George Prezioso is a financial advisor at Stifel with 42 years of industry experience. He previously worked at Janney Montgomery Scott Inc. from 1983 to 2025. Prezioso is a board member of the Fort Hamilton Citizens Action Committee, Bay Ridge Catholic Academy, and the Cathedral Club of Brooklyn, participating in community relations and Catholic education activities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Shane Learn is a financial advisor with LPL Financial holding a Series 66 designation. He has experience with multiple firms including Cadaret, Grant & Co., Inc., Petersen Advisors, and ABMM Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers.

Fatin Alkhaleel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of her advisory role, she is co-owner of a rental property in Ocean, New Jersey. 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 operates at large scale with approximately $671 billion in assets under management and offers both brokerage and advisory solutions.

Michael Boulos is a Wealth Management Advisor at Merrill Lynch Wealth Management and The Fields Boulos Group, a role he has held since joining in the fall of 2020. In this capacity, he focuses on deepening client relationships and providing detailed wealth planning. Michael constructs personalized financial strategies aimed at achieving his clients' financial goals and regularly reevaluates their current situations to provide updated advice. He holds a Bachelor's Degree from Villanova University, earned in 2017, where he served as philanthropy chair of the Sigma Chi Fraternity. Michael also obtained his Juris Doctorate from New York Law School in 2020 and was admitted to the New York Bar Association in 2021. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael is involved with professional and community organizations such as LunchBreak and the Beauty Foundation of New Jersey. In his free time, he enjoys playing golf and tennis, collecting sports cards, working out, and spending time with family and friends at the beach.

Jarred Colaiacovo is a financial advisor at Merrill with Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Bank of America, N.A., Merrill, and PNC Bank. His background also includes work outside financial services, such as positions at Telesearch Inc and Vail Resorts Inc. 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, and institutional investors, supported by internal and third-party portfolio management and comprehensive account administration.

Arthur Crist is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerald Silberman is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with Metlife Securities Incorporated for seven years. Outside of his advisory role, he is involved in insurance brokerage, focusing on individual life, disability, long-term care, fixed annuities, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using technology to analyze client goals and offers event-driven planning programs such as divorce and estate-settlement planning.

Francis Bitterly is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Bitterly is also the author of a book titled *Spiritual Wisdom from the Heart of Wall Street* and serves as a trustee for New Hope IBHC, a hospital and rehabilitation organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Monte Carlo simulations and Secular Return Estimates.

Richard Gunderud is a Financial Consultant currently working at Fidelity Investments since 2025. He partners with clients to pursue financial success through comprehensive financial planning and guidance, focusing on understanding clients' goals and needs to co-create customized financial plans tailored to their unique financial situations. His approach aims to provide financial peace of mind and assist clients in making effective financial decisions. Prior to his current role, Richard served as an Investment Consultant at Fidelity Investments from 2023 to 2025. He has held several positions in the financial services industry, including Financial Consultant at E*TRADE From Morgan Stanley (2020-2023), Managing Director at C&A Financial Group (2019-2020), Manager of Financial Services at Prudential Financial (2018-2019), and Vice President at MassMutual Financial (2015-2017). Outside of his professional work, Richard's personal interests include family activities, fitness, movies, parenthood, and pets.

Steven Dietz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 46 years of industry experience. He has worked at Cetera Advisors LLC since 2022 and previously spent eight years at National Securities Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to third-party money managers via multiple program structures.

Robert Cutrupi is a financial advisor at Raymond James Financial with 45 years of industry experience. He held a position at Morgan Stanley from 1983 to 2019 before joining Raymond James in 2019. He is the owner of The Cutrupi Group, LLC, a support company offering financial services to individuals through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Amy Coleman is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Louis Wolfson is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019, following an 11-year tenure at LPL Financial. Outside of Cetera, he is involved with GGW Financial Group and operates an insurance business under certain restrictions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors, utilizing multiple program structures and investment approaches.

Justin Pak is a financial advisor with Wells Fargo Clearing in Iselin, NJ, holding Series 63 and Series 66 registrations and bringing 26 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm's advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Louis Simone is a Series 66 licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 20 years of industry experience, spending his entire career since 2006 with Equitable Advisors and its predecessor Axa Advisors. Outside of advising, he is a silent owner of a fitness business, AFC Hudson LLC, holding a 40% stake without day-to-day involvement. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of investment professionals, utilizing third-party managers and a variety of investment programs.

Catherine Dimon is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 13 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Robert Gleason is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 1996 and joined Merrill Lynch in 2012. His practice is focused on serving affluent families, Wall Street professionals, physicians, business owners, entrepreneurs, and retirees. He specializes in developing customized investment strategies, credit and lending solutions, tax mitigation, and asset preservation to help clients achieve their financial objectives. With over 25 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR™ (CPFA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor’s degree in Economics from Rutgers University. As a Senior Portfolio Advisor, he manages discretionary investment portfolios using a range of Merrill model portfolios and third-party strategies, offering access to equities, fixed income, alternative investments, options, ETFs, and customized lending solutions. Robert resides in Middletown, New Jersey, with his wife and daughter. He is involved with St. Leo the Great Church and supports charitable organizations focused on children’s welfare. Personal interests include basketball, biking, gardening, golfing, reading, traveling, and spending time with family.

Alyson Mandato is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 designation and previously worked at Two River Community Bank. In addition to her advisory role, she is involved with King Financial Network, where she prepares lead advisors for client meetings and manages portfolio reporting. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with a range of portfolio management and financial planning services.

Daniel Campanelli is a financial advisor with LPL Financial based in Rahway, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group for over two decades. 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 financial planning and investment management services through a large network of advisors who utilize both proprietary and third-party strategies.

Colin Wingate is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at Prudential Financial and various positions in education and other industries. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers alongside financial planning and consulting services.