Jose Monroy Jr. is a CFP®-certified financial advisor with Edward Jones, bringing 19 years of industry experience. He previously worked at Capital One Investing before joining Edward Jones in 2017. Outside of his advisory role, Monroy serves as a youth soccer referee for the United States Soccer Federation in New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sadiera Crawford is a financial advisor with J.P. Morgan Securities in Summit, NJ, holding Series 63 and Series 66 licenses with seven years of industry experience. Before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, she worked at Footlocker Inc. for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

Kyle Reinson is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before his current role. Prior to joining Fidelity Investments, Kyle worked at Merrill Lynch as an Assistant Vice President and Financial Solutions Advisor from 2019 to 2023. In these roles, he has focused on creating personalized financial plans and providing guidance to clients throughout their financial planning process. Kyle is committed to collaborating with clients to develop financial strategies that align with their individual goals and to supporting them in navigating their financial journeys.

Kenneth Fields is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Ic Advisory Services, Inc. and The Investment Center Inc. Outside of his advisory work, he serves as a member manager of KBM Capital Funding LLC, a business unrelated to investing. 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 range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by machine-learning tools for research and operations.

Michael Mccarthy is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning.

Robert Gatyas is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He has held roles at Wells Fargo Clearing Services LLC, JP Morgan Chase Bank, and Bank of America. He holds Series 63 and Series 66 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Christopher Ahlstrand is Vice President, Wealth Planner at Fidelity Investments. In this role, he focuses on building trust and assisting clients and their families with their financial and wealth planning needs. He has been with Fidelity Investments since 2015, holding various positions including Financial Representative, Investment Consultant, Financial Consultant, and now Wealth Planner. Christopher has broad financial services experience and holds the Certified Financial Planner and Chartered Financial Analyst designations. He works closely with clients to simplify complex financial topics and assist them in pursuing their financial goals.

Andrew Economos is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2005. Economos also operates a DBA business under the name ECO-Wealth-Management. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Eisho Porter is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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.

David Potischman is a Certified Financial Planner (CFP®) with 22 years of industry experience. He currently works at Morgan Stanley in Morristown, NJ, having joined the firm in 2025 after 13 years at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through individual financial advisors as well as corporate financial planning agreements.

Steven Ayers is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes a focus on ESG eligibility frameworks.

Michael Omelio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at firms such as Invest Financial Corporation, Investors Bank, VOYA Financial Advisors, and Wells Fargo Clearing before joining J.P. Morgan Securities. He is based in Summit, NJ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Taylor Pollio is a Financial Consultant at Fidelity Investments, a role held since 2026. Prior to this position, Taylor served in various capacities at Fidelity Investments, including Planning Consultant (2025-2026), Investment Consultant (2024-2025), Financial Representative (2023-2024), and Financial Services Representative (2023). This progression reflects a continuous commitment to the financial services industry and experience in client-focused roles. Taylor's professional approach centers on empowering individuals to achieve financial success and security through personalized strategies and comprehensive planning. The focus is on integrity and a commitment to excellence to guide clients toward their financial goals while ensuring they feel comfortable and confident throughout the process. Outside of professional responsibilities, Taylor has interests in baseball, cars, football, social events with friends, and golf.

Jake Surma is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent three years with MetLife Securities Inc. Additionally, Surma is involved in the sale of individual and group life, health, disability, dental, long-term care, and Medicare-related insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Apisit Puangpia is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Sprung is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. He is also the owner of JMS Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patricia Fontan is a Series 66-licensed financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Merrill Lynch for 12 years and has been with Morgan Stanley since 2017, including a brief period at TRX Transaction Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its advisory services.

Jeffrey Berns is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and a structured process, managing approximately $2.74 trillion in client assets.

Armando Dirienzo is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2016. Outside of his advisory work, he is a partner and 25% owner of Pebble in Your Shoe LLC, which operates a franchise called Stumpy’s Hatchet House, and he is also a co-owner of Tac House LLC, an entertainment venue. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a structured recommendation process and incorporates a defined investment universe shaped by affiliated product relationships.

Aaron Fant is a Series 66-registered financial advisor with UBS Financial Services in Westfield, NJ, where he has worked since 2015. He has 11 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.