Mark Franciotti Jr. is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Duncan Roberts is a financial advisor at Edward Jones in Basking Ridge, NJ, holding a Series 66 designation. He has one year of industry experience and previously worked at Brookfield Properties and KPMG LLP. Prior to his financial career, he was involved in various roles including at Clemson University Intramural Sports and Fiddlers Elbow Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Park is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at IC Advisory Services, Inc. and The Investment Center, Inc. He is based in Bedminster, New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning, portfolio management, and institutional platforms.

Daniel Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining Raymond James in 2022, he worked for UBS Financial Services from 2011 to 2022. Barrett is also associated with 1792 Wealth Advisors in Morristown, NJ, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical modeling, and it offers specialized municipal and public-finance services not commonly found among large institutional advisors.

Daniel Sopher is a CFP® with 11 years of industry experience, currently an advisor at LPL Financial. He previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of his advisory role, he operates the Sopher Financial Group, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Arielle Thompson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Morristown, NJ, where she has worked for 12 years. She has 19 years of industry experience and has been with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Donald Marvel is a financial advisor with Equitable Advisors in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Equitable Advisors and its predecessor entity Axa Advisors since 1999. Outside of advisory services, he is involved in other outside insurance business activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of advisory programs and third-party asset managers to match clients with appropriate investment solutions.

Julia Bishop is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. She has over 41 years of experience in the financial services industry and joined Merrill in 1987. Julia holds several professional designations, including CERTIFIED FINANCIAL PLANNER4CFP4, Certified Private Wealth Advisor4 (CPWA4), and Chartered Retirement Planning Counselor4 (CRPC4). She earned a Bachelor of Science degree in Biology from Fairleigh Dickinson University. Julia focuses on providing clients with strategic financial planning, investment guidance, and retirement planning solutions. Her expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Julia also serves as a Portfolio Manager, managing discretionary personalized or defined strategies on behalf of clients. Outside of her professional commitments, Julia enjoys biking, cooking, gardening, hiking, ice skating, running, skiing, and spending time with her family.

Silvio Marin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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 in its investment offerings.

Karen Fernandini is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically delivered as discrete projects rather than ongoing advice.

Christopher Martino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Citizens Securities, Cetera, INVEST Financial Corporation, and Investor's Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Kaplan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Brian worked as Vice President Financial Advisor at Chase Investments Services Corp. and as a Municipal Bond Specialist at Hennion and Walsh, Inc. With over 17 years of experience in the financial industry, Brian focuses on helping clients develop straightforward financial plans tailored to their individual goals. He collaborates with clients to educate them on financial concepts and create efficient, structured plans aimed at achieving both long and short term financial objectives. Brian holds a California Insurance License.

Marc Coopersmith is a CFP®-designated financial advisor with RBC Capital Markets, bringing 40 years of industry experience. He has been with RBC Capital Markets since 2009 and also has a decade of experience at City National Bank. Outside his financial career, he is involved with SROVIC LLC, a travel and recreation business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses a variety of investment managers and strategies tailored to clients' risk profiles, offering a comprehensive range of financial solutions.

Thomas Cooper is a Series 66–licensed financial advisor with LPL Financial, based in Warren, NJ, and has one year of industry experience. His prior work includes roles at KPMG and Barclays, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools like machine learning.

Todd Stanard is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and bringing 32 years of industry experience. His prior career includes 18 years at Lincoln Financial Advisors Corp and 10 years at Aspire Performance, LLC. Outside of his advisory role, he is involved in entrepreneurial activities through FHC Real Estate LLC. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Foley is a financial advisor with Cambridge Investment Research Advisors in Madison, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, Foley is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements tailored to client objectives.

Sunil Joshi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Sunil incorporates insights from Merrill and solutions from Bank of America to support comprehensive financial planning. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sunil earned a Bachelor's Degree from the Indian Institute of Technology and a Master's Degree from Stevens Institute of Technology. Committed to community involvement, he dedicates time to volunteering with local organizations.

Earl Mckenzie is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at Cetera Wealth Services, LLC beginning in 2013. Outside of his advisory role, Mckenzie acts as an insurance agent offering fixed life, health, disability, annuities, and long-term care products, and serves as a volunteer member on the Monmouth County District Fee Arbitration Committee reviewing legal fee arbitration complaints. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Joseph Grippo Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families navigate the complexities of personal finance with personalized guidance tailored to each client's unique financial goals. Joseph joined Merrill and the JS Group in May 2024 after completing his education at Stevens Institute of Technology. Joseph holds both a Bachelor's Degree in Business and Technology and a Master's Degree in Finance with a concentration in Financial Planning, both from Stevens Institute of Technology. He earned his Master's degree in December 2025. He has also attained professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside his professional work, Joseph resides in Florham Park, New Jersey. He is actively involved in his community as Co-President of the Joseph S. Grippo Memorial Foundation, a charitable organization dedicated to supporting children and families battling cancer. His personal interests include baseball, basketball, football, golfing, pickleball, running, and spending time with his family.

Nolan Orr is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Equitable Advisors. Prior to his financial services career, he was employed at Bottle King. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.