Matthew Korongy is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop simple and effective strategies aimed at achieving their financial goals. He takes a comprehensive and holistic approach to financial planning and guidance. With over 30 years of experience in the financial services industry, Matthew's career includes roles such as Financial Consultant at ETRADE Morgan Stanley from 2019 to 2024, Director positions at Citigroup from 2002 to 2018 and at M.S. Farrell & Company from 1996 to 2002, as well as Fixed Income Sales Associate at Lebenthal and Co. from 1991 to 1996. Outside of his professional work, Matthew enjoys activities such as cooking and baking, spending time with family, football, golf, hiking, and caring for pets.

Frank Ward is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Morristown, NJ since 2021. His prior experience includes roles at Merrill and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 investment adviser representatives.

Annette Mavropoulos is a financial advisor with Merrill, holding a Series 66 designation and bringing 40 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Yuma Morita is a financial advisor with Edward Jones in Denville, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, Morita worked at H&R Block and Lvly. He is also the owner of Longface Productions LLC, a media production company that is currently dormant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates under a fiduciary standard.

Harrison Hoyes is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with UBS Financial Services in Warren, NJ since 2013. Outside of his advisory role, he serves as treasurer on the board of the Academy for Certification of Vision Rehabilitation Education Professionals and is a partner at AccessAbility Officer, a digital accessibility firm supporting government clients, where he assists with strategic direction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Laura Hingle is a Series 66-registered financial advisor with Equitable Advisors in Morristown, NJ, with 21 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. In addition to her advisory role, she owns Black Diamond Solutions, an employee benefits advisory firm, and serves as an administrator and executor of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Thomas Zubrycki is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 66 licenses and over 40 years of industry experience. His career includes roles at Merrill, Morgan Stanley, and Edward Jones, among others. He is also involved with Affinity Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services and investment options supported by research and technology, with a platform that includes access to third-party managers and customized strategies.

Alexander Whelan is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and previously worked with several professional hockey teams, including the Hartford Wolf Pack, Atlanta Gladiators, and Cleveland Monsters. Outside of his advisory role, Whelan is involved in coaching in the sport and fitness sector. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and supports both discretionary and non-discretionary management with access to proprietary model strategies and third-party sub-advisors.

Kenneth Spielman is a financial advisor at Stifel with 34 years of industry experience. He has held his current position since 2007 and previously worked at Ryan Beck & Co. from 1999 to 2007. Outside of his advisory work, he has served as an event photographer for venues including Brooklyn Bowl and The Rock and Roll Playhouse. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Judd Carlton is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2006, he worked at Morgan Stanley DW Inc. from 2004 to 2006. He serves as a trustee for Glassner Carlton Financial LLC, an affiliated practice entity. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining a complex affiliate network.

Barbara Coyne is a financial advisor at Morgan Stanley with 16 years of industry experience. She has previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2021. Coyne holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Barry Geltzeiler is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, RBC Capital Markets, and J. B. Hanauer & Co. since 2003. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning.

David Turk is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC through 2020. Outside of his advisory role, he is the owner of Turk Financial LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party asset managers and advisory programs and provides ERISA fiduciary services through credentialed representatives.

Christopher Marlar is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Ladenburg Thalmann Asset Management and Ladenburg Thalmann & Co., Inc. Since 2021, he has also been associated with 1792 Wealth Advisors in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Miller Sr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He has worked at Wells Fargo since 2016 and previously held positions at Morgan Stanley and Citigroup Global Markets. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Thomas Cassiliano is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2005. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Wu is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2010, with prior experience at New England Securities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to multiple registered investment companies and fund-of-funds.

Douglas Roberts is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Alexia Gravvanis is a Financial Advisor with Merrill Lynch Wealth Management in Chicago. She specializes in holistic wealth management, assisting individuals and families in achieving their financial goals. Her expertise encompasses investment and portfolio management, comprehensive wealth planning, retirement analysis and tracking, executive compensation management, tax minimization strategies, and business retirement plans. Alexia holds a Bachelor's Degree from the University of Illinois at Urbana-Champaign and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively involved in professional and community organizations, serving on boards such as the Goodmand Theatre, Josephinum Academy of the Sacred Heart, Lurie Children's Hospital Junior Council, and Merrill's Women's Exchange. Committed to community engagement, she aims to dedicate over 50 volunteer hours annually.

Frank Vigilante is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2016. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.