Basile Nahas Jr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Institutional Shareholder Services, Galileo Financial Technologies, and Oppenheimerfunds. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles across multiple registered investment products.

Matthew Mulcahy is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He previously worked at Schroder Fund Advisors LLC for six years and Neuberger Berman LLC for five years before joining Raymond James Financial in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as SIMPLE IRA Employer Advisory & Consulting Services.

Roy Chereath is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and other financial and tax-related firms. In addition to advisory work, he is involved in tax preparation, accounting, insurance sales, and owns several businesses including a tax and payroll IT consulting firm and an online gift sales venture. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions with access to third-party managers and manages over $256 billion in assets.

Kishor Kumar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Jenna Caraccio is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Centenary University, The College of New Jersey, and several regional school districts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Joshua Dempsey is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to his current roles, he worked at Goldman Sachs & Co and attended Georgetown University. Outside of finance, he was involved with CrossFit Silver Spring for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. Their advisory process incorporates an ESG eligibility framework and primarily offers non-discretionary services through a select group of Wealth Advisors.

James Pallitto is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Chunyen Wang is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In this role, Chunyen focuses on developing personalized financial strategies tailored to each client's unique goals and changing market conditions. He provides access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Chunyen holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his Bachelor's and Master's degrees from Montclair State University. Chunyen is committed to working closely with clients one-on-one to help them pursue their long-term financial objectives. Additionally, he participates in community volunteer activities, reflecting the Merrill tradition of local engagement.

John Piszko is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. He holds ownership interests in two financial services firms, HUB Advisors, LLC and JMP Financial Services Corp. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, using proprietary research and planning tools to develop recommendations delivered through meetings and client summary letters.

Stephen Hess is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2005 and has worked at JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering services through a non-discretionary program where clients retain final decision-making authority.

Colleen Brophy Emma is a financial advisor at LPL Enterprise with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at UBS Financial Services, Morgan Stanley Smith Barney, and Fidelity Brokerage Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and insurance products.

William Herterich is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Co, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Equitable Advisors for over two decades and serves as a spin instructor at the YMCA. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers.

Craig Louiselle is a CFP® professional with 10 years of industry experience, currently serving with LPL Enterprise. His career includes prior roles at Prudential Insurance Company of America, Pruco Securities, Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of his advisory work, he is involved in coaching ice hockey at the youth and high school levels. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through its integrated platform.

Lawrence Evans is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He worked at Citigroup Global Markets for 30 years before joining UBS in 2021. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Kevin Reidinger is a financial advisor at LPL Enterprise with eight years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Paul Castellano is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses. He has eight years of industry experience, including prior roles at Thrivent Financial and Commerce/TD Bank. Outside of his advisory work, he operates as an independent insurance agent specializing in life, disability, long-term care, and fixed annuities, and serves as a notary public. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and provides various specialized planning programs.

Clarence Washington is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America and New York Life Insurance, as well as a multiyear tenure at Ultimate Foods Inc. 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.

James Ruggiero is a financial advisor at Wells Fargo Clearing with a Series 66 credential and two years of industry experience. His prior work includes roles at Rutgers Business School, the New York Yankees, the Philadelphia Phillies, and West Virginia University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremy Selecky is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Alkeon Capital, MBSC Securities Corporation, Syz Capital, and Phenix Capital Group. 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. The firm’s IPS-driven process includes investment policy statement preparation, investment recommendations across various vehicles, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Sebastien Cassu is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2021. Outside of his advisory role, he is also an independent insurance agent selling life, fixed annuities, disability, long-term care, and health insurance. 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 collaborative financial planning engagements using firm-approved software and tools, with optional implementation of recommendations through brokerage or insurance products.