Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Li Pan is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, Merrill, NYLIFE Securities, and New York Life Insurance Company. Outside of her advisory roles, she was involved with Livingston HuaXia Chinese School and operated Sweet Basil Technology LLC. 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, and institutional investors.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Group at Merrill Lynch Wealth Management. He specializes in serving high-net-worth individuals and families, particularly professionals in the entertainment and sports industries, providing tailored financial and retirement planning strategies. His approach emphasizes connecting clients' unique ambitions with personalized wealth management plans that reflect their individual perspectives and priorities. Before joining Merrill Lynch, Ethan spent 16 years as a media, sports, and entertainment attorney in private practice and as an Assistant Executive Director of SAG/AFTRA. He holds a Juris Doctor from the University of Detroit School of Law, an MBA from Wayne State University, a Master of Laws in Entertainment Law from the University of Westminster in London, and a Master of Laws in International Sports Law from Anglia Ruskin University in Cambridge. He maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Ethan is active in professional organizations related to entertainment, arts, and sports law, including serving as Chairperson of the New York State Bar Entertainment, Arts and Sports Law section from 2022 to 2024. He holds FINRA Series 7, 31, and 66 registrations. Outside of his professional work, Ethan enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lauren Nassau is a financial advisor with LPL Financial based in Wyckoff, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ameriprise for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Matthew Jack is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a decade at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a comprehensive range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Reyhan Lalaoui is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Reyhan held roles in various organizations including Jersey City Municipal Court and Writers House. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of financial services, he works as a personal trainer on weekends. Merrill, along 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, pension plans, corporations, and charitable organizations.

Jay Dewan is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kevin Crews is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial since 2008, including a tenure at RBH Corp from 2008 to 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its clients through advisory programs and institutional consulting.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Raymond De Stasio is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC for 13 years. Raymond is based in Bronx, NY. 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 portfolio programs, third-party asset management, and institutional platforms.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Michael Kostecki is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he owns and operates a dog shampoo business called Kos Supply Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including specialized groups for estate planning.

Nicholas Poulis is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2004. Outside of his advisory role, he serves as Chief Financial Officer and a member of the Finance Committee for the Chian Federation, a Greek cultural, educational, and charitable organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and modeling techniques without providing individual security recommendations in standalone plans.

Jasmeet Kaur is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and 2017, respectively. Outside of her advisory role, she is involved with Literacy Volunteers of America and New Community Corp. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Jeffrey Budd is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Raymond James & Associates, Fidelity Personal and Workplace Advisors, Strategic Advisers Inc., Fidelity Investments, and Morgan Stanley Dw Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Griffin Durand is a financial advisor with LPL Financial based in Fairfield, NJ, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Equitable Advisors, American Portfolios Financial Services, and Gilman Ciocia / National Securities Corp. 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 broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

John Proxenos is a financial advisor with Raymond James Financial in Rochelle Park, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James Financial since 2004 and is also president and 50% owner of Axia Financial Advisors, LLC, a support company for the branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work, as well as specialized advisory programs.