Jeffrey Fischman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.

Christopher Spencer is a financial advisor with OSAIC in Livingston, NJ, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His work history includes positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He also owns a wealth management sole proprietorship called Neoni Wealth Strategies. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and various managed account platforms.

Gregory Caburis is a financial advisor at Merrill with 33 years of industry experience. He has held his current position at Merrill since 1984 and holds Series 63 and Series 65 licenses. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Charette is a financial advisor at Morgan Stanley in Morristown, NJ, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and various investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory approach.

Kathy Deangelis is a financial advisor at Merrill with 29 years of industry experience, including 18 years at her current firm. She holds Series 63 and Series 65 credentials. Outside of her advisory work, she serves as an administrator of an estate, a family business role. 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.

Knut Lundberg is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Ic Advisory Services Inc, The Investment Center Inc, Factius Financial Strategies, Commonwealth Financial Network, and Ameriprise. Lundberg serves on the board of the Swiss SkiClub of New York, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms with a broad selection of investment strategies, supported by advanced operational and research tools.

Carmen Cappadona is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Steven Brisgel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that serve as a foundation for client decisions.

Sabino Ruta is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, his background includes roles in retail and food service industries, such as positions at David's Cookies and Godfather Pizzeria of East Hanover. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver investment solutions tailored to clients’ risk tolerance and financial goals.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including J.P. Morgan Securities and Mass Mutual Investors Services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies and utilizes technology for operational and research support.

Jason Marcantuone is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles in education and landscaping, as well as studies at the University of Delaware. 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 and institutional clients.

Mark Baumgarten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Baumgarten serves as a trustee and board member for Housing Partnership, a nonprofit focused on education and assistance for first-time homeownership and foreclosure counseling. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Justin Gelman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses. He has 11 years of industry experience, including roles at Citigroup Global Markets and M Holdings Securities. Outside of his advisory work, he assists in managing family-owned industrial commercial real estate properties and works as an independent contractor providing wealth management and financial planning support to multiple firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs tailored, non-discretionary investment consulting and supports both individual and institutional advisory needs through a large network of advisors.

Paul Santucci is a financial advisor at Merrill with 42 years of industry experience. He held a position at UBS Financial Services Inc. for 15 years before joining Merrill in 2022. Mr. Santucci serves as a board member for the charitable organization Invest In Others. 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.

Mark Stanic is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bleakley Financial Group and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ellen Bialek is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of her advisory role, she serves as treasurer for a rental property business owned by her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James O'hara is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside various investment offerings.

Rachel Bernard is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Lincoln Financial Advisors for nearly three decades. Bernard is involved in nonprofit work as a committee member of The Lift Collaborative, a church mission organization. OSAIC serves a wide range of clients including individuals, institutions, and charitable organizations through multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Harold Uszerowicz is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2012 and 2019. Outside of his advisory work, he is an amateur photographer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Connor Jackson is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2019, following a four-year period at Indiana University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.