Alex Pritsker is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He worked at Lincoln Financial Advisors for 14 years before joining OSAIC in 2025. In addition to his advisory role, he is licensed to offer various insurance products including disability insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct customized investment portfolios.

Easton Brenner is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Sullivan O'Neil Group. He joined the firm in 2025 following his graduation from Lafayette College. At Lafayette, Easton earned a bachelor's degree with a double major in Economics and Policy Studies while competing as a four-year starter on the baseball team. Easton's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and individual and corporate investment strategy. He holds the Personal Investment Advisor (PIA) designation and is actively involved in the Hudson Baseball Club. In addition to his professional work, Easton resides in Hoboken, New Jersey, where he dedicates time to coaching high school and collegiate athletes. His personal interests include adventure sports, baseball, boxing, camping, fishing, golfing, hiking, hunting, pickleball, and yoga.

Raymond Chera is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Capital One Sharebuilder and Woodbury Financial Services. Outside of his advisory work, he serves as president of Elite Wealth Managers LLC, providing investment advice and financial planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various firm programs.

Patrick Dolan is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 44 years of experience in the industry, having worked at MML Investors Services, Inc. since 1982 and with MassMutual Life Insurance Company since 1977. His work includes analyzing various insurance products to support client retirement planning needs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning relationships and event-driven services such as divorce, estate settlement, and employer-sponsored planning.

Ryan Mcginn is a CFP® professional with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Cohen & Steers Securities, LLC and Brinker Capital. Outside of his advisory work, he serves as treasurer for the Main Line Central Virtual BNI Chapter and operates McGinn Financial Services, an independent business entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides a range of investment solutions through a network of independent financial professionals, employing proprietary models and third-party strategies under various platform arrangements.

Thomas Weber Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he spent 35 years at Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Enrique Forero is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the CFP® and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a board member for Blackstone Owners Inc., a cooperative board unrelated to his work at J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to clients such as 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 integrates institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary programs supported by centralized due diligence and ESG eligibility processes.

Jenna Fass is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has prior work experience in the food services sector, including roles at Root Nine Baking Company and Dartcor Food Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Mark Lester Reyes is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 66 credentials and 12 years of industry experience. He has worked previously at Morgan Stanley and several other financial firms. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative planning approach that includes tools like Monte Carlo simulations and automated asset allocation, along with specialized event-driven planning services such as divorce and estate settlement planning.

Valerie Sanchez is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at Divine Asset Management LLC, Essex Securities, Empire Asset Management Company, and Guardian Life Insurance Company. Outside of her advisory work, she owns a furniture painting and decor business and is a contractor at a hair and beauty salon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Kevin Sincavage is a financial advisor with LPL Financial in Paramus, NJ, holding a Series 66 designation and 12 years of industry experience. He previously worked for Private Portfolio Partners, LLC, where he spent 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Richards is a CFP® professional with 35 years of industry experience. He has worked at Charles Schwab since 2019 and previously spent 25 years at Citigroup Global Markets. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by its research and due diligence on alternative investments.

Mami Ogawa is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Skylands Global LLC and Lord Capital LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to registered investment companies, and developer of model portfolios using systematic methodologies.

James Ellowitch is a financial advisor with OSAIC who holds the ChFC® designation as well as Series 63 and Series 65 licenses, bringing 57 years of industry experience. His prior work includes twelve years at Lincoln Financial Advisors and one year at SagePoint Financial, Inc. He also provides expert witness services for insurance-related matters and serves as managing member of a firm that sells and services group insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and various portfolio management approaches that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Shin Goda is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously was associated with Axa Advisors, LLC. Outside of his advisory role, he has appointments with Nippon Life. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Christopher Hanly is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. Prior to this, he worked at Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2021. He is also involved as a member of Legacy Benefit Assurance LLC, a company engaged in selling insurance products. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Andrew Maldonado is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MBSC Securities Corporation for eight years. Maldonado serves as a Tennis Trustee at the Beacon Hill Club and holds board positions with the Commerce & Industry Association of New Jersey and the New Jersey Policy Research Organization Foundation. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Alexander Mendoza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 14 years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2016. 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 in its investment recommendations.

Jason Braunstein is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and joined Mass Mutual Investors Services in 2017. Braunstein also operates an outside insurance sales business focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved analytics, offering recommendations without discretionary authority.

Stephen Galli is a CFP® with 23 years of industry experience, currently serving as a financial advisor with Cetera. His career includes roles at Avantax, Nisivoccia Wealth Advisors, and 1st Global Advisors. He is a board member of WJM Associates, a firm focused on executive coaching and development. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures.