Catherine Coleman is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with women and families, offering support in managing their financial affairs to provide them with confidence and peace of mind. Catherine's approach focuses on simplifying complex financial matters and managing details to be a reliable resource for her clients. Her expertise encompasses areas such as college education planning, family wealth management, legacy and philanthropic planning, retirement and portfolio management services, as well as specialized planning for the LGBT community and individuals managing new wealth. Catherine holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. Beyond her professional role, Catherine is involved in several organizations, including Big Brothers Big Sisters of America, Heartworks, Let's Talk Women's Health & Wellness, the National Eating Disorders Association, and Susan G. Komen. She also enjoys hiking, ice skating, interior decorating, music, reading, spending time with family, tennis, traveling, watching movies, and writing.

Bernard Ventura is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley, and A. G. Edwards & Sons. He is also involved with Gladstone Advisors, an entity related to his LPL business. 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 through a broad network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Patrick Gardner is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets services through its platform.

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.

Alfred Anke Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 33 years. He is a partner at Fortune Wealth Financial Group, LLC, and also works as an insurance broker specializing in life, health, disability, long-term care, and fixed annuities. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analysis tools.

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.

Lauren Lamartine is a Series 66-licensed financial advisor with Raymond James Financial, based in Basking Ridge, NJ, and has 15 years of industry experience. She previously worked at Morgan Stanley from 2004 to 2019 before joining Raymond James Financial in 2019. Outside of advisory services, she is involved with Iron Ridge Wealth Management, where she supports day-to-day operations and client issue resolution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to guide client decisions.

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.

Kyle Kuriloff is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is also engaged in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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, with planning processes that utilize firm-approved software and deliver written recommendations.

John Simpson Jr. is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Jeffrey Matthews Financial Group, LLC, Mountainside Securities LLC, and W. H. Mell Associates, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Brian Drake is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. Based in Warren, NJ, he serves clients through a range of brokerage and advisory services offered by the firm. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad platform that includes proprietary research and capital markets activities.