Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Cameron Rodgers is a CFP®-designated financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and has previous experience at New Horizon Financial, Cadaret Grant & Co., Inc., and Hilton. Rodgers is involved with New Horizon Financial Corp, an investment-related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

John Pitton is a financial advisor with Merrill who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 1985. Outside of his advisory role, he serves as vice chairman of the advisory board and member of the executive and governance committees for the Rochester Business Alliance, a nonprofit business advocacy organization, and is a director of the Rochester Rotary Charitable Trust. 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 institutions.

Christopher Lagasse is a financial advisor with Wells Fargo Advisors in Paramus, NJ, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo entities since 2014, working in various capacities within the company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with a focus on discrete planning engagements across diverse specialized areas.

Maurice Andrade serves as a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works collaboratively with clients to define their financial goals and develop portfolio strategies tailored to their specific needs. He provides ongoing advice and adapts strategies as clients' situations change to assist them in managing their finances effectively. Mr. Andrade's expertise encompasses a variety of areas including college education planning, family wealth management, legacy planning, liquidity management, management of new wealth, retirement planning and income, portfolio management, small business strategies, and tax minimization. He approaches financial advising by focusing on what matters most to his clients and their families to create strategies intended to help them pursue their financial objectives. He holds a Bachelor's Degree in Economics from the University at Albany SUNY and has earned several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Maurice is involved in community organizations including Eva's Village and America Needs You (ANY). His personal interests include billiards, boxing, camping, football, golfing, pickleball, skiing, swimming, and spending time with his family.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, AXA Advisors, LLC. Outside of advisory work, Cho is involved in health insurance activities with Oxford Health Blue Cross Blue Shield and United Health. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and LPL programs, offering diversified investment solutions that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Callen Vander May is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held roles at Merrill Lynch Wealth Management and has an academic background at Bucknell University, including work within its Department of Mathematics. Vander May also contributes to economic and investment research as an associate at Topinka Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and modeling tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Michael Buccolo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Equitable Advisors since 1999, including its prior operation as AXA Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers multiple advisory models, including third-party and firm-offered programs, and provides ERISA fiduciary services to qualified plans.

Pawanpreet Singh is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, and Varsity Tutors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephanie Cronin is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. She previously worked at Citibank and Bank of America from 2016 to 2024 before joining Merrill. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Spanarkel is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Global Institutional Consultant with the Bank of America Global Institutional Consulting Group. In his role, he provides services to both nonprofit and for-profit institutional clients, assisting with a broad range of needs including retirement and benefit planning, consulting services, philanthropic management, and investment management and guidance. Since joining Merrill Lynch in 1984, Mr. Spanarkel has developed expertise in creating comprehensive financial strategies for high net worth families and individuals, focusing on retirement planning and forecasting, asset protection, and estate strategies. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Certified Investment Management Consultant® (CIMC®) designation. Mr. Spanarkel holds a bachelor's degree from Duke University. Prior to his financial advisory career, he played professional basketball with the Philadelphia 76ers and the Dallas Mavericks in the National Basketball Association. He is a member of the Healthcare Financial Management Association, the New Jersey chapter of the Association of Fundraising Professionals, and the Investments & Wealth Institute™. He serves as a board member of the Board of Trustees for the Independent College Fund of New Jersey. His personal interests include basketball, golfing, swimming, and spending time with his family.

Gary Wong is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through Corporate Financial Planning agreements.

Michael Petracca is a CFP® with 18 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cetera Advisors LLC and First Allied Advisory Services. Petracca is also a commissioned notary in Fairfield, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, access to model portfolios and third-party asset managers, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Terance Takyi is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 66 credentials and 14 years of industry experience. His previous roles include positions at UBS Financial Services, First Republic Securities, JP Morgan Securities, and Goldman Sachs. Outside of his advisory work, Takyi is also involved as an artist and musician through Society 8807 LLC. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eric Johnson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services, Bank of America, Merrill, and Waddell & Reed. Outside of his advisory role, he serves as co-trustee of the Johnson Family IRR Trust in a fiduciary capacity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and technology.

Vincent Tagliaferri is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including roles at MassMutual Life Insurance Co and MetLife Securities Inc. Additionally, he works as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analysis tools and provides event-driven planning services including estate settlement and employer-sponsored plans.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, 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, offering model-based and discretionary strategies supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Daniel Polizzotti is a financial advisor at OSAIC with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at OSAIC since 2018, following a 29-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves as a part-time coach helping young skiers and is a board member of the Jersey Girls Lacrosse Association, where he participates in event organization and ethics oversight. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of asset allocation tools and supports multiple advisory platforms, including third-party managed accounts and unified managed portfolios.

Megan Connors is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked for Sanford C. Bernstein & Co., LLC for 10 years before joining Morgan Stanley. Her credentials include Series 65 and Series 63 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market return models as part of its advisory services.