Thomas Cannizzo Jr. is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 15 years of industry experience. His prior roles include positions at Allied Wealth Partners, Minnesota Life Insurance Co, Securian Financial Services Inc, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of advisors.

Rhonda Matthew is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Kizelevich is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016, following seven years at UBS Financial Services and three years at Citigroup Global Markets. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Falco is a CFP® professional with five years of experience in financial advising, currently with Ameriprise Financial Services LLC. Prior to joining Ameriprise, he worked for five years at Primerica Financial Services/Primerica Advisors. Outside of finance, he is a full-time teacher with Montgomery Township School District and is the owner, director, and coach at Garden State Basketball Academy LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Joseph Troiano is a Series 66 licensed financial advisor with Merrill in Cranford, NJ, and has 14 years of industry experience. He has been with Bank of America and Merrill Lynch, Pierce, Fenner and Smith since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Irina Ilina is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Tharaka Ramdeo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Wells Fargo Bank and PNC Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Amanda Reed is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and previously worked at Thomson Reuters for one year before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tinu Thompson is a financial advisor with Merrill in Somerville, NJ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Thompson has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Reilly is a financial advisor with Cetera, holding a Series 63 designation and 30 years of industry experience. His prior work includes roles at Allied Wealth Partners and Securian Financial Services. He also maintains an agent/broker position focused on fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Tucker is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC and Merrill Lynch, Pierce, Fenner & Smith. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

Nicholas Schraft is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Wealth Enhancement Group and MACRO Consulting Group. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Matthew Teevan is a CFP® professional with 16 years of industry experience, currently advising clients at Ameriprise Financial Services, LLC. His prior roles include positions at various Cetera affiliates, GWFS Equities/Empower, and Russell Investments Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

David Macchia is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 13 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors. In addition to his advisory role, he is involved in outside insurance sales through IWMG Consulting LLC and serves as president of Ironbound Wealth Management Group, a DBA for MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialty programs such as divorce and estate settlement planning.

Adam Olszowy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wachovia Bank, N.A. and Wells Fargo Advisors LLC since 2010. Outside of his advisory role, he serves on the finance committee of the Zoological Society of New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jonathan Strelec is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his financial career, he is involved with the Strelec Watch Company. 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 advisory process integrates both quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

Michael Bialko is a Planning Consultant at Fidelity Investments, a position he has held since 2020. He has been affiliated with Fidelity Investments since 2014, previously serving as Relationship Manager from 2016 to 2020 and Investment Consultant from 2014 to 2016. Prior to joining Fidelity, he worked as a Senior Account Service Associate at NYLIFE Securities from 2010 to 2014. With nearly two decades of experience in financial services, Michael focuses on partnering with clients to develop comprehensive wealth plans tailored to their unique needs. He emphasizes understanding each client's individual situation to co-create a roadmap aimed at achieving financial peace of mind for them and their families. Outside of his professional responsibilities, Michael is interested in beach activities, spending time with family, fitness, football, golf, and volunteering.

Antonio Paturzo is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Batelli Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that integrate both advisory and brokerage capabilities.

Rocco Gallo is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Outside of his advisory work, he maintains full ownership of Gallo Family Enterprises LLC, an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm emphasizes tailored recommendations supported by proprietary research and planning tools, catering primarily to clients who meet specific net-worth criteria.