Andrew Boles is a CFP® with 33 years of industry experience, all of which has been at Edward D. Jones & Co., L.P., where he has worked since 1992. He holds a Series 63 license and is based in Madison, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christina Argento is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of her advisory work, she operates an online Etsy shop specializing in children’s apparel. 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 uses proprietary research and model-based asset allocation to tailor client solutions.

Robert Ernesto is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies tailored to each client's unique goals. He provides access to Merrill’s investment insights along with banking and lending solutions from Bank of America. Robert’s areas of expertise include employee financial health, legacy planning, LGBT wealth planning, managing new wealth, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and completed his High School Diploma/GED at Xaverian. Committed to community involvement, Robert participates in volunteer activities with local organizations, aligning with Merrill’s tradition of service in the communities it serves.

Alex Eshmoili is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, TD Bank, NA, and JPMorgan Chase. Outside of his advisory work, he owns and manages rental properties in Brooklyn, New York. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market assumptions.

Mary Ampong is a financial advisor at UBS Financial Services with Series 66 registration and one year of industry experience. Prior to joining UBS, she held roles at Temple University and served in the Executive Office of the President. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies to client goals and risk profiles.

Paul Baker is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Alexander Fishbone is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2025, he spent four years at the University of Miami and has experience working in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory process.

Zachary Bishara is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at UBS since 2017 and previously spent two years at Laidlaw and Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with capabilities across trading, underwriting, and custody services, integrating institutional resources with wealth management.

Justin Zelen is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at WallachBeth Capital and Maxim Group. Outside of his advisory work, he is involved as a partner in a marketing enterprise called YZ Enterprise. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

William Logue III is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with LPL Financial and has previously worked at The Investment Center Inc, Ic Advisory Services Inc, Invest Financial Corporation, and Osaic FA, Inc. Outside of his primary advisory role, he owns and operates Clear Focus LLC, a consulting business serving clients in non-securities matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party strategies delivered by a large network of advisors.

Walter Munoz is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, TD Wealth Management Services Inc., Cetera Investment Services LLC, and Merrill. Outside of his advisory work, he is involved as an independent sales producer selling Medicare benefits in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Clifton Carragher is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at SailGP and was affiliated with Connecticut College and the Shelter Island Yacht Club. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and asset allocation models to tailor client plans.

Margaret Ann Nugent is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Macri is a CFP® professional affiliated with LPL Financial, with 32 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. He also serves as an adjunct professor at Wagner College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives.

Alexia Cusano is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked at Commonwealth Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also combines institutional trading capabilities with wealth management services, including principal trading, underwriting, and securities-backed lending programs.

Remon Dawood is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. His prior work history includes roles at Bank of America, American Lending Inc., Lyft, Uber, and various positions within California state agencies. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Frenkel is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at JP Morgan Chase Bank and JP Morgan Securities Inc. for 16 years. Frenkel is a commissioner on the Millburn Short Hills Historic Preservation Commission, contributing to the safeguarding of the community’s historic character. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a wide range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning areas such as retirement, education, risk, and wealth-transfer planning.

Jeffrey Jean Baptiste is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and recommendations may include ESG considerations.

Analia Gallagher is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she held roles in various sectors including retail and maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides additional capital markets solutions through its platform.

Christopher Shaw is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 14 years and at Sanctuary Advisors LLC and Sanctuary Securities, Inc. for three years each. Shaw serves on the Board of Trustees at Monmouth University, participating in the Athletic and Student Life Councils. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.