David Brown is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 16 years at Citigroup Global Markets before joining Morgan Stanley Smith Barney in 2009 and later Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services focused on structured discovery and modeling, without providing individual security recommendations as part of standalone plans.

David Biebelberg is a financial advisor with Osaic, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Osaic since 2010. Outside of his advisory role, he is a partner at Elite Wealth Group and is involved in the sale of fixed insurance products through his limited roles in Freedom Capital Management and a sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated financial services through multiple advisory platforms, using asset-allocation tools and third-party managers to build diversified portfolios that include a range of investment products.

David Klics is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2007. He holds Series 63 and Series 65 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Imparato Jr. is a CFP® with 33 years of industry experience and has been with Equitable Advisors since 2000. Prior to the rebranding, he worked at AXA Advisors, LLC for 20 years. Outside of his advisory role, he serves as President of Clutch Hitting of Staten Island, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment models and third-party asset managers to tailor solutions for its clients.

Purnima Mahindrakar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2017 and previously held positions at PNC Investments LLC and PNC Bank from 2014 to 2017. 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 roughly $671 billion in assets through over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

John Olson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing and its affiliated entities since 2018. Outside of his advisory role, Olson owns and operates American Home Watch, a home security and house-sitting service. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with third-party analytics to support its investment approach, serving a broad client base with both brokerage and advisory solutions.

Robert Gildea II is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Olivia Grabowski is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2019, previously holding roles at Cetera and Foresters Financial Services. Outside of her advisory role, she was associated with Beta Tau Housing Corp. during 2019 to 2021. 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 financial planning and investment management solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Anthony Defranco Jr. is a CFP® with 30 years of industry experience, currently affiliated with Cetera. His background includes extensive work at Avantax and managing accounting and tax services through Couto DeFranco, PA. He holds board positions with the Rotary Club of South Orange, the South Orange Chamber of Commerce, the Lake Naomi Club, and the Orange/West Orange UNICO Foundation. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to various third-party managers and investment programs.

Sydney Freedman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at The Frisch School, The D.E. Shaw Group, Dow Jones, and Memorial Regional Hospital. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis and integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Greene is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and offering 39 years of industry experience. He has been with Primerica Advisors since 1987 and has additional experience with Primerica Financial Services dating back to 1986. Greene operates a separate legal entity supporting Primerica business purposes and also receives compensation related to loan product sales and referrals for home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services through a large network of advisors across numerous offices.

Hany Elhelw is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Keith Simons is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since 2017. He is a registered investment professional with more than 26 years of experience in the wealth management industry. Mr. Simons is recognized as a member of the Sentinel Team, which has been named to the 2023-2026 Forbes "Best-in-State Wealth Management Teams" list. Prior to joining Merrill Lynch, Mr. Simons held positions at several financial firms. He began his career as the Director of Investments at Oppenheimer & Company in New York City from 1993 to 2001. He then worked as a First Vice President at Smith Barney in New York City from 2001 to 2008. Following that, he was a Senior Vice President at Morgan Stanley in Short Hills, New Jersey, from 2008 until his transition to Merrill Lynch in 2017. Mr. Simons earned a Bachelor of Arts degree from George Washington University. He holds FINRA series 7, 63, and 65 registrations, as well as life insurance licenses. He resides in Short Hills, New Jersey, with his wife and three children.

Daniel Dambroff is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. He has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as a trustee to a family member and holds power of attorney responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Kyle McCarthy is a Financial Consultant at Fidelity Investments, LLC, where he has been working since 2025. He collaborates with clients to develop and maintain retirement plans, focusing on comprehensive financial planning tailored to individual goals. Prior to his current role, Kyle served as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Central Relationship Manager from 2022 to 2023. He also worked as an Internal Wholesaler at Jackson National between 2019 and 2020. Kyle holds insurance licenses in Arkansas and California.

Craig Grant is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with UBS since 2015. Grant is also the owner of Capital Development Group, a sole proprietorship involved in equity investments. 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 and offers a broad range of capital markets services.

Anthony Pugliese is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Westfield, New Jersey. He has been in the financial services industry since 1988 and joined Merrill in 2012. Drawing on over 25 years of diverse capital markets experience, Anthony provides advice and guidance to individuals, families, and small business owners to help them reach their personal and financial goals. Anthony holds a bachelor's degree in Communications from Lynchburg College, earned in 1988, and maintains the Personal Investment Advisor (PIA) designation. His client services focus includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Raised in Westfield, where he currently resides with his wife and three children, Anthony is involved in community activities such as coaching youth sports.

Diane Di Braccio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at LPL Financial since 2019, including prior roles at Cetera Investment Services and Foresters Financial 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 financial planning and investment management services through a broad network of advisors, utilizing both proprietary and third-party strategies.

Clara Wu is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Pruco Securities LLC, Tapfin/EY, New York Life Insurance Company, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advanced advisory solutions.

Francisco Gonzalez is an International Wealth Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), demonstrating his commitment to providing tailored investment guidance to his clients. Francisco earned his Bachelor's Degree from the University of Miami. His role focuses on serving clients with diverse financial planning and wealth management needs on an international scale.