Tara Pardo is a Financial Consultant at Fidelity Investments, bringing three decades of experience in the financial services industry. She began her career at Goldman Sachs, where she served as Vice President of Equity Sales from 1992 to 2018. Following that, she was a Senior Relationship Manager at Lord Abbett from 2018 to 2022 before joining Fidelity in 2023. Throughout her career, Tara has focused on helping clients with wealth planning and financial strategies. She emphasizes collaborating with clients to create, implement, and monitor plans that align with their individual goals. Her work at Fidelity leverages the firm's resources to assist clients in making informed decisions for their financial futures.

Mark Gregware is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and having 4 years of industry experience. He has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides portfolio management, financial planning, custody, and brokerage services.

Jonathan Roman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding what matters most to his clients and their families to develop personalized strategies aimed at pursuing their financial goals. His approach involves getting to know clients well to tailor advice on a range of financial needs. Jonathan's expertise encompasses general investing, retirement planning, and preparing for unexpected financial events. He provides ongoing advice and guidance, adapting to clients' changing needs over time. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from the University of Rochester.

David Douglas is a financial advisor with Primerica Advisors in Union, NJ, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and Florida Financial Advisors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-delivery investment approach managed by third-party asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Cindy Medric Ducore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and more than 36 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and retirement plan consulting through a variety of asset-management programs and third-party advisory solutions.

Robert Bernoskie is a financial advisor with Merrill in Summit, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Bank of America and Merrill since 2009. Outside of his financial advisory role, he serves as a high school football official with the New Jersey Football Officials Association, a position he has held since 1993. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Raven Norton is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 credential and has worked at Morgan Stanley Smith Barney LLC since 2019. Prior to that, she held positions at Ruder Finn and FleishmanHillard, as well as attended the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Alexander Pritsker is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and PNC Bank. 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, and institutions, utilizing internal and third-party portfolio managers.

Matthew Condon is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at BNY Pershing for two years and has held various roles in education and athletics at Rutgers University and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Hayden Harr is a financial advisor with Charles Schwab, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at Blue Owl Securities LLC, Central Park Group, LLC, and Merrill. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and order-routing operations.

Douglas Schiffmiller is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including American Portfolios Advisors and Avantax. He also operates Retirement Help Group, providing investment, retirement, tax, financial, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting more than 10,000 advisors and overseeing over $256 billion in assets.

Jennifer Donoghue is a financial advisor at Merrill with Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Merrill since 2019, with a brief hiatus in 2021. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Birkins is a financial advisor at UBS Financial Services with 15 years of industry experience. He has held prior roles at Eaton Vance Management and Eaton Vance Distributors, Inc. from 2011 to 2020. He holds the Series 63 and Series 66 designations and is based in Weehawken, NJ. UBS Financial Services Inc. 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 and provides research-driven, tailored investment strategies.

Kathryn Tolkowsky is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She previously worked at Goldman Sachs & Co for five years and at ADP for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

John Depaola is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and a Series 66 license. He has eight years of industry experience, having previously worked at Park Avenue Securities, Guardian Life Insurance Company of America, and ConnectOne Bank. Outside of advising, he manages a vending machine distribution business and holds ownership roles in several entities related to his practice and insurance activities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships with a goal-oriented, software-driven planning approach.

Peter Silvis is a financial advisor with Cetera in Iselin, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at First Allied Advisory Services, Triad Advisors, and MSI Financial Services. Outside of his advisory work, he consults for Solar Landscape. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Alexander Zebrowski is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS and Jpmorgan Chase Bank, N.A. Outside of his advisory roles, he has spent seven years affiliated with Montclair Golf Club. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks in its recommendations.

Nancy Stewart is a financial advisor with J.P. Morgan Securities in Metuchen, NJ, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 1997. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a process supported by centralized due diligence and a mix of quantitative and qualitative research.

Gregory Marsh is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors Financial Network LLC since 2009. Marsh has a 50% ownership interest in Bruno Marsh & Associates Inc., operating as Bridgehaven Fiduciary Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to offer tailored recommendations backed by its research and planning tools.

Michael Colasurdo is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2018, he worked for Mulberry Street Italian Food Center for eight years. Outside of his advisory role, he is a partner in a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by proprietary tools and analyses.