Linda Bentley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, a financial services firm she has been involved with since 2000. In addition to her advisory role, she is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kailey Van Wingerden is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked in various roles across education and hospitality prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored recommendations delivered through a centralized consulting team.

William Scott is a financial advisor with Stifel based in Morristown, NJ, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Advisors LLC for nine years before joining Stifel in 2018. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Thomas McGee is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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, utilizing research from Wells Fargo Investment Institute and other sources while providing a range of financial products through affiliated entities.

Gwendolyn Canonico is a CFP® professional with 22 years of industry experience, currently advising clients through LPL Financial since 2024. Prior to joining LPL, she spent 14 years with VALIC Financial Advisors, Inc and two years at Agia. She is the author of "Special Needs Roadmaps" and conducts investment-related seminars in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradford Mehl is a financial advisor with Raymond James Financial Services Advisors, Inc. in Morristown, NJ, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Mehl is also president of Bell Rock Wealth Advisors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

John Micera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through both in-house and third-party managers.

Tyler Johnson is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked previously at Allied Wealth Partners, Minnesota Life Insurance Company, Securian Financial Services, Mass Mutual, and MetLife Securities. Outside of his advisory role, he is a silent partner in his family’s restaurant business in Virginia. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Brian Wong is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a degree in Economics from Rutgers University, Brian brings a consultative approach to wealth management. He focuses on working closely with clients to develop detailed, written financial strategies tailored to their individual goals. His expertise encompasses career transitions, retirement planning, estate planning, and tax-efficient disciplined investing. Brian emphasizes collaboration with clients and their other trusted advisors, such as accountants and attorneys, to achieve long-term financial success. Outside of his professional work, Brian is an active member of the Church of Living Grace of New Jersey in Parsippany. He resides in Bedminster, New Jersey, and enjoys playing basketball and spending time with his wife, Tiffany, and their two children.

Regina Hart is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and its related entities since 2018, as well as at Investment Professionals Inc from 2012 to 2018. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Canfield is a Senior Financial Advisor at Merrill Lynch Wealth Management. His professional focus is on creating and implementing financial strategies for high net-worth individuals, their families, and businesses to help them achieve both their short and long-term goals. Jeffrey's approach to wealth management involves listening to clients' financial situations, preferences, and goals before presenting asset allocations aligned with their income and growth expectations. He engages in ongoing discussions on investments, retirement, estate planning services, and philanthropy. His client focus areas include college education planning, divorce transition planning, personal retirement planning, portfolio management services, and retirement income. He graduated in 2009 from Lafayette College with a Bachelor of Science in economics and business, with a concentration in finance. Jeffrey holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Armonk, New York and participates in community volunteering activities aligned with Merrill's tradition of community involvement.

Ghazi Nweiran is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Private Wealth Advisor®, and Chartered Financial Consultant®, focusing on helping clients work towards their financial freedom and fulfillment. Ghazi utilizes Fidelity's resources to develop tailored and prudent financial plans aimed at addressing clients' financial goals and managing uncertainties. Prior to his current position, Ghazi served as Vice President, Private Client Advisor at JP Morgan Chase Bank, N.A. from 2018 to 2021. He began his career as a Financial Advisor at Reddington Advisory Group, an office of MetLife, from 2015 to 2018. His experience spans across various financial advisory roles, emphasizing personalized client service and wealth management. Outside of his professional work, Ghazi is interested in family activities, fitness, football, golf, pets, and volunteering.

Sean Chan is a Planning Consultant at Fidelity Investments, where he supports clients in working toward their financial futures with a focus on retirement and investment planning. He partners with individuals and their families in all phases of their lives to help them understand and implement strategies toward their unique financial goals. Sean's professional experience includes roles at Goldman Sachs and The Ayco Company, a Goldman Sachs Company. His positions have ranged from Financial Analyst to Financial Planner and Regional Training Coordinator, as well as Relationship Manager in Goldman Sachs Personal Financial Management. He has been in his current role at Fidelity Investments since 2021.

Margaret Milite is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007 and has worked at Bank of America, N.A. since 2014. Outside of her advisory role, she is a co-owner of a family rental property business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based, discretionary, and tax-aware investment strategies.

Eric Murtha is a financial advisor with Mass Mutual Investors Services in Morristown, NJ, holding a Series 66 designation and having 25 years of industry experience. His prior experience includes eight years at Metlife Securities Inc. He is also an agent with Capital Benefits, where he is involved in insurance brokerage including individual life, property and casualty, and group benefits. Mass Mutual Investors Services 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 seminars, using collaborative, annual planning engagements supported by firm-approved analytical tools.

Nadia Ebanks is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes positions at PFS Investments Inc. and Primerica Financial Services, as well as roles in real estate and mortgage firms. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, employing model-based investment strategies managed by third-party asset managers. The firm operates nationally with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Brian Hale is a financial advisor at Merrill in Florham Park, NJ, holding a Series 66 designation with four years of industry experience. Prior to joining Merrill in 2026, he worked at Buckman, Buckman & Reid, Inc. for four years and has held various roles in other firms and organizations. His background includes engagements outside finance, such as work with political campaigns and consulting. 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 both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Gregory Tripold is a CFP® professional with seven years of industry experience, currently associated with LPL Financial. He previously worked at Bank of America and Merrill from 2018 to 2021 and has additional experience at Paylocity and ADP. Outside of his advisory role, he is involved with Tripold Enterprises LLC, a non-investment-related business. 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 various portfolio management strategies, supported by technology tools for operational and research purposes.

Robert Brueggeman Jr. is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He previously served at Equitable Advisors from 2005 to 2010 before rejoining in 2026. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Zhigang Shen is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and applies a structured financial planning process supported by proprietary tools and modeling techniques.