Michael Minevich is a financial advisor with LPL Financial, holding a Series 63 designation and 20 years of industry experience. He has been with LPL Financial since 2008. 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 solutions through a large network of advisors and employs various model portfolios, third-party subadvisors, and customized strategies.

Daniel Hirsch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong client relationships and works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Daniel's areas of expertise include college education planning, divorce transition planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Penn State University. In addition to his professional work, Daniel is involved in his community as a coach for the Teaneck Junior Soccer League. His personal interests include boxing, camping, cooking, fishing, football, hiking, ice hockey, reading, and skiing.

Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

John Pitton is a financial advisor with Merrill who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 1985. Outside of his advisory role, he serves as vice chairman of the advisory board and member of the executive and governance committees for the Rochester Business Alliance, a nonprofit business advocacy organization, and is a director of the Rochester Rotary Charitable Trust. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Lagasse is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Wells Fargo Advisors since 2025, following a nine-year tenure at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. The firm provides tailored recommendations using proprietary research and planning tools, with clients choosing how to implement them through various brokerage or advisory options.

Donald Vujnovich is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Maurice Andrade is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, business owners, and executives to develop financial strategies tailored to their personal wealth, business interests, and long-term goals. Maurice focuses on areas including retirement planning, portfolio management, tax minimization, and business-related financial strategies such as 401(k) plans and defined benefit strategies. He holds a Bachelor's Degree in Economics from the University at Albany SUNY and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Maurice takes a relationship-driven approach, beginning with understanding what matters most to his clients to help them evaluate options and develop strategies aligned with their objectives. Outside of his professional work, Maurice is involved with community organizations including Eva's Village and America Needs You (ANY). He enjoys recreational activities such as billiards, boxing, camping, football, golfing, pickleball, skiing, swimming, and spending time with his family.

Andre Zumtaugwald is a financial advisor at Edward Jones with a Series 66 designation. He joined Edward Jones in 2024 and has prior experience at McKinsey & Company from 2016 to 2024. He holds an MBA from Stanford University earned between 2018 and 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Rosenblatt is a Series 66 licensed financial advisor with J.P. Morgan Securities in Monsey, NY, with five years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Money Concepts Capital Corp, and Investors Advantage Portfolios, LLC. 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. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG criteria in its recommendations.

Callen Vander May is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held roles at Merrill Lynch Wealth Management and has an academic background at Bucknell University, including work within its Department of Mathematics. Vander May also contributes to economic and investment research as an associate at Topinka Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and modeling tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Michael Longo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. He previously worked for Securities America Advisors and Securities America Inc. from 2009 to 2020. Outside of his advisory role, he is involved with Longo Financial Services, Inc., where he functions as a non-variable insurance agent offering fixed annuities, term life insurance, whole life insurance, and long-term care insurance. 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 and access to third-party asset management, supporting a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Stephanie Cronin is a financial advisor at Merrill with Series 66 and Series 63 designations and four years of industry experience. She previously worked at Citibank from 2016 to 2024 and spent one year at Bank of America in 2018. 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 institutional investors.

Paula Dierking is a financial advisor with Merrill, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Merrill since 2014, based in White Plains, NY. 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 and profit-sharing plans, corporations, and charitable organizations.

James Spanarkel is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Global Institutional Consultant with the Bank of America Global Institutional Consulting Group. In his role, he provides services to both nonprofit and for-profit institutional clients, assisting with a broad range of needs including retirement and benefit planning, consulting services, philanthropic management, and investment management and guidance. Since joining Merrill Lynch in 1984, Mr. Spanarkel has developed expertise in creating comprehensive financial strategies for high net worth families and individuals, focusing on retirement planning and forecasting, asset protection, and estate strategies. His professional credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Certified Investment Management Consultant® (CIMC®) designation. Mr. Spanarkel holds a bachelor's degree from Duke University. Prior to his financial advisory career, he played professional basketball with the Philadelphia 76ers and the Dallas Mavericks in the National Basketball Association. He is a member of the Healthcare Financial Management Association, the New Jersey chapter of the Association of Fundraising Professionals, and the Investments & Wealth Institute™. He serves as a board member of the Board of Trustees for the Independent College Fund of New Jersey. His personal interests include basketball, golfing, swimming, and spending time with his family.

Gary Wong is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2011, following nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Sonyalis Marrone is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1994. Her credentials include the Series 63 designation. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Eric Johnson is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Brokerage Services, Bank of America, Merrill, and Waddell & Reed. Outside of his advisory role, he serves as co-trustee of the Johnson Family IRR Trust in a fiduciary capacity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and technology.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, New Jersey. 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 supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Daniel Polizzotti is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds CFP® and ChFC® designations and has worked at Osaic since 2018, following a 29-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves as a board member of the Jersey Girls Lacrosse Association and volunteers as a part-time coach for young skiers at Windham Mountain. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Megan Connors is a financial advisor at Morgan Stanley in Paramus, NJ, with 11 years of industry experience. She holds Series 65 and Series 63 licenses and worked at Sanford C. Bernstein & Co., LLC for 10 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its advisory process.