Alexandra Badaracco is Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles as Investment Consultant, Financial Consultant, and currently serving as Vice President, Financial Consultant. Alexandra works with a diverse range of clients across all phases of their financial lives. Her approach is centered on helping each client work toward their individual financial objectives through a customized experience. She focuses on assisting Fidelity's clients in making informed investment decisions. Further details about Alexandra's education, credentials, personal interests, or community involvement were not provided.

Christopher Hasselgren is a financial advisor with MassMutual Investors Services in Madison, NJ, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes 12 years at METLIFE Securities Inc and ongoing roles with MassMutual and its affiliated firm. He is also a partner involved in life, health, and property and casualty insurance sales through two related business ventures. MassMutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of specialized planning programs, including divorce and employer-sponsored planning.

John Acosta is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at City National Bank and Raymond James Financial. Outside of his advisory role, he serves as an on-ice official consultant for USA Hockey and maintains a travel blog called Jack-N-Jill Adventures. RBC Wealth Management, a division of RBC Capital Markets, offers advisory programs and portfolio management services to individual and institutional clients, utilizing a range of in-house and third-party managers and providing customizable investment solutions.

Ashley Buhl is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, Ashley operates a part-time business called Invitations by Ashley and contributes occasional content related to health and family topics, as well as participating in a children's animal workshop. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform including capital markets and advisory solutions.

Vincent Miseo is a financial advisor with LPL Enterprise in Branchburg, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Allstate Financial Services. He also receives health insurance commissions on policies written prior to 2022. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kayleigh Gensheimer is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 credential and eight years of industry experience. She has worked with Equitable Advisors since 2018 and has been involved with Jeffrey Valle at Falcon Financial as an assistant since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and various third-party advisory programs.

Teresa Sousa is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2009. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dane Brown is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 1998. Additionally, he has experience as a group health insurance broker dating back to 1993. 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 through a specialized group of Wealth Advisors.

Alexandra Ruszala is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Merrill since 2023. Prior to joining Merrill, she worked at UBS Financial Services from 2016 to 2023. She holds a Series 66 license and is based in East Brunswick, 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Iwona Grabowski is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at Pruco Securities LLC and was self-employed before joining LPL Enterprise. Outside of her advisory work, she is a business owner and life coach specializing in personal training. LPL Enterprise provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Jonathan Langley is a Wealth Management Advisor with Keller, Spedaliere and Langley at Merrill Lynch Wealth Management. He is also a qualified Portfolio Manager who provides traditional advice and guidance while helping clients pursue their objectives by building and managing personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage their strategies on a discretionary basis. Jonathan's interest in investing began at the age of ten when he requested a meeting with his family's financial advisor. He began interning with the wealth management team as a high school senior and continued through college while attending Rutgers University. Upon graduating in 2006, he joined the team officially. Jonathan holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Jonathan resides in Lebanon, New Jersey with his wife, Jonya, and their two children. He is an avid reader and follows the Dave Matthews Band and the New York Giants. His interests include traveling with his family, spending time on Long Beach Island, entertaining family and friends, home improvement projects, and the arts. Jonathan attained the rank of Eagle Scout in 1999 and serves as the 2002 St. Joseph High School Class Chair. He is active in community organizations, serving as a Cub Scout Den Leader, and he and his wife are sustaining members of PBS and supporters of St. Jude's Children's Hospital. They are parishioners of the Church of the Holy Spirit in Lebanon.

Mildred Tabor Winkle is a financial advisor at Wells Fargo Clearing with 43 years of industry experience and holds a Series 63 designation. She previously worked at Prudential Equity Group, LLC from 2002 to 2003. She serves as a trustee and executor for several family trusts and estates. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with a range of brokerage and advisory solutions.

Robert Korlesky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized and comprehensive wealth management services focused on preserving and growing client assets, optimizing tax-efficient retirement distributions, and implementing tax-advantaged estate strategies. His client work includes family wealth management, legacy planning, retirement income, portfolio management, liquidity management, and socially responsible investing. Robert holds a Bachelor’s Degree from East Stroudsburg University and is designated as a Personal Investment Advisor (PIA). He applies Merrill’s goals-based wealth management approach to help clients articulate their financial objectives and navigate complex wealth challenges. Robert emphasizes educating clients and their families about the wealth management process and investment strategies. Committed to community involvement, Robert participates in local organizations through volunteer work. His personal interests include camping, fishing, golfing, and woodworking. He believes in adapting investment strategies in response to life changes to support clients’ retirement lifestyles and long-term financial goals.

Joseph Smith is a CFP® credentialed financial advisor with 42 years of experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at Sagepoint Financial, OSAIC Services, A. G. Edwards & Sons, and Morgan Stanley. Outside of his advisory work, he is involved in tax preparation and accounting through Russo & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party management, supported by technology tools for operational and research purposes.

Jody D'Agostini is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2005. Outside of his advisory role, he serves as President and Chairman of the Board for Community in Crisis, a nonprofit organization, and contributes articles to NJmoneyhelp.com. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a variety of advisory models and third-party program sponsors to deliver customized investment solutions.

Jason Brelinsky is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He also serves as a soccer coach for the West Orange United Soccer Club during non-securities hours for part of the year. Morgan Stanley Wealth Management offers a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning programs supported by firm-approved tools and research.

Jeel Patel is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A., Newfield National Bank, and operated a family business, JilKrish LLC, where he is a partial owner. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Aaron Freedman is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at RBC Capital Markets and previously spent eight years at Janney Montgomery Scott. Outside of his advisory role, he assists with management tasks for rental properties owned with his spouse. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles, utilizing both in-house and third-party managers.

Craig Eckenthal is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is affiliated with CE STRAND LLC, a company formed to manage his interest in a previously disclosed real estate partnership. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Donnamarie Pecora is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and five years of industry experience. Before joining Morgan Stanley in 2019, she worked at Integrated Planning Group and has previous experience with Coldwell Banker and the West Orange Board of Education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.