Alysse Greenberg is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Summit, NJ, and has two years of industry experience. Prior to joining J.P. Morgan Securities, she held positions within JPMorgan Chase Bank and worked in various roles across retail, hospitality, and real estate sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting supported by centralized due diligence and an ESG eligibility framework.

John Carrasquillo is a financial advisor at Morgan Stanley in Jersey City, NJ, with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Dishawn Miller is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1997. Outside of his advisory work, he serves as an account signor for Calvary Christian Methodist Episcopal Church and is an advisory board member for nonprofit organizations Friends of Mahanaim Haiti and I Dance Because. Miller also assists as a location manager for NBC Universal on the TV show "The Equalizer," providing his home as a potential filming site. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations via model-based and discretionary investment strategies.

Andre Krause is a CFP® with 26 years of industry experience. He is currently affiliated with Cetera and has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. In addition to his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he also holds a notary position. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, leveraging both affiliated and third-party managers across various program structures and custodial relationships.

Walter Bell Jr. is a Series 66-licensed financial advisor at Merrill with 13 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and J.P. Morgan Securities. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Sesko is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He works closely with clients to identify their most pertinent financial goals and develop customized financial plans. His approach includes professional investment management, tax mitigation, structured lending, alternative investments, and cash management solutions. A significant focus of his work involves equity compensation planning for technology professionals who have accumulated substantial company stock, helping to mitigate downside risk and reduce tax liability. Stephen provides ongoing advice and acts as a personal CFO for his clients and their households. Stephen holds a Bachelor's Degree in Finance from Lehigh University and has earned the Personal Investment Advisor (PIA) designation. He is a member of Merrill Lynch Wealth Management and supports the Best Buddies organization in his community. Outside of his professional role, Stephen has interests in baseball, basketball, camping, cooking, golfing, hiking, soccer, and writing.

Nicholas Trombetta is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Banc of America Investment Services, and Quick & Reilly. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations supported by proprietary research and tools.

Alan Tennant is a Series 66–registered financial advisor with Edward Jones in Clark, NJ, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets with a large network of financial advisors nationwide.

John Vorvolakos is a financial advisor with LPL Financial, holding a Series 63 designation and possessing 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a member of ASR255 LLC, a real estate rental business in Brooklyn, NY. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Omelio Saavedra is a financial advisor with Charles Schwab in Millburn, NJ, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. His prior experience includes roles at TD Ameritrade, Scottrade, and Four Points Capital Partners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Christopher Stryker Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. Prior to joining Schwab, he worked at TDAmeritrade for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment solutions supported by centralized supervisory and custody functions.

John Bucsek is a CFP® professional with 41 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and previously spent 15 years at METLIFE Securities Inc. Bucsek is an owner of several insurance-related LLCs, serves on the Board of Trustees for GAMA focusing on research and education in financial leadership, and is also an author. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, and nonprofit entities. The firm offers collaborative annual financial planning engagements using firm-approved tools and generally recommends investment strategies rather than specific products.

Brunilda Fullowan is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Matthew Goetz is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Marquis Wealth Management Group, Advocate Radiation Oncology, and Florida Gulf Coast University. Goetz has also been involved with small business ventures such as Three Resch Kids LLC and Tacos and Tequila Cantina. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a dedicated manager solutions team.

Austin Mayhew is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. His work also includes a prior position at Quinnipiac University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process uses centralized due diligence combining quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Anisha Mahajan is a financial advisor at Edward Jones in Warren, NJ, holding a Series 66 designation with five years of industry experience. Her career includes roles at Allianz Global Investors and MetLife Investment Management before joining Edward Jones. Outside of advising, she is involved in venture capital and healthcare technology initiatives, including investments in early-stage healthcare companies and women's health ventures, as well as participation in a South Asian movie production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide presence of financial advisors and branch offices.

Jennifer Adamec is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Monteleone is a CFA® charterholder with 17 years of industry experience. He is currently with Ameriprise and has previously worked at Morgan Stanley for 15 years, as well as various roles within Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, emphasizing managed accounts and utilizing algorithmic tools reviewed by a dedicated oversight committee.

John Benton Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1986 and was affiliated with Pruco Securities, LLC. from 1986 to 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach primarily involves model-driven portfolios developed by internal and third-party strategists and offers a range of financial planning and consulting services.

John Lyons is a CFP® and holds a Series 66 license, currently serving at Charles Schwab with 10 years of industry experience. His prior roles include positions at BlackRock Investments, Shorehaven Wealth Partners, and Purshe Kaplan Sterling Investments. He serves on the advisory board for the Kania School of Management at the University of Scranton, supporting college curriculum development. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm integrates brokerage, custody, and advisory functions with a multi-asset strategic allocation approach and centralized operational support.