Chi Hong Chu is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior firms include American Portfolios Financial Services, National Planning Corporation, and American General Securities. Outside of advising, he is an author and president of multiple business entities, including Cornerstone Financial Strategies Inc. and NEI Management Inc. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Jason Favara is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade for 12 years before joining Charles Schwab in 2022. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational capabilities.

Richard Scialabba is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with Merrill from 2004 to 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating a large network of over 14,000 financial advisors.

Patrick Defeciani is a financial advisor at UBS Financial Services with Series 66 and Series 63 credentials. He has been with UBS since 2026 and has prior experience working at Prisco Hot Tubs and in local government roles in Clarkstown. Patrick also has a background in education, having worked at Rowan University and Clarkstown North High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities including portfolio management, financial planning, and capital markets services.

Jason Genovese is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Securities. 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 employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in a wrap portfolio program.

Jeremy Westaway is a financial advisor at Ameriprise in Morristown, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Arthurs Tavern and Scimedx Corporation, and has experience in academic and agricultural roles. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise.

Gary Tantleff is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Jack Destefano is a financial advisor at Merrill in Bridgewater, NJ, with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2011, following a year at Equitable Advisors. 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, and various institutional investors.

Craig Sjonell is a financial advisor with LPL Financial in Scotch Plains, NJ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Sagepoint Financial, OSAIC Services, and Sunamerica Securities. He is also a Notary Public in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Connor Darville is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Broadridge, and Cornell University. 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 through a non-discretionary program.

Robert Green is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written client summaries.

Paul Costello is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2016, aside from a brief retirement in 2023-2024. He is the owner of PLC Consulting LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm utilizes proprietary research and planning tools to develop recommendations, providing a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning.

Daniel Epps is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Peter Mitrakos is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Todd Eosso is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 16 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2015 to 2024 before joining Wells Fargo Advisors. Eosso is also involved in Gravity Management Group Inc., a business he wholly owns and actively manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Jelani Ptah is a financial advisor with Cetera, holding a Series 63 designation and over 37 years of industry experience. He has been affiliated with Cetera since 2005 and also serves as president of Finesse Financial Services, Inc., an accounting, tax preparation, and investment practice. Additionally, he is a licensed real estate broker representing buyers and sellers through Jelani Ptah E&J Realty Group. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through multiple program platforms and a range of investment strategies.

Bassel Saliba Jr. is a Series 66-licensed financial advisor with Merrill, based in Iselin, NJ. He has been with Merrill since 2026 and previously held roles in transportation and logistics, as well as various positions in education. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a wide range of client types.

Joseph Scorsone is a Financial Advisor with Merrill Lynch Wealth Management who works with executives, business owners, and families to help them make informed decisions about their finances. His approach is planning-driven, starting with clients' priorities and building investment strategies that align with their goals, timelines, and risk tolerance. Joseph focuses on areas such as retirement planning, tax-efficient investing, estate and legacy goals, and managing concentrated stock positions. He began his career in 2007 and joined Merrill in 2014. Joseph holds the Chartered Retirement Planning Counselor (CRPC) designation, the Personal Investment Advisor (PIA) credentials, and has Series 7 and 66 FINRA registrations. He completed an Accredited Certificate Program from the College for Financial Planning and is fluent in both English and Italian. Joseph resides in Roseland, New Jersey, with his wife, Eleonora, and their three daughters. Outside of his professional work, he enjoys music, traveling, and cooking.

Vincent Jule is a financial advisor with Mass Mutual Investors Services, holding over 53 years of experience in the industry. He previously worked at MetLife Securities Inc. for 30 years and has been with MassMutual Life Insurance Co. since 2016. In addition to his advisory role, he is also an insurance agent specializing in individual life, health, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, typically structuring client engagements as annual collaborative relationships that emphasize goal-based recommendations.

Laura Agard is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and Prudential Insurance Company of America. Outside of her advisory role, she is president of The Black Steep LLC, a tea and beverage company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.