Christopher Maiurro is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and Atlas Insight LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Marable is a financial advisor with LPL Enterprise holding the Series 63 and Series 65 designations and over 31 years of industry experience. His prior work includes positions at Prudential Insurance Company of America, Pruco Securities, LLC, and AXA Advisors, LLC. Outside of his advisory role, he serves on multiple nonprofit boards, including the Brooklyn Chamber of Commerce, Lincoln Civic Block Association, and the Diversity Awareness Initiative for Students, where he is president. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates adviser programs with a range of financial products and relies on model portfolios and third-party management for investment advice.

Aksel Yavalar is a financial advisor at Morgan Stanley with 17 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Morgan Stanley since 2016 with intervals at Raymond James & Associates and Locust Wood Capital Advisers. Outside of his advisory role, he is the general partner and owner of 1623 Park Avenue LLC, overseeing investments in a multi-family apartment building, and is also an owner of Keauty LLC, a business managed independently by his wife. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct client service and corporate financial planning agreements.

Robert Rafano is a CFP® professional with 24 years of industry experience. He has worked at OSAIC since 2020 and spent 15 years at Ameriprise Financial Services, Inc. Prior to his advisory role, he has served as a board member at large for the Monmouth Council Boy Scouts of America, where he participates in community fundraising and support activities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Nicholas Schwed is a Series 66-registered financial advisor with Merrill in Red Bank, NJ, with four years of experience. His background includes roles at Bank of America and Merrill since 2022, as well as previous positions in educational and community organizations. He holds a power of attorney position for a non-investment-related entity. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Craig Hyldahl is a financial advisor with Equitable Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, he serves as a Certified Divorce Financial Analyst, providing financial analysis and planning support to divorcing clients, and participates in a collaborative law group’s marketing committee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and asset management through various third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and allowing certain advisors discretionary portfolio management under approved arrangements.

Vincent Passariello is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. for 23 years and at Avantax Advisory Services for six years. In addition to his advisory roles, he owns and operates a tax preparation service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

George Casazza is a financial advisor at Stifel with 24 years of industry experience. He previously worked at Janney Montgomery Scott for 24 years before joining Stifel. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and planning analyses.

Victor Roccki is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1993. 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 employs a structured planning process using firm-approved tools and modeling techniques.

Nicole Mcgrouther is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC for 22 years before joining Raymond James Financial Services Advisors Inc. in 2017. Outside of her advisory role, she owns a support company used for payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports its advisory network with various specialized programs and services.

Jonathan Pierro is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Before joining LPL Enterprise, he worked at Deloitte LLP and other firms, and also has experience in education and various business roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Karen Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Red Bank, New Jersey. She brings over twenty-five years of experience in the financial industry, specializing in areas such as executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Karen works with a diverse clientele including corporate executives, financial services professionals, entrepreneurs, and individuals navigating key life transitions. Her approach involves building strong relationships and providing customized strategies that align with each client’s unique goals, resources, and aspirations. Karen holds an M.B.A. in Finance from The University of Chicago Booth School of Business and a B.A. in Economics from Lafayette College. She has earned the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) designation. In addition to her advisory work, Karen is involved with several organizations, including serving as the Merrill Ambassador for her local chapter of the National Association of Women Business Owners and participating in the Bank of America Women’s Exchange. She resides in Fair Haven, New Jersey with her husband and three children, and her personal interests include running, cycling, cooking, tennis, traveling, and spending time with her family. Karen is also engaged with community organizations such as Impact 100 Jersey Coast and the Monmouth Conservation Foundation.

Chambers Moore is a financial advisor with Robert Baird & Co. in Brooklyn, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliards, W.L. Lyons, LLC since 2006. Moore serves as a board member of The River Valley Club. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, with a range of investment strategies and overlays.

Lee Giordano is a CFA® charterholder and holds Series 63 and 65 licenses, with 28 years of experience in the financial industry. He has worked at UBS Financial Services Inc. since 2016 and spent a brief period at Penserra Securities LLC earlier that year. Outside of his advisory role, Giordano is a licensed real estate referral associate and serves on the Republican County Committee in Westfield, New Jersey. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to support client goals.

Nicole Mochnal is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has worked with Wells Fargo and its affiliated entities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds a Series 63 designation and is based in Westfield, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Hang Yu Jiang is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC since 2013 and is a partner in JG Eighth Ave LLC. Outside of his advisory role, he is a silent partner in a wholesale fruit and beverage business specializing in Bubble Tea. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Jianbin Li is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials, and has six years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence within an ESG eligibility framework.

Cynthia Crane is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2012. Cynthia serves on the board of Catalyst Theater Company, a local nonprofit theater organization, where she participates in fundraising and community engagement activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the planning and investment services separately.

Curtis Nesbit Jr is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Equitable Advisors, LLC and Footlocker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Mykhaylo Stetsun is a CFP®-certified financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC from 2012 to 2016. In addition to his advisory role, he serves in the Army Reserve. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.