Jane Robinson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has held her current position at UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Robert Marasa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo and The Prudential Insurance Company of America prior to joining J.P. Morgan. 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, distribution, and investment management capabilities.

Lori Rutkowski is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously spent 27 years with Lincoln Financial Advisors Corporation before joining Osaic in 2025. Outside of advising, Lori also provides notary services in Delaware. Osaic serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools, third-party managers, and managed-account solutions.

Leslie Streitfeld is a financial advisor at Equitable Advisors with 33 years of industry experience. She holds the Series 66 designation and has worked with Equitable Advisors since 2013, previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she is a member of a musical group called All Winter Long, performing acoustic classic rock and roll in the New Jersey and Pennsylvania areas. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

Dustin Pfaff is a financial advisor with Merrill in Williamstown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of Guardian Angel Gutters LLC, a business specializing in home gutter cleaning and maintenance. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gennaro Vuono is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He previously worked at BestVest Investments Ltd for 12 years and was an independent insurance agent for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Justyn Caccese is a financial advisor at Merrill in Philadelphia, PA, holding a Series 66 designation. He has been with Merrill since 2024 and has prior experience at Bank of America and JetServices. Outside of finance, he has held roles at Aramark and Primo Hoagies and has experience in education through positions at Saint Joseph University and local schools. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cleo Coates is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has extensive professional experience in financial services, assisting a diverse range of clients including individual investors, families, business owners, and corporate executives. Her expertise encompasses managing concentrated stock positions, executive compensation, retirement planning, business succession, and estate planning. Cleo also provides access to Bank of America Private Bank's trust and estate planning services as well as credit and lending solutions. She collaborates with clients' external professional advisors to coordinate comprehensive financial and legacy plans. Cleo holds a Bachelor's Degree from Queens College and two Master's Degrees from Columbia University, including completion of an Accredited Certificate Program. She is a Personal Investment Advisor (PIA) and is fluent in English and Russian. Throughout her career, she has worked with a variety of client needs, including corporate executive services, equity compensation, family wealth management, endowments, foundations, non-profits, tax minimization, and special needs planning strategies. In addition to her professional work, Cleo is actively involved in community service. She has served on the Joint Village Coastal Management Commission for Head of the Harbor and Nissequogue and previously participated in Partners in Restorative Animal Assisted Therapy programs. Cleo is a member of the organization Paws & Hearts. When not working, she engages in activities such as antiquing, baseball, biking, boating, cooking, gardening, reading, traveling, writing, and yoga.

Joyce Gilfillan is a financial advisor with J.P. Morgan Securities in Philadelphia, holding Series 63 and Series 66 licenses and 36 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Karlyn Small is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Goldman Sachs & Co. LLC for seven years. Her background also includes roles at Microsoft and Florida A&M University. 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 investment strategies.

Andrew Hunt is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Benjamin Drechsler is a financial advisor at RBC Capital Markets with a Series 66 license. He has been in the industry since 2026 and has prior experience at Equitable Advisors, Capelli, IRC International Realty Corporation, and Tether. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Samuel Paolino Jr. is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He is an owner of Rafter, Lewis & Paolino Financial Advisors and serves as a financial professional at Rosenthal CPA Company. He has been affiliated with Cetera and its related entities since 2010. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Stephanie Kaupas is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with UBS in various roles since 2011. Outside of her advisory work, she has involvement with JL Hospitality, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of portfolio management strategies.

Tyrone Hart Jr. is a financial advisor at Merrill Lynch Wealth Management, focusing on providing personalized investment strategies and comprehensive financial guidance. He collaborates with individuals, families, and business owners to develop tailored financial plans that incorporate investment management, risk mitigation, cash-flow strategies, and long-term wealth planning. Tyrone utilizes the extensive resources of Merrill Lynch and Bank of America to support his client-first philosophy, emphasizing clear communication and proactive advice. His areas of expertise include divorce transition planning, family wealth management strategies, international wealth management, legacy planning, personal retirement planning, portfolio management services, small business strategies, and sports & entertainment. He holds a Bachelor's degree from Temple University and an MBA from the University of Maryland. Tyrone is a Personal Investment Advisor (PIA) and an active member of Kappa Alpha Psi Fraternity, Incorporated.

Patrick Thompson is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and The Vanguard Group Inc. His background includes roles in both financial services and other industries. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Leanne Evans is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James in various capacities since 2016. Outside of her advisory role, she serves as a Finance and Investment Committee member for the Girl Scouts of Eastern Pennsylvania. 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 investment consulting with a range of portfolio management styles and municipal advisory services.

Neal Rodin is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Fidelity in Philadelphia, PA. His background includes roles at Ameriprise and various political and nonprofit organizations, including campaign work and youth sports involvement. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its role as a commodity pool operator and advisor to multiple registered investment companies.

Dominic Marsico Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2023, he worked at Securian Financial Services and managed the Wechsler/Marsico Agency for nearly three decades. He is also the president of Financial Education Seminars Inc., an expense management business he has led since 1995. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment platforms and third-party managers, with approximately $256 billion in assets under management.

Anthony Magnotta Jr. is a financial advisor with Cetera holding the ChFC® and Series 63 designations and has 35 years of industry experience. His career includes roles at First Allied Advisory Services and Mantua Investment & Insurance. He is a partner in Landolfi & Magnotta and involved in several insurance agencies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisors access to various investment strategies and program structures.