Mildred Tabor Winkle is a financial advisor at Wells Fargo Clearing with 43 years of industry experience and holds a Series 63 designation. She previously worked at Prudential Equity Group, LLC from 2002 to 2003. She serves as a trustee and executor for several family trusts and estates. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with a range of brokerage and advisory solutions.

Robert Korlesky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized and comprehensive wealth management services focused on preserving and growing client assets, optimizing tax-efficient retirement distributions, and implementing tax-advantaged estate strategies. His client work includes family wealth management, legacy planning, retirement income, portfolio management, liquidity management, and socially responsible investing. Robert holds a Bachelor’s Degree from East Stroudsburg University and is designated as a Personal Investment Advisor (PIA). He applies Merrill’s goals-based wealth management approach to help clients articulate their financial objectives and navigate complex wealth challenges. Robert emphasizes educating clients and their families about the wealth management process and investment strategies. Committed to community involvement, Robert participates in local organizations through volunteer work. His personal interests include camping, fishing, golfing, and woodworking. He believes in adapting investment strategies in response to life changes to support clients’ retirement lifestyles and long-term financial goals.

Marianna Mansour is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan and JPMORGAN Chase Bank, N.A. since 2019, following eleven years at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework in its recommendations.

John Schade is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research with an ESG framework and includes broader derivatives and commodities capabilities.

Jeel Patel is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A., Newfield National Bank, and operated a family business, JilKrish LLC, where he is a partial owner. 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 investors, pension plans, corporations, and charitable organizations.

Michelle Lindquist is a financial advisor at Merrill with 15 years at the firm and eight years of industry experience. She holds the Series 66 designation and is based in Iselin, NJ. 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 various types of organizations.

Mark Mazzei is a financial advisor with Ameriprise in Westfield, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Fauzia Huma is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Her career includes roles at Bank of America, N.A., Merrill, Connolly & Co, and Berkeley College/Nimbus Infinity LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Kelliher is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Kelliher participates on the Series 7 Item Writing and Review Committee, contributing to the development and review of exam questions. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Samantha Kucevic is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Balance Face and Body and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to support client decision-making.

John Luke Bongiorno is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch. Outside of finance, he has worked in the food service industry, including a role at Bridgewater Diner. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts.

Kevin Cernuto is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at METLIFE Securities. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational services with an emphasis on collaborative, annual planning engagements.

Jeffrey Tumminello is a financial advisor with J.P. Morgan Securities based in Englishtown, NJ. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including prior roles at Merrill from 2010 to 2012. Since 2012, he has been affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, offering a program that incorporates ESG eligibility frameworks and broader derivatives and commodities capabilities.

Alyssa Capone is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to her current role, she has held positions in diverse fields including healthcare and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Anthony Porchetta is a financial advisor at Mass Mutual Investors Services with Series 66 registration and experience beginning in 2024. Prior to joining the firm, he worked in the automotive industry and held a role at the University of Scranton. He is also engaged in insurance brokerage, focusing on individual life insurance and fixed annuities. Mass Mutual Investors Services, LLC 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, utilizing software tools to deliver written recommendations tailored to client goals.

Kevin Coutinho is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and PricewaterhouseCoopers. Outside of advisory roles, he is also employed as a personal banker at Provident Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and custodial relationships.

Dennis Angeles is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes a role at Samuel A Ramirez & Co., Inc. from 2016 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

James Famula is a financial advisor with LPL Enterprise, LLC, holding Series 65 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Ameriprise Financial Services, Royal Alliance, and UBS Financial Services. Outside of his advisory work, he operates the Famula Golf Academy. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation supported by LPL’s Research Department and affiliates.

Carmine De San is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors for five years. Outside of his advisory role, he serves as a Rangemaster for Cub Scouts BB Guns and Archery with the Boy Scouts of America Patriots Path Council, volunteering approximately three hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a variety of advisory programs for a broad client base.

Zain Merchant is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, he held positions as a Workplace Planning Consultant and Investment Solutions Representative within Fidelity Investments. His experience also includes roles as AVP Premier Banker at Wells Fargo, Financial Solutions Advisor at Merrill Lynch, and AVP Branch Manager at PNC Bank. Zain holds a California Insurance License. His professional focus involves collaborating with clients to develop personalized, holistic financial plans that address both current and future goals. He emphasizes building long-term relationships to help clients achieve peace of mind.