Bryan Young is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Wells Fargo Bank, N.A., Bank of America, N.A., and Merrill. Prior to his financial services career, he was employed at Montclair State University and Kings Supermarkets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Gallagher is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Gallagher also holds a real estate license. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Michael Venturi is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1994. He holds a Series 66 designation and is based in Florham Park, New Jersey. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yvette Lamchek Emnas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with 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 management options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mary Perrone is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Wired Delivery, an online retail business, and works as an independent travel advisor with Dream Vacations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that incorporates various modeling tools and advisory services.

Eric Brubaker is a CFP® professional affiliated with Edward Jones, where he has worked since 2019. He has six years of industry experience and has held roles outside finance including positions at Ramapo Country Day Camp and involvement with political campaigns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Carlton Johnson is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory work, he is a notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Walsh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining J.P. Morgan in 2023, he worked eight years at Goldman Sachs & Co. He serves on the Congregational Financial Advisory Committee for the Sisters of Charity-Halifax, a nonprofit organization, where he assists with manager performance review and strategic planning. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sonalika Lovato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities Inc from 2014 to 2017. Outside of advising, she is also licensed as an insurance agent, offering individual and group life, health, disability, LTC, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software and structured annual planning relationships.

Brian Marzulli is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank and RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile.

Frank Dolce is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and City National Bank before joining RBC. Outside of his advisory role, Dolce serves on the advisory board of the Lake Mohawk Golf Club and is involved with several non-investment business ventures in environmental consulting and acting employee leasing. RBC Wealth Management serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with flexible portfolio management options that incorporate both in-house and third-party investment managers, alongside services such as financial planning, custody, and brokerage.

Christina Woo is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2000. Outside of her advisory role, she is involved with Woo Enterprise LLC, a private real estate company. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including scenario modeling, to support its advisory services.

Daniel Dawson is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Allstate Insurance Co for nine years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of advanced methodologies including AI in portfolio management.

Lisa Mcentee is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014 and Wells Fargo Advisors since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Adrian Ukaj is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. His prior work history includes roles at ThorLabs and various other positions before joining Equitable Advisors in 2023. 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 a range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Vincent Cooper is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he serves as a police officer in Tenafly, New Jersey. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Brandon Goldstein is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining LPL Enterprise in 2024, he spent over a decade with Prudential Insurance Company of America and Pruco Securities, LLC. Goldstein is also involved in multiple insurance-related activities, including property and casualty insurance through his own agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Michael Timchula is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 63 and Series 66 securities licenses. His prior experience includes roles at National Asset Management and National Securities Corp. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Rene Dierkes is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Mountainside Town Council in New Jersey and owns a scrap metal business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Declan Connolly is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at UBS Financial Services, Guardian Life Insurance Company of America, and JPMorgan Chase Bank, N.A. Outside of financial services, he has experience with various business ventures including a food service business and a university affiliation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates ESG criteria when recommending investment strategies.