Alyson Whelan is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual and its subsidiaries in 2026, she worked at Bank of America and Merrill. Outside of finance, she owns and teaches at Viva String Studio LLC, where she provides violin instruction. Mass Mutual Investors Services 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, focusing on collaborative, goal-based strategies without discretionary investment authority.

Jonya Langley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2019 and was previously a homemaker from 2015 to 2019. 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.

Arjay Ignacio is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has a comprehensive background in financial consulting, having worked in various advisory roles since 2005. His previous positions include Financial Consultant at Fidelity, Financial Advisor at Prudential, Managing Director at Allied Wealth Partners, and Vice President and Financial Advisor at AXA Equitable. Throughout his career, Arjay has focused on simplifying complex financial strategies into manageable steps tailored to each client's unique circumstances. He emphasizes the use of advanced research and proper planning to help clients work toward their individual definitions of financial success, with regular annual reviews to adjust plans as needed. Arjay holds a California Insurance License. Outside of his professional work, he has interests in comedy, fitness, food, movies, and traveling.

Stephen Becker is a financial advisor at Cetera with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Avantax Advisory Services and operates Beckers Tax Service, a tax preparation and consulting business serving individuals, businesses, and estates. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Stefani is a financial advisor at Raymond James Financial with 22 years of industry experience. He has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is also associated with Iron Ridge Wealth Management Group in a non-owner capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.

Eileen Mclaughlin is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill for a total of 12 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients. The firm combines strategic asset allocation and third-party management options within a framework supported by Bank of America’s custody and trading infrastructure.

Barry Friedson is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera, Allied Wealth Partners, and Minnesota Life Insurance Company. Friedson also engages in insurance sales involving non-variable insurance products. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Luis Sarmiento is a financial advisor at Charles Schwab & Co., Inc. in Flemington, NJ, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Charles Schwab since 2018 and previously worked at David Lerner Associates, Inc. for one year. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and alternative investment options.

Alyssa Fielding is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, as well as retirement income planning. Alyssa collaborates with clients to develop personalized strategies that align with their unique ambitions, priorities, and financial goals. Alyssa earned her bachelor’s degree from Rider University in 2013 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Since beginning her career at Merrill Lynch Wealth Management, Alyssa has focused on creating comprehensive wealth management plans tailored to clients’ individual circumstances. Outside of her professional role, Alyssa enjoys cooking, snowboarding, traveling, and spending time with her family.

David Giegerich Jr. is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant from 2023 to 2025 and as a Financial Representative from 2021 to 2023, all within Fidelity Investments. Before joining Fidelity, he worked as a Branch Ambassador at Capital One from 2018 to 2021. David's approach to financial consulting emphasizes building relationships based on trust and confidence through holistic financial planning. He focuses on understanding clients both personally and financially to develop tailored financial plans aimed at helping clients pursue their goals. He holds a California Insurance License. Outside of his professional work, David enjoys family activities, fitness, exploring food, hiking, visiting museums, and skiing.

Joseph Reed is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. Reed is also a partner at CKW Advisors, LLC, an investment-related business. 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 financial planning, managed portfolio programs, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Kathleen Joyal is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Merrill since 1983 and is also associated with Bank of America since 2009. Outside of her advisory role, she serves as an executor in a fiduciary capacity. 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, and institutional accounts.

William Sullivan is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Merrill, and RBC Capital Markets. Outside of his advisory role, Sullivan serves in a political office for Essex Fells Borough. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Dora Maltez is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Francis Scally serves as the Senior Resident Director at Merrill Lynch Wealth Management in Flemington, New Jersey. He has been with Merrill since 1996, bringing over 28 years of experience in the financial services field. In his role, he manages the Flemington office while providing wealth management advice centered on a diversified, risk-based investment process aimed at managing risk and generating absolute returns. Francis is a qualified portfolio manager and a CERTIFIED FINANCIAL PLANNER® professional. He offers clients a comprehensive approach that includes personalized strategies involving individual securities, Merrill model portfolios, and third-party investment options. His expertise spans a range of client focus areas such as college education planning, family wealth management, retirement planning, tax minimization, and legacy planning. Francis holds a bachelor's degree from Molloy College, where he also played basketball and earned a scholarship. Residing in Flemington with his wife Michele and their three children, Francis is active in the local community. He coaches youth sports, including his son's lacrosse team, and enjoys activities such as cooking, music, and reading.

Michelle Janus is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual in 2023, she worked in education and retail, including positions at Washington Township and Midland Park School Districts, Ulta, and Joe Trivia. She also operates an outside insurance business specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, utilizing collaborative, software-supported approaches to develop written recommendations tailored to client goals.

Victoria Esarey is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her career includes roles at Faneuil Inc and long-term engagements with PFS Investments Inc and Primerica Financial Services. She is involved in sales of investment-related products and also receives compensation for referrals related to mortgage loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional or pension plan services.

David Briegs serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing guidance since 1989. He is part of The Kugel Briegs Group, which offers client-focused wealth management services that combine personalized attention with the resources of a large financial institution. His approach to wealth management centers on understanding clients' goals and developing long-term, planning-based strategies tailored to each individual's needs. David's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds multiple industry designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Business Economics from Rutgers University and completed the CFP® Professional Education Program at the College for Financial Planning as well as the Certified Investment Management Analyst® Program at the University of Pennsylvania Wharton School of Business. Outside of his professional career, David is a retired three-time U.S. National Champion in Skysurfing with over 2,500 jumps, has competed in three ESPN X-Games, and was a member of the U.S. Team in the World Championships in 1999. He holds a 4th degree black belt in Combat Hapkido.

Jeffrey Durr is a financial advisor with MassMutual Investors Services in Warren, NJ, holding a Series 63 designation and 36 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1998. In addition to his advisory role, he coaches young insurance agents on building their practices. MML Investors Services, LLC operates as a subsidiary of MassMutual and offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual collaborative engagements and uses firm-approved tools to analyze client goals and deliver written recommendations.

Brandon Chiappetta is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Vestmark Advisory Solutions, Royal Alliance, and Merrill. Outside of financial advising, he has been involved in an electrical contracting business, Ace Electric Services, in a support role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.