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.

John Vorvolakos is a financial advisor with LPL Financial, holding a Series 63 designation and possessing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a member of ASR255 LLC, a real estate rental business in Brooklyn, NY. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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 63 and Series 66 licenses. He has four years of industry experience and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his current roles, he held positions at 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, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Matthew Guarino serves as a Financial Advisor at Merrill Lynch Wealth Management, bringing expertise in areas such as employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. His role involves supporting clients to achieve their financial goals through focused financial strategies. Matthew holds a Bachelor of Arts in Economics from Rutgers, The State University of New Jersey-New Brunswick. He maintains professional certifications including FINRA Series 7 and Series 63 registrations, and holds the Personal Investment Advisor (PIA) designation. Prior to his current position, he gained experience in portfolio risk management at Bloomberg and investment services at Jennison Associates, concentrating on risk analysis, client relationship management, and financial tax strategies. Outside of his professional career, Matthew enjoys activities such as football, golfing, running and running marathons, soccer, yoga, and traveling. He values spending time with his wife, dog, family, and friends. He is also involved in 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 in Red Bank, NJ, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. Her prior roles include positions at The Investment Center Inc, Ic Advisory Services Inc, TFS Securities, Inc., Wells Fargo Clearing, UBS Financial Services, and Charles Schwab. Outside of her advisory work, she operates a mediation and consulting business for divorcing couples. 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 institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies.

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.

Marija Duzic is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate agreements.

Sara Brown is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2005. Equitable Advisors serves individuals, including both non‑high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Samantha Marino is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, she worked at Belvedere Hospitality Group LLC and Seasons 52, gaining experience in hospitality management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Vincent Mannino is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory roles, he was involved with The Incline Club Skatepark for over a decade. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Michael Volpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at MBSC Securities Corporation and BNY Mellon Securities Corporation. He operates as a DSO-licensed financial advisor selling insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning supported by firm-approved analytical tools.

Mary Ann DiAnna is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She specializes in creating comprehensive financial plans for her clients, utilizing a personal and collaborative approach. Her professional identity is rooted in her certification as a Certified Financial Planner. Her career includes experience as a Financial Planner at Ernst & Young from 2019 to 2020, and as a Financial Advisor at Freedom Capital Management from 2016 to 2019. Prior to that, she served as Director of Client Services at both Biltmore Capital Advisors from 2015 to 2016 and Hyperion Wealth Advisors from 2013 to 2015. Mary Ann holds a California Insurance License. Outside of her professional work, Mary Ann enjoys boating, fitness, outdoor adventures, traveling, and volunteering.

Matthew Beaulieu is a financial advisor at Morgan Stanley with 31 years of industry experience. He previously worked at UBS Financial Services for 29 years before joining Morgan Stanley in 2023. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment modeling provided by its Global Investment Committee.

Mark Cotroneo is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, following eight years at Morgan Stanley Smith Barney. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.