Kenneth Fields is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at IC Advisory Services, Inc. and The Investment Center Inc. Fields is also involved in managing several family trusts and business entities outside his advisory role. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions, offering a wide range of advisory programs and financial planning services.

Michael Mccarthy is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning.

Gabrielle Cardinale is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Prior to that, she was with Equity Services, Inc. and Integrated Financial Concepts LLC / National Life Insurance Company. 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 strategies for a range of individual and institutional investors.

Napatt Nirundorn is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked as a part-time tennis instructor at East Hampton Indoor Tennis. Prior to joining UBS, he was involved with BAVEL Virtual Academy and attended the University of Georgia. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor financial plans according to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Robert Gatyas is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has held roles at Wells Fargo Clearing Services LLC, JP Morgan Chase Bank, and Bank of America. He holds Series 63 and Series 66 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Sarah Bertot is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she is a co-owner of a family rental property in Hoboken, NJ. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Romeo Habash is a financial advisor at UBS Financial Services with credentials including the Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he worked at EuroExotics and US Brands Furniture and also spent time at Mount Olive Middle School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations to tailor client portfolios.

Christopher Ahlstrand is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on building trust and assisting clients and their families with their financial and wealth planning needs. He has been with Fidelity Investments since 2015, holding various positions including Financial Representative, Investment Consultant, Financial Consultant, and now Wealth Planner. Christopher has broad financial services experience and holds the Certified Financial Planner and Chartered Financial Analyst designations. He works closely with clients to simplify complex financial topics and assist them in pursuing their financial goals.

Andrew Economos is a financial advisor with LPL Financial, holding a Series 63 designation and 23 years of industry experience. He has been with LPL Financial since 2005. Economos operates a DBA under the name ECO-Wealth-Management in Huntington Station, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from various sources.

Eisho Porter is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Potischman is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Morgan Stanley in Morristown, NJ, having joined the firm in 2025 after 13 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through individual financial advisors as well as corporate financial planning agreements.

Steven Ayers is a financial advisor with J.P. Morgan Securities in Summit, NJ, holding a Series 66 designation and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm is registered for security-based swap dealer and futures commission merchant activities, offering access to a broad range of products within the larger J.P. Morgan organization.

Michael Omelio is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and prior experience at Invest Financial Corporation and Investors Bank. 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 recommendations.

Taylor Pollio is a Financial Consultant at Fidelity Investments, a role held since 2026. Prior to this position, Taylor served in various capacities at Fidelity Investments, including Planning Consultant (2025-2026), Investment Consultant (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). This progression reflects a continuous commitment to the financial services industry and experience in client-focused roles. Taylor's professional approach centers on empowering individuals to achieve financial success and security through personalized strategies and comprehensive planning. The focus is on integrity and a commitment to excellence to guide clients toward their financial goals while ensuring they feel comfortable and confident throughout the process. Outside of professional responsibilities, Taylor has interests in baseball, cars, football, social events with friends, and golf.

Jake Surma is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MetLife Securities Inc. from 2014 to 2017. He is also involved in insurance product sales, including life, health, and Medicare-related 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 provides ongoing financial planning and asset management services using firm-approved software and offers specialized planning programs including divorce and estate-settlement planning.

Apisit Puangpia is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Suarez is a financial advisor at UBS Financial Services with a Series 66 credential. He has less than one year of industry experience and has held previous roles at firms including Faraday Special Investments and Coastal Wealth, as well as multiple positions at Florida International University. Before entering the financial industry, he worked in education at Pembroke Pines Charter schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Jason Sprung is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. He is also the owner of JMS Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patricia Fontan is a Series 66-licensed financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Merrill Lynch for 12 years and has been with Morgan Stanley since 2017, including a brief period at TRX Transaction Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its advisory services.

Jeffrey Berns is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and a structured process, managing approximately $2.74 trillion in client assets.