Daniel Fitzpatrick is a financial advisor at Equitable Advisors, holding Series 66 and Series 63 licenses with four years of industry experience. He has worked at Equitable Advisors since 2021 and is also the owner of Fitzpatrick Media LLC, a photography business. Equitable Advisors serves a diverse client base including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and other third-party managers to deliver advisory and brokerage solutions.

Eileen Burns is a financial advisor at Cetera with 20 years of industry experience and a Series 66 designation. Her prior work includes roles at Oppenheimer & Co. Inc., Avantax Investment Services Inc., and McLaughlin Financial Group. She is currently associated with Brendon Pierson Wealth Management and Brendon Pierson, Inc. alongside her position at Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to various investment strategies and program structures.

Caroline Missak is a Series 66-credentialed financial advisor with Merrill, where she has worked since 2016, bringing 13 years of industry experience. She is also the owner of Renewables Core, Inc., a marketing business focused on medical devices. 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.

Richard Widmer is a financial advisor with Merrill in Lakewood, New Jersey, holding a Series 66 designation and having two years of industry experience. Prior to joining Merrill, he worked at Bank of America, Jalinski Advisor Group, TFS Securities, Inc., and TFS Mortgage Corp, where he currently serves as Vice President overseeing operations. Merrill, alongside 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.

Anthony Cifelli Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His previous roles include positions at Wells Fargo Advisors Financial Network LLC from 2009 to 2017 and Ameriprise Financial Services, Inc. from 2017 to 2020. Outside of advisory work, he is involved in Medicare insurance through Superior Senior Solutions, LLC. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and in-house oversight to support retirement income strategies.

William Yaegel is a financial advisor with Stifel in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse clientele including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Joshua Blumensteel is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mid Atlantic Resource Group and Securian Financial Services. Outside of his advisory work, he is involved in family-owned businesses, including Yesterday's Family Restaurant and New Vision Liquors LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.

Nicole Flores is a Series 66 licensed financial advisor at UBS Financial Services in Manasquan, NJ, with 21 years of industry experience. She has been with UBS since 2004 and is also the owner of a business named Stewarts. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based strategies.

Kaitlyn Kerr is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Merrill from 2014 to 2017 before joining J.P. Morgan in 2017. Outside of her advisory role, Kerr is a part owner of Major League Pickleball, a professional pickleball tour in the United States. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Witt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and nine years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has experience assisting clients with health insurance decisions through non-sponsored health insurance appointments. Before his financial services career, he was involved in the restaurant industry. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

James Solano is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously held a position at Stifel Nicolaus & Co Inc from 2011 to 2017. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Matthew Sura is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has been in the financial industry since 2026. Prior to joining Raymond James, he worked at Santander Bank, Citizens Bank, and TD Bank. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs.

Scott Carone is a financial advisor with Equitable Advisors in Point Pleasant, NJ, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Equitable Advisors since 2014, previously associated with Axa Advisors, LLC for six years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to clients' goals, risk tolerance, and time horizon.

James Shea Jr. is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Oppenheimer & Co. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad range of planning areas and Wells Fargo’s research and tools.

James Gallo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Michael Girgis is a financial advisor at Equitable Advisors with 19 years of industry experience. He has been with Equitable Advisors since 2006 and holds the Series 66 designation. Outside of his advisory role, he serves as a co-trustee of family trusts alongside his brother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

William Barnek is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services utilizing both in-house and third-party investment managers.

Maria Patrizio is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 29 years of industry experience. Her prior work includes nine years at Janney Montgomery Scott and two years in home health care services. She also manages an advisory business through DGAM LLC as a client relationship manager. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Justin Saponara is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers.

Kelly Mcconnell is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2008, except for a three-year period at Morgan Stanley Smith Barney LLC from 2022 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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, and institutional investors.