Justin Landolfe is a Wealth Management Advisor with The LE Group at Merrill Lynch Wealth Management. He joined Merrill in January 2023 and supports clients by developing customized multi-generational wealth management strategies. His approach encompasses portfolio strategies, income and cash flow management, education funding, retirement income planning, estate planning services, and guidance for executives with concentrated stock positions. Before joining The LE Group, Justin accumulated 13 years of experience in the financial services industry. He served as an investment analyst for a hedge fund, where he focused on Collateralized Loan Obligations, conducting financial performance and capital structure analysis to inform investment decisions. He also worked as a Certified Public Accountant for two years at a leading accounting firm. Justin holds a Bachelor's degree in Finance and Accounting from Pace University and earned his CERTIFIED FINANCIAL PLANNER® certification in 2022. He holds FINRA Series 7, 63, and 65 registrations. He resides in Madison, New Jersey with his wife and two sons, and is involved in the Madison Rotary Club. His personal interests include adventure sports, baseball, basketball, cooking, football, golfing, music, skiing, spending time with his family, and watching movies.

William Oakes is a CFP® certified financial advisor with 24 years of industry experience. He is affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and Signator Investors Inc. Oakes serves as a board member for the Westfield Lacrosse Club, where he is involved in youth sports administration. OSAIC serves a diverse client base including individual and high-net-worth investors, pensions, corporations, and charitable organizations. The firm offers a range of advisory services and employs firm-provided tools and third-party platforms to manage portfolios with various asset types on both discretionary and non-discretionary bases.

Michael Vincent is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Fazendeiro is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in a non-variable insurance business as a sole producer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Jonathan Barrett is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Equitable Advisors in Woodbridge, NJ. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Barrett serves on multiple nonprofit boards, including Help The Children Hear and the Dominican Republic Relief Organization, and is an adjunct professor at Seton Hall University, where he lectures to juniors and seniors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a combination of proprietary programs and third-party asset managers to deliver personalized advisory solutions across a broad range of investment products.

Eric Muchmore is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works collaboratively as part of a wealth management team and focuses on helping clients achieve financial confidence and freedom by providing wise wealth management and solid investment returns. Eric's approach centers on building long-term relationships and tailoring financial strategies to fit individual client needs and goals. Eric holds a Bachelor of Science degree from Bucknell University, where he graduated cum laude in 1978. He is a Certified Kingdom Advisor member since 2008 and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes impact investing, and he is actively involved in Kingdom Advisors, which aligns with his focus on integrating financial returns with clients' faith and values. Beyond his professional commitments, Eric is an active member of Mendham Hills Community Church and serves on the board of Potter's House Association International, a non-profit organization in Guatemala City. He participates in guiding the organization's vision, accountability, finances, and mission protection. Additionally, he volunteers annually with his family to support the organization's efforts to alleviate poverty. Eric resides in Morristown, New Jersey, with his wife and their five children.

Robert Edelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior firms include Bank of America and Merrill. Outside of advising, he operates a small online resale business on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, combining proprietary and third-party models to accommodate various client needs.

Seth Finkelstein is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Prior to joining Morgan Stanley in 2025, he worked for nine years at Schroder Investment Management North America Inc. in New York. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Matthew Trzaska is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his career in finance, he held various roles including positions at Guitar Center and Whole Foods Market. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Richard Auteri II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Cetera and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports investment advisers with model portfolios, tactical strategies, and various operational tools, while maintaining significant scale and diverse financial activities beyond advisory services.

Daenna Tarullo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as a Notary Public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Mark Kranz is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and totaling 35 years of industry experience. He has been associated with Primerica Advisors since 1990 and Primerica Financial Services since 1991, and also spent 30 years with Jbp Enterprises Inc. Kranz’s other business activities include part-time sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and $15.5 billion in assets under management, delivering services through model-driven recommendations and utilizing third-party asset managers and custodians.

Laura Strubel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Francis Ahmed is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes seven years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., along with two years at The Boston Consulting Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation with proprietary research to tailor financial plans. The firm blends institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Denise Li Brizzi is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. She is involved in a family-held business, Libbys Kids LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Eric Levine is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years each at Newton Investment Management and Lord Abbett. Outside of advisory work, Levine serves as an executor of an estate trust in accordance with family directives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions including fee-based planning, portfolio management, and market-making activities.

George Tackett is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 56 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Francis Carroll is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing and Gruntal & Co., L.L.C. Outside of advising, he owns and manages a rental property in Wharton, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, and niche planning areas. The firm uses proprietary research and tools to develop client recommendations delivered through meetings and written summaries, with clients choosing how to implement the advice.

Cameo Price is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Syed Hussain is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. In addition to his advisory role, he is the managing partner and founder of a technology services firm, Momentum Innovations. 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 and access to model portfolios, with support from research and technology tools.