial services industry, providing him with a comprehensive understanding of financial planning and investment strategies. Outside of his professional career, Brenden has interests in baseball, boating, fishing, and outdoor adventures.

Michelle May is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Ameriprise since 1999, currently serving as a financial advisor in Lebanon, NJ. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Nitin Shah is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 credential and has been with Merrill and Bank of America, N.A. since 2013. Outside of his advisory role, he maintains a part-time position with Weichert Realtors, holding real estate licenses for family use, and provides notary public services on a voluntary basis. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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, pension plans, corporations, and charitable organizations.

Maria Gaspari is a financial advisor at RBC Capital Markets with 19 years of industry experience. She has held positions at RBC Capital Markets since 2020 and previously worked at Morgan Stanley Smith Barney LLC from 2009 to 2020. She holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management and financial planning services.

Sara Brown is a financial advisor with Equitable Advisors in Sayreville, NJ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Equitable Advisors since 2005, following a period at AXA Advisors, LLC from 2005 to 2020. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Lisa Sehgal is a Vice President and Financial Consultant at Fidelity Investments. In her current role since 2022, she partners with clients to understand their financial needs and goals, identifying strategies that support their unique financial plans. She brings significant professional and personal experience to each client interaction and focuses on helping investors utilize Fidelity's investment products to pursue their financial objectives. Her experience at Fidelity spans several roles, including Financial Consultant from 2018 to 2022 and Associate Financial Consultant from 2017 to 2018. Prior to her tenure at Fidelity, she held marketing leadership positions such as Director of Marketing at Judico Capital in Singapore and Director of Retail Marketing at Fidelity Investments in Hong Kong. She also served as Senior Marketing Manager at Fidelity Investments and Assistant Vice President at PaineWebber, Inc. Lisa holds a California Insurance License.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked previously at Janus Management Holdings Corp and Janus Distributors LLC for ten years and currently provides investment advisory services through Paradigm Wealth Advisory LLC, an independent advisory firm he founded. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research from internal and third-party sources.