George Mouded is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 14 years. He is also engaged as an agent offering various insurance products, including health insurance, group benefits, and annuities. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm tools like risk assessment and automated rebalancing to construct portfolios.

Rodney Robinson is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Equitable Advisors since 2004, with prior roles at Axa Advisors, Fidelity, and Merrill. Outside of his advisory career, he is involved as a consultant providing health insurance consulting to public sector groups and owns Good Music Productions, where he works as a sound engineer. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Yi Qin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. Yi has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2009 to 2017. Outside of his advisory role, Yi is involved as a sales agent in health and property/casualty insurance through independent agencies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools and collaborative planning processes to deliver written recommendations focused on investment strategies rather than specific products.

Michael Tillberg is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2020 and previously spent 12 years at Scottrade, Inc., with brief roles at Wells Fargo Bank and Wells Fargo Clearing. 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 plans, corporations, and charitable organizations.

Steven Mahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Intervest International Equities Corp, and First Command. Outside of his advisory work, he serves as president and vice president on the boards of two nonprofit organizations in Mackenbach, Germany. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin O’Brien is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Park Ave Securities and Guardian and currently operates The O’Brien Group, a financial services business. He is also active as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Matthew Glass is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Allstate, and the Children's Dental Center of Monmouth. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach primarily utilizes model-driven portfolios developed by LPL’s Research Department and third-party strategists, and offers access to a variety of financial planning and consulting services.

Charles Faig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial products than many large institutional advisers.

Joshua Leski is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and two years of industry experience. His prior work history includes roles at Equitable Advisors, Fiddlers Elbow Country Club, and Trump National Golf Course. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented planning engagements supported by firm-approved analytical tools and offers various specialized planning programs.

Guido Mejia Aguaiza is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Bank, NA beginning in 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering tailored investment advice and discretionary plan-level investment selection options, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Maryann Romano is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Madhavi Gibbs is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2006 as well as Bank of America, N.A. since 2015. 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.

Dawn Cammarano is a financial advisor at Raymond James Financial with eight years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2017. Outside of her advisory role, she has worked in support capacities at two businesses since 2009 and 2015, primarily handling administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers several specialized advisory programs, including municipal and retirement plan consulting.

Ronald Bohrer is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 51 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client engagements and corporate financial planning agreements.

Alan Tangreti is a CFP® professional affiliated with Morgan Stanley, with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and methodologies such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Frederick Turner is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of Turner GP, LLC, a merchant partnership based in Chester, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses Wells Fargo’s research and planning tools to develop customized recommendations, providing a broad range of specialized services to clients meeting a net-worth threshold.

Azis Fejzullaj is a financial advisor at Charles Schwab with five years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes positions at Deutsche Bank Securities Inc. and Fidelity Investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Marsha Stevens is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Morgan Stanley from 2014 to 2022. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

David Larkin is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and tax-efficient services, supported by integration with Bank of America’s broader banking and capital-markets platform.

David Fernandez is a financial advisor at MassMutual Investors Services with 25 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments and Charles Schwab. Outside of his advisory role, he serves as the treasurer of a condominium association and works as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized event-driven planning services.