James Siede is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to each client's risk profile.

Matthew Trundle is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he holds ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, leveraging Wells Fargo research and tools. The firm offers tailored planning solutions across various areas including retirement, risk management, and specialized planning such as business-owner transitions and special-needs analysis.

Robert Nebelung Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials and is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Valerie Benmoussa is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Vincent Luongo is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, performance reporting, participant education, and incorporates a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ronald Nagy is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. His other business activities include involvement with Gladstone Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Godfrey Statia Jr. is a CFP®-certified financial advisor with 11 years of industry experience, currently with LPL Financial since 2026. He previously worked at OSAIC for two years and spent a decade at American Portfolios Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Lucas Mistretta is a financial advisor with UBS Financial Services, holding a Series 66 designation and with 13 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Laura Salmon is a financial advisor at UBS Financial Services with 20 years of experience at the firm and holds a Series 66 designation. She is based in Weehawken, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and proprietary research to support client objectives.

Nicole McCarthy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been associated with Primerica in various capacities since 1993 and currently operates Nicole J. McCarthy Advisory Services. In addition to her advisory work, she owns NJM Closing Inc., a self-employed business based in Staten Island, New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a tiered wrap-fee structure.

Matthew Lane is a financial advisor with Wells Fargo Advisors in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Raymond James Financial Services Advisors from 2016 to 2026. Lane is also the owner of Celeriter Capital, a support company based in Westfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Marco Acosta is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Thomas Mc Laughlin is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in small business operations and education, including roles at Aria Exterior Cleaning, Frank and Danny's Pizzeria, and The College of Staten Island. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Thomas Brown is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bell Bank and Doosan Bobcat. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers customizable wrap fee advisory programs with discretionary and non-discretionary portfolio management, integrating both in-house and third-party investment managers.

Luc Musumeci is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience at Stone Point Capital and WePlayed. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor investment strategies.

Jake Ritter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His prior roles include a position at The Vanguard Group and involvement with the Montgomery County Democratic Committee. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by advanced analytical tools and a range of investment and planning programs.

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 Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, LLC, and Moody's Analytics. Wells Fargo Advisors is a national securities firm that 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.

James Fay is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 37 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2010. In addition to his advisory work, he is an author and novelist developing a website and social media presence to market his novels, along with engaging in speaking events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-oriented planning and various event-driven services such as divorce and estate-settlement planning.

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.