Ikechukwu Oguh is a financial advisor with Wells Fargo Clearing in South Orange, NJ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jack Schreiber is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Viable, Arrow Search Partners, and Bank of America. He completed his studies at the University of Florida. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Digiovanni is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Vestwell, Betterment, and ADP. He is also involved in non-variable insurance activities associated with Prudential. 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 typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Matthew Gordon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages a rental property in Clifton, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Charles Tamayo Mayorga is a financial advisor at LPL Financial with nine years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at INVEST Financial Corp. He is also involved with Affinity FCU, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, utilizing both discretionary and non-discretionary investment strategies.

Wesley Storr is a financial advisor with Ameriprise in Cedar Knolls, NJ, holding a Series 66 designation and three years of industry experience. He previously worked at Beck Consulting & Associates and Avantik. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas McCarthy is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IC Advisory Services Inc, The Investment Center Inc, and J.W. Cole Advisors, Inc. Outside of advisory work, he is the owner of Alpha Home Services, a home-based business. 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 institutions. The firm offers a range of financial planning and investment programs, leveraging a large network of advisors and a variety of strategic and tactical investment options.

Sterling Quick Jr. is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Garrett Valentino is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services LLC and Chubb/Avenica Inc. Outside of finance, he has been involved with Proskate for over a decade. J.P. Morgan Securities 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 framework in its recommendations.

Gary Selecky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was with RBC Capital Markets for seven years. Outside of his advisory role, he serves as a FINRA arbitrator and participates as a poll worker for the Essex County Board of Elections. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jeanna Markovich is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 63 designation and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has prior experience with Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Christopher Heiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan entities since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Samuel Dicocco is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Equitable Advisors and Axa Advisors, LLC, as well as an academic position at Penn State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with recommendations delivered in a non-discretionary model.

Thomas Bongiorni is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Mass Mutual Life Insurance Company since 2018. In addition to his advisory role, he is involved as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Michael Lee is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. His prior work includes roles at Equitable Advisors and AXA Advisors, as well as ownership of MSL Capital Management Group, a business operated under Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Violet Mtisi is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process and modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tonya Conroy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. She has been with Wells Fargo entities since 2012, including Wells Fargo Advisors and Wells Fargo Bank NA. 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, using research and analytics to guide investment strategies.

Pablo Cardoso is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 18 years of industry experience. His prior work history includes roles at Bank of America, Santander Securities, JPMorgan Chase, and PNC Investments. Outside of his advisory role, he serves as Treasurer for the North Plainfield High School PTO. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Morrissey Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of his advisory role, he operates a furniture business and works as a greeter at Whiteface Mountain in New York, providing information to skiers about conditions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes use of firm-approved tools and market simulations.

Zachary Stabile is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Ultimate Ripz, eBay, and various educational institutions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver a range of advisory models and fiduciary services.