Liet Han is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes five years at J.P. Morgan Securities. Outside of his advisory role, he owns and manages a business, LCH LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Carver is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Dynics, Inc and Paritas Capital Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a range of third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Johnny Burks is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

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.

Austin Mayhew is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to joining J.P. Morgan, he had a brief period at Quinnipiac University. J.P. Morgan Securities 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 inform its recommendations.

David Iwabuchi is a financial advisor with MassMutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at MassMutual, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Co, and The Prudential Insurance Company of America. Outside of advisory work, he is also an insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Anisha Mahajan is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Allianz Global Investors and MetLife Investment Management. Outside of her advisory role, she is involved with early-stage healthcare and women's health venture capital firms as well as a South Asian movie production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, maintaining a large nationwide network of advisors and branch offices alongside affiliated capabilities such as a trust company and securities-based lending.

Jennifer Adamec is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Merrill since 2010. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated into Bank of America’s broader platform.

John Benton Jr. is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, access to model portfolios, third-party asset management, and insurance products through its integrated platform.

Michelle May is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Ameriprise since 1999, currently serving as a financial advisor in Lebanon, NJ. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Ronald Portnoi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he holds ownership interests in HUB Advisors LLC and RBP Financial Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, with advisory and brokerage options available based on client preferences.

Michael Tormey is a financial advisor with LPL Financial based in Basking Ridge, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Raymond James Financial Services and Santander Securities. Outside of advising, he also works as a part-time Lyft and Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alex Lospinoso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2011. Outside of his advisory role, he serves as the Executive Director of the Linden Economic Development Corporation, focusing on economic development initiatives in Linden, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Sara Brown is a financial advisor with Equitable Advisors in Sayreville, NJ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Equitable Advisors since 2005, following a period at AXA Advisors, LLC from 2005 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked previously at Janus Management Holdings Corp and Janus Distributors LLC for ten years and currently provides investment advisory services through Paradigm Wealth Advisory LLC, an independent advisory firm he founded. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research from internal and third-party sources.

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.

Wayne Chernin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he sells Medicare supplement insurance through referrals for Aetna. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He has ownership interests in two investment-related firms, HUB Advisors, LLC and JRM Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, and integrates advisory services with other financial product sales and referral channels.