Amy Coleman is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Timothy Cannuli is a financial advisor at Raymond James Financial Services Advisors, Inc. with 28 years of industry experience. He has been with Raymond James since 2009 and also operates as an insurance agent selling life and disability products. Outside of his advisory role, he is a partner in a development LLC and has involvement in a local bakery business through family connections. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating risk profiling and analytical modeling to support client goals.

Christopher Gallegos is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Catherine Dimon is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 13 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Robert Gleason is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 1996 and joined Merrill Lynch in 2012. His practice is focused on serving affluent families, Wall Street professionals, physicians, business owners, entrepreneurs, and retirees. He specializes in developing customized investment strategies, credit and lending solutions, tax mitigation, and asset preservation to help clients achieve their financial objectives. With over 25 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR™ (CPFA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor’s degree in Economics from Rutgers University. As a Senior Portfolio Advisor, he manages discretionary investment portfolios using a range of Merrill model portfolios and third-party strategies, offering access to equities, fixed income, alternative investments, options, ETFs, and customized lending solutions. Robert resides in Middletown, New Jersey, with his wife and daughter. He is involved with St. Leo the Great Church and supports charitable organizations focused on children’s welfare. Personal interests include basketball, biking, gardening, golfing, reading, traveling, and spending time with family.

Alyson Mandato is a Series 66–licensed financial advisor with Cetera, bringing five years of industry experience. She is currently affiliated with Cetera Wealth Services, LLC and King Financial Network, where she serves as a Wealth Management Associate. Mandato also has an ongoing association with the University of South Carolina since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors to individual and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Colin Wingate is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Prudential Financial and teaching positions at Widener University and St. Augustine Preparatory School. He also has experience outside finance working at Airborne Systems and in the hospitality industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

William Ward is a financial advisor with Ameriprise in Shrewsbury, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in a business partnership managing office space leasing with other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations and manages a broad range of advisory, brokerage, and insurance solutions.

James Malmstrom is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 13 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management alongside research from internal and third-party sources.

Lawrence Karpf is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 30 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors LLC from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patrick Heeb is a Financial Consultant currently working with Fidelity Investments since 2020. He has experience in financial consulting and has held roles including Financial Consultant at PNC Investments and Regional Vice President positions in annuity and mutual fund wholesaling with Pacific Life Insurance and Guardian Life Insurance. Throughout his career, Patrick has developed expertise in financial consulting, annuities, and mutual funds. He emphasizes understanding each client's personal and financial history to tailor financial planning that aligns with their definition of financial success. Outside of his professional work, Patrick has interests in fitness, parenthood, and puzzles.

Rocco Mercatante is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. 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 strategies for a range of individual and institutional investors.

Michael Kelly is a financial advisor at Equitable Advisors with 41 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in a life settlements brokerage business through The Ashar Group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Brian Laux is a financial advisor with LPL Financial holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Regal Securities, Victory Capital Advisers, and Invesco Advisers. Outside of his advisory work, he has been involved with Game 7 Sports in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Corey Seckular is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Edward Jones in 2026, he worked at Solve Fixed Income and Broadridge Financial Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Parker Hoch is a financial advisor at OSAIC with eight years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors from 2017 to 2025 and spent one year in full-time education prior to that. In addition to his advisory role, he is involved in offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a wide range of investment vehicles and supports both discretionary and non-discretionary account management.

Nicholas De Biase is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He previously worked at UBS Financial Services for five years before joining Morgan Stanley, where he has served in roles at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to his financial services career, he worked at McGrath Landscape. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Charles Wehmeyer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and an array of advisory programs supported by structured planning tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Elena Ristov is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting on a non-discretionary basis.

Laura Ray is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.