Francy Ruiz is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2006. 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Andrew Economos is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2005. Economos also operates a DBA business under the name ECO-Wealth-Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Brian Mckevitt is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior firms include Aegis Capital Corp., Gunnallen Financial, Inc., and Morgan Stanley Dw Inc. In addition to his advisory work, he is involved in offering Medicare supplement insurance and prescription drug plans through related business activities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed internally and by third parties, along with financial planning and access to third-party asset managers.

Eisho Porter is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

David Potischman is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Morgan Stanley in Morristown, NJ, having joined the firm in 2025 after 13 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through individual financial advisors as well as corporate financial planning agreements.

Steven Ayers is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan entities. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes a focus on ESG eligibility frameworks.

Michael Omelio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Invest Financial Corporation, Investors Bank, VOYA Financial Advisors, and Wells Fargo Clearing before joining J.P. Morgan Securities. He is based in Summit, NJ. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Adam Kay is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Pruco Securities, The Prudential Insurance Company of America, Ameriprise, and Equitable Advisors. Outside of his advisory role, Kay is a member of the United States Coast Guard Auxiliary. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Taylor Pollio is a Financial Consultant at Fidelity Investments, a role held since 2026. Prior to this position, Taylor served in various capacities at Fidelity Investments, including Planning Consultant (2025-2026), Investment Consultant (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). This progression reflects a continuous commitment to the financial services industry and experience in client-focused roles. Taylor's professional approach centers on empowering individuals to achieve financial success and security through personalized strategies and comprehensive planning. The focus is on integrity and a commitment to excellence to guide clients toward their financial goals while ensuring they feel comfortable and confident throughout the process. Outside of professional responsibilities, Taylor has interests in baseball, cars, football, social events with friends, and golf.

Jake Surma is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent three years with MetLife Securities Inc. Additionally, Surma is involved in the sale of individual and group life, health, disability, dental, long-term care, and Medicare-related insurance products. Mass Mutual Investors Services is 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, money-manager programs, and educational seminars.

Apisit Puangpia is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Sprung is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. He is also the owner of JMS Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patricia Fontan is a Series 66-licensed financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Merrill Lynch for 12 years and has been with Morgan Stanley since 2017, including a brief period at TRX Transaction Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its advisory services.

Jeffrey Berns is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and a structured process, managing approximately $2.74 trillion in client assets.

Daniel Pilone is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities. His other business activities include part-time involvement in property and casualty insurance as well as health insurance sales and service. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Armando Dirienzo is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2016. Outside of his advisory work, he is a partner and 25% owner of Pebble in Your Shoe LLC, which operates a franchise called Stumpy’s Hatchet House, and he is also a co-owner of Tac House LLC, an entertainment venue. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a structured recommendation process and incorporates a defined investment universe shaped by affiliated product relationships.

Aaron Fant is a Series 66-registered financial advisor with UBS Financial Services in Westfield, NJ, where he has worked since 2015. He has 11 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Zachary Hayn is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Grow America for one year and has a decade of experience managing Salty Dog Bar & Grill. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of products supported by proprietary research and capital markets expertise.

Joseph Reilly is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2022 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering advice without individual security recommendations as part of standalone plans.

Richard Jambrina is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.