Sean Stodart is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 designations and has 13 years of industry experience. He has held roles at MassMutual Insurance Company, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services, McAdam LLC, and VOYA Financial Advisors. Outside of his advisory work, he is also an insurance agent focusing on life, fixed annuities, disability, and long-term care products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using collaborative planning processes and firm-approved analytical tools.

Brandon Coene is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various roles since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by a large-scale, integrated operational platform.

Jeremiah Hooker is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting individuals and families with complex financial decisions related to retirement, tax efficiency, and other financial transitions. As a CERTIFIED FINANCIAL PLANNER (CFP), he provides coordinated financial plans that address areas such as retirement income, investment management, workplace retirement plan rollovers, Social Security timing, tax-aware withdrawal strategies, Roth conversion analysis, concentrated investment positions, and charitable and legacy planning. Jeremiah's approach focuses on helping clients understand the trade-offs involved in their financial decisions and developing strategies aimed at achieving their desired financial outcomes. He frequently works with clients who are approaching retirement, changing jobs, or navigating significant financial events, ensuring clear communication, actionable planning, and fee transparency throughout their engagements. He holds a Bachelor's Degree from Northwestern University and a Master's Degree from Gordon-Conwell Theological Seminary. Outside of his professional work, Jeremiah is involved with Renaissance Church in Springfield, NJ, enjoys golf, and follows Detroit sports teams. He resides in Short Hills, NJ.

Michael Hittner is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Prior to his current position, Michael served as a financial advisor at Merrill from 2011 to 2022. He holds a California Insurance License, which supports his expertise in financial consulting and advising. Michael emphasizes forming strong relationships with his clients and their families, maintaining a deep level of trust, reliability, and competency throughout his professional practice.

Paul Stappas is a financial advisor at MassMutual Investors Services with 47 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and with MassMutual Life Insurance Company since 1991. He holds a Series 63 designation and owns a bookkeeping services business that provides referrals and general management. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

James Swanton is a CFP® certificant with 10 years of experience in financial advising. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as Vice President of the Clinton BNI networking group in Clinton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Charles Boles is a financial advisor with Edward Jones in Madison, NJ, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Portofino Technologies, Speedinvest, and General Atlantic, as well as time spent at London Business School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Cleon Cato is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing, he worked at J.P. Morgan Securities for 11 years and has been involved in several business ventures including early childhood education and property management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Elizabeth Coronato is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Claudine Pinho is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2009. In addition to her advisory role, she is commissioned as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Christopher Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2007. 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 non-discretionary investment consulting supported by research and multiple portfolio management strategies.

Christopher Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS and Oppenheimer & Co. Prior to his financial advisory career, he was involved in managing Griff's Place Sports Bar for seven years. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations to model financial outcomes.

Dominick Salvatore is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has held positions at Merrill, Northeast Wealth Planners, and Bank of America. Outside of finance, he has experience working in education at Rider University and Rowan College at Burlington County, and previously had a role with De Lorenzo’s Tomato Pies of Bucks County, LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical and risk management tools.

Manish Kakkar is a financial advisor with Equitable Advisors in East Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in United Healthcare’s dental and health insurance business. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory platforms and proprietary funds.

Dino Viggiano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Jason De Tata is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, and Massey Morgan Financial Solutions. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

John Blum is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Shearson dating back to 1987. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Robert Gregory is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his role at Wells Fargo, he has ownership interests in Marquis Wealth Advisors LLC and Aaron Elliot Inc, both investment-related businesses based in Chatham, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Howard Diamond is a financial advisor with LPL Enterprise, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Macy’s, Schlesinger and Associates, and AllState Insurance Company. Outside of his advisory work, he is also a commissioned notary public. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and affiliated insurance services.

Anthony Novella Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked with several firms including Allied Wealth Partners and Securian Financial Services. Outside of his advisory role, he owns Strategic Benefits Group, a fixed insurance business specializing in group employee benefits. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.