Paul Dorsey is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining Raymond James in 2018, he worked at Bank of the West and BancWest Investment Services from 2013 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, high-net-worth clients, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sara Brown is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2005. Equitable Advisors serves individuals, including both non‑high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Samantha Marino is a financial advisor with J.P. Morgan Securities in Staten Island, NY, holding a Series 66 designation and three years of industry experience. Her prior work includes roles within the Belvedere Club, Belvedere Hospitality Group LLC, and Darden Restaurants, Inc. 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 through a non-discretionary advisory program.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and 66 credentials and having 17 years of industry experience. His prior roles include positions at Janus Management Holdings Corp and Merrill. He is also the principal of Paradigm Wealth Advisory LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Michael Volpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at MBSC Securities Corporation and BNY Mellon Securities Corporation. He operates as a DSO-licensed financial advisor selling insurance products. 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 offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning supported by firm-approved analytical tools.

Wayne Chernin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he sells Medicare supplement insurance with Aetna as a referral agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers services such as financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Douglas Eizen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with JPMorgan Securities since 2010 and with JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, utilizing a forward-looking approach to build model asset allocations.

John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Merrill. He has ownership interests in HUB ADVISORS, LLC and JRM FINANCIAL SERVICES, 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, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products, providing varied planning options through a network of financial advisors.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Matthew Garber is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, Garber volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, providing advisors with multiple management and custodial options across an extensive platform.

Juan Garcia is a financial advisor with J.P. Morgan Securities in Newark, NJ, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at Santander Securities and Santander Bank and has ownership roles in two private holding companies, 78 Wakeman Associates, LLC and JMG Investment Group, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice supported by quantitative and qualitative research. The firm incorporates ESG frameworks and delivers implementation through affiliated investment-management entities.

Mohamed Tabbaa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America, N.A., where he worked from 2015 to 2022. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Tessa Stewart is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she operates two small businesses: a wedding photography and videography service and a beauty service offering makeup and marketing of beauty-related products. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals and institutions.

Michael Guerrero is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones in Middletown, NJ. He has been affiliated with Bentley University since 2009. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Jurusz is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered adviser that 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, featuring access to affiliated and third-party model portfolios as well as customizable investment strategies.

Elizabeth Sweetra is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. Her career includes roles at Northwestern Mutual, Sony Music Entertainment, and client services at FCM, as well as a period working at New York University. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Vincent Robert Browne is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. He has worked with firms including Avantax Investment Services and FTF Financial Group and serves as an adjunct professor of finance at St. John's University. Browne is also involved as vice-president and secretary of a nonprofit organization, Young Catholic Professionals, and manages financial coordination for a food pantry at St. Ann's Roman Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Damian Reilly is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Provident Bank, Investors Bank, INVEST Financial Corporation, and Capital One Investing, LLC. He is based in Clark, NJ. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Zack Tracy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Merrill Lynch, and Neuberger Berman. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Brian Mac Arthur is a CFP® and CFA® credentialed financial advisor with 25 years of industry experience. He is currently with UBS Financial Services and has previously worked at JPMorgan Chase and CIBC Private Wealth Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.