Damon Matzek is a Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 20 years of experience in the financial services industry to his work, focusing on helping successful individuals pursue their goals through personalized strategies. His approach involves listening to and understanding his clients' needs and aspirations to develop tailored solutions that aim to alleviate financial burdens and provide clients with more time. Before entering financial services, Damon began his professional career in the Food and Hospitality Industry, where he developed skills in customer service and teamwork by working with individuals with different skill sets to ensure the best experience for guests. He applies these experiences to his current role to enhance client interactions and service. Damon holds a Bachelor's Degree from Columbia University and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, he is an avid runner who often spends time on the road pursuing this interest.

Matthew Duhaime is a Planning Consultant at Fidelity Investments, where he assists clients in understanding their financial circumstances and developing personalized financial plans. He collaborates with advisors to implement strategies aimed at achieving long-term objectives such as retirement, wealth accumulation, and income planning. Matthew has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Prior to his current tenure, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017 and began his career as a Financial Representative at Fidelity Investments from 2013 to 2014. He holds a California Insurance License. Outside of his professional responsibilities, Matthew engages in activities such as biking, hiking, music, running, skiing, and swimming.

Natacha Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 21 years of industry experience. She has worked with LPL Financial since 2011, with a brief tenure at 1st GLOBAL ADVISORS, Inc. and 1st GLOBAL CAPITAL CORP. from 2018 to 2019. 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 range of financial planning and investment management services through a large network of advisers, utilizing various portfolio strategies and technology tools to support client accounts.

Joseph Dispenza is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2001. Dispenza is also an author of a book on financial planning basics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, using both proprietary and third-party strategies across various asset classes.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Sandra Yates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Scottrade, Inc. She has been with Raymond James & Associates since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, she held positions as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Wealth Manager at HSBC India from 2012 to 2014. Her professional experience spans financial strategy development and wealth management. She holds a California Insurance License, enabling her to serve clients in insurance-related financial planning. Preksha emphasizes one-on-one conversations to better understand clients' individual goals and provide transparent guidance in financial decision-making. Outside of her professional work, Preksha engages in various personal interests including cooking and baking, attending social events with friends, watching movies, outdoor adventures, traveling, and practicing yoga.

Eugene Borg Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors and Janney Montgomery Scott. Outside of his advisory work, he serves in multiple leadership roles with the Pottersville Volunteer Fire Company and the New Jersey State Firemans Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a range of programs, with an investment process focused on model-based asset allocation, portfolio optimization, and multiple discretionary and advisory management options.

Richard Grube is a financial advisor with RBC Capital Markets in Annandale, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an elected official for the Clinton Township Republican Committee and is a committee member at Stanton Ridge Golf and Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Sean Treanor is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and previously worked for TD Ameritrade Inc. for 11 years before joining Charles Schwab in 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Andrew Fuentes is a financial advisor with LPL Enterprise in Bedminster, NJ, holding a Series 66 designation and three years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and several insurance companies. Prior to his financial services career, he worked at Primitive Axe and Il Forno A Legna. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Debbi Friedman Peters is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including SagePoint Financial, LPL Financial, and SII Investments. In addition to her advisory role, she serves as an executive vice president at Rosenblum Wealth Management and Jupiter Tax Center, where she is involved in office administration and tax preparation. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services that include comprehensive financial planning and managed portfolio programs. The firm’s investment approach uses model-based asset allocation supported by advanced analytical tools, enabling advisors to tailor strategies to client needs.

Roger Cortina Hernandez is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding clients' financial goals and situations to develop tailored plans aimed at providing clear guidance and peace of mind for their financial futures. Prior to this, he worked as a Senior Premier Banker at Wells Fargo Advisors from 2014 to 2024, where he gained extensive experience in financial services and client relationship management. Roger holds a California Insurance License, which supports his ability to provide comprehensive financial planning and insurance solutions. His approach emphasizes client education and utilizes advanced tools to enhance service delivery and client satisfaction. Outside of his professional work, Roger enjoys engaging in art, attending social events with friends, watching movies, listening to music, reading, and traveling.

Frank Eberhart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services, Inc. for 19 years and The Investment Center for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a wide network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Christopher Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he held positions in various industries including legal services, retail, and education. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Kourtney Clarke is a financial advisor at Fidelity with 12 years of industry experience and a Series 66 designation. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and Wells Fargo Advisors. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Michael Albergo is a financial advisor with Merrill Lynch Wealth Management, specializing in institutional investment consulting, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with individuals and families to provide personalized advice and comprehensive wealth planning, focusing on building lasting relationships based on trust and tailored strategies that align with each client's goals. Michael holds a High School Diploma from Saint Augustine Prep and a Bachelor's Degree from Kutztown University of Pennsylvania. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes simplified, thoughtful planning and disciplined investment management to help clients navigate financial milestones and prepare for retirement. Outside of his professional work, Michael engages in activities such as baseball, golfing, pickleball, running, surfing, and traveling.

Josef Stark is a financial advisor at LPL Financial with 57 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Merrill. Stark has been with LPL Financial since 2023. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Agne Mir is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Bank of America, Fidelity Brokerage Services LLC, and Santander Securities, LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Morrison is a Wealth Management Advisor with more than 38 years of experience at Merrill Lynch Wealth Management. She is known for building relationships that span two and three generations of client families across more than 25 states. Lisa’s approach emphasizes proactive financial planning, addressing clients’ likely challenges in advance to support their financial health and emotional wellbeing. Her areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Lisa holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated summa cum laude with a Bachelor’s degree in Business Administration from Centenary College. Lisa serves as Immediate Past President and current Trustee of the Greater Middlesex-Somerset Estate Planning Council, leveraging a nationwide network of subject matter experts to benefit her clients. She is active in her community through volunteer coordination for Girls on the Run and membership in the Glen Gardner Women’s Club. Lisa resides in Glen Gardner with her husband and has two adult sons. Her personal interests include biking, boating, gardening, hiking, reading, traveling, and yoga.