Ryan Donohue is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at various J.P. Morgan entities since 2013, including J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with model asset allocations and incorporates ESG considerations in its recommendations.

Kevin Coutinho is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and PricewaterhouseCoopers. Outside of advisory roles, he is also employed as a personal banker at Provident Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and custodial relationships.

Carmine De San is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors for five years. Outside of his advisory role, he serves as a Rangemaster for Cub Scouts BB Guns and Archery with the Boy Scouts of America Patriots Path Council, volunteering approximately three hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a variety of advisory programs for a broad client base.

Eric Mercado is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Northwell Health Labs. Before entering finance, he spent over a decade operating Zadies Bake Shop. 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 plans, corporations, and charitable organizations.

Peter Carollo Jr. is a CFP® professional with 40 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and Managed Assets Group for 23 years. In addition to his advisory role, he acts as an insurance agent offering accident, health, disability, life insurance, and fixed/equity index annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account solutions.

Gary Wayne is a CFP® with 30 years of industry experience, currently working at Wells Fargo Advisors since 2022. He previously spent six years at Wells Fargo Clearing. Outside of his advisory role, he is involved in several private investment ventures and family enterprises. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to deliver tailored recommendations.

Michael Gould is a financial advisor with Ameriprise in Edison, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Roger Syracuse is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he plays drums periodically on weekends with several bands. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities through a range of financial planning and consulting services.

Harpartap Boyal is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help them achieve these objectives. He provides ongoing advice and adjusts portfolios as clients' situations evolve. Harpartap holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rutgers. His approach focuses on managing the complexities involved in financial planning, including aspects such as retirement, college funding, eldercare, and healthcare needs.

Kevin Shea is a CFP® and CFA® with 12 years of experience in the financial services industry. He is currently an advisor at Edelman Financial Engines, where he has worked since 2026, following prior roles at Financial Engines Advisors L.L.C. and other firms. Outside of his advisory work, Shea is involved in managing investment real estate as an owner and landlord. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios and long-term investment strategies.

Nina Zelaya is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations supported by Wells Fargo research and planning tools.

Michael Fischer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with National Planning Corporation. In addition to his advisory roles, Fischer has served as a firefighter with the New York City Fire Department since 2003 and operates a sole proprietorship managing ATM machines. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Kaden Pickering is a financial advisor at Mass Mutual Investors Services with two years of industry experience and holds a Series 66 designation. He has been with Mass Mutual Investors Services since 2024 and also serves as a volunteer assistant hockey coach for Millburn High School. Additionally, he is involved with Hockey Players in Business, a networking group focused on raising money for charity. 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’s approach includes collaborative, annual financial planning engagements using firm-approved software to analyze client goals.

Jake Mcmanus is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, PGIM Investments, Prudential Investment Management Services, Merrill, and New York Life. 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 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 menu.

Russell Robinson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 15 years. 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 a broad range of brokerage and advisory solutions.

Brandon Heroux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. 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 program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kannan Jayaram is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he works as a ski and snowboard instructor at Vail Ski and Snowboard School in Colorado. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm offers a variety of advisory programs and works with third-party asset managers to deliver customized investment solutions.

Matthew Valeyko is the Vice President and Branch Leader at Fidelity Investments, where he oversees the office in Millburn, NJ. In his role, he coaches financial advisors to provide a tailored experience for clients by understanding their family dynamics and financial needs. His approach involves collaborating with clients to create customized wealth plans aimed at helping them achieve their goals and visions. Since joining Fidelity Investments, Matthew has held positions including Regional Planning Consultant from 2014 to 2021, before becoming Branch Leader in 2021. His extensive experience at Fidelity has equipped him with a strong understanding of financial planning and client relations. Outside of his professional responsibilities, Matthew enjoys a variety of personal interests including family activities, fishing, fitness, gardening, movies, and running.

Jennifer Lockett is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management and offers additional services such as fiduciary financial planning, underwriting, and securities-backed lending.

Leean Hunchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2022, Leean worked at RBC Capital Markets and TIAA-CREF. Outside of work, Leean serves as Treasurer of the Academy of Performing Arts Booster Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and nonqualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.