Barry Guariglia is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes positions at Merrill, Citigroup Global Markets, and Morgan Stanley Smith Barney, where he has worked since 2009, transitioning into Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services alongside its institutional capabilities.

Joseph Hodakowski Jr. is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax and 1st Global Capital Corp, as well as operating his own wealth management entity, BKC Wealth Management. He is also a shareholder at BKC CPA's, where he mentors staff and oversees tax-related responsibilities. Additionally, Hodakowski serves as a trustee for family educational and special needs trusts. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment options, including model portfolios, third-party managers, and bespoke strategies, encompassing discretionary and non-discretionary account management across multiple custodial arrangements.

Bilal Mian is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and PNC Bank. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Joseph Carty is a financial advisor at Edward Jones with 34 years of industry experience. He holds a Series 66 designation and previously worked at Weeden and Company for 36 years before joining Edward Jones in 2023. His earlier roles include positions at NYLIFE Securities, LLC and New York Life Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jose Diaz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior work includes roles at Santander Bank N.A., Santander Securities, LLC, and JPMorgan Chase Bank, N.A. Outside of his advisory role, Diaz owns and manages residential rental properties and has worked as an independent driver for a rideshare service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.

Lindsay Yarnell is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Morgan Stanley, having been with the firm and its affiliates since 2023. Prior to joining Morgan Stanley, Yarnell worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Louis Mancinelli is a financial advisor with LPL Financial and holds a Series 63 credential. He has 42 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc., Securities America Advisors, and Ridgeway Conger Advisory Services. In addition to his advisory work, he is involved in insurance sales focusing on life, health, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Susan Fakes is a Series 66-licensed financial advisor with Ameriprise, based in Bedminster, NJ, and has 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice and written recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Gevin Robertson is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at J.P. Morgan Chase & Co. since 2017. Prior to this, he was employed at Northwestern Mutual and Stop and Shop Co., and has experience in various roles including at Demarest Farm and William Paterson University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Salvatore Longo III is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Cetera, he was employed at AMA Pizza e Cucina and attended James Madison University. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors and a multi-manager platform with various program structures.

Eric Stiles is a financial advisor at Cetera with 11 years of industry experience and holds the Series 66 designation. He has worked with Cetera and its affiliated entities since 2015 and is also associated with Malecki Financial Group, where he is involved in financial services. Additionally, he works as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and consulting services through multiple program structures, combining affiliated and third-party model portfolios with discretionary and non-discretionary account management.

Thomas Schaible is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors and Securities Service Network. In addition to his advisory role, he is a partner in a CPA firm and serves as a board member for a nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supporting a range of programs from comprehensive financial planning to managed portfolios.

Douglas Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include long-standing tenures at IC Advisory Services, Inc. and The Investment Center. Outside of his advisory work, Wright serves as a board member and volunteer firefighter with the Martinsville Volunteer Fire Department. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

Ashwini Hublikar is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and previously worked at Bank of America from 2013 to 2025. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Claudio Bonesini is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at IC Advisory Services, The Investment Center, and Jenkoski, Long, Yu CPA's. Outside of his advisory work, he is involved in tax preparation and accounting through CBACCTG LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a large network of advisors serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Krina Kapadia is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and HDFC Life Insurance Company LTD. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Sullivan is a CFP® professional affiliated with LPL Financial, based in Scotch Plains, NJ, with 28 years of industry experience. Prior to joining LPL Financial in 2022, he held roles at Royal Alliance, OSAIC, and Equitable Advisors. Outside of his advisory work, he serves as a USA Hockey referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions, supported by extensive operational and research tools.

Paulo Nunes is a financial advisor with UBS Financial Services in Westfield, NJ, holding a Series 66 designation and bringing nine years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Kyle Kost is a Senior Financial Advisor with The Kugel Briegs Group at Merrill Lynch Wealth Management. He joined the group in 2019 and helps clients with multigenerational wealth and retirement planning. Prior to joining Merrill Lynch, Kyle specialized in physical alternative investment strategies tailored to high net worth clients. The Kugel Briegs Group has served the retirement planning and wealth management needs of clients for over 25 years, overseeing assets of approximately $2.7 billion as of October 2024. Kyle holds a Bachelor of Science degree from the University of Florida with concentrations in Finance, Real Estate, and Entrepreneurship. He has earned several industry designations, including the Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS) from the College for Financial Planning Institutes in Denver, Colorado, the Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, as well as Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Florida Wealth Management Association. Outside of his professional responsibilities, Kyle is involved with community organizations such as the J. Wood Platt Scholarship Trust Fund and The Matthew Renk Foundation. He grew up in Bucks County, Pennsylvania, and currently resides in Princeton, New Jersey.

Michael Castoro is a Series 66-licensed financial advisor at LPL Enterprise with three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Life Time Fitness, Lord & Taylor, and Hoop Heaven. Outside of finance, he has experience working in the fitness and retail sectors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.