Jacqueline Osborne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Primerica since 2005 and has held positions at OMH-Kingsboro Psychiatric and OMH-South Beach Psychiatric Center. Outside of her advisory role, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Allison Fuhrmann is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position starting in 2025. Prior to joining Fidelity, Allison worked at Wells Fargo as a Lead Teller and Bank Teller from 2011 to 2015. In her role, Allison focuses on helping families manage their wealth to meet their long-term goals. She emphasizes integrity, empathy, and a commitment to supporting families both now and for future generations. Outside of work, Allison enjoys family activities, fitness, outdoor adventures, reading, and playing soccer.

Thomas Stinson is a financial advisor with LPL Financial in Parsippany, NJ. He holds a Series 66 designation and has been with LPL Financial since 2026. His prior work experience includes roles at several firms as well as positions outside the financial industry, such as Harry's Chocolate Shop and Marra's Italian Deli. Additionally, he has involvement with DST Basketball dating back to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Jeffrey Mc Aleney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and concurrently at JPMorgan Chase Bank since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, offering certain bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Allison Walsh is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2008. Outside of her advisory role, she is involved in The Garden Cottage, a retail and online store based in Morristown, New Jersey. Morgan Stanley Wealth Management is a large institution serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Sarah Pittman is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm delivers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.