Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.

Craig Marquardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing from 2016 to 2023 and Merrill from 2011 to 2016. His other business activities include participation in a health insurance plan through LifeX. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicole Burns is a financial advisor with Merrill in Morganville, NJ, holding Series 63 and Series 66 credentials. She has 32 years of industry experience, including nine years at Merrill and prior work at Freehold Cartage, Inc. Outside of her advisory role, she serves as executor and holds power of attorney positions related to several estates. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Madison Ubry is a CFP® with three years of industry experience, currently affiliated with Charles Schwab. Prior to joining Schwab, Madison worked at La Mezzaluna for four years and spent five years at Rider University. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research.

Kenneth Van Leeuwen is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2016 and previously managed his own firms, Van Leeuwen & Co., LLC and Van Leeuwen & Company, LLC, for over two decades. He serves as a member of the LPL PAC Advisor Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide array of financial planning and investment management solutions, supported by technology and research tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

David Nader is a CFP® professional with 33 years of experience in the financial industry. He is currently with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp. for 22 years and Veravest Investment Advisors, Inc. for one year. Outside of advisory services, he is co-owner and promoter of a marketing and brand-building business serving martial arts athletes. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, complex affiliate network, and recent consolidation activity.

Richard Callaghan Jr. is a CFP® with 31 years of industry experience currently serving at Equitable Advisors. His prior roles include positions at LPL Financial, Capitol Securities Management, and several other advisory firms. He serves as a trustee for the Brotherhood Protective Order of Elks Summit Lodge No. 1246, a charitable and fraternal organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver its services through a large network of Investment Adviser Representatives.

Cary Hall Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years. He also served in the United States Army Reserve for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jennifer Mack is a Series 66–licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Caltabilota Jr. is a CFP®-designated financial advisor with 29 years of industry experience. He has been with Osaic Wealth, Inc. since 2003 and previously worked at New Century Financial Group, LLC and Avantax Advisory Services. Outside of his advisory role, he is an Enrolled Agent licensed to practice before the IRS and owns a tax preparation and tax advice business. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach features model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Bridgot Basile is a financial advisor with RBC Capital Markets in Princeton, NJ, holding Series 65 and Series 63 licenses and 16 years of industry experience. Prior to joining RBC in 2021, Basile worked at North Capital Private Securities, Worth Financial Management, Traynor Capital Management, and Rittenhouse Asset Management. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers along with integrated capital markets and lending capabilities.

Ted Sui is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Unipec America, Inc. and TF Seals, as well as studies at New York University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and discretionary management tools, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Meredith is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a year at Charles Schwab Bank. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

James Waltman is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as mayor of Delaware Township, New Jersey, with responsibilities including attending meetings, setting agendas, and managing municipal business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Fran Buckley is a financial advisor with Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Buckley has ownership interests in coal mining businesses and manages a financial practice through Sparrow Financial LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to develop tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.

Michael Licitra is a CFP® with 21 years of industry experience, currently serving at Cetera Wealth Services, LLC. He has a background in tax preparation and accounting as president of Michael S Licitra CPA PC since 2008 and has experience in insurance sales and health insurance brokerage. Licitra has held roles at Avantax Advisory Services and Fixed Life Sales, among others. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Cathi Rosky serves as a Senior Financial Advisor. The available information provides details about Brian, including his career history, education, and expertise, but does not include specific background or experience related to Cathi Rosky. No personal interests, education, or credentials are provided for Cathi. As such, no further details can be included about Cathi Rosky beyond her current job title.

Ling Yang is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving high-net-worth individuals, families, and private business owners. She manages wealth to help clients achieve their investment, wealth transfer, and philanthropic objectives. Ling focuses on providing comprehensive investment management and wealth planning services, including handling complex financial needs such as retirement planning, tax minimization, and corporate executive services. She also offers credit and lending solutions through Bank of America, N.A. Before joining Merrill Lynch, Ling gained experience as a senior financial analyst at the Los Angeles Times and worked in consulting roles with SAP and Alcatel. She has broad expertise in consulting, financial planning and forecasting, financial modeling, business analysis, and operations optimization. Ling earned her MBA with a concentration in Finance from the University of Southern California. Fluent in multiple languages including English, Chinese, Mandarin, Taiwanese, Wu, and Japanese, Ling works closely with diverse clients, including first-generation Chinese Americans, to address their unique financial goals. In her personal time, she enjoys cooking, hiking, traveling, and practicing yoga.

Marielle Cassubhai is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with Wealth Management Advisors and ultra high net worth clients to develop and refine strategies for wealth growth, preservation, and transfer. She leverages Fidelity's resources and insights to support collaborative financial planning. She has been with Fidelity Investments since 2013, holding roles including Senior Relationship Manager, Wealth Management Senior Services Specialist II, and currently as a Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship management within the firm.

Mark Reddington is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 15 years. Outside of his advisory role, he is involved in individual life and health insurance sales. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and a collaborative planning approach.