Kaitlin Ryan is a Series 66 licensed financial advisor with five years of industry experience. She has been with J.P. Morgan Securities since 2021 and also has experience at JPMorgan Chase Bank. Prior to her financial services career, she worked in retail at Madewell and in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to develop asset allocation recommendations, with clients retaining final decision-making authority.

Kulvinder Kaur is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She combines her understanding of market cycles with firsthand knowledge of family small business operations to provide tailored financial guidance and strategic solutions. Her expertise covers areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, liquidity management, managing new wealth, portfolio management services, and small business strategies. Before transitioning to wealth management, Kulvinder held director-level roles in institutional finance at firms such as AVM/Norfolk Markets, Swiss Re Financial Markets, and Westdeutsche Landesbank Girozentrale, focusing on interest rate and cross-currency derivatives. She earned a Bachelor's degree in International Business from Hofstra University and an MBA in Finance from Baruch College. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kulvinder is involved in community service and supports organizations such as Bonnie Brae and TAARA.org. She speaks English, Hindi, and Punjabi. Her personal interests include hiking, pickleball, reading, table tennis, tennis, and traveling.

Adetomilola Adeyemo is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 license with seven years of industry experience. Prior to joining Morgan Stanley in 2019, Adeyemo worked at Baldwin & Obenauf and CO OP Brand Partners. Outside of advisory work, Adeyemo is the owner of Hello August LLC, a real estate-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Domenico Dimaio is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, PNC Wealth Management, Avantax Advisory Services, and Morgan Stanley. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory platforms.

Andrew Sorger is a financial advisor with Mass Mutual Investors Services in Montclair, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016, following a prior role at Metlife Securities from 2014 to 2017. He serves as trustee for the Martin & Susan Sorger Family Trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

Sean Humphrey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery using a combination of fundamental research, quantitative analysis, and systematic methodologies.

Todd Shallcross is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at City National Bank since 2016, while maintaining a role at RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, with strategies tailored to clients’ risk profiles and a combination of in-house and third-party investment managers.

Vincent Pecora is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Morgan Stanley entities since 2004. Outside of his advisory role, he is listed as an officer for a used car sales business in New Jersey, though he does not actively participate in its operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides customized financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Alan Spierer is a financial advisor with UBS Financial Services in Westfield, NJ, holding the Series 63 and Series 65 licenses. He has 38 years of industry experience, including 33 years with UBS. Outside of his advisory role, he serves as treasurer for a martial arts club soon to be incorporated and participates in the Retirement Advisor Council, which advocates for qualified plan and participant retirement outcomes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor investment plans.

Loretta Vitale is a financial advisor at Raymond James Financial with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Raymond James in various capacities since 2009. Outside of her advisory work, she serves as a board member involved in homeowners association activities related to property maintenance and improvements. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Eric Kohlmeier is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 a combination of brokerage and advisory solutions supported by research and analytics.

Adam Fischer III is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor client solutions.

Marcel Akende is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, Lyft, and Uber. Outside of advising, he is involved with Lyft as a rideshare professional. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Devan Pipitone is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Guardian Life Insurance Company, Park Avenue Securities, Feldstein Financial Group, and has experience in other business activities including operating a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated insurance and trust services.

Barry Hess is a financial advisor at Ameriprise with 44 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2011. Hess is based in Wyckoff, NJ. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, with a focus on assets held in Ameriprise Managed Accounts.

Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lakeland Financial Services, and Capital One Financial Advisors, among others. Outside of his advisory work, he is associated with several business entities established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Cynthia Spekhart is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at OSAIC since 2024. Her prior roles include positions at Woodbury Financial Services, Questar Asset Management, Voya Financial Advisors, and Charles Schwab. She is also an attorney with her own law practice specializing in trust and estate matters. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization across various investment programs.

Sean Mc Manus is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with healthcare professionals, including physicians, nurses, physician assistants, and nurse practitioners, to provide clarity around investing, retirement planning, and building long-term financial security. His approach involves collaborating one-on-one with clients to define their financial goals and develop portfolio strategies aligned with those objectives. Sean's expertise includes retirement planning, managing concentrated stock positions, Roth IRA and workplace retirement strategies, education planning, and assisting clients through major career and life transitions. He aims to help healthcare professionals make confident financial decisions so they can focus on their careers and responsibilities. He holds a Bachelor's Degree from the University of Delaware and the Professional Investment Advisor (PIA) designation.

Michael Delcalzo II is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he held various roles in the mortgage and financial services industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.