Rekha Trivedi is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and with seven years of industry experience. She has been with Mass Mutual Investors Services since 2018 and has also worked with MassMutual since 2017. Outside of her advisory role, she is co-owner and partner of AAMA Consulting LLC, a marketing and brand-building business. MassMutual Investors Services operates as 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, focusing on collaborative, annual client relationships and event-driven planning services.

Samuel Barnes is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Wells Fargo entities since 2015, previously working at MSI Financial Services, Inc. from 2013 to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and supported by more than 14,000 financial advisors.

William Hoffman is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. He has been employed with JPMorgan Chase Bank, N.A. since 2008. Hoffman is also a board member and treasurer of Ramsey Golf and Country Club, where he assists with financial strategy and cash management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research along with forward-looking capital market assumptions to build model asset allocations.

David Silverman is a financial advisor with Merrill based in Highland Park, NJ. He holds Series 63 and Series 65 designations and has 29 years of industry experience. His work history includes roles at Merrill since 2010 and Bank of America, N.A. since 2012. 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.

Jonathan Rothman is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016. His current role at UBS began in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Stephen Locker is a CFP® professional with 35 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at National Planning Corporation and Investacorp Advisory Services Inc. Outside of his advisory role, he has involvement with Lock23, LLC, a business entity related to securities trading. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Jennifer Cowden is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ayushi Shah is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined the Sentinel Team in 2017. Prior to this role, she worked as a Financial Advisor Associate with the Sentinel Team at Morgan Stanley in Short Hills, NJ. Ayushi's expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds a Bachelor of Science degree from Rutgers Business School and maintains her FINRA Series 7 and 66 registrations. Ayushi is also a Certified Financial Planner and a Personal Investment Advisor. Outside of her professional work, Ayushi enjoys cooking, painting, spending time with her family, and traveling. She resides in Colonia, NJ.

Tyler Dey is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to build disciplined, personalized financial strategies and is part of a team that provides a concierge-style experience, assisting individuals and families with investment management, retirement planning, and long-term wealth goal navigation. Tyler also collaborates with Advisors on retirement plan administration and guidance. Prior to becoming a Financial Advisor, Tyler served as a Registered Wealth Management Client Associate. In that role, he supported portfolio operations, retirement plan administration, and daily client needs. He has been with Merrill Lynch and Bank of America since 2021 and is Series 7 and 66 FINRA registered, holding the Personal Investment Advisor (PIA) designation. Tyler earned a Bachelor's Degree in Finance with a focus on investment analysis from Rider University. He received several academic honors there, including the Andrew J. Rider Award and induction into Beta Gamma Sigma. He currently resides in New Egypt, New Jersey. Personal interests include baseball, football, golfing, hiking, music, and reading.

John Capeci is a financial advisor at Edward Jones with 29 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Funds Distributor, LLC and Mirae Asset from 2010 to 2017. Outside of his advisory role, he is involved in commercial property financial services in Fanwood, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Anthony Lee is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has worked at Cetera and its affiliated entities since 2020, and prior to that spent eight years with First Allied Advisory Services and fourteen years with First Allied Securities. Lee serves as a trustee for the Montgomery Academy Foundation and is a member of the Commerce and Industry Association of New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, with over $256 billion in assets under management.

Brianna Wishengrad is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Bank, and Oceanfirst Bank. Outside of finance, she was involved in managing Tina's Lifeguards LLC from 2021 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating a range of investment strategies.

Michael Harris Jr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Hellman Worldwide Logistics and Mack Staffing Agency, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in part-time activities related to home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Brandon Leung is currently the Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in achieving their financial goals and ensuring peace of mind. In this role, he emphasizes a collaborative approach, working closely with clients and their families to develop personalized wealth management plans. Brandon's professional experience spans various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2021 to 2025. His background also includes positions as an Insurance Advisor at The Fortis Agency LLC, Founder and Managing Partner of Invictus Financial Partners LLC, Internal Advisor Consultant at New York Life Investment Management LLC, Financial Consultant at JPMorgan Chase, and Financial Solutions Advisor at Merrill Edge. Outside of his professional responsibilities, Brandon has interests that include food, football, social events, movies, pets, and volunteering.

Stephen Croghan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves as president of the North Hunterdon Rotary Club. He is also the owner of Three Bridges Wealth Advisors LLC, a financial planning and investment firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Cheryl Thorpe is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has held positions at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019 and previously worked at Citi for 10 years. She holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG considerations and broader derivatives and commodities capabilities.

Jayant Singh is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and People's United Bank. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Michael Miranda is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Santander Bank, NA, Santander Securities, LLC, and J.P. Morgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while applying diversification principles and modern portfolio theory.

Trina Mitsch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Mitsch serves as a trustee for Friends and is a member of the finance committee at Resurrection Parish in Randolph, NJ. Wells Fargo Advisors is a national securities firm providing 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 from Wells Fargo Investment Institute and third-party databases.

David Corrigan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He 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, and retirement plan consulting. The firm manages roughly $671 billion in assets and utilizes research-driven investment approaches while offering both brokerage and advisory solutions.