Catherine Dimon is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 13 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Robert Gleason is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 1996 and joined Merrill Lynch in 2012. His practice is focused on serving affluent families, Wall Street professionals, physicians, business owners, entrepreneurs, and retirees. He specializes in developing customized investment strategies, credit and lending solutions, tax mitigation, and asset preservation to help clients achieve their financial objectives. With over 25 years of experience, Robert holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR™ (CPFA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor’s degree in Economics from Rutgers University. As a Senior Portfolio Advisor, he manages discretionary investment portfolios using a range of Merrill model portfolios and third-party strategies, offering access to equities, fixed income, alternative investments, options, ETFs, and customized lending solutions. Robert resides in Middletown, New Jersey, with his wife and daughter. He is involved with St. Leo the Great Church and supports charitable organizations focused on children’s welfare. Personal interests include basketball, biking, gardening, golfing, reading, traveling, and spending time with family.

Daniel Campanelli is a financial advisor with LPL Financial based in Rahway, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group for over two decades. 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 investment management services through a large network of advisors who utilize both proprietary and third-party strategies.

Colin Wingate is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has previously worked at Prudential Financial and Widener University. Outside of finance, he has experience in the food service industry with Vagabond Kitchen & Tap House. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and other services.

William Ward is a financial advisor with Ameriprise in Shrewsbury, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in a business partnership managing office space leasing with other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations and manages a broad range of advisory, brokerage, and insurance solutions.

Prasanna Joshi is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Prasanna provides access to Merrill’s investment insights alongside the banking and lending services of Bank of America to support comprehensive wealth management. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His educational background includes a Bachelor's Degree from the Indian Institute of Technology and a Master's Degree from Stevens Institute of Technology. Prasanna also participates in community service, volunteering with local organizations aligned with Merrill’s tradition of community involvement. His approach emphasizes one-on-one collaboration to help clients pursue their long-term financial objectives.

James Malmstrom is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His previous roles include positions at Wells Fargo Clearing and UBS Financial Services. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Minneripitiyage Don Karunaratna is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Mass Mutual Investors Services, Equitable Advisors LLC, Ernst & Young Global Limited, and several other firms, alongside experience at the University of Wales and entrepreneurial ventures. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, model portfolios, and fund advisory, with a focus on oversight, conflict evaluation, and innovative methodologies including AI and systematic investment approaches.

Matthew Dolan is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior positions include roles at JPMorgan Chase Bank, Equitable Advisors, Mulligan Security, Single Source Security, The Lions Den, PHR Inc, and seven years at Packer Collegiate Institute. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research, with an emphasis on eligible strategies that may incorporate ESG criteria.

Rocco Mercatante is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. Merrill, together 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 strategies for a range of individual and institutional investors.

Thomas Zupancic is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Marsh and McLennan Companies Inc. and managing a window cleaning business. The business is now dormant and in the process of dissolution. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, relying on both proprietary and third-party investment models delivered through its network of Investment Adviser Representatives.

Corey Seckular is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked at Solve Fixed Income and Broadridge Financial Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Evan Brown is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Absolute Fire Protection, Firestone Complete Autocare, and Universal Technical Institute. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Binni Shah is a financial advisor at Merrill with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Bank of America, NYLIFE Securities LLC, and Motilal Oswal Financial Service Limited. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Parker Hoch is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Lincoln Financial Advisors and Lincoln Financial Distributors. In addition to his advisory role, Hoch offers accident and health insurance, disability insurance, fixed annuities, fixed indexed annuities, and traditional life insurance. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary and advisor-managed strategies.

Qiadong Zhao is a financial advisor with Cetera, holding CFP® and ChFC® designations, and has 16 years of industry experience. He has been with Cetera and its affiliated entities since 2013, with prior experience at LPL Financial and Cathay Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with access to various investment strategies and program structures.

Nicholas De Biase is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. He previously worked at UBS Financial Services for five years before joining Morgan Stanley, where he has served in roles at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Prior to his financial services career, he worked at McGrath Landscape. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Laura Ray is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Wells Fargo Clearing in 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Candice Epp is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Merrill, and Wells Fargo Clearing. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pamela Pirone Benson is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.