Ryan Tantleff is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with two years of industry experience. His background includes roles outside finance such as work at Overbrook Golf Club and Bernards Cafe. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory solutions, leveraging proprietary market research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerance.

Corey Seckular is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Edward Jones in 2026, he worked at Solve Fixed Income and Broadridge Financial Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

Evan Brown is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Absolute Fire Protection, Firestone Complete Autocare, and Universal Technical Institute. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Binni Shah is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. Prior to Merrill, Shah held positions at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Quincy West is a financial advisor at MassMutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MassMutual since 2021. Outside of his advisory role, he operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools and offers a range of specialized planning programs.

Qiadong Zhao is a financial advisor with Cetera, holding CFP® and ChFC® designations, and has 16 years of industry experience. He has been with Cetera and its affiliated entities since 2013, with prior experience at LPL Financial and Cathay Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with access to various investment strategies and program structures.

Margaret Hill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Bank of America, N.A. for nine years before joining Wells Fargo Advisors in 2018. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products through a large network of financial advisors.

Deborah Durrant is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She brings twenty years of industry experience to her position, focusing on creating comprehensive and personalized plans to help clients grow and protect their wealth. Prior to joining Fidelity, Deborah worked as an Investment Advisor at BlackRock from 2000 to 2019. Her professional background encompasses a broad range of expertise in financial consulting and investment advising. Outside of her professional work, Deborah's personal interests include boating, family activities, fitness, music, traveling, and volunteering.

Emprey Shivers is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Royal Alliance Associates, Fidelity Investments, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Candice Epp is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2011. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Monahan is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with various Morgan Stanley entities since 2008, including Morgan Stanley & Co. Incorporated and Morgan Stanley Private Bank. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market return models.

Pamela Pirone Benson is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. She has been associated with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator and its use of algorithmic methods and AI in research.

Emily Fissel is a financial advisor with LPL Enterprise, holding CFP®, ChFC®, and Series 66 credentials and bringing 11 years of industry experience. She has worked at New Providence Financial, LLC since 2010 and was previously associated with Pruco Securities, LLC from 2010 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Forrest Skriletz is a Series 66-licensed financial advisor with Merrill in Jersey City, NJ, and has 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by providing model-based and discretionary investment strategies developed by internal and third-party managers.

Ryan Kozack is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Cantor Fitzgerald, Cannataro Family Capital Partners, and Novartis. 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 an ESG eligibility framework.

Carla Oliveira is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and 14 years of industry experience. She has been with Cetera and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2015 to 2019. Outside of her advisory role, she is a 100% owner of rental property. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Crystal Jackson is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan since 2018, following prior roles at Morgan Stanley and Morgan Stanley & Co. Incorporated. Outside of finance, she has been involved with Peace de Resistance Fashions since 2011. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Stephen Bonsall is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 designations and previously worked at UBS and SMBC Nikko Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of advanced technology including AI in its investment process.

Justin Martys is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Fernando Rivera is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Merrill and Deutsche Bank Wealth Management. Outside of his advisory role, he has worked as a warehouse machine operator at an Amazon fulfillment center. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes both non-discretionary and discretionary investment services, with a notable offering of insurance-related vehicles and bank deposit sweep options among its investment menus.