Steven Tabak is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for six years and spent two decades at A&Y Royal Insurance BKGE, Inc. Tabak has no notable outside activities disclosed beyond his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation, offers access to third-party asset managers, and delivers financial planning and consulting through a large network of investment adviser representatives.

Theresa Fragale is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Kohl’s, and HomeGoods. Outside of her advisory role, she is employed part-time as a hostess at The Elbow Room and as a customer service associate at Kohl’s. 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 asset management services through a large network of advisors and utilizes advanced research and operational tools to support its advisory platform.

Louis Argenziano is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, and JP Morgan Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the country.

Christopher Bramwell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include seven years at Fisher Investments and five years with Bank of America/Merrill Lynch. 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 asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

John Ross is a ChFC® credentialed financial advisor with 35 years of industry experience, currently with Ameriprise since 2019. His prior roles include positions at Mass Mutual Investors Services, MetLife, and his own firm, Ross Vitale & Associates. He serves as Vice President on the Board of Directors for the Hawthorne Terrace Tax District and participates in pro bono financial planning through national organizations such as the Financial Planning Association Foundation. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Weg is a financial advisor with LPL Financial, holding the PFS™ and Series 63 credentials, and has 24 years of industry experience. He previously worked at National Planning Corporation for five years and is a partner at Trochiano & Daszkowski LLP since 2002. Outside of advising, he is involved in mortgage solicitation and tax preparation through affiliated business ventures. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research support.

Jeremy Langer is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Equitable Advisors or its predecessor, AXA Advisors LLC, since 2009. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Marlene Burns is a CFP® professional with 31 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is employed as a decor associate at Terrain, a home decor and gardening retailer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach involving specialized research and tools.

Daniel Epstein is a ChFC®-designated financial advisor with seven years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at NYLife Securities and Harvard Business Analytics. Epstein also works as an insurance broker, focusing on life, fixed annuities, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs using model-driven analyses and structured, collaborative client engagements.

Christian Stine is a financial advisor at Equitable Advisors in Colts Neck, NJ, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at LPL Financial LLC and Axa Advisors, LLC. He also serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives who deliver services through firm-offered programs and third-party asset managers, focusing on matching clients to appropriate program models and discretionary managers.

John Ward is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, TD Bank N.A., and Wells Fargo, The Private Bank. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Zakkour Chivi is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at Ameriprise since 2019, following a prior role at Wells Fargo Clearing from 2016 to 2019. Outside of his advisory work, he serves on the Board of Elders at the Virgin Mary Assyrian Orthodox Church in Paramus, NJ, and manages bookkeeping for a personal business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Mcdonald is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

David Biebelberg is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. Prior to joining OSAIC in 2010, he worked at Merrill from 2002 to 2010. He is also a partner at Elite Wealth Group and involved in the sale of fixed insurance products through other business activities. OSAIC serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management strategies.

David Klics is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2007. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process integrates quantitative and qualitative due diligence and may incorporate an ESG eligibility framework.

Robert Imparato Jr. is a CFP® with 33 years of industry experience and has been with Equitable Advisors since 2000. Prior to the rebranding, he worked at AXA Advisors, LLC for 20 years. Outside of his advisory role, he serves as President of Clutch Hitting of Staten Island, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment models and third-party asset managers to tailor solutions for its clients.

Robert Gildea II is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Scott Miller is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence.

Zachary Dahme is a Wealth Management Advisor at Merrill Lynch Wealth Management and a second-generation member of the Dahme Group. He works with a diverse group of clients, including medical, financial, and technology professionals, focusing on areas such as family wealth management, retirement planning, legacy planning, and philanthropic planning. Zach approaches wealth management strategically, aiming to help clients grow, preserve, and transfer their wealth. Zach began his financial career at Merrill while earning a Bachelor of Science degree in Finance and Financial Planning from Saint Joseph's University. He worked as a Financial Solutions Advisor at Merrill Edge online investing before joining the Dahme Group full-time in 2020. He holds the certifications of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Zach enjoys an active lifestyle that includes baseball, fishing, football, golf, rock climbing, running, soccer, reading, and traveling. He is involved in his community through the People's Emergency Center and resides in downtown Philadelphia.

Drew Kenavan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drew graduated from Washington and Lee University with a bachelor's degree in Business Administration, where he was also a four-year member of the Men's Lacrosse team. Drew focuses on helping clients achieve their financial goals through proactive communication, guidance, and collaboration. His expertise covers a range of areas including retirement planning, education planning, estate planning strategies, insurance and risk management, and lending services such as mortgages. He partners with clients at various life stages to assist with family wealth management, legacy planning, portfolio management, and services for endowments, foundations, and non-profits. Outside of his professional work, Drew is active in the lacrosse community. He enjoys spending time with his family and has interests that include camping, football, golfing, hiking, ice hockey, music, and reading.