Michael Healey is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes nine years at Wells Fargo Clearing and a year at Prudential Equity Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing Wells Fargo’s research and tools to develop tailored recommendations across a broad range of planning needs.

Thomas Flood is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, following two years at Chase Investment Services Corp. 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. Their advisory process utilizes centralized due diligence combining quantitative and qualitative analysis, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Sophia Gallant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Millennium Management, and Seventy2 Capital. Outside of finance, she has experience in the restaurant and brewery industry. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates a range of investment strategies with an ESG eligibility framework.

Daniel Botero Torres is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes positions at the University of Miami and several educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Matthew Vamvakis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he serves as a board member and Vice President of Finance for Congregation Ohr Shalom-Summit Jewish Community Center and is a director on the New Jersey Boys State Foundation, which supports youth civic leadership. 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 program integrates systematic quantitative screening and qualitative research to build model asset allocations, with a non-discretionary approach where clients retain final decision-making authority.

Michael Purcell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank, NA dating back to 2015. Outside of his advisory role, he owns and operates RPM Entertainment, a music business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to guide investment decisions within a broad platform that includes brokerage and advisory solutions.

Minjie Jiang is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Minjie works closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. Minjie provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen events, and facilitates access to banking and lending services through Bank of America. Minjie holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minjie earned a Bachelor's Degree from the University at Buffalo. Fluent in English, Mandarin, and Chinese, Minjie emphasizes building strong client relationships through attentive listening and ongoing advice as clients’ needs evolve.

Frederick Mastromarino is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. outside his advisory role, he serves as a trustee for family trusts and as an executor for an estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Sara Smedley is a CFP® and ChFC® with 12 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and New Providence Financial, LLC. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Adam Nunez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at the New York Tribeca Group and has experience outside finance at organizations including Middlesex County Board of Social Services and various retail and service companies. 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.

Beth Meszaros is a financial advisor at Cetera with 17 years of industry experience. She holds a Series 66 designation and has worked with Cetera since 2009. Outside of her advisory role, she owns and creates handmade knits and gifts sold on Etsy and is involved in managing a needlepoint supplies business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Erin Kearney is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Before joining Fidelity, Kearney held positions in education and other organizations, including The University of Rhode Island and The Rapid Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager fund structures and employs systematic methodologies in portfolio management.

Michael Pages is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at J.P. Morgan-related entities since 2014. He serves as Joint Investment Committee Chair on the board of the New Jersey Institute of Technology, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.

George Mouded is a financial advisor with Osaic Wealth, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, UBS Financial Services, and Merrill. Outside of his advisory work, he operates Economic Planning Group, offering various insurance products including health and life insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform that provides brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of investment solutions and maintaining multiple custodial and affiliate program arrangements.

Rodney Robinson is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Equitable Advisors since 2004, with prior roles at Axa Advisors, Fidelity, and Merrill. Outside of his advisory career, he is involved as a consultant providing health insurance consulting to public sector groups and owns Good Music Productions, where he works as a sound engineer. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Yi Qin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. Yi has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2009 to 2017. Outside of his advisory role, Yi is involved as a sales agent in health and property/casualty insurance through independent agencies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools and collaborative planning processes to deliver written recommendations focused on investment strategies rather than specific products.

Michael Tillberg is a financial advisor with Merrill based in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes 12 years at Scottrade, Inc. and shorter tenures at Wells Fargo Bank and Wells Fargo Clearing. Merrill, together with 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 individual and institutional clients, including high-net-worth individuals and charitable organizations.

Kevin O’Brien is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Park Ave Securities and Guardian and currently operates The O’Brien Group, a financial services business. He is also active as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Matthew Glass is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Allstate, and the Children's Dental Center of Monmouth. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach primarily utilizes model-driven portfolios developed by LPL’s Research Department and third-party strategists, and offers access to a variety of financial planning and consulting services.

Wajeeh Abushawish is a financial advisor at Edward Jones in Newark, NJ, holding a Series 66 designation. He has recently begun his career in the industry and has prior experience at firms including Aprio Advisory Group, Vialto Partners, PriceWaterhouseCoopers, and CohnReznick, as well as roles outside of financial services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.