Callen Vander May is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held roles at Merrill Lynch Wealth Management and has an academic background at Bucknell University, including work within its Department of Mathematics. Vander May also contributes to economic and investment research as an associate at Topinka Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and modeling tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Lisa Vizzone is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by the Global Investment Committee’s research and firm‑approved tools.

Richard Osuji is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley. Outside of his advisory role, he is involved with 1792 Wealth Advisors, a non-investment business based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and tailored SIMPLE IRA Employer Advisory program.

Antonina Hodges is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Jonelle Rivas Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes positions at Berges Dreyfous Abogados and the Universidad Nacional Pedro Henriquez Urena. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Robert Green is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Wells Fargo Advisors and its affiliates in various roles since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with other financial products and referral channels.

Daniel Epps is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Thomas Regan is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working in Morristown, NJ. Outside of his advisory role, he owns a rental property in Beach Haven, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and proprietary investment modeling.

Ting Yeung is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 65 and Series 63 credentials and with 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors LLC from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Petracca is a CFP® with 18 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cetera Advisors LLC and First Allied Advisory Services. Petracca is also a commissioned notary in Fairfield, NJ. 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 financial planning, access to model portfolios and third-party asset managers, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Laura Agard is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and Prudential Insurance Company of America. Outside of her advisory role, she is president of The Black Steep LLC, a tea and beverage company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Rispoli is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services, among other firms. Outside of his advisory role, he is involved with Nisivoccia LLP and is the owner of Wealthspring Financial Partners LLC, a vehicle for acquiring financial services and tax practices. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Vincent Tagliaferri is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including roles at MassMutual Life Insurance Co and MetLife Securities Inc. Additionally, he works as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analysis tools and provides event-driven planning services including estate settlement and employer-sponsored plans.

Frederick Walter III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1985 and provides education and guidance in asset management, tax reporting, estate planning, and other wealth management activities. His approach is guided by the lives, families, and priorities of his clients. Fred focuses on offering a comprehensive approach to managing wealth, beginning with understanding each client's financial situation and what matters most to them. His expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works with clients to develop flexible, personalized financial strategies that adapt to changing goals and market conditions, leveraging the investment insights of Merrill and the banking convenience of Bank of America. Fred holds a Bachelor's Degree from Williams College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He was born and raised in Parsippany, New Jersey. Outside of work, he enjoys biking, golfing, running, skiing, and spending time with his family, often reflecting on financial matters during these activities.

Juliet Parsons Betzel is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients to the appropriate people, plans, and processes tailored to their unique financial goals. Her approach integrates personal perspectives and priorities to assist clients in pursuing objectives such as funding education, planning for retirement and potential healthcare costs, and establishing long-term family financial plans. Juliet holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from St. Francis University. Through her work, Juliet emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing.

Michael Smith is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked with firms including Avantax and Northwestern Mutual. He also serves as a Wealth Management Assistant at Nisivoccia Wealth Advisors, where he supports client service and account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm that services individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multi-manager investment platforms with diverse program options and custodial arrangements.

Rohan Dhote is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in serving business owners, serial entrepreneurs, and corporate executives, particularly those undergoing significant financial transitions such as business sales or liquidity events. He applies a proprietary framework, Personal Wealth Analysis®, to help clients create comprehensive plans that preserve and grow wealth while aligning with their legacy goals. With a career in financial services dating back to 2013, Rohan has been with Bank of America/Merrill since 2015. His expertise encompasses a wide range of client focus areas, including college education planning, divorce transition planning, liquidity management, retirement income strategies, portfolio management, socially responsible and ESG investing, tax minimization, and individual and corporate investment strategies. He holds a bachelor's degree from the University of Texas System and maintains several professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional commitments, Rohan is engaged in leadership roles within the Asian Leadership Network and the Asian Business Council, promoting inclusion and professional development. He also mentors students in Frisco ISD and delivers financial education through Bank of America’s Better Money Habits® program. Rohan is multilingual, fluent in Hindi, Urdu, and English, and participates in professional and community organizations such as the Financial Planning Association, American Society of Engineers of Indian Origin, National Association of Asian American Professionals, and The National Center for Women & Information Technology.

Paula Kirejevas is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers tailored to each client’s risk profile.

David Hollenberg is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Merrill, Bank of America, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

William Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, relying on research and analytics to support its diversified investment strategies.