Natalia Styburski is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2019, having served in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Natalia supports clients and their families by understanding their financial needs and aspirations to create sound financial plans and build relationships based on trust. Her professional focus is on comprehensive financial planning and client relationship management. Outside of her professional responsibilities, Natalia enjoys spending time at the beach, attending social events with friends, exploring culinary experiences, listening to music, caring for pets, and reading.

David Najem is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Outside of his advisory role, Najem is involved with the Euro Football Academy as a soccer coach and trainer. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform of capital markets services and proprietary research.

Mariela Maquilon is a Series 66 licensed financial advisor with 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been employed at Wells Fargo Bank NA since 2010. 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 supported by research and analytics from Wells Fargo Investment Institute.

Shaun Roberts is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Insurance Agency, Ambit Energy, and ownership of SRA Wealth Advisors, LLC. He serves as treasurer for Blue Knights International Law Enforcement Motor, managing financial records and dues collection. Cetera Investment Advisers LLC is an SEC-registered adviser offering services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Robert Abdul is a financial advisor with Charles Schwab and Co., Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and Northwestern Mutual. Outside of his advisory work, he has experience driving for ride-sharing services. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning and managed account services. The firm offers a combination of non-discretionary and discretionary investment management with a multi-asset, model-driven approach and a centralized operational structure.

Nicholas Siragusa is a financial advisor with Wells Fargo Advisors in Staten Island, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill and has had two separate tenures at Wells Fargo Advisors. Outside of his advisory work, he owns and operates a vintage watch consulting business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized niche services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client letters, with implementation optional through the firm’s brokerage or advisory programs.

Judith Kasen Windsor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of her advisory role, she serves as a trustee for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Steven Haiser is a financial advisor with Primerica Advisors in Cranford, NJ, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been associated with Primerica Advisors since 1995 and Primerica Financial Services since 2000. Outside of his advisory role, he owns Triple Eight Ventures, LLC, which provides karate and self-defense instruction. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Ahmed Sourour is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including seven years at MetLife Securities and over nine years with MassMutual Investors Services. Outside of his advisory role, Sourour is involved in insurance brokerage specializing in individual and group life, health, disability, fixed annuities, and Medicare-related products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using collaborative and software-supported approaches to deliver client recommendations.

Robert Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. His prior firms include LPL Enterprise LLC, Northwestern Mutual, and Equitable Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Owen Stryker is a financial advisor at UBS Financial Services with a Series 66 designation. He has prior experience at the University of Delaware, Dick's Sporting Goods, and Montgomery Township School District. He has been with UBS in various roles since 2022. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor solutions for clients.

Richard Defuccio is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He has ownership interests in Marquis Wealth Advisors LLC and Corwil, Inc., entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, integrating advisory services with banking and other financial products.

Charles Sams is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses, and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Primerica. Sams serves as a board member for Led By Faith Inc., a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

James Veneziano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc., Chase Investment Services Corp., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 institutional platforms, supported by a large network of investment adviser representatives.

Carmine Anzalone III is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of his advisory role, he also serves as a New Jersey State Pension Consultant, assisting state employees with pension and retirement planning. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, without sponsoring its own wrap fee program, relying on affiliations with third-party program sponsors and asset managers.

Michelle Courtney is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of experience with the firm. She has been with Merrill since 2015. 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.

Brandt Sullivan is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. He previously worked at Bank of America, N.A. for one year. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melvin Taylor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, Taylor is an author of several science fiction books and is involved in promoting his publications through his own publishing company. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and integrates advisory services with multiple financial product offerings and referral channels.

Alma Garista is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes five years at TD Bank N.A. and experience in retail and banking sectors. 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, and institutional investors.

Steven Fodor is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at Pinnacle Telecom Group and Kocher & Associates, alongside a long tenure at Primerica and its affiliates. He is involved with the Boys & Girls Club of Northwest New Jersey and has served as president of the JCHS Boys Lacrosse Booster Club. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies and discretionary management supported by custodial and trade execution services.