Brett Locker is a financial advisor with LPL Financial based in Warren, NJ. He holds the Series 66 designation and has one year of industry experience. Outside of his advisory role, he is involved with Herc Rentals Inc and coaches sports and fitness activities through Trilax Inc. 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 large network of advisors utilizing model portfolios, third-party subadvisors, and customizable strategies.

Jaclyn Pennella is a Series 66 registered financial advisor with Wells Fargo Advisors in Short Hills, NJ, bringing 19 years of industry experience. She previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Pennella serves as co-leader for a local Girl Scouts troop, managing funds for troop expenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to create tailored recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

Peter Berzins is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. In addition to his advisory role, Berzins serves on an advisory committee for the Bass Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Viktor Misko is currently serving as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2025. He has been associated with Fidelity Investments in various capacities since 2010, including Vice President Wealth Planner and Investor Center Financial Consultant, reflecting a continuous professional commitment within the firm. Prior to joining Fidelity, Viktor worked as a Financial Advisor at Merrill Lynch and Morgan Stanley. Throughout his career, Viktor has focused on helping clients simplify their financial lives, aiming to empower them towards financial independence through trusted guidance. His team's mission emphasizes supporting clients in managing their financial affairs so they can concentrate on what matters most to them and their families. He seeks to be a key resource for all aspects related to his clients' financial needs. Outside of his professional responsibilities, Viktor has an interest in family activities, fitness, football, pets, reading, and soccer.

Robert Griener is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and over 26 years of industry experience. His career includes roles at Fidelity, Transamerica Financial Advisors, World Financial Group, and Celadon Financial Group, as well as a period of self-employment. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Basavadatta Ghosh is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, and Citigroup Global Markets. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Santoriello is the sole advisor at Pasco Investment Advisors Inc in Westfield, NJ, holding a Series 65 credential with 31 years of industry experience. He has been with Pasco Investment Advisors since 1994. Pasco Investment Advisors provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $50.4 million across 29 accounts, focusing on direct advisor involvement and maintaining a concentrated client base.