Stephanie Evenson is a financial advisor at UBS Financial Services with 20 years of industry experience. She previously worked at Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC from 2005 to 2021. She holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Nickolas Venetos is a CFP® with eight years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at RBC Capital Markets and Talent Net. Venetos holds the Series 66 designation and is based in Paramus, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Liquori Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 designations. Outside of advising, he is involved in vacation home rental management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and planning tools.

James Ferraioli is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options alongside integrated brokerage, custody, and advisory services.

Michael Tepperman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Tepperman holds Series 63 and Series 66 credentials. Outside of his advisory role, he serves as treasurer for two motorcycle riding clubs and is involved in managing financial activities for these organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Michael Minevich is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Daniel Hirsch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong client relationships and works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Daniel's areas of expertise include college education planning, divorce transition planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Penn State University. In addition to his professional work, Daniel is involved in his community as a coach for the Teaneck Junior Soccer League. His personal interests include boxing, camping, cooking, fishing, football, hiking, ice hockey, reading, and skiing.

Ann Prizzi is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Joshua Suh is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Financial Life Insurance Co. Outside of his advisory roles, he has been involved as a mentor with the Korean American Youth Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Cameron Rodgers is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. He has worked at New Horizon Financial and Cadaret Grant & Co., Inc., and previously held a position at Hilton. Rodgers is involved with New Horizon Financial Corp, a related business entity to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Richard Kang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1993 and joined Merrill in 2018. Richard provides comprehensive financial services, focusing on areas such as college education planning, divorce transition planning, employee benefits planning, defined benefit and contribution plans consulting, international wealth management, managing new wealth, personal retirement planning, and tax minimization. He works with clients to develop personalized plans tailored to their life priorities and financial goals. Richard holds a Bachelor of Science degree from Seoul National University and an MBA in finance from Rutgers University. He has earned the designation of Personal Investment Advisor (PIA). Fluent in Korean, Chinese, and English, Richard supports a diverse clientele, including Korean-speaking entrepreneurs. He is actively involved in various community and professional organizations, including the Presbyterian Church of New Jersey at Oakland, the Korea Music Foundation, the Korean American Association of New Jersey, the New York Road Runners, and the Ridalia Marathon Club. Outside of his professional responsibilities, Richard enjoys boating, cooking, fishing, gardening, golfing, hiking, music, painting, running, and singing. He and his team devote time and resources to charitable organizations such as PCNJ and WPKPC, contributing to positive change in their communities.

John Pitton is a financial advisor with Merrill who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Merrill since 2010 and has also worked at Bank of America, N.A. since 1985. Outside of his advisory role, he serves as vice chairman of the advisory board and member of the executive and governance committees for the Rochester Business Alliance, a nonprofit business advocacy organization, and is a director of the Rochester Rotary Charitable Trust. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Lagasse is a financial advisor with Wells Fargo Advisors in Paramus, NJ, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo entities since 2014, working in various capacities within the company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with a focus on discrete planning engagements across diverse specialized areas.

Maurice Andrade serves as a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works collaboratively with clients to define their financial goals and develop portfolio strategies tailored to their specific needs. He provides ongoing advice and adapts strategies as clients' situations change to assist them in managing their finances effectively. Mr. Andrade's expertise encompasses a variety of areas including college education planning, family wealth management, legacy planning, liquidity management, management of new wealth, retirement planning and income, portfolio management, small business strategies, and tax minimization. He approaches financial advising by focusing on what matters most to his clients and their families to create strategies intended to help them pursue their financial objectives. He holds a Bachelor's Degree in Economics from the University at Albany SUNY and has earned several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Maurice is involved in community organizations including Eva's Village and America Needs You (ANY). His personal interests include billiards, boxing, camping, football, golfing, pickleball, skiing, swimming, and spending time with his family.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. J.P. Morgan Securities LLC 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 investment strategies.

Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC during overlapping years. His other business activities include involvement with health insurance entities such as Oxford Health Blue Cross Blue Shield and United Health. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.

Callen Vander May is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held roles at Merrill Lynch Wealth Management and has an academic background at Bucknell University, including work within its Department of Mathematics. Vander May also contributes to economic and investment research as an associate at Topinka Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and modeling tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Michael Buccolo is a financial advisor with Equitable Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Pawanpreet Singh is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, and Varsity Tutors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jonelle Rivas Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes positions at Berges Dreyfous Abogados and the Universidad Nacional Pedro Henriquez Urena. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.