Mariela Maquilon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Bank NA since 2010 and has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 sources.

William Booker is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2010, following a tenure at Bank of America. He serves on the board of directors for St. Anthony High School in Jersey City and is involved with the Foundation for California University of Pennsylvania, where he participates in scholarship and investment committees. Booker is also a partner in WorkNest LLC, a company providing workplace solutions for nursing mothers. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, relying on proprietary research and model-based asset allocation to tailor client plans.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Judith Kasen Windsor is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 credentials and over 28 years of industry experience. She has been with Wells Fargo Advisors since 2022, following previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of her advisory work, she serves as a trustee for a family-related trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services through its advisors, who develop tailored recommendations using internal research and tools, with flexible implementation options for clients.

Sandra Yates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at J.P. Morgan Securities LLC and Scottrade, Inc. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Steven La Ferriere is a Series 66 credentialed financial advisor with four years of industry experience. He currently works at Merrill and has held positions at Bank of America, MML Investors Services LLC, MassMutual Life Insurance Company, and Pruco Securities LLC. Outside of his advisory role, he serves as a director of the Summit/New Providence Rotary Club and is a member of the Madison Pool Ad Hoc Committee, which focuses on local community pool preservation and programming. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies implemented with integration into Bank of America’s broader platform and access to a wide range of financial products.

Richard Defuccio is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors since 2012. Defuccio has ownership interests in Marquis Wealth Advisors LLC and Corwil, Inc., both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services, including niche planning specialties. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by proprietary research and planning tools.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, she held positions as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Wealth Manager at HSBC India from 2012 to 2014. Her professional experience spans financial strategy development and wealth management. She holds a California Insurance License, enabling her to serve clients in insurance-related financial planning. Preksha emphasizes one-on-one conversations to better understand clients' individual goals and provide transparent guidance in financial decision-making. Outside of her professional work, Preksha engages in various personal interests including cooking and baking, attending social events with friends, watching movies, outdoor adventures, traveling, and practicing yoga.

Eugene Borg Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Securities America Advisors, Securities America Inc, and Janney Montgomery Scott. Outside of his advisory role, Borg serves as a volunteer firefighter and captain at the Pottersville Volunteer Fire Company and is the treasurer of his local chapter of the New Jersey State Firemen's Association. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisors and advisory platforms. The firm provides brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of portfolio construction tools and supporting both discretionary and non-discretionary account management.

Michael White is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has been with RBC Capital Markets Corporation since 2008. 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 with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Sharon Schoenherr is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at BNY Mellon from 2007 to 2018 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Alfred Anke Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 33 years. He is a partner at Fortune Wealth Financial Group, LLC, and also works as an insurance broker specializing in life, health, disability, long-term care, and fixed annuities. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analysis tools.

Christal Generoso is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at Stifel Nicolaus for seven years and served at New Jersey City University for nine years. Since 2020, she has been with Ameriprise in Colonia, NJ. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, supporting clients primarily within Ameriprise-managed accounts.

Melvin Taylor is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory work, Taylor is the author of several science fiction books and is involved in promoting his publications through related business ventures. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools.

Owen Zukovich is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2014, including his current role starting in 2022. Prior to that, he was also associated with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Richard Grube is a financial advisor with RBC Capital Markets in Annandale, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an elected official for the Clinton Township Republican Committee and is a committee member at Stanton Ridge Golf and Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Harry Neufeld is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and RBC Capital Markets Corporation. He also serves as a power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Giselle Cantada is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Sean Treanor is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and previously worked for TD Ameritrade Inc. for 11 years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Jung M Kim is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.