Mariam Kiyam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 1998. 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 databases.

Anton Check is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. In his current role, he focuses on understanding clients' financial goals and collaborating with them to develop tailored financial plans using Fidelity's strategies and investment options. Anton brings extensive experience to his position, having worked as a Wealth Management Advisor at TIAA-CREF from 2014 to 2020. Prior to that, he served as a Financial Advisor at JP Morgan from 2012 to 2014 and at Morgan Stanley from 2010 to 2012. He holds a California Insurance License, supporting his expertise in financial planning and wealth management. Outside of his professional work, Anton enjoys activities such as spending time at the beach, cooking and baking, fitness, exploring culinary experiences as a foodie, scuba diving, and snowboarding.

Sean Stodart is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 designations and has 13 years of industry experience. He has held roles at MassMutual Insurance Company, Minnesota Life Insurance Co, Allied Wealth Partners, Securian Financial Services, McAdam LLC, and VOYA Financial Advisors. Outside of his advisory work, he is also an insurance agent focusing on life, fixed annuities, disability, and long-term care products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using collaborative planning processes and firm-approved analytical tools.

Brandon Coene is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various roles since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by a large-scale, integrated operational platform.

Michael Hittner is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Prior to his current position, Michael served as a financial advisor at Merrill from 2011 to 2022. He holds a California Insurance License, which supports his expertise in financial consulting and advising. Michael emphasizes forming strong relationships with his clients and their families, maintaining a deep level of trust, reliability, and competency throughout his professional practice.

Paul Stappas is a financial advisor at MassMutual Investors Services with 47 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and with MassMutual Life Insurance Company since 1991. He holds a Series 63 designation and owns a bookkeeping services business that provides referrals and general management. MassMutual Investors Services operates as 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, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

James Swanton is a CFP® certificant with 10 years of experience in financial advising. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as Vice President of the Clinton BNI networking group in Clinton, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Charles Boles is a financial advisor with Edward Jones in Madison, NJ, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Portofino Technologies, Speedinvest, and General Atlantic, as well as time spent at London Business School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Cleon Cato is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing, he worked at J.P. Morgan Securities for 11 years and has been involved in several business ventures including early childhood education and property management. 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 grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Elizabeth Coronato is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dominic Manzo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Herbert B Mayo, PGIM Global Asset Management, and Prudential. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Lauren Bollinger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. Prior to joining Raymond James in 2018, she worked at Wells Fargo Clearing and Lord, Abbett & Co. LLC. She serves as a Finance and Investment Committee Member at the First Congregational Church of Westfield. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, combining technology and specialized advisory programs.

Claudine Pinho is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2009. In addition to her advisory role, she is commissioned as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Christopher Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2007. 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 non-discretionary investment consulting supported by research and multiple portfolio management strategies.

Giselle Wright is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked previously with Newbridge Securities Corporation and Comprehensive Asset Management & Servicing, Inc., among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Dharav Vyas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. 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.

Christopher Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS and Oppenheimer & Co. Prior to his financial advisory career, he was involved in managing Griff's Place Sports Bar for seven years. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations to model financial outcomes.

Rohit Jayanthi is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Liberty Mutual Group, and Infiniqo Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence combining quantitative and qualitative research and includes a framework for ESG eligibility.

Dominick Salvatore is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has held positions at Merrill, Northeast Wealth Planners, and Bank of America. Outside of finance, he has experience working in education at Rider University and Rowan College at Burlington County, and previously had a role with De Lorenzo’s Tomato Pies of Bucks County, LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical and risk management tools.

Manish Kakkar is a financial advisor with Equitable Advisors in East Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in United Healthcare’s dental and health insurance business. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory platforms and proprietary funds.