Ross Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

William Stryker is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds a Series 63 designation and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Geoffrey Carey is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Raymond James since 2017 following a one-year tenure at Ameriprise Financial Services, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and research resources.

Jordan Taffin is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management in Summit, New Jersey. He operates as part of multiple teams within the Summit office, providing financial planning and investment management services to individuals, families, businesses, trusts, and charities. Jordan's professional approach focuses on developing personalized strategies that prioritize clients' goals and deliver sound recommendations using the resources available through Merrill. He holds a Bachelor's Degree from the University of South Carolina System and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jordan specializes in retirement planning, estate planning, financial planning, business needs, lending, investment management, and alternative/non-traditional investments. Residing in Lincroft, New Jersey with his wife, two daughters, and their chocolate lab, Jordan enjoys spending time with his family and watching sports. He is also a dedicated volunteer for the Don't Shock Me Foundation, which supports awareness of Toxic Shock Syndrome for women.

Benjamin Siewert is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at the International Planning Alliance and J.P. Morgan Services Inc. Elimination Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Weingart is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1999 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and affiliated banking services.

Kathleen Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Oren Baranchuk is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2010. Merrill 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 plans, corporations, and charitable organizations.

Preston Parrish II is a financial advisor with Merrill and holds a Series 66 designation. He has 10 years of industry experience and has been with Merrill and Bank of America since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Trauger is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He previously worked at LPL Financial and has been involved with Penn Wealth Planning since 2007. Trauger also serves on the finance committee for Habitat for Humanity in Bucks County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendations delivered through a centralized consulting team.

David Walley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as co-trustee for his father’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, including a unique emphasis on insurance-related products and bank deposit sweep options within its investment menus.

Kambiz Amirzafari is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at PRUCO Securities, LLC for nine years before joining LPL Financial in 2011. Amirzafari is also involved with MacLean Agency, LLC, where he sells various insurance products. 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, asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Matthew Podgurski is a financial advisor with OSAIC based in Princeton, NJ, holding a Series 66 designation and bringing nine years of industry experience. His work history includes roles at New Century Financial Group, HR Block, Royal Alliance Associates, and Veritas Investment Group, where he serves as a market analyst. Outside of financial services, he is an eBay reseller. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios across a broad range of investment types, managing accounts on both discretionary and non-discretionary bases.

Edward Bowen is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2013. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Godfroy is a financial advisor with Ameriprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advisory work, he is involved in real estate ownership unrelated to his investment activities. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, integrating advisory, brokerage, and insurance solutions.

Neil Ahearn is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and was previously with American Portfolios for 23 years. He also sells term life insurance through an insurance broker. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a range of investment types.

Jessica Jensen is a Series 66-licensed advisor with Merrill in Yardley, PA, and has 10 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Biava is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2019 and previously worked at Michael Kors and taught at Moravian College and Stuart Country Day School of the Sacred Heart. 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, and various institutional investors.

Charles Gwynn is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill. 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, and institutions.

Brian Kaplan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Brian worked as Vice President Financial Advisor at Chase Investments Services Corp. and as a Municipal Bond Specialist at Hennion and Walsh, Inc. With over 17 years of experience in the financial industry, Brian focuses on helping clients develop straightforward financial plans tailored to their individual goals. He collaborates with clients to educate them on financial concepts and create efficient, structured plans aimed at achieving both long and short term financial objectives. Brian holds a California Insurance License.