Wajeeh Abushawish is a financial advisor at Edward Jones in Newark, NJ, holding a Series 66 designation. He has recently begun his career in the industry and has prior experience at firms including Aprio Advisory Group, Vialto Partners, PriceWaterhouseCoopers, and CohnReznick, as well as roles outside of financial services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Charles Faig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial products than many large institutional advisers.

Joshua Leski is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Equitable Advisors, Fiddlers Elbow Country Club, and Trump National Golf Course. 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, utilizing firm-approved software and collaborative, annual planning relationships.

Guido Mejia Aguaiza is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Bank, NA beginning in 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering tailored investment advice and discretionary plan-level investment selection options, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maryann Romano is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2007, following three years at Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Madhavi Gibbs is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2006 as well as Bank of America, N.A. since 2015. 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 and profit‑sharing plans, corporations, and charitable organizations.

Dawn Cammarano is a financial advisor at Raymond James Financial with eight years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2017. Outside of her advisory role, she has worked in support capacities at two businesses since 2009 and 2015, primarily handling administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers several specialized advisory programs, including municipal and retirement plan consulting.

Ronald Bohrer is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 51 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Alan Tangreti is a CFP® professional affiliated with Morgan Stanley, with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and methodologies such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Mario Califano is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. He has been with Cetera and its affiliates since 2005 and also owns Califano Financial Services Corp, where he provides accounting and tax services. Califano serves as president and treasurer of multiple holding companies managing investments and acts as executor for a family estate. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform allowing advisors to utilize model portfolios, third-party managers, or bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Frederick Turner is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of Turner GP, LLC, a merchant partnership based in Chester, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses Wells Fargo’s research and planning tools to develop customized recommendations, providing a broad range of specialized services to clients meeting a net-worth threshold.

Azis Fejzullaj is a CFP®-designated financial advisor at Charles Schwab with five years of industry experience. His career includes roles at Deutsche Bank Securities, Fidelity Investments, and Charles Schwab Bank. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large integrated platform.

Marsha Stevens is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Morgan Stanley from 2014 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

David Larkin is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and tax-efficient services, supported by integration with Bank of America’s broader banking and capital-markets platform.

David Fernandez is a financial advisor at MassMutual Investors Services with 25 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and Charles Schwab. Outside of his advisory role, he serves as the treasurer of a condominium association and works as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized event-driven planning services.

Jason Perez is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding CFP®, Series 63, and Series 65 designations. He has 24 years of industry experience, including roles within multiple Wells Fargo entities since 2009. Outside of his advisory work, he serves as treasurer for the Springfield Basketball Association and owns J Perez Group, LLC and J Perez Tax Group, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing Wells Fargo research and tools to tailor recommendations.

Michael Lebo is Vice President and Financial Consultant at Fidelity Investments. He has held this position since 2021 and continues to serve in this role. Prior to joining Fidelity, Michael worked as a Senior Wealth Strategy Associate at UBS Financial Services from 2016 to 2021. He began his career as a Financial Solutions Advisor at Merrill Edge from 2015 to 2016. Michael focuses on understanding his clients' motivations and concerns to develop comprehensive financial plans tailored to their needs. His approach centers on being a knowledgeable and trustworthy financial partner for clients and their families, aiming to create strategies that address both their aspirations and risks. Details regarding his education, credentials, personal interests, and community involvement were not provided.

Bassem Benjamin is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2021. In addition to his advisory role, he works as an Uber driver in Bergen County, NJ. 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.

Scott Nettune is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 26 years of experience in wealth management, having worked as a Private Banker, Wealth Advisor, and Financial Advisor. Prior to joining Merrill Lynch in 2018, Scott spent four years at The Wells Fargo Private Bank as a Wealth Advisor and Senior Vice President. Before that, he worked for 14 years at JPMorgan’s Private Bank, where he held multiple roles, including work on the Restricted Stock Desk focusing on 10b5-1 plans. Scott specializes in legacy planning, managing new wealth, and tax minimization. He manages the financial situations of high-net-worth clients by identifying their life goals and financial strategies and coordinating teams of specialists to implement comprehensive wealth plans. He holds a Bachelor of Arts in Accounting and Finance from Gettysburg College and maintains FINRA Series 7 and 66 registrations as well as a Personal Investment Advisor (PIA) designation. Outside of his professional work, Scott is involved with the nonprofit organization Soft Bones, Inc (501c-3). He enjoys basketball, golfing, music, coaching youth sports, and spending time with his family and friends.

Michael Pimpinelli Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. Prior to joining Mass Mutual, he worked at Abercrombie & Fitch for two years and has experience from Seton Hall University. Mass Mutual 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 seminars, using firm-approved tools to analyze client goals and deliver written recommendations.