August Zenzius Jr. is a Senior Financial Advisor and senior partner at Aiello, Zenzius & Associates. He began his career in financial services in 1996 at Lehman Brothers, working in operations for derivative securities while pursuing his degree in Economics at Saint Peter's College in Jersey City, New Jersey. In 1998, he joined Merrill Lynch as an intern and became a Financial Advisor. August focuses on providing disciplined wealth management strategies for corporate executives, business owners, retirees, and families, addressing their financial needs, values, and objectives. With over two decades of experience, August brings expertise in equity compensation management, retirement income and cash flow planning, and wealth transfer services. He holds FINRA Series 7, 63, and 65 registrations and is a licensed life and health insurance and commercial mortgage representative. He has earned the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. August resides in Allendale, New Jersey, with his family. He is actively engaged in community service, serving as President of the Board and co-head of the capital campaign for the Institute for Educational Achievement, a private nonprofit supporting individuals with autism. He also serves on the boards of the Allendale Holiday Observers, a nearly 110-year-old organization for community holiday events, and the Allendale Housing Authority, which provides housing for disabled and senior residents.

Nicholas Heckman is currently serving as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for over 13 years, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at ING Financial Partners from 2010 to 2012. His professional focus includes wealth planning and collaborating with clients to develop comprehensive financial plans aimed at achieving their financial goals. Nicholas holds a California Insurance License, supporting his capabilities in financial and insurance services. Outside of his professional work, Nicholas enjoys boating, movies, snowboarding, and soccer.

Gregory Caragine is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at PIMCO Investments LLC and Merrill prior to his current position at J.P. Morgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their approach combines quantitative and qualitative manager due diligence to offer non-discretionary, customized asset allocation advice and performance reporting.

Christopher Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior experience includes 20 years at Lexco Wealth Management, Inc. and 17 years at National Planning Corporation. Jordan also works as a non-variable insurance agent and is involved with insurance agencies apart from his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Victoria De Paolo is a financial advisor at Charles Schwab with 41 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2012. Outside of her advisory role, she serves as president of the board for a small co-op owned by her family in Pelham, NY. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through a combination of advisory, brokerage, custody, and financial planning services. The firm utilizes a mix of non-discretionary and discretionary investment models, supported by integrated operational and research resources.

David Jackman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

George Fosdick is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Ramsey, NJ. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Chase Investment Services Corp. He also serves on the advisory board of a wholesale distribution business in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and utilizing firm‑approved tools and models as part of its comprehensive wealth management services.

Eden Guzman is a financial advisor at Fidelity with seven years of industry experience. Prior to joining Fidelity in 2023, Eden worked at Charles Schwab and Co., Inc. and TdAmeritrade. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that integrate mutual funds, ETFs, and ETPs using systematic methodologies.

Claudine Isaac is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs and JPMorgan Chase Bank. 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 through a selective group of Wealth Advisors.

John Walker is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, Oppenheimer & Co., and MetLife Investment Management. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Patrick Pilla is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2014 to 2017. Outside of his advisory role, he serves as a trustee on the Eastchester Public Library board. 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 provides collaborative annual financial planning engagements, utilizing firm-approved software tools, and offers specialized services including estate settlement and employer-sponsored planning programs.

Toni Rottingen is a financial advisor at Fidelity with 20 years of industry experience. She previously worked at TIAA-CREF and Tiaa from 2010 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and model portfolio delivery.

Pierre Johnson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. He serves as an advisory board member for the University of Texas Neighborhood Longhorns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Lisa Elkins is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked with Bank of America and Merrill throughout her career. Outside of her advisory role, she is involved part-time in a modeling business called The Model Shop and owns a limited liability company that manages rental properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vaughn Childre is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Advanced Disposal Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Mahoney is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His prior work includes positions at Flight Centre Travel Group and periods as a full-time student. 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, offering financial planning and non-discretionary investment consulting through multiple advisory programs, and provides municipal advisory services along with an extensive network of affiliated financial entities.

Steven Guarascio is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cetera since 2013 and also operates Guarascio Consultants, LLC, a registered investment advisory firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with both affiliated and unaffiliated investment options.

Matthew Killip is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with prior roles at Morgan Stanley and Wells Fargo Clearing. 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 within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

George Brakatselos is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Tortora is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Merrill since 2009 and has a longstanding association with Bank of America dating back to 2004. Outside of his advisory role, he is involved as an owner and overseer of BFC Realty LLC, which focuses on buying and selling real estate. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.