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 at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Neuberger Berman, and Merrill Lynch. 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 strategies.

Brian Mac Arthur is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining UBS in 2021, he spent 14 years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market resources.

Kenneth Bryant is a financial advisor with Primerica Advisors in Union, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at PFS Investments Inc. since 2002 and has been affiliated with Primerica Financial Services since 1998. Bryant also engages in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and utilizes BNY Mellon Advisors and Pershing for trade execution and custody.

Leigh Einhorn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Einhorn worked within various Wells Fargo entities dating back to 2009. She is the owner of Einhorn Financial Enterprises, LLC, an investment-related business based in Sparta, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements that cover a wide variety of client needs including retirement, education, and specialized planning areas.

Justin Parisi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in sectors including automotive sales and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in its research processes.

Melissa Swayne is a Wealth Management Senior Relationship Manager with Fidelity Investments, a position she has held since 2026. In this role, she works with clients to understand their financial situations and goals, aiming to develop personalized financial plans. She emphasizes trustworthiness and transparency in her client relationships. Melissa has nearly 30 years of experience in financial services. Her previous roles at Fidelity included Planning Consultant from 2020 to 2026 and Relationship Manager from 2019 to 2020. Prior to joining Fidelity, she worked as a Client Associate at Merrill Lynch from 2007 to 2018 and operated as a Virtual Bookkeeper from 1998 to 2007. Earlier in her career, she was a Small Business Loan Officer and SBA Lender at ATT Capital Corp from 1991 to 1998 and an Auditor for the Resolution Trust Corporation from 1989 to 1991.

Tamara Alter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Marcus Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and affiliated with JPMorgan Chase Bank, NA since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Bruno is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Cohn is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in various roles including positions with the Philadelphia 76ers, L.P., and Arconic. In addition to his advisory role, he is involved as an insurance agent focused on fixed insurance products and serves as a financial advisor with Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Joao Rocha is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has worked at LPL Financial since 2016 and previously was with Merrill. Rocha also has an ongoing role with Flagstar Bank N.A. since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services, including financial planning and access to third-party asset managers, and supports its advisors with research and operational tools.

Jordan Liss is a Wealth Management Advisor with The Liss Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification and serves high net worth individuals, foundations, and small businesses. Jordan contributes to a team that manages approximately $1 billion in assets as of May 2026. Jordan's expertise includes providing wealth management services that address a wide range of financial needs through a personalized, goals-based approach. His work involves collaboration with CPAs, actuaries, and estate planning professionals to ensure clients' financial goals are comprehensively aligned. Jordan holds a Bachelor's degree from Boston University and has earned the Personal Investment Advisor (PIA) designation. He has been recognized by Forbes as a Top Next-Generation Wealth Advisor in multiple years.

Alexander Hasni is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at New York Life and other firms earlier in his career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 analytics.

Kelley Mack is a Wealth Management Advisor at Merrill Lynch Wealth Management with a professional tenure beginning in 2014. Before joining Merrill Lynch, she spent ten years at Harding Loevner, a boutique asset management firm specializing in international and global equities, where she worked closely with institutional and registered investment advisor clients. Currently, Kelley focuses on assisting individual investors in achieving their financial goals through a goals-based approach and a thorough planning process tailored to each client's situation and aspirations. Kelley holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School of the University of Pennsylvania. She also has Merrill Lynch's Portfolio Manager designation, enabling her to manage Personalized or Defined Strategies on a discretionary basis. She graduated from Villanova University with a Bachelor of Science degree in Mathematics and a minor in Business. Outside of her professional role, Kelley enjoys traveling, running, and spending time with her husband and two young sons.

Alexander Radcliffe is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing financial services to affluent households, individuals, retirees, and small business owners. His approach is goals-based wealth management, focusing on understanding clients' short and long-term objectives to build personalized financial strategies that include investment management, retirement planning, risk management, and wealth transfer. Mr. Radcliffe holds a Bachelor's Degree from Rutgers University and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He works collaboratively with other trusted advisors such as tax professionals, attorneys, and insurance agents to provide comprehensive financial planning services. In addition to his professional work, Alexander is engaged in community service through organizations like Junior Achievement of NJ, where he teaches basic financial principles to children. He also contributes to local organizations such as the Hillside Community Food Bank, Jar of Hope, and Ronald McDonald House New Brunswick. Outside of work and community involvement, he enjoys cooking, dancing, football, music, pickleball, pottery, racquetball, running marathons, spending time with his family, and yoga.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Colin Ross is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at several companies including Party Perfect Rentals LLC and Event Staffing Solutions LLC. 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, offering model-based and discretionary investment strategies for individual and institutional clients.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services, AXA Advisors, and State Farm. He is also involved in general agency activities for Medicare and property & casualty business through RCK Holdings LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm employs various advisory models, often implemented via third-party sponsors, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for over two decades at SHI International Corp. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.