Alan Tennant is a Series 66–registered financial advisor with Edward Jones in Clark, NJ, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets with a large network of financial advisors nationwide.

Michael Corsey is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63, Series 65, and Series 66 licenses and bringing 35 years of industry experience. His prior work includes roles at Wachovia Bank, Citigroup Global Markets, and multiple tenures with Wells Fargo Clearing. Outside of finance, he owns and operates a photography business focused on event photography. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions across a large platform.

Jonathan Schlenger is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wells Fargo Bank and PNC Wealth Management. 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 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 with Osaic, holding a Series 66 designation and 22 years of industry experience. He has been with Osaic since 2004 and has also worked at St. Francis College for 30 years. Outside of his advisory role, he is involved in tax preparation through Maiorano & Associates Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses model-based asset allocation and portfolio optimization tools and offers a broad range of brokerage and advisory services through a multi-advisor platform.

Johnny Burks is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ridge Foot and Ankle Associates and FTI Consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Matthew Guarino is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He focuses on risk analysis, client relationship management, and financial tax strategies. Matthew holds a Bachelor of Arts degree in Economics from Rutgers, The State University of New Jersey-New Brunswick. He holds FINRA Series 7 and Series 63 registrations and has earned the Personal Investment Advisor (PIA) designation. Prior to his current role, he gained experience in portfolio risk management at Bloomberg and investment services at Jennison Associates. Outside of his professional work, Matthew participates in community organizations such as Camp Quality and the Graeme Preston Foundation for Life. His personal interests include football, golfing, running marathons, soccer, traveling, yoga, Brazilian Jiu Jitsu, weight lifting, hiking, and spending time with his wife, dog, family, and friends.

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.

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 financial advisor with J.P. Morgan Securities in Staten Island, NY, holding a Series 66 designation and three years of industry experience. Her prior work includes roles within the Belvedere Club, Belvedere Hospitality Group LLC, and Darden Restaurants, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.