Alexis Wamsley is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Capital Group from 2020 to 2022 and has been with Morgan Stanley since 2016. Outside of her advisory role, Wamsley serves as a board member of The Valley Hospital Auxiliary in Saddle River, New Jersey. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Tyler Jacobs Ruscher is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. His career includes roles at UBS Financial Services and the YMCA, following his education at Marist University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans and asset allocations to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and affiliated banking programs.

Quong Lam is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 12 years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ individual risk profiles.

Kimberly Garcia is a financial advisor at Stifel with 16 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Outside of her advisory role, she co-owns a residential rental property with her spouse. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Melissa Valenzuela is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping individuals and families build, manage, and preserve their wealth through personalized financial strategies tailored to their long-term goals. Melissa works closely with clients to align investments and planning with their life objectives, offering guidance on retirement planning, portfolio management, and other complex financial decisions. Melissa began her career in 2008, gaining unique insights into financial planning during a challenging economic period. She holds a Bachelor's Degree from Rutgers and is a Personal Investment Advisor (PIA). Her expertise includes college education planning, family wealth management strategies, services for endowments and non-profits, defined benefit plans, and small business strategies. Outside of her professional role, Melissa enjoys spending time with her family, cooking, working out, and taking her dog on long walks. She also participates in volunteering activities within the community, reflecting her commitment to service beyond her advisory work.

Alonso Tangarife is a financial advisor with Charles Schwab in Wayne, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at UBS Bank USA, UBS Financial Services, J.P. Morgan Securities, and Chase Investment Services Corp. Charles Schwab & Co., Inc. serves a large client base 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 a combination of non-discretionary advisory relationships alongside access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and alternative investment options.

David Callot is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work experience includes roles at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with both discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing in-house and third-party managers.

Eugene Peysakh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and 13 years of industry experience. He previously worked at Northwestern Mutual in a variety of roles from 2014 to 2018 before joining Mass Mutual in 2018. In addition to his advisory work, he serves as a Certified Exit Planning Advisor, consulting with entrepreneurs on business value creation and post-exit financial planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

Jongwook Kim is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. He holds Series 63 and Series 65 designations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers advice through Investment Adviser Representatives and utilizes third-party asset managers and sponsored advisory programs to implement tailored investment solutions.

Ronald Schmitt Sr. is a financial advisor with Primerica Advisors in New Rochelle, NY, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Primerica Advisors since 1989 and with Primerica Financial Services since 1988. Outside of advisory work, he 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, which offers model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Frank Senzino is a Series 66-licensed financial advisor with Morgan Stanley in Little Falls, NJ, with 19 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with St Ann Church in Hoboken and is preparing to join its finance council to advise on financial matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad suite of investment products.

Rodolfo Chua is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. In addition to advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Lauren Johnson is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments in various capacities since 2017, progressing from Associate Financial Consultant to Financial Consultant and then to her current position. Prior to joining Fidelity, Lauren worked as a Realtor and Buyers Agent with Remax Accomplished Realty from 2014 to 2017, and as a Realtor with Weichert Realtor and Coldwell Banker between 1998 and 2003. Lauren's professional experience also includes roles in investor relations and financial consulting. She was Director of Investor Relations for the Individual Investor Group from 1997 to 1998, a Financial Consultant at Dreyfus Service Corporation from 1994 to 1997, and held sales positions at Dreyfus Service Corporation and Equitable Life Assurance Society in the early 1990s. In her current role, Lauren focuses on providing a client-centered wealth management experience, emphasizing understanding the priorities of clients and their families for both present and future financial planning.

Colin Flynn is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he worked at Loyola University Maryland and operated Flynn Advisory Group. He is also involved with Bovella's Bakery Cafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of investors, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and oversight of sub-advisers.

Nicolas Luxama Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services and serves in a non-investment role at CUNY. His background also includes service in the United States Marine Corps Reserves. 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 other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies across various account types.

Lewis Bordoley is a Senior Financial Advisor and partner in the Ouriel Bordoley Group at Merrill Lynch Wealth Management. In this role, he provides planning, investment, and wealth management advisory services to high net worth individuals, families, and executives. Lewis has experience working with ultra-high net worth families globally, having served as a Director at Clarity Capital, a multifamily office in New York. He began his career at Alliance Bernstein and later worked as an investment banker focused on mergers and acquisitions at Pali Capital. Lewis holds a bachelor's degree from American InterContinental University in London, England, and has earned the Personal Investment Advisor (PIA) designation. His client focus areas include education planning, family wealth management, services for endowments and non-profits, international wealth management, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income. Outside of work, Lewis enjoys adventure sports, soccer, and traveling.

Mark Van Ostenbridge is a Financial Consultant with experience in the financial industry. He previously served as Vice President of Sales at Fidelity Investments from 2020 to 2025. In his current role, he collaborates with clients to clarify their financial plans and investment strategies, emphasizing personalized coaching and guidance. Mark focuses on transforming uncertainty into purpose and empowering clients to make confident, values-driven financial decisions. Outside of his professional work, Mark has interests in cooking and baking, fitness, gardening, spending time at the lake, parenthood, and volunteering.

Matthew Schlett is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Kane Capital Management LLC. Raymond James & Associates, Inc. is a large 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 investment consulting through various advisory programs.

Ahlam Maad is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. She has worked at The Prudential Insurance Company of America and Pruco Securities LLC prior to joining LPL Enterprise. Maad is also involved with Phoenix Financial Group, a DBA associated with her LPL business activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers a range of services including financial planning, access to third-party asset managers, and affiliated insurance and trust services.

David Amato is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including Prudential Insurance Company of America and PNC Investments LLC. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and provides access to multiple portfolio management approaches and program platforms.