Ingrida Veizaj is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and four years of industry experience. She has worked exclusively within the J.P. Morgan organization since 2016 in various roles. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rohan Puri is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. Prior to his current role, his background includes positions outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he owns MB Luxury Auto Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Brian Coelho is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with individuals and families to develop personalized investment plans and tax-efficient retirement strategies. Brian specializes in retirement income planning, IRA rollovers, and integrating investment strategies within the Merrill Lynch and Bank of America ecosystem. He holds a Bachelor's degree in Economics from Pennsylvania State University and has a professional designation as a Personal Investment Advisor (PIA). His professional background includes roles in financial compliance and risk analysis, as well as advisory experience at Equitable Advisors and Merrill Lynch. Outside of his professional work, Brian enjoys activities such as golfing, baseball, ice hockey, running, and traveling. He values preparation, teamwork, and discipline, which he applies in his client relationships.

Jeremiah Mc Namara is a financial advisor with Wells Fargo Clearing, holding a Series 63 credential and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Anthony Grassi Jr. is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with multiple Cetera entities and First Allied Advisory Services since 2008. Outside of his advisory role, he owns Biagini Grassi Advisory Group, LLC, a holding company, and participates in wealth advisory activities through BG Wealth Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services, operating a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

Chantley Thomas is a financial advisor at Primerica Advisors with industry experience spanning one year. Thomas holds Series 65 and Series 63 licenses and has prior work experience at Bristol Myers Squibb, Iqvia, Campbell University College of Pharmacy, and CVS Pharmacy. Outside of financial advising, Thomas is president of Thomas Multiservices LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports clients through a network of nearly 3,700 advisors and over $15 billion in assets under management.

Heena Dhruv is a financial advisor with LPL Financial based in Princeton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Van Leeuwen & Co., Bank of America, First Manhattan Co, and AXA Equitable. She is involved with Van Leeuwen & Company, LLC, an entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

James Barry is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 22 years, having joined from Merck & Company's Vaccine Division where he gained experience in Corporate Finance and Strategic Planning. James assists a diverse client base including families, individuals, and institutions, focusing on tailored financial solutions that reflect each client's unique circumstances and goals. His expertise encompasses areas such as college education planning, executive compensation, legacy and philanthropic planning, tax minimization, and retirement income. James and his team prioritize understanding clients' needs to provide comprehensive service. He holds a Bachelor's Degree from Boston University and a Master's Degree from Rice University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). James is actively involved in his community, serving as Treasurer on the Chapin School Board of Trustees, Co-Chair of Rice University 360 since 2017, and Co-Chair of Rutgers University's BIG IDEAS Campaign. He lives in New Hope, PA, and Naples, FL with his family. His personal interests include baseball, golf, travel, music, reading, and spending time with his family.

Katherin Romero is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1996 and co-founded the Lugones & Romero Group. In her role, she assists clients and businesses in managing their wealth through a comprehensive approach that begins with listening to client needs and ensuring strategies align with their goals. Katherin serves a diverse clientele, including executives, retirees, entrepreneurs, and those in transition, focusing on areas such as family wealth management, personal retirement planning, legacy planning, and tax minimization. Katherin holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Pennsylvania State University. Recognized for her professional achievements, she has been named multiple times to the Forbes "America's Top Women Wealth Advisors Best-in-State" and "Best-in-State Wealth Advisors" lists, and to the Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list. She is a past president and member of the Junior League of Greater Princeton. Fluent in Spanish, Katherin and her husband reside in Bucks County, Pennsylvania, with their two children. Outside of her professional commitments, she enjoys cooking, golfing, skiing, tennis, traveling, and spending time with her family. She is involved in community organizations including Rise, Arm and Arm, and HomeFront.

Sara Smedley is a CFP® and ChFC® with 11 years of industry experience, currently serving at LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America and New Providence Financial, LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with sales of financial products and employs a variety of investment strategies supported by internal research and third-party portfolio managers.

Kai Chen is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his financial services career, he held roles at HomeGoods and Ikea. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage, distribution, and investment management functions.

Beth Meszaros is a financial advisor with Cetera, holding a Series 66 credential and bringing 16 years of industry experience. She also serves as Marketing Director at Meszaros & Co. CPA, LLC, a CPA firm, and is involved in managing two small businesses selling handmade knitted goods and needlepoint supplies. Additionally, she works as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of program structures, serving over 800,000 clients and managing more than $256 billion in assets.

Jigar Shah is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he partners with high net worth individuals and their families to identify their financial goals and collaboratively develop strategies to achieve them. His approach emphasizes listening and understanding clients' needs and concerns to build meaningful relationships. Prior to his current position, Mr. Shah worked as a Financial Solutions Advisor at Merrill Lynch from 2008 to 2020. He holds a California Insurance License, supporting his expertise in financial planning and insurance solutions. Outside of his professional work, Mr. Shah has interests in football, golf, movies, and traveling.

George Mouded is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 14 years. He is also engaged as an agent offering various insurance products, including health insurance, group benefits, and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm tools like risk assessment and automated rebalancing to construct portfolios.

Rodney Robinson is a financial advisor with Equitable Advisors in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors. Outside of his advisory role, he is the owner and sound engineer of Good Music Productions and provides health insurance consulting to public sector groups through New Venture Business Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that emphasizes tailored client services and a range of advisory program options.

Kevin O’Brien is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Park Ave Securities and Guardian and currently operates The O’Brien Group, a financial services business. He is also active as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Thomas Hoagland is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory work, he serves as a board member for Cobblestone Country Club in Lawrence Township, New Jersey. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Charles Quatrocchi is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Marinelli is a CFP® professional with 25 years of industry experience. He is currently an advisor at OSAIC, where he has worked since 2022, and previously spent nine years at American Portfolios Financial Services. In addition to his advisory work, Marinelli is involved in tax preparation through AJC Advisors. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.