Christopher Tarashuk is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual. Outside of financial advising, he owns Aquatic Ascent, a business that raises and sells exotic fish. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves client risk assessment and matching to advisory program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Joseph Scaglia is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on collaborating with clients to understand their financial goals and develop tailored strategies through financial planning. Prior to this, Joseph worked as a Relationship Manager at Fidelity Investments from 2023 to 2025, and he has experience as a Financial Planning Specialist at Acorn Financial Services from 2022 to 2023. He began his career as a Financial Professional at Prudential Advisers from 2021 to 2022. Joseph's professional approach emphasizes listening to clients' needs and working together to achieve their financial objectives. Outside of his professional life, he has interests in comedy, fitness, football, social events with friends, movies, and traveling.

Christopher Scalise is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Fidelity and has prior experience with Prudential and Boulevard Five 72. Strategic Advisers LLC, the Fidelity Investments company where he works, provides investment management and advisory services to both retail and institutional clients. The firm employs a quantitative and algorithmic investment process and serves as an adviser to multiple registered investment companies and fund-of-funds.

Eric Lebedin is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Cantor Fitzgerald. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to recommendations.

Tess Cusate is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2021. Prior to that, she was not employed in the financial sector and completed her education at Villanova University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning and portfolio management supported by proprietary research and capital market models. The firm integrates institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets solutions.

Patrick Kilcooley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Patrick has joined the Hinds Fisher Ahern group, a team with extensive experience in financial advising at Merrill. This team focuses on understanding clients and what matters most to them. With 25 years of experience in the Institutional Equity markets, Patrick brings a depth of knowledge shaped by firsthand experience with significant market fluctuations. He leverages this expertise to assist clients in meeting their financial goals and aspirations through tailored wealth management strategies. Patrick holds a Bachelor's Degree from Monmouth University and holds the Professional Investment Advisor (PIA) designation. He is also involved in community activities, dedicating time to volunteering with local organizations.

Dominic Pinto is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and Merrill. Dominic is currently based in Bridgewater, NJ. Charles Schwab serves primarily 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Emmanuel Itembe is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining LPL Enterprise, he held positions at Equitable Advisors and Bankers Life and has also worked outside the financial industry at retailers including Lowe's and Macy's. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, using portfolios developed by LPL’s Research Department or third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Rafael Diaz is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 19 years of industry experience, including over 14 years at Axa Advisors, LLC. Diaz has been with Equitable Advisors since 2006. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory models through in-house programs and third-party asset managers, with a focus on matching clients to appropriate investment solutions based on risk tolerance and plan information.

John Coonan is a financial advisor with Edward Jones in Princeton, NJ, holding a Series 66 designation and possessing 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Kinnevy is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. Prior to this, he served as Assistant Branch Manager at Fidelity Investments from 2018 to 2020. His career in financial services includes positions as a Sales Manager at UBS Financial Services Inc. from 2015 to 2018, a Financial Advisor at UBS from 2014 to 2015, and a Financial Advisor at Merrill Lynch from 2010 to 2014. In his current position, Christopher leads a team of financial professionals focused on understanding clients' goals, dreams, and aspirations. He emphasizes educating clients by simplifying complex financial topics, aiming to build strong relationships based on confidence and trust. This approach is designed to help clients achieve peace of mind and fulfillment through comprehensive financial planning.

Bharat Gurnani is a financial advisor at Ameriprise with 35 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Prior to joining Ameriprise, he worked at UBS Financial Services and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Locascio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and he also owns a business that offers piano lessons and music performances for events. Additionally, he has been involved in real estate services as a broker assisting buyers and sellers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Shubhro Bose is a Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management, having joined the New York International office in 2003. He has over 25 years of experience in the financial services industry, focusing on family wealth management strategies, international wealth management, and managing new wealth. He provides personalized advice that considers every aspect of a client's life, drawing from his background of coming from a family of financial advisors. Shubhro graduated from the McDonough School of Business at Georgetown University in 1997 with a degree in Finance and International Business. He also completed the General Course Program at the London School of Economics and Political Science. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Additionally, he holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Shubhro is involved with the Georgetown Alumni Admissions Program and his team supports local community organizations such as The Taub Institute for Research and the Women's Education Project. He and his wife Konika, a physician, live in Westfield, New Jersey, and have three children.

Renna Swayne is a financial advisor with Charles Schwab in Millburn, NJ, holding a Series 66 designation and 21 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2006. Outside of her advisory role, she manages a home rental business in Atlanta, Georgia. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios alongside centralized custody and operational arrangements.

Keith Applegate is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill from 2014 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

John Provinsal is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, having previously worked at Paradigm Wealth Advisory, PNC Bank, and Capital One Bank. He also operates Paradigm Wealth Advisory, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a wide network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Brian Lee is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Allied Wealth Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies primarily based on portfolios developed by LPL’s Research Department and third-party sponsors, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Melissa Bonilla is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 18 years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Her outside business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of non-securities products and services.

John Flynn is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at PRUCO Securities, Value Line, AXA Advisors, J.P. Morgan Securities, and Chase Investment Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and a Model Wealth Portfolios wrap program.