Matthew Weiner is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, Pruco Securities, Prudential Insurance Company of America, and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Roger Francis is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services, Inc. for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

Diane De Oliveira is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera. Her background includes roles at Avantax Investment Services and Nisivoccia LLP, where she has been involved in financial planning and wealth advisory services. She is also the owner of Wealthspring Financial Partners LLC, a vehicle created to operate various financial services and tax practices. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers across multiple program structures.

Jennifer Jimenez is a financial advisor with Merrill in Wayne, NJ, holding a Series 66 designation and three years of industry experience. She has been with Merrill Lynch and Bank of America since 2010. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Antokal is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years. Antokal serves on the board of the Rotary Club of Park Ridge, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and various management options.

Karina Tantalean is a financial advisor at UBS Financial Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Halifax and TalkMarkets. Her earlier roles include positions at Rutgers University and Rutgers University Libraries. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Daniel Pollak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with JPMorgan Securities LLC since 2016. Outside of his advisory role, he is involved in a sports card collecting hobby which he pursues with his son through occasional sales on eBay. 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.

David Zicchinella is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior roles at Oppenheimerfunds Distributor, Inc. and Invesco Distributors, Inc. Outside of finance, he serves as secretary for the Williams Carlos Williams Center for Performing Arts and is a member of the Rutherford Historic Preservation Committee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and specializes in delivering model portfolios using algorithmic methods.

Lee Windt is a Series 63-registered financial advisor with Mass Mutual Investors Services, bringing 33 years of industry experience. He has worked with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he is a managing member and sales professional at The Benefit Source, LLC, which specializes in life, health, group life, and group health insurance. Mass Mutual Investors Services, LLC 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, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Alexander Barnett is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Stifel, Nicolaus, Noods Inc., Silver City Inc., and Metropolitan Realty Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Nicholas Heckman is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for over 13 years, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at ING Financial Partners from 2010 to 2012. His professional focus includes wealth planning and collaborating with clients to develop comprehensive financial plans aimed at achieving their financial goals. Nicholas holds a California Insurance License, supporting his capabilities in financial and insurance services. Outside of his professional work, Nicholas enjoys boating, movies, snowboarding, and soccer.

David Jackman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Kathy Danielson is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Merrill and Bank of America. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports tailored to clients’ financial situations.

George Fosdick is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Ramsey, NJ. He previously worked at UBS Financial Services from 2012 to 2024. Outside of his advisory role, he serves on an advisory board for a wholesale and distribution business in Green Brook, New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools such as Monte Carlo simulations.

Toni Rottingen is a financial advisor at Fidelity with 20 years of industry experience. She previously worked at TIAA-CREF and Tiaa from 2010 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and model portfolio delivery.

Brian Del Guercio is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Morningstar Investment Services LLC, Prudential Investment Management Services LLC, and PGIM Investments, LLC. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes various risk management techniques, including derivatives and tax-aware strategies.

Robert Campbell is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their changing goals and aspirations. He emphasizes collaboration, communication, and trust to build long-lasting relationships with clients and their families. Robert's professional experience includes roles at Fidelity Investments, starting as a High Net Worth Service Associate in 2021, then progressing through positions such as Financial Representative and Relationship Manager before his current role as Planning Consultant in 2025. Prior to this, he worked as a Financial Services Professional at ABMM Financial in 2022 and interned at Voya Financial Advisors in 2020. Outside of his professional career, Robert has interests in beach activities, fishing, fitness, football, golf, and spending time at the lake.

Eric Kerssen is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2005. Outside of his advisory role, he is a part-time musician performing at senior living facilities and serves as Music Ministry Director at Hamburg Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers with various program options.

Raymond Sarinelli is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the owner of Wealthspring Financial Partners LLC, an acquisition vehicle for various financial services and tax practices. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over 10,000 advisors managing more than $256 billion in assets.

Steven Chiang is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2004 and holds Series 63 and Series 66 licenses. 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.