Peter Carollo Jr. is a CFP® with 40 years of industry experience. He is currently with OSAIC and previously worked for Lincoln Financial Securities Corporation for 17 years. In addition to his advisory role, he is an insurance agent offering accident, health, disability, long-term care, life insurance, and annuities. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides brokerage and advisory services with access to multiple platforms, employing various asset allocation tools and third-party solutions to construct and manage portfolios.

Gary Wayne is a CFP® professional with 30 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside his advisory role, he is involved with several private investment entities and holds ownership interests in multiple investment-related ventures. Wells Fargo Advisors 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, utilizing Wells Fargo’s research and tools to develop tailored recommendations for its clients.

Michael Gould is a financial advisor with Ameriprise in Edison, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Roger Syracuse is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he plays drums periodically on weekends with several bands. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities through a range of financial planning and consulting services.

Kevin Shea is a CFP® and CFA® with 12 years of experience in the financial services industry. He is currently an advisor at Edelman Financial Engines, where he has worked since 2026, following prior roles at Financial Engines Advisors L.L.C. and other firms. Outside of his advisory work, Shea is involved in managing investment real estate as an owner and landlord. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios and long-term investment strategies.

Nina Zelaya is a financial advisor with Wells Fargo Advisors in Iselin, NJ, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services including retirement, education, and specialized planning areas, using Wells Fargo’s research and tools to develop tailored recommendations.

Michael Fischer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked with LPL Financial since 2017 and has previously been affiliated with National Planning Corporation and Walter Daszkowski. In addition to his financial advisory career, Fischer serves as a firefighter with the New York City Fire Department. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Kaden Pickering is a financial advisor at Mass Mutual Investors Services with two years of industry experience and holds a Series 66 designation. He has been with Mass Mutual Investors Services since 2024 and also serves as a volunteer assistant hockey coach for Millburn High School. Additionally, he is involved with Hockey Players in Business, a networking group focused on raising money for charity. Mass Mutual Investors Services 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’s approach includes collaborative, annual financial planning engagements using firm-approved software to analyze client goals.

Jake Mcmanus is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, PGIM Investments, Prudential Investment Management Services, Merrill, and New York Life. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Anthony Bazzini is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2010 to 2022 before joining Charles 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Russell Robinson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 15 years. 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 a broad range of brokerage and advisory solutions.

Brandon Heroux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Kannan Jayaram is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he works as a ski and snowboard instructor at Vail Ski and Snowboard School in Colorado. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm offers a variety of advisory programs and works with third-party asset managers to deliver customized investment solutions.

Jonathan Mc Alister is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Third Bridge for two years. His background also includes four years at Central Connecticut State University and four years at Wethersfield High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a wide range of services including discretionary portfolio management, fee-based financial planning, and capital markets activities.

Matthew Valeyko is the Vice President and Branch Leader at Fidelity Investments, where he oversees the office in Millburn, NJ. In his role, he coaches financial advisors to provide a tailored experience for clients by understanding their family dynamics and financial needs. His approach involves collaborating with clients to create customized wealth plans aimed at helping them achieve their goals and visions. Since joining Fidelity Investments, Matthew has held positions including Regional Planning Consultant from 2014 to 2021, before becoming Branch Leader in 2021. His extensive experience at Fidelity has equipped him with a strong understanding of financial planning and client relations. Outside of his professional responsibilities, Matthew enjoys a variety of personal interests including family activities, fishing, fitness, gardening, movies, and running.

Jennifer Lockett is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management and offers additional services such as fiduciary financial planning, underwriting, and securities-backed lending.

Leean Hunchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2022, Leean worked at RBC Capital Markets and TIAA-CREF. Outside of work, Leean serves as Treasurer of the Academy of Performing Arts Booster Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and nonqualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Valerie Murray is a financial advisor at Merrill with 40 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1982. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tina Sirignano is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2018. 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, retirement plans, corporations, and charitable organizations.

Michael Perillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.