Georgia Alexis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she owns and operates an online dating site, FallForAGreek.com. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and investment models to support its financial planning process.

Kunal Shah is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Morgan Stanley Investment Management, CITIBANK, and Mizuho Securities USA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Laura Riley is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding the ChFC® designation and Series 63 license. She has 32 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1998. In addition to her advisory role, she is involved in sales related to life, property/casualty, health, and group insurance products. 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 offers financial planning, asset management, wrap programs, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

Maria Mc Keon is a Senior Financial Advisor at Merrill Lynch Wealth Management, leveraging over 25 years of experience in the financial industry. She has served in various roles including senior investment banker and public finance professional at Citigroup, co-founder of an advisory firm, CFO, and financial advisor to multiple enterprises. Her practice focuses on corporate and personal investment, retirement planning, liquidity management, insurance, and lending solutions within the Bank of America platform. Maria works with businesses, institutions, non-profits, and individual investors to help them achieve their financial goals through a holistic approach. Maria holds a Bachelor's degree from Herzen University and a Master's degree in International Finance and Business from Columbia University in New York City. She holds several professional designations including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains a nationwide advisory practice and has considerable international finance and business background from her extensive work and travel in emerging markets. Outside of her professional life, Maria is an avid traveler and engages in personal interests such as antiquing, gardening, and tennis.

Brian Flood is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Securities LLC since 2008. Outside of his advisory work, he has been involved with GR Renegades Softball from 2020 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Maria Muth is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Maria also practices as a CPA and is involved in tax preparation and accounting through her firm, Mauro & Co., PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and institutional platforms.

Nicholas Pisciotti is a financial advisor with J.P. Morgan Securities in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2009 and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he serves as a personal power of attorney for family members, managing their affairs independently of his firm. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Ross Marchitto is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at various divisions of J.P. Morgan since 2016, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG criteria, offering clients tailored investment recommendations supported by affiliates within J.P. Morgan Wealth Management.

Vinny Gurnani is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management, retirement planning, and personal legacy and estate planning strategies. He supports clients by developing personalized financial strategies tailored to their long-term goals, focusing on areas such as college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined contribution plans. Prior to his career in wealth management, Vinny served as a Chief Financial Officer in the corporate sector for two decades. He holds a bachelor's degree from the University of Bombay and has earned the Professional Investment Advisor (PIA) designation. Vinny emphasizes long-term retirement and legacy planning and integrates his accounting background and corporate experience into his financial management and investment strategy implementation. He also participates in community volunteering in line with Merrill’s tradition of service.

Kathleen Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at LPL Financial since 2005 and previously spent three years at Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

James Altman is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Howard Miller is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2022. Outside of advising, he co-owns Spyder Web Enterprises, a technology support and consultation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Peter Horowitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he serves as treasurer for a homeowners association and acts as executor for two estates. 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 offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets across more than 14,000 advisors.

David Margolis is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at J.P. Morgan Securities since 2010 and at Jpmorgan Chase Bank, N.A. since 2016. Margolis serves as a trustee and investment committee member for the Kessler Foundation, a rehabilitation research and employment funding organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and may incorporate an ESG eligibility framework.

Mark Walters is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has previously worked at Raymond James Financial Services Advisors Inc. and has been associated with Sweatt & Walters Associates LLC since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation styles.

Renee Golush is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds a Series 63 designation and has worked with various Morgan Stanley entities since 2002. Golush serves as a trustee and co-trustee for investment-related trusts outside of regular business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s models.

Brian Faig is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte and Nielsen Holdings. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hedy Zahran is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In this role, she focuses on understanding clients' goals and helping them navigate options to work towards achieving those objectives. She collaborates with clients to examine their financial plans, define their destinations, and identify appropriate paths, utilizing Fidelity's range of offerings to support meaningful progress. Prior to joining Fidelity, Hedy accumulated extensive experience in the financial sector, including roles such as Vice President at MSCI from 2011 to 2016 and at Pershing from 2008 to 2009. Earlier in her career, she held positions at Goldman Sachs, Credit Suisse, Scudder Kemper Investments, and BEA Associates, gaining a broad foundation in financial services. Hedy holds a California Insurance License, which complements her expertise in financial consulting.

Valentin Arroyo is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017, following a brief tenure at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he also manages a rental property in Hackensack, NJ. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Paul Deehan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been with LPL Financial since 2009 and has worked at Guardian Life Insurance Company since 2003. In addition to his advisory work, he maintains active law licenses in New Jersey and New York and performs part-time legal work in New Jersey. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.