Ronald Portnoi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo entities since 2016 and has ownership interests in investment-related firms HUB Advisors LLC and RBP Financial Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and offers tailored recommendations supported by Wells Fargo research and planning tools.

Wesley May is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with five years of industry experience. His prior work includes roles at SEI Investments, Key Bank, and Bombergers. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning and investment services supported by tools such as Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through dedicated groups.

Alex Lospinoso is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2024, he was associated with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Outside of his advisory role, he serves as the Executive Director of the Linden Economic Development Corporation, focusing on economic development initiatives in the City of Linden, NJ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Paul Dorsey is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining Raymond James in 2018, he worked at Bank of the West and BancWest Investment Services from 2013 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, high-net-worth clients, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mateo Gowland is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has been with Merrill since 2018. Outside of his advisory role, he serves as General Partner of OneLove Investment Partnership, a family investment entity. 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.

Sara Brown is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2005. Equitable Advisors serves individuals, including both non‑high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Samantha Marino is a financial advisor with J.P. Morgan Securities in Staten Island, NY, holding a Series 66 designation and three years of industry experience. Her prior work includes roles within the Belvedere Club, Belvedere Hospitality Group LLC, and Darden Restaurants, Inc. 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 searches, and customized performance reporting through a non-discretionary advisory program.

Darci Vick is a financial advisor at RBC Capital Markets with a Series 66 credential and six years of industry experience. She previously worked at Merrill and Audigy Group, LLC. Outside of her advisory role, she serves as the head softball coach at Kings Way Christian School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and customizes portfolios using both in-house and third-party investment managers, integrating multiple services such as financial planning, portfolio management, and custody.

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.

Richard Ayres is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Andrew Kraus is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. He is the Co-head of Relationship Management for the Private Executive Services (PES) team, which he helped establish in 1993. In this capacity, he leads a team of 20 professionals who provide integrated wealth management strategies and services to ultra-high-net-worth individuals and families, focusing particularly on corporate executives and senior leaders of public and private companies. His work centers on advising clients to develop strategies that align with their overall wealth objectives and personal financial goals. Kraus has spent his entire career at Merrill, beginning in 1991, and holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Arts degree in Economics from the University of Virginia, where he was a three-time All-American lacrosse player. His experience and expertise have been recognized through multiple industry accolades, including inclusion on Barron's "America's Top 1,200 Financial Advisors," Financial Times "Top 400 Financial Advisers," and Forbes' "Best-in-State Wealth Advisors" lists. Residing in Garden City, New York, Kraus is actively involved in his community. He serves as President of the Garden City Youth Lacrosse Program and is on the board of The Kennedy Children's Center. Outside of his professional and community commitments, his personal interests include golfing, skiing, and supporting his four sons in youth sports.

Douglas Eizen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with JPMorgan Securities since 2010 and with JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, utilizing a forward-looking approach to build model asset allocations.

John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Merrill. He has ownership interests in HUB ADVISORS, LLC and JRM FINANCIAL SERVICES, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm integrates advisory services with other financial products, providing varied planning options through a network of financial advisors.

Matthew Garber is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, Garber volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, providing advisors with multiple management and custodial options across an extensive platform.

Juan Garcia is a financial advisor with J.P. Morgan Securities in Newark, NJ, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at Santander Securities and Santander Bank and has ownership roles in two private holding companies, 78 Wakeman Associates, LLC and JMG Investment Group, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, customized asset allocation advice supported by quantitative and qualitative research. The firm incorporates ESG frameworks and delivers implementation through affiliated investment-management entities.

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 small businesses: a wedding photography and videography service and a beauty service offering makeup and marketing of beauty-related products. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals and institutions.

Michael Guerrero is a CFP® with 14 years of industry experience, currently advising clients at Edward Jones in Middletown, NJ. He has been affiliated with Bentley University since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Vincent Robert Browne is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. He has worked with firms including Avantax Investment Services and FTF Financial Group and serves as an adjunct professor of finance at St. John's University. Browne is also involved as vice-president and secretary of a nonprofit organization, Young Catholic Professionals, and manages financial coordination for a food pantry at St. Ann's Roman Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Christine Lombardi is a financial advisor with UBS Financial Services, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, using proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.