Ava Brown is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Ava is focused on working closely with clients to develop and implement financial strategies utilizing Fidelity Investment's resources to achieve their goals. Her professional experience spans several years within Fidelity Investments, where she has developed expertise in financial consulting and investment advisory services. Ava emphasizes attentive listening and collaboration in her approach to client financial well-being. Outside of her professional role, Ava's personal interests include cooking and baking, family activities, fitness, gardening, reading, and skiing.

Wanwen Wu is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Wu worked at Bank of America and has held various roles including positions at educational institutions such as Baruch College. Merrill, along 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, and institutional investors.

David Ferrell is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. 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, utilizing a variety of investment strategies and operational tools, and oversees over $819 billion in discretionary assets.

James Galipean is a financial advisor with Equitable Advisors and holds Series 63 and Series 65 licenses. He has been with Equitable Advisors since 2026. Outside of his advisory role, he has experience as a caregiver and has worked in education at Kean University and Middlesex County College, as well as in the food service industry with Magliones Italian Ice. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various program models and third-party asset managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Peter Shaker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at OSAIC, Martin Insurance Group, Brown & Brown, and AXA Advisors, as well as time as a self-employed advisor. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Thomas Forde is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan Securities in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Gabriel Simon is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory work, he is involved with GSIMON GP, LLC, a merchant partnership in West Creek, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, leveraging proprietary research and planning tools.

Darraugh Valli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2024 and has owned Family Investors Company since 2000. Valli serves as a board member of the Silver Beach Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals managing a multi-billion dollar asset base.

Elizabeth Punzi is a Series 66-licensed financial advisor with Morgan Stanley in Red Bank, NJ, bringing 17 years of industry experience. She has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning and utilizes firm-approved tools and models to support client strategies.

Anthony Xerri is a financial advisor at Wells Fargo Advisors with one year of industry experience. He has been self-employed as a musician and content creator since 2011, writing, recording, and performing music alongside his advisory role. Wells Fargo Advisors 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 with tailored recommendations supported by Wells Fargo research and planning tools.

David Krietzberg is a financial advisor with LPL Financial in Lincroft, NJ, holding the Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes nearly two decades at Lincoln Financial Advisors Corp and three years at Morgan Stanley DW Inc. He also serves as an instructor with the Financial Educators Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing multiple strategies and technology tools for advisor support.

Rob Sim is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He partners with clients to educate, develop, and manage plans aimed at assisting them in working toward their financial goals, emphasizing the importance of understanding each client's unique concerns and issues before creating a strategy. Rob has over a decade of professional experience in financial planning and advisory roles. Prior to his current role, he served as Financial Consultant and Investment Consultant at Fidelity Investments from 2012 to 2018. His earlier positions include Financial Adviser at Benjamin F. Edwards from 2011 to 2012 and Financial Planner at Diversified Financial Consultants from 2006 to 2010.

Matthew Mahon is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Glensor is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2018. Prior to joining Merrill, he spent four years at Rowan University. 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Gillian Archer is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, with prior experience at Bank of America and Monmouth Medical Center. Outside of her advisory role, she owns an online retail store based in Asbury Park, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Moore is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2013. He is based in Red Bank, New Jersey. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management programs, featuring discretionary portfolio management and third-party manager selection, supported by oversight from its Chief Investment Office and integrated with Bank of America's broader banking and capital markets platform.

Stewart Ritter is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and a year at Prudential Equity Group. Outside of his advisory role, he conducts fitness and aerobics classes at the Westfield YMCA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with planning engagements typically structured as discrete projects.

Christopher Parmer is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 23 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Thomas Vastardis is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 63 designation and has worked at Avantax Investment Services, Inc. for 27 years before joining Cetera in 2025. In addition to his advisory work, he provides income tax preparation and accounting services through his business, Thomas Vastardis & Associates. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party investment options.

Ryan Welsch is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Shapiro Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors and affiliated firms.