Robert Edelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior firms include Bank of America and Merrill. Outside of advising, he operates a small online resale business on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, combining proprietary and third-party models to accommodate various client needs.

Amanda Picard is a financial advisor at Charles Schwab with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, Inc., and Scottrade, Inc. Charles Schwab serves 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 offers a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and access to alternative investments.

Matthew Trzaska is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his career in finance, he held various roles including positions at Guitar Center and Whole Foods Market. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Richard Auteri II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Cetera and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports investment advisers with model portfolios, tactical strategies, and various operational tools, while maintaining significant scale and diverse financial activities beyond advisory services.

Daenna Tarullo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as a Notary Public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Michail Angelis is a financial advisor at UBS Financial Services with Series 66 credentials. He has previous experience working at Alma Bank and Signature Bank, with a total of 10 years in the financial industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Kaitlin Lebow is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020, with prior roles at Von Berg Wealth Management Group and Bloomberg LP. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Mark Kranz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with Primerica Financial Services and Primerica Advisors since 1990 and 1991, respectively, and also spent 30 years with Jbp Enterprises Inc. His activities include part-time sales of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Sarita Chandrabhan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and has a varied background including roles at Adamas Building Services and Victoria's Secret. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Margaret Kelleher is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has been with Ameriprise since 2006, including her current role beginning in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ira Black is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He spent 34 years at TIAA-CREF before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Kate Connolly is an Investment Consultant at Fidelity Investments, a role she has held since 2026. She has progressed through various positions within Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative, gaining a comprehensive understanding of financial services and client relations. As a CERTIFIED FINANCIAL PLANNER4 professional, Kate works closely with clients to develop financial plans that align with their goals and provide guidance in an accessible manner. She leverages Fidelity's extensive tools and resources to tailor solutions that meet individual client needs. Outside of her professional work, Kate has interests in art, food, museums, and running.

Thomas Madaras is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and previously spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services based on structured discovery processes and firm‑approved tools.

Stephen Bouffard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

John Corea Jr. is a Series 66-licensed financial advisor with Merrill in New York, NY, having six years of industry experience. His prior experience includes roles at Bank of America, Fidelity Investments, and Morgan Stanley. Outside of his advisory work, he is involved in managing a short-term rental property with family through an Airbnb business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alan Morales Toledano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Amazon.com Services LLC and Rutgers, State University of 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Elizabeth Hanley is a financial advisor at UBS Financial Services with a Series 66 designation. She has been with UBS since 2025 and previously worked at the Institute of International Finance from 2022 to 2024. Hanley also has academic experience at the University of Virginia McIntire School of Commerce from 2022 to 2026. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including portfolio management, mutual fund distribution, and capital markets activities.

Kimberly O'Connor is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 65 licenses. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ramin Saeedian is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2003 to 2009. He serves as a finance committee member at Crestmont Country Club in West Orange, NJ. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets.

Michael Hrehowsik is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 credential and has been associated with Merrill and Bank of America, N.A. since 2010. Outside of his advisory role, he serves as a power of attorney in a fiduciary capacity. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.