Brandon Myers is a Financial Advisor and Junior Partner with The De Cerbo & Associates Team at Merrill Lynch Wealth Management. He works with a select group of individuals and families including professional athletes, coaches, divorcees, and senior executives to deliver customized, goals-based wealth management strategies. His professional approach is rooted in discipline, focus, and integrity. Brandon holds several industry designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Science degree in Finance from Rutgers Business School, graduating cum laude. During his time at Rutgers, he was a letterwinner at Tight End on the Scarlet Knights Football Team, a three-time Academic All-Big Ten honoree, and a 2021 Big Ten Distinguished Scholar. Outside of his professional role, Brandon enjoys golfing, spending time with family and friends, and staying connected to football. He is a lifelong resident of Somerset County and is involved in community organizations such as Athletes.org, Bridgewater-Raritan High School Football and Hall of Fame, and the Somerset County Business Partnership. His mission is to help clients create and preserve multigenerational wealth.

Maria Zielyk is a financial advisor with Merrill in Short Hills, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2008. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending, custody, and trading services.

Brian Gallacher is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Northwestern Mutual from 2016 to 2022. Outside of his advisory work, he is involved in life and fixed annuities insurance sales and serves as a church clerk, providing administrative and financial support. MassMutual Investors Services, LLC is 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, utilizing firm-approved tools to analyze client goals and provide written recommendations.

Grayson Librie is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Bank of America, Merrill, and Johnson & Johnson. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Lauren Caruso is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Bank of America and Merrill since 2022 and previously held roles at the University of Delaware and other organizations. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Yisroel Schwartz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Goldman Sachs & Co LLC for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds Series 63 and Series 65 designations. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Victor Montas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career with New York Life in 2009 and joined Merrill Lynch in April 2015. Prior to entering financial services, Victor worked for ten years as a legal professional at Am Law 100 law firms in Washington DC and New York. In his current role, he specializes in serving growing and successful business owners, focusing on comprehensive wealth management strategies that address complex financial needs such as business growth, succession planning, and employee benefits. Victor’s approach is consultative, emphasizing thorough client engagement, periodic communication, and leveraging the investment insights of Merrill alongside the banking services of Bank of America. Victor earned both a Bachelor’s degree in History and Political Science and a Master’s degree in History from Rutgers University. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also registered through FINRA Series 7, 63, and 65, and holds licenses for Annuity, Life, and Health products. Victor is a native Spanish speaker and a member of Lambda Theta Phi Fraternity. Beyond his professional responsibilities, Victor is involved in his community through participation with St. Matthias School. He resides in Montgomery, New Jersey, with his wife and two children. Victor is an avid Rutgers football fan and enjoys baseball, basketball, football, reading, soccer, tennis, and spending time with his family.

Jordan Krantz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.

William Cerone is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill, and Bank of America. Outside of financial advising, he is involved in local politics as Vice Chairman of the Warwick Republican Committee and serves on the Warwick Zoning Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies.

Michael Marchiano is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in baseball instruction through Centercourt Club & Sports and serves on the board of New Jersey Unity, a softball sports organization. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using advanced modeling tools and offers broad retail and institutional investment solutions.

Kevin Fay is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Cetera and its related entities since 2008, previously associated with First Allied Advisory Services. Outside of advisory work, Fay serves as a FINRA arbitrator and acts as a trustee in fiduciary roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Evelyn Gonzalez is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning her financial services career in 2009 at Merrill Lynch and The Barth Group, she has focused on assisting families in planning for both their short-term and long-term financial goals. Evelyn works closely with clients to listen, identify, and prioritize their objectives, developing strategies aimed at building, managing, and preserving wealth across generations. Her areas of expertise include college education planning, family wealth management strategies, retirement income, socially responsible investing, and personalized retirement planning. Evelyn holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and the CERTIFIED FINANCIAL PLANNER® (CFP®) credential. She earned her bachelor's degree in Finance and Business Management from Rutgers Business School. Evelyn is bilingual in English and Spanish and engages with clients and their families to better understand their dynamics and desires. Outside of her professional responsibilities, Evelyn resides in Scotch Plains with her husband and their daughters. Her personal interests include dancing, soccer, and traveling.

Kathleen Monahan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the financial services industry, specializing in areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, retirement planning, and socially responsible investing. Kathleen and her team focus on providing personalized client service and strive to deliver a comprehensive client experience built on trust and integrity. Her approach emphasizes educating clients to ensure they fully understand their investment strategies, with a focus on long-term asset allocation and diversification. Kathleen holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her Bachelor's Degree from Montclair State University. Outside of her professional role, Kathleen resides in Cranford, NJ with her husband and their Bernedoodle, Molly. They enjoy hobbies such as golf, hiking, cooking, and reading. Kathleen also dedicates time to volunteering with local charities.

June Scortino is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Invest Financial Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Loren Huether is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Huether worked at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support client financial plans and offers a broad range of retail and institutional investment solutions.

Dennis Collins Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Walter Dziedzic is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Bank USA and UBS Financial Services Inc. from 2017 to 2025. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification and modern portfolio theory to support its advisory solutions.

Christian Barsi is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions using research and analytics grounded in diversification principles and modern portfolio theory.

Anthony Barbera Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Barbera has worked at LPL Financial since 2017 and has prior experience with National Planning Corporation and Barbera & Barbera CPA, where he is a partner. Outside of his advisory role, he is involved in a tax preparation and accounting firm as a partner. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Zhilitsky is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.