Paul Dorsey is a CFP®, ChFC®, and Series 66-registered financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held positions at Bank of the West and BancWest Investment Services. He is based in Summit, NJ. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains specialized capabilities in public finance and municipal work.

Sara Brown is a financial advisor with Equitable Advisors in Sayreville, NJ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Equitable Advisors since 2005, following a period at AXA Advisors, LLC from 2005 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked previously at Janus Management Holdings Corp and Janus Distributors LLC for ten years and currently provides investment advisory services through Paradigm Wealth Advisory LLC, an independent advisory firm he founded. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research from internal and third-party sources.

Michael Volpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at MBSC Securities Corporation and BNY Mellon Securities Corporation. He operates as a DSO-licensed financial advisor selling insurance products. 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 offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning supported by firm-approved analytical tools.

Wayne Chernin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he sells Medicare supplement insurance through referrals for Aetna. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Douglas Eizen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with JPMorgan Securities LLC since 2010 and JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He has ownership interests in two investment-related firms, HUB Advisors, LLC and JRM Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, and integrates advisory services with other financial product sales and referral channels.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Matthew Garber is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to joining OSAIC, he worked for Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options, using proprietary tools alongside third-party solutions to support its advisors and clients.

Juan Garcia is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan, he worked at Santander Securities and Santander Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Mohamed Tabbaa is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Bank of America, including Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tessa Stewart is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she operates two businesses focused on wedding photography and beauty services. Merrill provides managed account services to a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries, through model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Richard Jurusz is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring access to affiliated and third-party model portfolios as well as customizable investment strategies.

Elizabeth Sweetra is a financial advisor with UBS Financial Services in Short Hills, NJ, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Northwestern Mutual, Sony Music Entertainment, and Cranberry Sunset Farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Damian Reilly is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Provident Bank, Investors Bank, INVEST Financial Corporation, and Capital One Investing, LLC. He is based in Clark, NJ. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Zack Tracy is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Neuberger Berman, and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Brian Mac Arthur is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining UBS in 2021, he spent 14 years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market resources.

Kenneth Bryant is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. since 2002 and Primerica Financial Services since 1998. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and offers a range of portfolio models, including those allocating to cryptocurrency ETFs.

Leigh Einhorn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, Einhorn worked within various Wells Fargo entities dating back to 2009. She is the owner of Einhorn Financial Enterprises, LLC, an investment-related business based in Sparta, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements that cover a wide variety of client needs including retirement, education, and specialized planning areas.

Melissa Swayne is a Wealth Management Senior Relationship Manager with Fidelity Investments, a position she has held since 2026. In this role, she works with clients to understand their financial situations and goals, aiming to develop personalized financial plans. She emphasizes trustworthiness and transparency in her client relationships. Melissa has nearly 30 years of experience in financial services. Her previous roles at Fidelity included Planning Consultant from 2020 to 2026 and Relationship Manager from 2019 to 2020. Prior to joining Fidelity, she worked as a Client Associate at Merrill Lynch from 2007 to 2018 and operated as a Virtual Bookkeeper from 1998 to 2007. Earlier in her career, she was a Small Business Loan Officer and SBA Lender at ATT Capital Corp from 1991 to 1998 and an Auditor for the Resolution Trust Corporation from 1989 to 1991.