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.

Richard Murnick is a financial advisor at Cetera with 35 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Investors Capital Corp. and National Planning Corporation. He is president and CEO of Murnick Financial Group, a financial services business he has operated since 2002, and is also involved with Athlete Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

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.

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.

Alex Musat is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he owns a business focused on buying, renovating, and selling real estate. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

John Peracchio is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2011, including time at its predecessor firm, AxA Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory 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.

Bill Jones is Vice President and Financial Consultant at Fidelity Investments. In this role, he works closely with clients to develop personalized financial plans tailored to their individual and family needs, regularly reviewing these plans to ensure alignment with their evolving priorities. He collaborates with a team of wealth planning specialists to provide comprehensive support throughout the financial planning process. Bill joined Fidelity Investments in 2013 and has held several positions within the company, including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, Investment Consultant, and Financial Consultant before assuming his current role in 2024. His experience spans various areas of financial advising, including investment consulting and retirement solutions. Outside of his professional responsibilities, Bill enjoys golf, reading, skiing, and traveling.

Henry Diiorio is a financial advisor with LPL Enterprise, holding a Series 65 designation and 42 years of industry experience. He has worked extensively with Prudential Insurance Company of America since 1974 and Pruco Securities, LLC from 1974 to 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, using a model-driven investment approach and offering access to third-party asset managers and wrap programs.

Daniel Greenwood is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at OSAIC, American Portfolios Financial Services, and Equitable Advisors. Greenwood has also worked in education and corporate roles prior to his financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Anthony Chuck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked for Morgan Stanley Private Bank, National Association, where he spent 10 years. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Libien is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009. Outside of his advisory role, he serves as treasurer for The Actors Temple/Congregation Ezrath Israel and The Tenafly Foundation, where he is involved in financial oversight and fundraising activities. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions.

Stephanie Maione is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. Her work history includes roles at Prudential Insurance Company of America, Pruco Securities, and Fidelity Investments. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Levine is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Oppenheimerfunds for 24 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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.

Patricia Muha is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously spent 12 years with Ameriprise Financial Services, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s services include a broad range of planning options tailored to clients meeting certain net-worth thresholds, supported by proprietary research and planning tools.

Alfred Tolli is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm’s approach emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, along with access to various financial planning and insurance-related services.

Kenneth Ramirez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as Senior Vice President - Wealth Management and Portfolio Manager. He has been with Merrill Lynch since February 2011 and brings extensive experience from previous roles at UBS Financial Services, Paine Webber, and Kidder Peabody. His career in the financial services industry began in 1992. Ramirez specializes in wealth management solutions tailored for High Net Worth and Ultra High Net Worth clients. His expertise focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He approaches his work by implementing disciplined processes to help clients pursue their financial goals while adapting to changes in the market and client circumstances. Ken holds a Bachelor of Arts degree in Marketing and Finance from Boston College's Carroll School of Management. He is a member of the Municipal Bond Club of New York and holds the Personal Investment Advisor (PIA) designation. Outside of his professional pursuits, he enjoys basketball, biking, boating, and spending time with his family.