John Cesaro is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC. He is based in Jersey City, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Alice Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its program offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joshua Hidalgo is a Senior Vice President and Private Wealth Advisor at Merrill Private Wealth Management. In this role, he provides wealth and investment management services to high net worth families and institutions in the US and internationally. He is responsible for developing and implementing highly tailored, goal-oriented financial strategies, as well as tracking performance and risk metrics for his team's portfolios. Joshua joined Merrill in 2011 after earning a Bachelor of Business Administration degree in Finance from Florida International University. He is an alumnus and active member of Sponsors for Educational Opportunity, completing the program in 2010 with an internship at J.P. Morgan Private Bank. He holds the Chartered Financial Analyst® (CFA®) designation and additional credentials including Personal Investment Advisor (PIA) and Sports & Entertainment (SE). Based in New York City, Joshua enjoys traveling, golf, football, scuba diving, skiing, and spending time with his family.

Victor Rosati Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes eight years at Bank of America, NA and eight years at Wells Fargo Clearing. Outside of his advisory role, he has ownership interest in a merchant partnership through ROSATI GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations, with services spanning retirement, education, risk, and specialized planning areas such as business-owner transition and special-needs analysis.

Jullien Fernandez is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2014 to 2018 before joining Merrill in 2018. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Panepinto is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018, following prior roles at Bank of New York Mellon from 2013 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with a combination of quantitative and qualitative research and may incorporate ESG criteria.

Debra Leslie is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of her advisory role, she is involved with Minnesota State University's Center for Workforce Professional Education, where she provides guidance and mentoring for the Women in Leadership Program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies through various advisory programs and integrated capital-markets capabilities.

Gerald Coughlin is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, OSAIC Services, and Sunamerica Securities. Coughlin serves as a FINRA arbitrator in securities cases. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various third-party advisory models and programs, offering both proprietary and external solutions through a network of Investment Adviser Representatives.

Robert Moriggia is an Investment Consultant who works with individuals and families to build trusted, long-term relationships centered on their financial goals and evolving needs. He emphasizes listening first, providing clear and thoughtful guidance, and tailoring strategies to each client's situation. His approach focuses on consistent communication and transparency to ensure clients feel informed and confident in their decisions. Robert's professional experience includes roles as a Financial Analyst at JPMorgan Chase from 2024 to 2025 and as a Private Client Banker at JPMorgan Chase from 2022 to 2024. This background has contributed to his expertise in financial analysis and client banking services. Outside of his professional work, Robert has interests in fitness, football, military service, parenthood, reading, and traveling.

James Siede is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to each client's risk profile.

Valerie Benmoussa is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. She is currently based in Staten Island, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Ronald Nagy is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2024. His prior experience includes roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and various advisory platforms supported by research and technology tools.

Godfrey Statia Jr. is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. He previously worked at OSAIC and American Portfolios Financial Services, Inc. for a combined 12 years. Based in New York, NY, he holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and extensive technology and operational resources.

Lucas Mistretta is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. 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.

Nicole McCarthy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been associated with Primerica in various capacities since 1993 and currently operates Nicole J. McCarthy Advisory Services. In addition to her advisory work, she owns NJM Closing Inc., a self-employed business based in Staten Island, New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a tiered wrap-fee structure.

Matthew Lane is a financial advisor with Wells Fargo Advisors in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Raymond James Financial Services Advisors from 2016 to 2026. Lane is also the owner of Celeriter Capital, a support company based in Westfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Thomas Mc Laughlin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he was involved in small business operations including Aria Exterior Cleaning and Frank and Danny's Pizzeria. He also has a background in education, having worked at The College of Staten Island and St. Joseph by the Sea High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers various advisory models through third-party managers, focusing on personalized risk assessment and matching clients to suitable investment programs.

Thomas Brown is a financial advisor at RBC Capital Markets in New York, NY, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Edward Jones, Bell Bank, and Doosan Bobcat. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014. Prior to that, she was with PFS Investments Inc and Primerica Financial Services. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ethan Stagg is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Bank of America, Henkel Corporation, and Corbin Advisors. 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 supported by internal Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.