Benjamin Cohn is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in various roles including positions with the Philadelphia 76ers, L.P., and Arconic. In addition to his advisory role, he is involved as an insurance agent focused on fixed insurance products and serves as a financial advisor with Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Joao Rocha is a financial advisor with LPL Financial in Union, NJ, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His career includes roles at Merrill from 2014 to 2016 and Flagstar Bank N.A. since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Jordan Liss is a Wealth Management Advisor with The Liss Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification and serves high net worth individuals, foundations, and small businesses. Jordan contributes to a team that manages approximately $1 billion in assets as of May 2026. Jordan's expertise includes providing wealth management services that address a wide range of financial needs through a personalized, goals-based approach. His work involves collaboration with CPAs, actuaries, and estate planning professionals to ensure clients' financial goals are comprehensively aligned. Jordan holds a Bachelor's degree from Boston University and has earned the Personal Investment Advisor (PIA) designation. He has been recognized by Forbes as a Top Next-Generation Wealth Advisor in multiple years.

Alexander Hasni is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at New York Life and other firms earlier in his career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Colin Ross is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at several companies including Party Perfect Rentals LLC and Event Staffing Solutions LLC. 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 individual and institutional clients.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services, AXA Advisors, and State Farm. He is also involved in general agency activities for Medicare and property & casualty business through RCK Holdings LLC. 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. The firm employs various advisory models, often implemented via third-party sponsors, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for over two decades at SHI International Corp. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

Javarne Smith is a financial advisor with Thrivent Investment Management in Orange, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held positions at J.P. Morgan Chase Bank, New York Life, and other firms. Outside of his advisory role, Smith serves as Secretary of the Essex County Chapter and Chair of the Faith-Based Committee for the Jamaica Organization of New Jersey, a nonprofit supporting the Jamaican community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs under a consolidated billing option while keeping those services separate.

Renato Obando 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 firms including Morgan Stanley, Merrill, and JPMorgan Chase. His career includes multiple tenures with JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Mark Coller is a financial advisor with LPL Financial in Staten Island, NY, holding the PFS™ designation along with Series 63 and 66 licenses. He has 29 years of industry experience, including previous roles at National Planning Corporation and operating his own CPA practice since 1986. His CPA work includes tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Carbone is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliated entities since 2013. Carbone is also a partner at Integrated Financial Services and serves as an investment advisor representative at Guided Professional Solutions LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to use affiliated and third-party model portfolios or create customized strategies.

Brian Wong is a financial advisor with LPL Financial, holding a Series 66 designation and having 20 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. Outside of his advisory work, he is a commissioned notary public in New Jersey. 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 a range of financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ruby Van Der Heide is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she worked at Merrill Lynch / BofA and has experience in both banking and municipal roles. She also has experience in the food service industry through Catchy. Cafe & Catering. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Carol Tomensky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she acts as power of attorney for her sister as needed. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, offering both brokerage and advisory solutions across a broad platform.

Michelle Denisco is a CFP® with 28 years of experience in the financial services industry. She is currently with LPL Financial, having joined in 2024, and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of her advisory work, she is involved in real estate referral services as a licensed salesperson in New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by both discretionary and non-discretionary strategies.

Renee O Connor is a financial advisor with J.P. Morgan Securities in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Equitable, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG frameworks, with implementation supported by affiliated investment-management entities.

Hugo Bartell is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models often implemented through third-party sponsors and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Kenneth Freelund is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process supported by both quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.