Adam Rosenzweig is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held roles at RBC Capital Markets and Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a large network of more than 14,000 financial advisors.

Lawrence Cherney is a financial advisor with LPL Financial in Hamilton, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He previously worked at UBS Financial Services and Morgan Stanley. 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 advisory and brokerage services, including financial planning and access to institutional platforms, supported by advanced operational and research tools.

Kyle Braender is a financial professional with 13 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has worked at various firms including Grove Point Investments, H. Beck, and Northwestern Mutual. In addition to his advisory role, he is involved with RMB Wealth Advisors, LLC, providing financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, employing a multi-manager platform with various program structures and investment options.

Edward Adams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cetera since 2006 and has been involved in multiple related business activities, including serving as an adjunct professor at Rider University since 1988 and managing his own CPA practice focused on tax and audit services. He also holds board roles in organizations such as Paedeia, Inc., a medical development company, and the Trenton Cycling Revolution. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party managers.

Michael Dominguez is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within Fidelity and its affiliates since 2006, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments firm, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages various advisory and fund services, including oversight of affiliated sub-advisers.

Stephanie Foster is a Series 66-registered financial advisor with Ameriprise in Cream Ridge, NJ, and has 16 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing annual advice for retirement income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Raymond Sura is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked extensively with Fulton Financial Advisors and related entities since 2013. In addition to his advisory role, he is an enrolled agent and tax preparer at ASWealth Tax Professionals and has authored a book that he markets independently. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Hatch is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Fidelity and previously worked at Equitable Advisors. Beyond his advisory roles, he has held positions in retail and academic settings, including employment at Buyrite of Brick Beer, Wine and Liquor and Rowan University. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing a range of model portfolios that include mutual funds, ETFs, and ETPs.

Avasarala Rao is a financial advisor at OSAIC with 29 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Woodbury Financial Services, Inc. and Signator Investors, Inc. Additionally, he offers fixed life insurance, disability insurance, and fixed annuities on an as-needed basis to clients. OSAIC serves a diverse range of retail and institutional clients, providing a multi-advisor platform with brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and offers various management strategies and third-party investment options.

Anthony Dorsey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Primerica Advisors since 1999 and has been affiliated with Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model with tiered wrap fees, focusing on individual investors rather than institutional pension or profit-sharing plans.

Jennifer Schmidt is a financial advisor with Ameriprise in Allentown, NJ, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Paychex and Paychex Securities Corporation before joining Ameriprise in 2021. Schmidt manages her Ameriprise business through an LLC established for tax purposes. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ronita Hursey is a financial advisor at UBS Financial Services with three years of industry experience. Prior to returning to UBS in 2026, she worked there from 2020 to 2025 and spent 15 years at the U.S. Department of State. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to develop tailored investment plans.

John Welsh is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Citizens Securities, Santander Securities, LPL Financial, Cetera Investment Services, and Wells Fargo Clearing. 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 searches, and customized performance reporting. The firm’s process incorporates centralized due diligence with both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ronald Maset is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Stephen Cooper is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has worked at Cetera and its affiliate Cetera Financial Specialists LLC since 2005 and is the owner of Padden Cooper LLC, an accounting and tax services firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets.

Maria Camaiore is a CFP® and ChFC® with 17 years of industry experience. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Hector Brown is a financial advisor at Primerica Advisors in Mt Holly, NJ, holding Series 63 and Series 65 credentials with six years of industry experience. He has been with Primerica Advisors since 2020 and was previously affiliated with Inrage Solutions LLC. Brown also has business activities involving sales of investment-related products and receives compensation for referrals related to loan products and home security services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a network of nearly 3,700 financial advisors. The firm uses model-driven investment strategies and discretionary accounts supported by custodial services from Pershing and BNY Mellon Advisors.

Laura Reeves is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. She previously held roles at Avantax Insurance Services and Kami Zonin and is the owner of LJR Financial LLC. Outside of her advisory work, Reeves serves on the Board of Directors for the Financial Planning Association, where she helps coordinate the annual conference. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Christopher Urso is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Cuso Financial Services, J P Turner & Company Capital Management, and Ifmg Securities. Outside of advising, Urso serves on the board of the James T. Reedy, Sr Scholarship Fund and is involved in artistic and musical business ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Barnett is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following positions at SII Investments, Inc., Next Financial Group, Inc., and MSI Financial Services, Inc. Outside of his advisory work, he has served as a ski instructor at the Jack Frost/Big Boulder Ski Area. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.