Quinn Im is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, Quinn served at The Investment Center, Inc. and IC Advisory Services, Inc. He is also the sole proprietor of Charis Wealth Management and has maintained a personal interest in photography for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with diverse non-advisory financial services.

June Scortino is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 66 license, with 11 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, Invest Financial Corporation, Osaic FA, Inc., and VOYA Financial Advisors, Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to external asset managers, and insurance services through affiliated entities.

Philip Osei is a financial advisor with Charles Schwab in Springfield, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at TD Ameritrade from 2015 to 2022 before joining Charles Schwab in 2022. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Walter Dziedzic is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include eight years at UBS Bank USA and UBS Financial Services Inc., and earlier experience with Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors, offering both brokerage and advisory solutions and relying on research and analytics guided by diversification principles and modern portfolio theory.

Christian Barsi is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 66, Series 63, and Series 65 registrations. His prior experience includes roles at Citigroup Global Markets and Merrill. 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 databases.

Linda Gaucher is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Anthony Barbera Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. He previously worked at National Planning Corporation from 2012 to 2017 and has been a partner at Barbera & Barbera CPA since 1990. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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, combining scale with a diverse suite of financial and operational tools.

Michael Wattick is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Michael works alongside David Trinkoff at The Trinkoff Wattick Group, serving clients including business owners, entrepreneurs, C-suite executives, and attorneys primarily in the Summit community, throughout New Jersey, and across the nation. With over 20 years of experience, Michael focuses on helping clients make informed investment decisions tailored to their individual needs. His approach emphasizes building one-on-one relationships to foster trust and respect, and he prioritizes working with clients to construct portfolios that are free of proprietary product pressures. Michael's fee structure is transparent and based on the assets managed. Michael holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Duquesne University. He is involved in community service through the American Red Cross. Michael values the multi-generational relationships he has developed with clients and enjoys spending time with his wife, Pamela, and their four children.

Andrew Dreisiger is a financial advisor at Wells Fargo Advisors in Chatham, NJ, with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Barclays Capital Inc. and Wells Fargo Clearing. Outside of advisory work, he owns and operates MAXPENN, an S corporation focused on financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through brokerage or advisory programs.

Alysse Greenberg is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Summit, NJ, and has two years of industry experience. Prior to joining J.P. Morgan Securities, she held positions within JPMorgan Chase Bank and worked in various roles across retail, hospitality, and real estate sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

Gustavo Martinez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as an Advisory Consultant at TIAA from 2020 to 2023, Supervision Principal at Merrill Lynch between 2018 and 2020, Trust Team Manager at Merrill Lynch - Bank of America from 2017 to 2018, and Vice President Financial Solutions Advisor at Merrill Lynch - Bank of America from 2015 to 2017. Martinez holds a California Insurance License. He focuses on understanding clients' financial goals to develop customized plans that prioritize those objectives, creating tailored roadmaps based on individual preferences. Outside of his professional work, he has personal interests in soccer and traveling.

Eric Pressman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2015, previously spending nine years at Merrill. Outside of finance, he offers golf lessons as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations.

Andre Krause is a CFP® with 26 years of industry experience. He is currently affiliated with Cetera and has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he also holds a notary position. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, leveraging both affiliated and third-party managers across various program structures and custodial relationships.

Kris Baran is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Best Buy for five years and TopGolf for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Luis Zamora is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management and personalized financial planning. Since joining Merrill Lynch in 2019, he has worked closely with clients to identify and pursue their financial goals through disciplined, long-term strategies. Luis and his advisory team focus on areas including retirement readiness, college education planning, tax-efficient strategies, and wealth preservation. He holds a Bachelor's Degree from Rutgers University and maintains Securities Industry Essentials (SIE), Series 7, and Series 66 FINRA registrations. Luis is also a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes thoughtful listening, transparency, and tailored guidance to help clients manage wealth across generations. Luis is actively involved in his community through organizations such as American Legion Jersey Boys State and Special Olympics New Jersey. In his personal time, he enjoys hiking, playing pickleball and soccer, and spending time with his family.

Christina Zoppi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has been with the firm since 2025 and has prior experience in real estate and engineering roles. Outside of her advisory work, she owns and manages an eBay storefront and is an active real estate agent with Keller Williams Realty Metropolitan. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships utilizing firm-approved analytical tools and offers various specialized planning programs.

Nicholas Trombetta is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Banc of America Investment Services, and Quick & Reilly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and tools.

Madeline Cedeno is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has worked at Merrill for a total of 18 years, with a one-year tenure at Morgan Stanley Smith Barney LLC in between. Outside of finance, she is the owner of Mad Hearts Photography, a photography services business. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2009. 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 uses research and analytics from its Wells Fargo Investment Institute alongside third-party databases to support its investment approach.

Lamar Robinson is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he serves as the primary point of contact for clients, assisting multiple generations of families by facilitating conversations about wealth and investment planning. He is dedicated to providing personalized service tailored to individual client needs and preferences, and coordinates with Wealth Management Advisors when deeper planning support is required. Robinson has been with Fidelity Investments since 2006, progressing through roles from Relationship Manager to Senior Relationship Manager, and currently serving as a Senior Relationship Manager since 2019. His experience encompasses wealth management and client relationship management. Outside of his professional career, Lamar Robinson has interests in baseball, fishing, fitness, food, outdoor adventures, and running.