Michael Vincent is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Fazendeiro is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at IC Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in non-variable insurance sales and manages ClearFocus Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jonathan Barrett is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory role, Barrett serves on several nonprofit boards including Help The Children Hear and the Dominican Republic Relief Organization, and he is an adjunct professor at Seton Hall University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and relies on LPL-sponsored programs and external managers to deliver advisory and brokerage solutions.

Eric Muchmore is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works collaboratively as part of a wealth management team and focuses on helping clients achieve financial confidence and freedom by providing wise wealth management and solid investment returns. Eric's approach centers on building long-term relationships and tailoring financial strategies to fit individual client needs and goals. Eric holds a Bachelor of Science degree from Bucknell University, where he graduated cum laude in 1978. He is a Certified Kingdom Advisor member since 2008 and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes impact investing, and he is actively involved in Kingdom Advisors, which aligns with his focus on integrating financial returns with clients' faith and values. Beyond his professional commitments, Eric is an active member of Mendham Hills Community Church and serves on the board of Potter's House Association International, a non-profit organization in Guatemala City. He participates in guiding the organization's vision, accountability, finances, and mission protection. Additionally, he volunteers annually with his family to support the organization's efforts to alleviate poverty. Eric resides in Morristown, New Jersey, with his wife and their five children.

Robert Edelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior firms include Bank of America and Merrill. Outside of advising, he operates a small online resale business on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, combining proprietary and third-party models to accommodate various client needs.

Seth Finkelstein is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Prior to joining Morgan Stanley in 2025, he worked for nine years at Schroder Investment Management North America Inc. in New York. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Matthew Trzaska is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Guitar Center and Whole Foods Market and studied at Drew University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Richard Auteri II is a financial advisor with LPL Financial in Iselin, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. He is involved in non-variable insurance activities as an agent through related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daenna Tarullo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as a Notary Public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Laura Strubel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Francis Ahmed is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously spent two years at The Boston Consulting Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services through a select group of Wealth Advisors on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

Denise Li Brizzi is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. She is involved in a family-held business, Libbys Kids LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Eric Levine is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years each at Newton Investment Management and Lord Abbett. Outside of advisory work, Levine serves as an executor of an estate trust in accordance with family directives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions including fee-based planning, portfolio management, and market-making activities.

George Tackett is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 56 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Francis Carroll is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing and Gruntal & Co., L.L.C. Outside of advising, he owns and manages a rental property in Wharton, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, and niche planning areas. The firm uses proprietary research and tools to develop client recommendations delivered through meetings and written summaries, with clients choosing how to implement the advice.

Cameo Price is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of advisory services, he is involved with PGP Benefits, a general agency focused on health insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Thomas Madaras is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside advisory services.

Stephen Bouffard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Sandra Swain is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2020, following a 14-year tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements with employers.