Brian Thompson is a financial advisor at LPL Enterprise, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Citizens Securities, Ameriprise Financial Services, and TD Private Client Wealth. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, trust custody, insurance products, and lending services through affiliated entities.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Andre Krause is a CFP® with 25 years of industry experience and currently serves as a financial advisor at Cetera. He has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc., with nearly two decades of tenure at each firm. Outside of his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he is also a commissioned notary. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Wai Cheung is a CFP®-designated financial advisor with 17 years of industry experience, currently with Cetera since 2019. Prior to joining Cetera, he worked at VOYA Financial Advisors from 2014 to 2019 and operates W.C. Tax And Consulting Service, Inc., a tax preparation business. He is also a part owner of an online retail company, Patron’s Favorite, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

John Devlin Jr. is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as President of the Board of Trustees for Rumson Country Day School, a private grade school in Rumson, NJ. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

John Busco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors and affiliated entities since 2009 and previously spent two years with UBS Financial Services. Busco also manages JGJ Wealth Management Corp and has a majority ownership interest in BUSCO GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, serving clients who meet certain net-worth criteria.

Alan Tennant is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Corsey is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. His work history includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup Global Markets. Outside of his advisory role, he owns and operates Michael Corsey Photography, focusing on event photography. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jonathan Schlenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has additional experience at Wells Fargo Bank, Wells Fargo Advisors, and PNC Wealth Management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Richard Miranda is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 credential and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Tonnianne Muller is a Series 63-registered financial advisor with Wells Fargo Clearing Services, LLC, based in Red Bank, NJ. She has six years of industry experience, including roles at Wells Fargo Bank, NA since 2016 and Wells Fargo Clearing since 2019. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Reichert is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has been with OSAIC since 2004. In addition to his advisory role, Reichert prepares tax returns through a separate tax preparation business. OSAIC serves a diverse range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple managed account solutions, employing asset-allocation tools and automated portfolio rebalancing.

Johnny Burks is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Ridge Foot and Ankle Associates, and FTI Consulting. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Guarino is a Financial Advisor at Merrill Lynch Wealth Management. He helps clients achieve their financial goals through a focus on risk analysis, client relationship management, and financial tax strategies. Prior to his current role, he gained experience in portfolio risk management at Bloomberg and investment services at Jennison Associates. Matthew graduated with a Bachelor of Arts in Economics from Rutgers, The State University of New Jersey-New Brunswick. He holds certifications including the FINRA Series 7 and Series 63 registrations, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, Matthew enjoys running, weight lifting, golf, hiking, Brazilian Jiu Jitsu, and spending time with his wife, dog, family, and friends. He is also involved with community organizations including Camp Quality and the Graeme Preston Foundation for Life.

Christopher Stryker Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. Prior to joining Schwab, he worked at TDAmeritrade for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 solutions supported by centralized supervisory and custody functions.

Ashley Carom is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to her current role at Merrill beginning in 2021, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2019 to 2021, and previously at The Brothers Moon from 2016 to 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.

John Bucsek is a CFP® professional with 41 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously spent 15 years at METLIFE Securities Inc. Bucsek is an owner of several insurance-related LLCs, serves on the Board of Trustees for GAMA focusing on research and education in financial leadership, and is also an author. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, and nonprofit entities. The firm offers collaborative annual financial planning engagements using firm-approved tools and generally recommends investment strategies rather than specific products.

Janis Waldman Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 28 years of industry experience. Her prior firms include UBS Financial Services, Wells Fargo Clearing, and Charles Schwab. She is also involved in mediation for divorcing couples in a neutral consulting role. 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 financial planning and portfolio management services delivered through a large network of investment adviser representatives.

Jennifer Adamec is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.