Alex Furlong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Megan Pagliaro is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Hughes Klaiber LLC and periods focused on homemaking. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Frank Yany Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 approach 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.

Jose Monroy Jr. is a CFP®-certified financial advisor with Edward Jones, bringing 19 years of industry experience. He previously worked at Capital One Investing before joining Edward Jones in 2017. Outside of his advisory role, Monroy serves as a youth soccer referee for the United States Soccer Federation in New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sadiera Crawford is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Footlocker Inc. prior to her current role. 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 an ESG eligibility framework to tailor recommendations.

Kyle Reinson is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before his current role. Prior to joining Fidelity Investments, Kyle worked at Merrill Lynch as an Assistant Vice President and Financial Solutions Advisor from 2019 to 2023. In these roles, he has focused on creating personalized financial plans and providing guidance to clients throughout their financial planning process. Kyle is committed to collaborating with clients to develop financial strategies that align with their individual goals and to supporting them in navigating their financial journeys.

Michael Mccarthy is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning.

Veranika Khamianok is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. She specializes in developing personalized financial plans that align with clients' unique goals, including education funding, retirement planning, and long-term family objectives. Veranika emphasizes a client-centered approach that prioritizes individual perspectives and priorities, aiming to simplify the complexities of investing and wealth management. Veranika holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. She earned a Bachelor's degree from Yerevan State Institute of Economics and a Master's degree from Brandeis University.

Robert Difabritis is a financial advisor at Cetera with 40 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Insurance Agency over multiple decades and has operated his own firm, Robert DiFabratis & Co, since 1991. Outside of his advisory work, he is involved in tax preparation and financial statement preparation through his other business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Robert Gatyas is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has held roles at Wells Fargo Clearing Services LLC, JP Morgan Chase Bank, and Bank of America. He holds Series 63 and Series 66 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Francy Ruiz is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2006. 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Brian Mckevitt is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior firms include Aegis Capital Corp., Gunnallen Financial, Inc., and Morgan Stanley Dw Inc. In addition to his advisory work, he is involved in offering Medicare supplement insurance and prescription drug plans through related business activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed internally and by third parties, along with financial planning and access to third-party asset managers.

Eisho Porter is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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.

David Potischman is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Morgan Stanley in Morristown, NJ, having joined the firm in 2025 after 13 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through individual financial advisors as well as corporate financial planning agreements.

Steven Ayers is a financial advisor with J.P. Morgan Securities in Summit, NJ, holding a Series 66 designation and five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm is registered for security-based swap dealer and futures commission merchant activities, offering access to a broad range of products within the larger J.P. Morgan organization.

Michael Omelio is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, and prior experience at Invest Financial Corporation and Investors Bank. 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 recommendations.

Adam Kay is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities, The Prudential Insurance Company of America, Ameriprise, and Equitable Advisors. Outside of his advisory role, Kay is a member of the United States Coast Guard Auxiliary. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Frank Leloia is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been helping clients since 2007. With over 30 years of experience as a registered representative and financial advisor, he focuses on providing personalized wealth management strategies tailored to each client's goals and risk tolerance. Frank specializes in areas such as education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Frank holds a Bachelor's Degree from the Pennsylvania State University System and carries the Personal Investment Advisor (PIA) designation. He works closely with clients' other professional advisors to provide comprehensive tax strategies and to assist in the development of estate plans. His approach emphasizes building lasting relationships based on trust, transparency, and exceptional service. Residing in Long Valley, New Jersey for the past 24 years with his wife Beth and their two children, Nick and Jack, Frank is committed to participating in the communities he serves. He dedicates time to volunteering with local organizations and enjoys personal interests including baseball, basketball, billiards, football, golfing, reading, spending time with family, and traveling.

Jason Sprung is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. He is also the owner of JMS Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patricia Fontan is a Series 66-licensed financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Merrill Lynch for 12 years and has been with Morgan Stanley since 2017, including a brief period at TRX Transaction Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its advisory services.