Noah Jacobson is a financial advisor at Stifel with 32 years of industry experience. He previously worked at RBC Capital Markets for 14 years before joining Stifel in 2023. His credentials include the Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

George Carter is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Allied Wealth Partners and Securian Financial Services, among others. Outside of advising, he is involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Matthew Korongy is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop simple and effective strategies aimed at achieving their financial goals. He takes a comprehensive and holistic approach to financial planning and guidance. With over 30 years of experience in the financial services industry, Matthew's career includes roles such as Financial Consultant at ETRADE Morgan Stanley from 2019 to 2024, Director positions at Citigroup from 2002 to 2018 and at M.S. Farrell & Company from 1996 to 2002, as well as Fixed Income Sales Associate at Lebenthal and Co. from 1991 to 1996. Outside of his professional work, Matthew enjoys activities such as cooking and baking, spending time with family, football, golf, hiking, and caring for pets.

Frank Ward is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Morristown, NJ since 2021. His prior experience includes roles at Merrill and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 investment adviser representatives.

Annette Mavropoulos is a financial advisor with Merrill, holding a Series 66 designation and bringing 40 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 with model-based and discretionary investment strategies.

Yuma Morita is a financial advisor with Edward Jones in Denville, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, Morita worked at H&R Block and Lvly. He is also the owner of Longface Productions LLC, a media production company that is currently dormant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates under a fiduciary standard.

Steven Hynson is a financial advisor at Cetera with a Series 66 designation and 12 years of industry experience. Prior to joining Cetera and Wealthspring Financial Partners in 2025, he held positions at Bank of America, Merrill, and Hennion & Walsh Asset Management. He is also involved with Wealthspring Financial Partners, where he provides comprehensive financial planning and investment advice to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets.

Laura Hingle is a Series 66-registered financial advisor with Equitable Advisors in Morristown, NJ, with 21 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. In addition to her advisory role, she owns Black Diamond Solutions, an employee benefits advisory firm, and serves as an administrator and executor of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Alexander Whelan is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in professional hockey with teams including the Hartford Wolf Pack, Atlanta Gladiators, and Cleveland Monsters. Outside of his advisory role, Whelan is involved in coaching in the sport and fitness sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management and model-based strategies.

Kenneth Spielman is a financial advisor at Stifel with 34 years of industry experience. He has held his current position since 2007 and previously worked at Ryan Beck & Co. from 1999 to 2007. Outside of his advisory work, he has served as an event photographer for venues including Brooklyn Bowl and The Rock and Roll Playhouse. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Dean Ludwig is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following eight years at Jhfn Sii. In addition to his advisory role, Ludwig is involved in tax preparation through Tee To Green Financial, LLC, which he has been a member of since 2008. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk assessment, and automated rebalancing to manage a wide range of investment products on both discretionary and non-discretionary bases.

Judd Carlton is a CFP® professional with over 22 years of industry experience. He has been with Osaic since 2006 and previously worked at Morgan Stanley DW Inc. from 2004 to 2006. Carlton also serves as Trustee for Glassner Carlton Financial LLC, an affiliated business entity associated with Osaic. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of financial advisers. The firm offers integrated brokerage and advisory services with a portfolio construction approach utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment products.

Barbara Coyne is a financial advisor at Morgan Stanley with 16 years of industry experience. She has previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2021. Coyne holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Barry Geltzeiler is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Stifel in 2024, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC from 2015 to 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

David Turk is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC through 2020. Outside of his advisory role, he is the owner of Turk Financial LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party asset managers and advisory programs and provides ERISA fiduciary services through credentialed representatives.

John Boeckel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments LLC, SII Investments, Inc., and Advanced Planning Group. Outside of finance, he is the founder of a cosmetic line called MISSION 1O2. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers tailored investment strategies across multiple platforms and maintains proprietary model strategies alongside access to unaffiliated managers.

Thomas Miller Sr. is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. The firm provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Wells Fargo Clearing’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Cassiliano is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2005. 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.

Vincent Wu is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2010, with prior experience at New England Securities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to multiple registered investment companies and fund-of-funds.

Alexia Gravvanis is a Financial Advisor with Merrill Lynch Wealth Management in Chicago. She specializes in holistic wealth management, assisting individuals and families in achieving their financial goals. Her expertise encompasses investment and portfolio management, comprehensive wealth planning, retirement analysis and tracking, executive compensation management, tax minimization strategies, and business retirement plans. Alexia holds a Bachelor's Degree from the University of Illinois at Urbana-Champaign and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively involved in professional and community organizations, serving on boards such as the Goodmand Theatre, Josephinum Academy of the Sacred Heart, Lurie Children's Hospital Junior Council, and Merrill's Women's Exchange. Committed to community engagement, she aims to dedicate over 50 volunteer hours annually.