Bobby Belvin Jr. is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors since 2022 and Primerica Financial Services since 2018. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight of its investment offerings.

Eugene Bozzo Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and Foresters Advisory Services. Outside of his advisory role, he is also a commissioned notary. 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 a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Stefan Papoutsoglou is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliated entities since 2005. In addition to his advisory role, he is a certified public accountant and proprietor at Omega Wealth Management, providing tax preparation and financial services. He also works as a tax accountant for Merck & Co. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Alex Furlong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Frank Yany Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jose Monroy Jr. is a CFP®-certified financial advisor with Edward Jones, bringing 19 years of industry experience. He previously worked at Capital One Investing before joining Edward Jones in 2017. Outside of his advisory role, Monroy serves as a youth soccer referee for the United States Soccer Federation in New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Giordano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining LPL Financial in 2019. Giordano also operates Giordano Wealth Management, LLC, an affiliated entity related to his advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by both proprietary research and third-party subadvisors.

Sadiera Crawford is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Footlocker Inc. prior to her current role. 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 an ESG eligibility framework to tailor recommendations.

Kenneth Fields is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Ic Advisory Services, Inc. and The Investment Center Inc. Outside of his advisory work, he serves as a member manager of KBM Capital Funding LLC, a business unrelated to investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools for research and operations.

Michael Mccarthy is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning.

Veranika Khamianok is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. She specializes in developing personalized financial plans that align with clients' unique goals, including education funding, retirement planning, and long-term family objectives. Veranika emphasizes a client-centered approach that prioritizes individual perspectives and priorities, aiming to simplify the complexities of investing and wealth management. Veranika holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. She earned a Bachelor's degree from Yerevan State Institute of Economics and a Master's degree from Brandeis University.

Christopher Ahlstrand is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on building trust and assisting clients and their families with their financial and wealth planning needs. He has been with Fidelity Investments since 2015, holding various positions including Financial Representative, Investment Consultant, Financial Consultant, and now Wealth Planner. Christopher has broad financial services experience and holds the Certified Financial Planner and Chartered Financial Analyst designations. He works closely with clients to simplify complex financial topics and assist them in pursuing their financial goals.

Francy Ruiz is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2006. 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 clients including individuals, high-net-worth investors, and institutional accounts.

Brian Mckevitt is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior firms include Aegis Capital Corp., Gunnallen Financial, Inc., and Morgan Stanley Dw Inc. In addition to his advisory work, he is involved in offering Medicare supplement insurance and prescription drug plans through related business activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed internally and by third parties, along with financial planning and access to third-party asset managers.

Eisho Porter is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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.

Steven Ayers is a financial advisor with J.P. Morgan Securities in Summit, NJ, holding a Series 66 designation and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley. 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 an ESG eligibility framework. The firm is registered for security-based swap dealer and futures commission merchant activities, offering access to a broad range of products within the larger J.P. Morgan organization.

Michael Omelio is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and prior experience at Invest Financial Corporation and Investors Bank. 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.

Adam Kay is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities, The Prudential Insurance Company of America, Ameriprise, and Equitable Advisors. Outside of his advisory role, Kay is a member of the United States Coast Guard Auxiliary. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Taylor Pollio is a Financial Consultant at Fidelity Investments, a role held since 2026. Prior to this position, Taylor served in various capacities at Fidelity Investments, including Planning Consultant (2025-2026), Investment Consultant (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). This progression reflects a continuous commitment to the financial services industry and experience in client-focused roles. Taylor's professional approach centers on empowering individuals to achieve financial success and security through personalized strategies and comprehensive planning. The focus is on integrity and a commitment to excellence to guide clients toward their financial goals while ensuring they feel comfortable and confident throughout the process. Outside of professional responsibilities, Taylor has interests in baseball, cars, football, social events with friends, and golf.

Jake Surma is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent three years with MetLife Securities Inc. Additionally, Surma is involved in the sale of individual and group life, health, disability, dental, long-term care, and Medicare-related 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, money-manager programs, and educational seminars.