Matthew Nitto is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Campbell Lutyens, Levelup HCS LLC, Jefferies, Morgan Stanley, and other firms. He also worked as a self-employed fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Tariq Marouf is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding a Series 66 designation and one year of industry experience. His career includes roles at Wells Fargo Bank, Truist Securities, and teaching positions at the University of Maryland and Modern American School. 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 other sources.

Melissa Lovell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining UBS in 2017. Outside of her advisory role, she serves as a trustee for family trusts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, customized investment solutions.

Arianna Meehan is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior work includes roles at Webster Investments and Federici Brands LLC, in addition to several periods of full-time education. 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, offering both non-discretionary and discretionary investment options with centralized custody and operational support.

Mark Sauceda is a Financial Consultant at Fidelity Investments, where he leads a collaborative financial planning experience. He emphasizes a client-centric approach with personalized strategies tailored to unique goals and financial circumstances. Mark has extensive experience in the financial services industry, having served as a Senior Financial Advisor at Vanguard from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2010 to 2019.

Miguel Colon is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, following his tenure at JPMorgan Chase Bank, N.A. beginning in 2009. 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. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Giuseppina Geissbuhler is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Brain Balance Achievement Center from 2011 to 2016. Outside of her advisory role, she is involved in wellness and meditation as the proprietor of The Intuitive Doula and Find Your Tribe Wellness, where she supports people in meditation, breathwork, and birth preparation, and she also engages in selling clothing through a separate business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Peter Canale is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Santander Bank and MML Investors Services, spanning over a decade. He holds Series 63 and Series 66 registrations. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Vito Bianco is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Lesley Sommers is a CFP® with 44 years of industry experience, currently serving as an advisor at Cetera. She has been associated with Cetera Wealth Services, LLC since 2013 and also operates Sommers Financial Group, Inc., a firm focused on fixed insurance products. Additionally, she works as an independent insurance agent specializing in fixed annuities, life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

John Ahart is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm delivers tailored financial planning and manages approximately $2.74 trillion in client assets.

Wayne Sammartino is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 1989. He assists individuals and families in assessing and achieving their financial goals through comprehensive planning, asset allocation, and risk management. His areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. A 1980 graduate of Brown University, Wayne holds the Personal Investment Advisor (PIA) designation. He takes a holistic approach to financial advising, evaluating clients’ situations and risk tolerance to develop suitable asset allocations and portfolio strategies. He collaborates with clients’ attorneys and CPAs to implement their financial plans effectively. Wayne is also involved in the community as a youth lacrosse coach and serves on the Board of Directors for Edward Sisco Village. Additionally, he is a member of the Brown University Alumni Association. Outside of his professional work, he enjoys hiking, reading, running, and spending time with his family.

Steven Zacharczyk is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining investment advisory with public-financing and investment banking capabilities.

Brennen Gerhart is a CFP®-certified financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2025. His prior roles include positions at Ceros Financial Services, AtCap Partners, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Bank of America, and Merrill. He is also the owner of Gerhart Enterprises LLC, a non-investment-related business expense entity. 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 uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Sharon Murdock is a Series 66 licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer for Make Change for Carter, a charity focused on mental health awareness and support programs for first responders and schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Robert Kane is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Kane is involved in selling fixed insurance products, including life, annuities, and long-term care insurance, through separate businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Kristen Auriemma is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. She has worked at Equitable Advisors since 2024 and has previous experience with multiple organizations including educational institutions such as Steven's Institute of Technology and Florida State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through various program sponsors and endorsed third-party managers.

Abraham Itani is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Enterprise, he founded Itani Wealth Management LLC and has worked in wealth management and investment services firms. He also operates Itani Accounting and Tax LLC, providing tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and insurance products via an integrated platform combining advisory services with product sales.

Kenneth Berk is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs and personalized financial planning using structured tools and scenario modeling, managing approximately $2.74 trillion in client assets.