Paul Dorsey is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining Raymond James in 2018, he worked at Bank of the West and BancWest Investment Services from 2013 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, high-net-worth clients, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sara Brown is a financial advisor with Equitable Advisors in Sayreville, NJ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Equitable Advisors since 2005, following a period at AXA Advisors, LLC from 2005 to 2020. 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 channels to execute client recommendations.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked previously at Janus Management Holdings Corp and Janus Distributors LLC for ten years and currently provides investment advisory services through Paradigm Wealth Advisory LLC, an independent advisory firm he founded. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research from internal and third-party sources.

Wayne Chernin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he sells Medicare supplement insurance through referrals for Aetna. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Douglas Eizen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with JPMorgan Securities LLC since 2010 and JPMorgan Chase Bank NA since 2009. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He has ownership interests in two investment-related firms, HUB Advisors, LLC and JRM Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, and integrates advisory services with other financial product sales and referral channels.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Matthew Garber is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to joining OSAIC, he worked for Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options, using proprietary tools alongside third-party solutions to support its advisors and clients.

Mohamed Tabbaa is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Bank of America, including Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tessa Stewart is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she operates two small businesses: a wedding photography and videography service and a beauty service offering makeup and marketing of beauty-related products. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals and institutions.

Elizabeth Sweetra is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. Her career includes roles at Northwestern Mutual, Sony Music Entertainment, and client services at FCM, as well as a period working at New York University. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Damian Reilly is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Provident Bank, Investors Bank, INVEST Financial Corporation, and Capital One Investing, LLC. He is based in Clark, NJ. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Zack Tracy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Neuberger Berman, and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brian Mac Arthur is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining UBS in 2021, he spent 14 years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market resources.

Leigh Einhorn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Einhorn worked within various Wells Fargo entities dating back to 2009. She is the owner of Einhorn Financial Enterprises, LLC, an investment-related business based in Sparta, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements that cover a wide variety of client needs including retirement, education, and specialized planning areas.

Justin Parisi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in sectors including automotive sales and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in its research processes.

Melissa Swayne is a Wealth Management Senior Relationship Manager with Fidelity Investments, a position she has held since 2026. In this role, she works with clients to understand their financial situations and goals, aiming to develop personalized financial plans. She emphasizes trustworthiness and transparency in her client relationships. Melissa has nearly 30 years of experience in financial services. Her previous roles at Fidelity included Planning Consultant from 2020 to 2026 and Relationship Manager from 2019 to 2020. Prior to joining Fidelity, she worked as a Client Associate at Merrill Lynch from 2007 to 2018 and operated as a Virtual Bookkeeper from 1998 to 2007. Earlier in her career, she was a Small Business Loan Officer and SBA Lender at ATT Capital Corp from 1991 to 1998 and an Auditor for the Resolution Trust Corporation from 1989 to 1991.

Tamara Alter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Marcus Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, NA since 2011. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Lauren Ehlers is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Morgan Stanley and Morgan Stanley Private Bank before joining Merrill and Bank of America. Outside of her advisory work, she serves as a member of the Boonton Township Committee and the local Planning Board. 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 for individuals, high-net-worth clients, and institutions.