Falguni Sanghavi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Wells Fargo in 2019, Sanghavi worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, Sanghavi owns INDYZONE, a business selling costume jewelry and ethnic wear on Amazon. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 and third-party sources.

John Pacetti is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Tony's of Cincinnati and has academic experience at the University of Cincinnati and Moeller High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a network of Financial Advisors using proprietary research and model-based asset allocations.

Amanda Bagnoli is a financial advisor at UBS Financial Services in Hoboken, NJ, holding a Series 66 designation with 16 years of industry experience. She has worked at Merrill since 2010 and Bank of America, N.A. since 2015. 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 delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Ryan Angerthal is a financial advisor at UBS Financial Services with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at zCap Equity Fund and PIMCO Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Suzanne Balian is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley & Co. Incorporated since 2008 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as president of the New Jersey chapter of AT&T Pioneers, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services across retail and institutional markets.

Saverio Kaufman is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2022. He has four years of industry experience and has held roles at ING and various non-financial organizations, including Bucknell University and the Orange Lawn Tennis Club. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jonathan Donenfeld is a financial advisor at Cetera with the PFS™ designation and Series 63 license. He has been with Cetera since 2025 and also operates his own tax and accounting businesses, JLD Tax Resolution Group and JLD Tax & Accounting, which he has managed since 2015 and 2020 respectively. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Donald Frio Sr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Shivam Mittal is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, Philip Nuccetelli, Jr., Rutgers University, and Brookdale Community College. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Men's Retreat Group. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in investable assets. The firm offers comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to deliver tailored, tax-efficient recommendation reports.

Bryan Sawyer is a CFP® with 27 years of industry experience currently working at Charles Schwab. He previously held roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. prior to joining Schwab in 2022. 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 investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized supervisory and custody arrangements.

Juan Moreira is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at Santander Bank NA and New York Life Insurance Co. Outside of his advisory role, he works as a contractor for DoorDash, providing food delivery services. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dipesh Mehta is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Interplay Learning, the University of Texas at Austin, Super 1 Communications, and Oppenheimer & Company. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Bill Barba is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is the CEO and owner of BBNY Consulting LLC, a consulting business. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides fiduciary services to qualified plans.

Nas Allan is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He and his team focus on serving high-net-worth clients, including business professionals and business owners, typically with investable assets of $1 million and above. His role involves developing personalized financial strategies that support clients' long-term objectives, emphasizing wealth preservation, growth, retirement, and legacy planning. Nas holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, earned through The College for Financial Planning, as well as a credential as a Personal Investment Advisor (PIA). He completed an accredited certificate program at Katherine Gibbs Schools. Leveraging resources from Merrill and Bank of America, he helps clients build flexible strategies tailored to their needs. Outside of his professional work, Nas is involved in youth sports coaching. He lives on Staten Island with his wife and two children and enjoys activities such as golf, ice hockey, billiards, horseback riding, and tennis.

Steven Lajka is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 39 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to joining his current firm. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized programs including Divorce Planning, estate settlement, and employer-sponsored planning.

Jared Ibelli is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining UBS in 2022, he worked at Raymond James & Associates and Equitable Advisors, among other roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Davis Monaghan is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for six years before joining RBC in 2021. 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 portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ryan Hislop is a Senior Financial Advisor with Merrill Lynch Wealth Management based in New York City. He advises a select community of individuals, families, and nonprofits on asset allocation, wealth planning, and portfolio implementation. Ryan leverages the comprehensive offerings of the Merrill platform to deliver investment management solutions that align with his clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He and his team focus on managing new and existing wealth, generational planning, and provide holistic wealth management services, including estate planning and access to family office services from Merrill. Before joining Merrill Lynch, Ryan worked for six years at Goldman Sachs in the Consumer and Investment Management Division, serving ultra-high-net-worth individuals, families, and institutions. He holds a Bachelor of Science degree in history from Middlebury College, where he graduated cum laude. While at Middlebury, Ryan played on the college football team and volunteered with the Special Olympics. He attended Delbarton School in Morristown, New Jersey. Outside of his professional work, Ryan enjoys boating, cooking, football, golfing, music, and spending time with his family.

Daniel Kelleher Jr. is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

David Kelly is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses. He has 35 years of industry experience, including multiple roles within UBS and UBS Asset Management over the past decade. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client portfolios.