Martin Diamond is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2020. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he acts as a trustee for an investment-related trust. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Peter Von Halle is a ChFC® credentialed financial advisor at LPL Financial with 36 years of experience. His prior roles include ten years at Lincoln Financial Securities Corporation and over four decades operating the VonHalle Brokerage Group, which he continues to manage alongside his current position. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide network of representatives. The firm offers comprehensive advisory and brokerage services, including financial planning and access to third-party asset managers and institutional platforms.

Edward Byrne is a Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. His expertise encompasses bond trading, financial market analysis, and comprehensive wealth management strategies tailored for individuals and families. Edward's global experience includes a five-year period in Japan specializing in bond trading, providing him with a unique perspective on investment strategy, risk management, and market dynamics. He holds FINRA Series 7, 9, 10, 63, and 66 registrations and the Chartered Retirement Planning Counselor (CRPC) designation, supporting his commitment to delivering disciplined planning and informed decision-making to his clients. Edward focuses on building, preserving, and transitioning wealth through personalized service backed by his extensive fixed-income market knowledge. A lifelong resident of New Jersey, Edward lives in Bergen County with his family. He is involved in his community through support of organizations such as the Friends Of The County Animal Shelter (FOCAS) in Hasbrouck Heights, NJ. Outside of work, Edward enjoys football, genealogy, music, softball, swimming, and traveling.

Robert Suchocki is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has worked at Wells Fargo since 2016. Outside of his advisory role, he mentors young entrepreneurs through the Institute for Entrepreneurial Leadership and assists with operations at Vilardo’s Deli. 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.

Richard Mitchell is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes seven years at Wells Fargo Clearing and a year at Ameriprise Financial Services, Inc. He serves on the Board of Directors for the Morris Automated Information Network in a non-voting advisory capacity. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, delivering personalized, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Olga Avdaev is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. She has worked at LPL Financial since 2017 and previously spent time at Summit Risk Management, Inc. and Summit Equities, Inc. Avdaev is also involved with Duphiney Financial Network, an entity related to her LPL business. 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 portfolio programs, third-party asset management, and institutional platforms.

Michael Borsello is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Merrill for 20 years before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. He also serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Jordan Stevens is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2026, he spent time at UBS Financial Services and has a varied background including roles at Biy Y, Precision Combustion Inc., and Houlihan Lawrence Wareck D'Ostilio. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, focusing on structured financial planning through approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Alvin Vinson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cetera Investment Advisers, LLC since 2017 and with Cetera Financial Specialists LLC since 2005. Outside of his advisory role, he serves as a board member for a cooperative housing organization, where he works on building improvements and maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Jackson is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley and its Private Bank since 2017, following a brief tenure at PNC Investments and PNC Bank. Outside of his advisory role, he serves as an officer for the Midland Park Soccer Association in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by firm-approved tools and analyses.

Daniel Martin is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2016. Prior to that, he worked at Gitterman Wealth Management and Triad Advisors. In addition to his advisory role, Martin is an independent insurance agent for various companies through his business, D.R. Martin and Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and multiple custody platform arrangements.

Jonathan Chu is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management (MSWM) provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and strategies developed by its Global Investment Committee.

Knut Lundberg is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Ic Advisory Services Inc, The Investment Center Inc, Factius Financial Strategies, Commonwealth Financial Network, and Ameriprise. Lundberg serves on the board of the Swiss SkiClub of New York, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms with a broad selection of investment strategies, supported by advanced operational and research tools.

Michael Al Moustafa is a Series 65-licensed advisor with Cetera and has one year of industry experience. He previously held roles at Kept Companies Inc., SKC & Company, LLP, Murphy, Miller & Baglieri, LLP, Blue Water Divers, and Berson and Corrado. Outside of advisory work, he is the owner and founder of an accounting and tax services business serving his personal clients. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager investment platform with discretionary and non-discretionary portfolio management, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm supports various program structures and offers access to affiliated and third-party money managers, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Maria Nikolaidis is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, after seven years with Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Her spouse owns and operates a fur business outside the investment industry. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Kevin Wurst is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held this position since 2025, following roles including Vice President, Branch Leader from 2013 to 2025, Assistant Branch Manager from 2012 to 2013, and Vice President, Senior Account Executive from 2008 to 2012. Prior to these roles, he worked as a Financial Planning Consultant and Investment Representative at Fidelity Investments, a Financial Advisor at Smith Barney, and an Investment Consultant at Morgan Wilshire Securities, Inc. With nearly 26 years of experience in financial services, Kevin is a Certified Financial Planner (CFP®) who focuses on guiding high net worth families through various stages of their financial journeys. His approach involves collaboration and tailoring financial plans to align with clients' aspirations and values, aiming to foster trust-based relationships that provide clarity and confidence. Outside of his professional work, Kevin's personal interests include family activities, fitness, food, golf, outdoor adventures, and traveling.

Michael Post is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, also serving at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including J.P. Morgan Securities and Mass Mutual Investors Services. 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 with a variety of investment strategies and utilizes technology for operational and research support.

James Fontanella is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 31 years of industry experience. He has been with Cetera and its affiliates since 2005 and operates his own accounting and tax preparation business serving small businesses and individuals. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with access to multiple investment strategies and managers.

Michael Napolitano is a CFP® professional with 43 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2007. He holds Series 63 and Series 65 licenses and is based in Paramus, NJ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.