Guido Mejia Aguaiza is a financial advisor with Wells Fargo Clearing in Short Hills, NJ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all with Wells Fargo Clearing and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute along with third-party data to evaluate investment options guided by diversification and modern portfolio theory.

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.

Tara Jakubik is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill from 2015 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate agreements.

Amanda Robinson is Vice President and Wealth Planner at Fidelity Investments, where she partners with clients to organize their financial lives through long-term advisory relationships. She collaborates with clients to identify their specific needs, concerns, and goals, addressing priorities such as wealth accumulation, retirement, risk management, and legacy planning. Her approach includes educating clients to simplify financial decisions and encourage proactive action. Robinson has held several vice presidential roles throughout her career, including positions at Ayco, a Goldman Sachs Company, NFP, an Aon Company, and U.S. Trust. Her experience spans wealth planning, wealth strategies, fiduciary management, and financial counseling, reflecting a comprehensive background in financial advisory services. Outside of her professional life, Amanda Robinson enjoys gardening, music, and Pilates.

Alan Meckler is a financial advisor at OSAIC with 33 years of industry experience. He holds the CFP® and ChFC® designations, and has worked previously at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He is a board member of the nonprofit organization St. Christopher's Inn. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach, utilizing portfolio optimization, third-party managers, and proprietary strategies within a multi-advisor platform.

Beth Wilhelms is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for a family-related trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a range of brokerage and advisory solutions and serves over 14,000 financial advisors with approximately $671 billion in assets under management.

Daniel Rodgers is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, Metlife Securities, Merrill, and OSAIC. Outside of advisory services, he is involved in selling home and auto insurance related to his work at Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm uses a model-driven investment approach with access to third-party asset managers, financial planning, and a range of affiliated services including trust and insurance products.

Jason Perez is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. Outside of his advisory role, he serves as treasurer for the Springfield Basketball Association and owns two private companies focused on financial and tax services. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations supported by proprietary research and planning tools, integrating advisory services with other financial products and referral channels.

Bassem Benjamin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2021 and has been with Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, he also works as an Uber driver in Bergen County, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Taylor is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he maintains a social media presence focused on general finance topics unrelated to his firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, featuring options for tax management and responsible investing.

Eric Hinds is the Senior Resident Director, Managing Director, and Wealth Management Advisor at Merrill Lynch Wealth Management in Summit, New Jersey. He has been with Merrill Lynch since 1998 and leads a team of four advisors. Eric provides overall leadership for the team with a focus on portfolio management and the development of corporate retirement plan strategies. Eric holds the FINRA series 3, 7, 9, 10, and 66 registrations as well as Life and Health Insurance licenses. He is also a Personal Investment Advisor (PIA). Eric earned a bachelor's degree in marketing and finance from Villanova University in 1992. He serves as president and founding member of the Hope for Children Foundation. Eric lives in Holmdel, New Jersey with his wife Karen and their three children. Outside of work, he enjoys playing and coaching soccer, as well as basketball, golfing, skiing, table tennis, tennis, and watching movies.

Caleb Zektzer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Christine Ostapiak is a CFA® charterholder with 25 years of industry experience. She is currently affiliated with Cetera and Pascarella Wealth Partners LLC, where she serves as a financial professional. Ostapiak has been associated with Cetera Advisors LLC and Pascarella Wealth Partners since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Margaret Selby is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James since 2017 and previously was with Morgan Stanley from 2015 to 2017. Outside of her advisory role, she is involved as an operations manager and client service manager at 1792 Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with notable services in municipal and public finance and specialized retirement plan advisory programs.

James Botte is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations and 17 years of industry experience. His prior roles include positions at TD Securities (USA) LLC, Citigroup Management Corp., and JPMorgan Chase Bank NA. He is currently based in Short Hills, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to guide investment decisions.

Matthew Coe is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating approved tools and modeling techniques.

Cynthia Branca is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. She has worked with Cetera Wealth Services, LLC since 2013 and holds leadership roles in several community organizations, including serving as president of the Edward Hopper House Museum board and as immediate past president of the Rockland Business Woman’s Network. Branca is also involved in mentoring students pursuing financial careers and participates in nonprofit and networking groups. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Kitty Kong is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 services through Financial Advisors and Corporate Financial Planning agreements.

Kenneth Webb is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC for nearly two decades. Webb is based in Morristown, NJ. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Kelly Lynn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank, NA. Lynn has also been affiliated with William Paterson University since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.