Carl Boomhower is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Bank of America, Merrill Lynch, and Northwestern Mutual. He serves on the board and finance/investment committee of Oasis - A Haven for Women and Children, a nonprofit organization. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and has specialized programs for small businesses and municipal clients.

Timothy O'Connor is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Blackrock. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Morgan is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and The Robert Group. Morgan holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and advanced modeling tools to support client advisory services.

Jeffrey Baez is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. Outside of his advisory role, he participates as a consultant in focus groups, providing insight and opinions on a variety of topics. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

John Mc Glyn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and typically provides advice on a non-discretionary basis.

Deanna Wilson is a Series 66-licensed financial advisor with 12 years of industry experience. She joined UBS Financial Services in 2024 after a 22-year tenure at Merrill Lynch Pierce Fenner & Smith Incorporated. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Troy Runkel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. His prior experience includes roles at HomeAdvisor Inc. and SUNY Oneonta. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-driven investment solutions.

Noel Muniz is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Muniz holds Series 63 and Series 65 licenses and is based in Paramus, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Will Scholly is the Vice President and Branch Leader at Fidelity Investments, where he leads the Paramus Investor Center. He has held leadership roles at Fidelity since 2023 and has been part of the company since 2014. His professional experience includes positions such as National Planning Consultant, Financial Consultant, Investment Consultant, and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he worked at PNC Investments and The PNC Financial Services Group, Inc., focusing on investment services and institutional investments. Throughout his career, Will has developed expertise in financial advising and branch leadership. His roles have involved coaching and inspiring financial professionals, contributing to the growth and development of his team. His experience spans over a decade in the financial services industry, emphasizing investment consulting and financial planning. The information provided does not include details about his education, credentials, personal interests, or community involvement.

John O'Neil is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with ultra-high-net-worth individuals, families, corporate executives, and business owners to develop sophisticated wealth management strategies aimed at achieving clients' stated goals and objectives. John holds a Bachelor's Degree from the College of the Holy Cross and a Master of Business Administration (MBA) from Boston College. He holds the Personal Investment Advisor (PIA) designation. John is involved in community organizations including the American Cancer Society, participating in the Northern New Jersey Golf Classic, and serves in a leadership role with the Oakland Braves Rec Football program.

Eugene Spitzer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Ameriprise Financial Services, Inc. for three years before joining LPL Financial in 2019. Outside of his advisory role, he is involved with Preserve Land Company LLC, where he provides guidance on home construction and contractor matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Alexander Patunas is a financial advisor with LPL Enterprise based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Before his financial advisory career, he held positions at Golf Galaxy and Campgaw Mountain Ski Area. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios as well as third-party asset management, combining advisory programs with a range of financial products including insurance.

Dariusz Corbey is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial LLC, Wells Fargo Advisors Financial Network, and The Vanguard Group, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Jody Graber is a financial advisor with LPL Financial in Montvale, NJ, holding Series 63 and Series 66 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2025, Graber worked at IC Advisory Services Inc. and The Investment Center, Inc., and has been involved with Graber Agency, Inc. since 1977. Graber is also associated with Graber Agency Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory and financial planning services, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Sean Greenhut is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Charles Schwab Bank, SSB since 2023, Charles Schwab since 2022, and TD Ameritrade from 2016 to 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary client advisory models with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Grady is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients' risk profiles through a mix of in-house and third-party investment managers.

Robert Holman is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities, Merrill, SVB Wealth Advisory, and Morgan Stanley. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting, utilizing a variety of asset-allocation tools and third-party solutions to manage portfolios.

Brian Barker is a financial advisor with Charles Schwab holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he has coaching roles in lacrosse and experience in the food service industry. He is actively involved as a lacrosse coach at multiple organizations, including LX20 Lacrosse Academy and Northern Valley Old Tappan High School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by an integrated operational structure.

Tiffany Carra is a financial advisor with Primerica Advisors in Oakland, NJ, holding her Series 63 and Series 65 credentials and bringing nine years of industry experience. Her prior work history includes roles at Theodore Agelis Jr. LLC, Dual Mark Inc., and PFS Investments Inc., among others. She is also involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.