Joseph Stanco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously held roles at Wilmington Trust, Merrill Lynch, Bank of America, and Icon Information Consultants. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Hugo Bartell is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models often implemented through third-party sponsors and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

John Rauch is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Rauch has an ownership stake in Marinus Financial LLC, a financial practice based in Red Bank, NJ. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Joseph Mignano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held roles at Jpmorgan Chase, Citigroup Global Markets, and Citicorp Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Nicole Vento is a financial advisor at Cetera with 11 years of industry experience. She holds the CFP® designation and has worked at firms including Goldman Sachs, JPMorgan Securities, and Avantax. She is a partner in her family’s limited investment partnership, Vento Alpha Fund LP, where she holds a passive ownership stake. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of program options and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Michael Giordano is a financial advisor with Charles Schwab in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Bank of America, Merrill, and Fidelity. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Joe Doles is a Financial Consultant at Fidelity Investments, where he works with clients and their families to develop personalized investment strategies. He leverages Fidelity's resources, technology, and specialists to support his clients in achieving their financial goals. With over 26 years of experience in financial services, Joe has held roles including Mutual Fund and ETF Wholesaler at BlackRock & iShares from 2015 to 2022, Mutual Fund Wholesaler at Lord, Abbett & Company from 2002 to 2015, and Customer Support Manager at Datek Online, now TD Ameritrade, from 1999 to 2002. Outside of his professional work, Joe enjoys boating, family activities, golf, skiing, and traveling.

Christopher Venuto is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at Private Portfolio Partners LLC and New England Securities. Venuto is also a partner in Archway Advisor Services LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

Justin Rhine is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Merrill, Bank of America, TD Ameritrade, and Charles Schwab. Charles Schwab & Co., Inc. serves primarily 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 options, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Katerina Lukenberg is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America, as well as previous positions within JPMorgan affiliates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating ESG eligibility frameworks and supported by affiliates for implementation and portfolio services.

Galina Kheychieva is a financial advisor at Merrill with a Series 66 license and one year of industry experience. Prior to joining Merrill and Bank of America, she held roles at ADP and has background experience in the culinary and hospitality sectors. 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, and various institutional investors.

Andrey Kim is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles in tax and financial services firms as well as management positions outside the financial sector. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Lawrence Hess is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2013, with prior experience at Merrill and Bank of America. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Francis Lucash is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo since 2016 and has been with Wachovia Bank since 1999. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Regina Sherman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes long-term roles at PFS Investments Inc. and Primerica Financial Services since 2004, as well as experience with IMC from 1999 to 2022. Outside of financial advising, she is involved with Fox Hollow Vineyards and RTC Distributions. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors.

Eric Sweeney is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

David Wyss is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Douglas Brown is a CFP® with 20 years of experience in the financial services industry. He is currently with OSAIC and previously spent 19 years at Lincoln Financial Advisors Corp. In addition to his advisory role, he offers various types of insurance products, including accident and health, disability, fixed annuities, long-term care, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing both brokerage and advisory services. The firm employs a model-based investment approach with tools for portfolio optimization, offering discretionary and advisor-managed strategies across multiple custodian platforms.

Chi Hong Chu is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior firms include American Portfolios Financial Services, National Planning Corporation, and American General Securities. Outside of advising, he is an author and president of multiple business entities, including Cornerstone Financial Strategies Inc. and NEI Management Inc. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Joseph Segreto is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ameriprise and David Lerner Associates. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.