Gregory Beck is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm provides a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Cheryl Witte is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 1996 and also works with Bank of America, N.A. since 2017. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Eskridge is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 credential and previously worked at UBS for 11 years before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Matthew Mozer is a CFP®-certified financial advisor with 10 years of industry experience, currently with Wells Fargo Advisors. He has worked at Wells Fargo Clearing Services since 2021 and was previously employed at Wells Fargo Bank from 2013 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop personalized recommendations.

Lauren Mirman is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of financial solutions.

Viviana Lousado is a financial advisor at Charles Schwab with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and Prudential Insurance Company of America. She is based in Bridgewater, NJ. Charles Schwab & Co., Inc. serves a large client base, primarily 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 mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Taylor Boorse is a financial advisor with Merrill, holding a Series 66 designation and based in Bridgewater, NJ. Boorse has been with Merrill since 2025 and previously worked at Bank of America, N.A., as well as holding various roles outside the financial industry including positions related to community organizations and education. 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 individual, high-net-worth, and institutional clients.

Matthew Giordano is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he served in various educational roles including positions at Bernards Township Board of Education and several universities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and has unique offerings in municipal advisory services and employer SIMPLE IRA consulting programs.

Jayson Dowd is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley Smith Barney for nine years before joining Merrill in 2022. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Killea is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following two years at BNY Mellon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mariam Kiyam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anton Check is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. In his current role, he focuses on understanding clients' financial goals and collaborating with them to develop tailored financial plans using Fidelity's strategies and investment options. Anton brings extensive experience to his position, having worked as a Wealth Management Advisor at TIAA-CREF from 2014 to 2020. Prior to that, he served as a Financial Advisor at JP Morgan from 2012 to 2014 and at Morgan Stanley from 2010 to 2012. He holds a California Insurance License, supporting his expertise in financial planning and wealth management. Outside of his professional work, Anton enjoys activities such as spending time at the beach, cooking and baking, fitness, exploring culinary experiences as a foodie, scuba diving, and snowboarding.

Sean Stodart is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Minnesota Life Insurance Co, Allied Wealth Partners, and Securian Financial Services. He is also engaged in an outside insurance business focusing on life, fixed annuities, disability, and long-term care products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and recommending investment strategies without discretionary authority.

Brandon Coene is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab and affiliated entities since 2020, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and supervisory operations.

Jeremiah Hooker is a financial advisor with Merrill Lynch Wealth Management based in Short Hills, New Jersey. He primarily focuses on assisting two groups: NYC Big Law attorneys and pre-retirees or retirees looking to create retirement income plans. Jeremiah helps clients reduce tax surprises, simplify cash flow, and invest with actionable plans that align with their financial goals. His approach involves clear communication, detailed written plans, and transparent fee explanations. Jeremiah's work with Big Law attorneys addresses the complexities of high compensation, including bonus allocations, tax-aware investments, Roth conversions, and career transitions, helping attorneys turn their income into long-term financial freedom. For pre-retirees and retirees, he provides planning services that include mapping retirement income, coordinating tax-efficient withdrawals, optimizing Social Security benefits, and evaluating Roth conversions with Medicare implications in mind. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jeremiah earned a Bachelor's Degree from Northwestern University and a Master's Degree from Gordon-Conwell Theological Seminary. Outside of work, he enjoys golf, follows Detroit sports, and participates in his church community at Renaissance Church in Springfield, 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.

Ann Caruso is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies tailored to their long-term goals, drawing on insights from Merrill and leveraging banking and lending solutions from Bank of America. Ann holds a Master's Degree from UCLA Anderson Graduate School of Management and a Bachelor's Degree from Rutgers University. She is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). In addition to her professional work, Ann is engaged in community involvement through volunteer activities with local organizations.

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 at Edward Jones in Madison, NJ, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at Portofino Technologies, Speedinvest, and General Atlantic, as well as time at London Business School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.