Andre Zumtaugwald is a financial advisor at Edward Jones with a Series 66 designation. He joined Edward Jones in 2024 and has prior experience at McKinsey & Company from 2016 to 2024. He holds an MBA from Stanford University earned between 2018 and 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, AXA Advisors, LLC. Outside of advisory work, Cho is involved in health insurance activities with Oxford Health Blue Cross Blue Shield and United Health. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and LPL programs, offering diversified investment solutions that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Callen Vander May is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held roles at Merrill Lynch Wealth Management and has an academic background at Bucknell University, including work within its Department of Mathematics. Vander May also contributes to economic and investment research as an associate at Topinka Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and modeling tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Michael Buccolo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Equitable Advisors since 1999, including its prior operation as AXA Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers multiple advisory models, including third-party and firm-offered programs, and provides ERISA fiduciary services to qualified plans.

Pawanpreet Singh is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, and Varsity Tutors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephanie Cronin is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. She has previously worked at Citibank and Bank of America. 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.

James Spanarkel is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Global Institutional Consultant with the Bank of America Global Institutional Consulting Group. In his role, he provides services to both nonprofit and for-profit institutional clients, assisting with a broad range of needs including retirement and benefit planning, consulting services, philanthropic management, and investment management and guidance. Since joining Merrill Lynch in 1984, Mr. Spanarkel has developed expertise in creating comprehensive financial strategies for high net worth families and individuals, focusing on retirement planning and forecasting, asset protection, and estate strategies. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Certified Investment Management Consultant® (CIMC®) designation. Mr. Spanarkel holds a bachelor's degree from Duke University. Prior to his financial advisory career, he played professional basketball with the Philadelphia 76ers and the Dallas Mavericks in the National Basketball Association. He is a member of the Healthcare Financial Management Association, the New Jersey chapter of the Association of Fundraising Professionals, and the Investments & Wealth Institute™. He serves as a board member of the Board of Trustees for the Independent College Fund of New Jersey. His personal interests include basketball, golfing, swimming, and spending time with his family.

Gary Wong is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2011, following nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Michael Petracca is a CFP® with 18 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cetera Advisors LLC and First Allied Advisory Services. Petracca is also a commissioned notary in Fairfield, NJ. 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 financial planning, access to model portfolios and third-party asset managers, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Terance Takyi is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 66 credentials and 14 years of industry experience. His previous roles include positions at UBS Financial Services, First Republic Securities, JP Morgan Securities, and Goldman Sachs. Outside of his advisory work, Takyi is also involved as an artist and musician through Society 8807 LLC. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eric Johnson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services, Bank of America, Merrill, and Waddell & Reed. Outside of his advisory role, he serves as co-trustee of the Johnson Family IRR Trust in a fiduciary capacity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and technology.

Vincent Tagliaferri is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including roles at MassMutual Life Insurance Co and MetLife Securities Inc. Additionally, he works as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analysis tools and provides event-driven planning services including estate settlement and employer-sponsored plans.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, New Jersey. 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 supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Daniel Polizzotti is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® and ChFC® designations and was previously with Signator Investors, Inc. for 29 years before joining OSAIC in 2018. Outside of his advisory work, he coaches young skiers part-time and serves on the board of the Jersey Girls Lacrosse Association, where he is involved in organizing events and serving on the ethics committee. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate clients through a broad network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing proprietary tools and third-party solutions to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Dima Hazzan is a financial advisor at J.P. Morgan Securities with 14 years at the firm and 10 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Englewood, NJ. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Megan Connors is a financial advisor at Morgan Stanley in Paramus, NJ, with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, she worked for Sanford C. Bernstein & Co., LLC for ten years. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly and through corporate agreements.

Daniel Sieman is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and TJX Companies, along with several years in full-time education. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Abraham Fishweicher is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advising. He works with affluent clients across the Tri-State area and nationwide, including professional entertainers, physicians, senior financial executives, attorneys, business owners, retirees, and non-profit organizations. His focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income. Before joining Merrill Lynch Wealth Management in 1980, Abe gained experience at Paine Webber and Prudential Bache Securities, beginning his career in auditing, specifically auditing broker dealer firms. He holds a Bachelor's degree from Roosevelt University in Chicago, where he also played on the basketball team. Abe is a Personal Investment Advisor (PIA) and applies his accounting background to emphasize tax efficiency and integrate various components of clients’ financial circumstances. Abe and his team customize client portfolios across multiple asset classes, utilizing research from Merrill and other Wall Street resources to align portfolios with clients’ goals and risk tolerance. He emphasizes educating clients on asset allocation and maintaining disciplined portfolio rebalancing. Outside of work, Abe serves on his synagogue’s board, enjoys traveling, and follows baseball, basketball, and football. He lives in Fair Lawn, New Jersey, with his wife Renee and their four children.

Thomas Stergiou is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2013. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.