Alice Coraggio is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 25 years before joining Cetera in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across multiple program structures.

Ryan Jurist is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Guggenheim Securities, LLC for two years and has a background that includes four years at Bucknell University and six years in primary education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to deliver customized recommendations across various planning areas, integrating these advisory services with multiple financial product offerings.

Falguni Sanghavi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Wells Fargo in 2019, Sanghavi worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, Sanghavi owns INDYZONE, a business selling costume jewelry and ethnic wear on Amazon. Wells Fargo Advisors provides investment advisory services, financial planning, 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Saverio Kaufman is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2022. He has four years of industry experience and has held roles at ING and various non-financial organizations, including Bucknell University and the Orange Lawn Tennis Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Soberman is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2013. He has 14 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Shivam Mittal is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, Philip Nuccetelli, Jr., Rutgers University, and Brookdale Community College. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Men's Retreat Group. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in investable assets. The firm offers comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to deliver tailored, tax-efficient recommendation reports.

Bryan Sawyer is a CFP® with 27 years of industry experience currently working at Charles Schwab. He previously held roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. prior to joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily 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 investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized supervisory and custody arrangements.

Juan Moreira is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes multiple roles at JPMorgan Securities and New York Life, with a brief tenure at Santander Bank. Outside of advising, he works as a contractor delivering food for DoorDash. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers customized solutions delivered by a select group of Wealth Advisors.

Dipesh Mehta is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Interplay Learning, the University of Texas at Austin, Super 1 Communications, and Oppenheimer & Company. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Bill Barba is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is the CEO and owner of BBNY Consulting LLC, a consulting business. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides fiduciary services to qualified plans.

Nas Allan is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He and his team focus on serving high-net-worth clients, including business professionals and business owners, typically with investable assets of $1 million and above. His role involves developing personalized financial strategies that support clients' long-term objectives, emphasizing wealth preservation, growth, retirement, and legacy planning. Nas holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, earned through The College for Financial Planning, as well as a credential as a Personal Investment Advisor (PIA). He completed an accredited certificate program at Katherine Gibbs Schools. Leveraging resources from Merrill and Bank of America, he helps clients build flexible strategies tailored to their needs. Outside of his professional work, Nas is involved in youth sports coaching. He lives on Staten Island with his wife and two children and enjoys activities such as golf, ice hockey, billiards, horseback riding, and tennis.

Steven Lajka is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 39 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to joining his current firm. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized programs including Divorce Planning, estate settlement, and employer-sponsored planning.

Daniel Kelleher Jr. is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Paul Stevens is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2001 and holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Dan Leng Della Wu is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. In addition to her advisory work, she is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary programs and third-party asset managers to deliver tailored investment solutions.

Jay Slade is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, and HSBC Bank USA. Outside of his advisory role, he serves on the Board of Education for Old Bridge Public Schools. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, supported by research and algorithmic analysis.

Bruce Fischberg is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. He also serves as a trustee for a trust based in Basking Ridge, New Jersey. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process involving advanced modeling tools.

Christopher Francese is a ChFC® and holds a Series 66 license with 24 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021, and previously spent six years at Citigroup Global Markets. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Urja Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 17 years of industry experience. Prior to joining Wells Fargo in 2026, Shah worked at Citizens Securities, Inc., Cetera Investment Services, Investors Bank, INVEST Financial Corp, Santander Securities LLC, and Sovereign Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines its resources with research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Michael Kotarski is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and owns MJK Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.