Daniel Dambroff is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. He has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as a trustee to a family member and holds power of attorney responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Kyle McCarthy is a Financial Consultant at Fidelity Investments, LLC, where he has been working since 2025. He collaborates with clients to develop and maintain retirement plans, focusing on comprehensive financial planning tailored to individual goals. Prior to his current role, Kyle served as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Central Relationship Manager from 2022 to 2023. He also worked as an Internal Wholesaler at Jackson National between 2019 and 2020. Kyle holds insurance licenses in Arkansas and California.

Craig Grant is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with UBS since 2015. Grant is also the owner of Capital Development Group, a sole proprietorship involved in equity investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Anthony Pugliese is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Westfield, New Jersey. He has been in the financial services industry since 1988 and joined Merrill in 2012. Drawing on over 25 years of diverse capital markets experience, Anthony provides advice and guidance to individuals, families, and small business owners to help them reach their personal and financial goals. Anthony holds a bachelor's degree in Communications from Lynchburg College, earned in 1988, and maintains the Personal Investment Advisor (PIA) designation. His client services focus includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Raised in Westfield, where he currently resides with his wife and three children, Anthony is involved in community activities such as coaching youth sports.

Diane Di Braccio is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Cetera Investment Services and Foresters Financial Services. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisory strategies and operational tools.

Francisco Gonzalez is an International Wealth Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), demonstrating his commitment to providing tailored investment guidance to his clients. Francisco earned his Bachelor's Degree from the University of Miami. His role focuses on serving clients with diverse financial planning and wealth management needs on an international scale.

Sapan Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at JPMorgan Securities LLC since 2009 and at JPMorgan Chase Bank NA since 2016. 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. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research, supporting a non-discretionary program where clients retain final decision-making authority.

Jermain Hall is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. In addition to his advisory role, he is also an insurance agent with United Healthcare. 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 various asset-management programs, utilizing a range of third-party advisory models and proprietary solutions.

Mark Leonhard is a CFP® professional with 41 years of experience in the financial industry. He has been with Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and Merrill. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

Joseph Mchugh is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Morgan Stanley entities since 2002, with prior experience at Citigroup Global Markets and Wells Fargo Clearing. 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 planning process supported by approved tools and emphasizes its advisory role, without offering individual security recommendations in standalone planning programs.

Amanda Thomas is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Merrill prior to her current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and delivers tailored recommendations using proprietary research and planning tools.

Kevin Mack is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Ariel Peralta is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities since 2026, following prior roles at BlackRock and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary, written asset allocation advice and customized reporting.

Allison Miller is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. Her prior experience includes roles at Summit Financial, Maia Digital, and OZE Capital, as well as attendance at Indiana University Bloomington. 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 through a non-discretionary advisory program.

Jennifer Conway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing eight years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and has prior experience at the Indiana University Kelley School of Business and JP Morgan Private 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 and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and research.

Sandra Fernandes is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 designation and four years of industry experience. Her prior work history includes positions at Bank of America, Merrill, NYLIFE Securities LLC, New York Life Insurance Company, and Morgan Stanley. Fernandes previously spent eleven years at Wells Fargo Clearing before her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, applying diversification principles and modern portfolio theory in its investment evaluations.

Madison Grady is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Madison worked at PNC Private Bank Asset Management and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

David Rehrer is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983. He is also a part-time referral associate with Weichert Referral Associates. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies and is closely integrated with Bank of America’s broader banking and capital-markets platform.

Daniel Forman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Goldman, Sachs & Co. for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates ESG considerations in its investment recommendations.

Goran Bojovski is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior member of Gsell/Bojovski and Associates. He joined Merrill Lynch in 2002 and focuses on servicing high-net-worth clients and corporate relationships by providing a comprehensive range of wealth management services, including financial planning, investment analysis, and retirement planning. Goran delivers customized, planning-based strategies integrating concentrated stock management, estate planning, and investment management. He holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® certificant, Certified Investment Management Analyst®, Certified Plan Fiduciary Advisor®, and Certified 401(k) Professional. Goran graduated from Rutgers University with a bachelor's degree in economics, concentrating in finance, and also minored in computer science. He is recognized as one of a select group of Merrill Institutional Consultants qualified to provide in-depth knowledge and customized service for institutional investors. Outside of his professional work, Goran lives in Mountain Lakes, New Jersey, with his wife and two sons. His personal interests include basketball, billiards, boating, bowling, camping, chess, football, music, reading, and spending time with his family.