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.

Brunilda Fullowan is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

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.

Anisha Mahajan is a financial advisor at Edward Jones in Warren, NJ, holding a Series 66 designation with five years of industry experience. Her career includes roles at Allianz Global Investors and MetLife Investment Management before joining Edward Jones. Outside of advising, she is involved in venture capital and healthcare technology initiatives, including investments in early-stage healthcare companies and women's health ventures, as well as participation in a South Asian movie production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide presence of financial advisors and branch offices.

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.

John Benton Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1986 and was affiliated with Pruco Securities, LLC. from 1986 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach primarily involves model-driven portfolios developed by internal and third-party strategists and offers a range of financial planning and consulting services.

Nitin Shah is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 credential and has been with Merrill and Bank of America, N.A. since 2013. Outside of his advisory role, he maintains a part-time position with Weichert Realtors, holding real estate licenses for family use, and provides notary public services on a voluntary basis. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Justin Steele is a financial advisor with LPL Financial in Bridgewater, NJ, holding Series 65 and Series 66 licenses and having 17 years of industry experience. His prior firms include Janus Management Holdings Corp, Merrill, and Banc of America Investment Services. He also provides investment advisory services through Paradigm Wealth Advisory LLC, an independent firm he started in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and combines its advisory platform with various financial and banking services.

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.

Matthew Garber is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to joining OSAIC, he worked for Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options, using proprietary tools alongside third-party solutions to support its advisors and clients.

Christine Laspina is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.