Marco Acosta is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2009. 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 incorporates systematic quantitative and qualitative research and may include ESG criteria to build model asset allocations.

Thomas Mc Laughlin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he was involved in small business operations including Aria Exterior Cleaning and Frank and Danny's Pizzeria. He also has a background in education, having worked at The College of Staten Island and St. Joseph by the Sea High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers various advisory models through third-party managers, focusing on personalized risk assessment and matching clients to suitable investment programs.

Robert Hikes is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2018. He has prior experience at Invest Financial Corporation and has been involved with Affinity Federal Credit Union and Affinity Investment Services, LLC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Tyler Christensen is a financial professional at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors. Christensen also has experience outside financial advisory, including roles in insurance and non-variable insurance agencies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach, utilizing model portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014. Prior to that, she was with PFS Investments Inc and Primerica Financial Services. 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.

Mark Lebida is a CFA® charterholder with 18 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, Moody's Analytics, TIAA-CREF, Charles Schwab, and Ameriprise. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research, analytics, and modern portfolio theory to support its broad range of brokerage and advisory solutions.

Ethan Stagg is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Bank of America, Henkel Corporation, and Corbin Advisors. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Cooke is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Fidelity Brokerage Services LLC for 10 years before joining Charles Schwab and Charles Schwab Bank in 2024. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Kyle Smith is a CFP® with 16 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Renee Morgan is a Series 66-licensed financial advisor with Morgan Stanley in Morristown, NJ, and has 17 years of industry experience, all with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Shaun Leonard is a CFP® with three years of industry experience, currently serving as a Wealth Advisor at Glassner Carlton Financial and affiliated with OSAIC. His background includes roles at Glassner Carlton Financial since 2019 and non-investment work as a food delivery driver for DoorDash. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services, including financial planning and managed portfolio solutions. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary strategies.

Anna Marie Stotka is a financial advisor at OSAIC with 41 years of industry experience. She holds a Series 63 designation and has previously worked at Lincoln Financial Securities Corp and Citigroup Global Markets. Outside of her advisory role, she is involved in real estate as a sole proprietor agent handling occasional listings and sales from past clients. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of managed account options.

Michael Metzger is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures including indoor laser tag and hatchet throwing entertainment facilities in New Jersey. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.

David Wurst is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He also serves as an executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Michael Pfenninger is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Mass Mutual Investors Services and Merrill. Outside of Raymond James, he is involved with Eagle Rock Wealth Management and Greenberg and Rapp Financial Group in advisory and non-variable insurance sales roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique municipal advisory capabilities alongside its other advisory programs.

Justin Raho is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves on the board of directors and finance committee for Summit Speech School, which provides educational services to children who are hearing impaired. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Andrea O'Donnell is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., JPMorgan Securities, LLC, and JP Morgan. Prior to her financial services career, she was associated with Playa Bowls and Boston College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and informed market estimates to support its financial planning services.

Nathan Smith is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill since 2017, with additional experience at Morgan Stanley, Briad Restaurant Group, Certified Financial Services, Columbia Bank, and Fairleigh Dickinson University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bonnie Park is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 25 years of industry experience. She has worked at UBS Financial Services for 23 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

James Figurelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Tac Ops Laser Tag and Spring Brook Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory programs, emphasizing client information gathering, risk assessment, and matching to program models or discretionary managers.