Daniel Becker is a CFP® professional with 24 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2022. His prior experience includes 15 years at National Planning Corporation and roles at Securities America Advisors and Securities America, Inc. Additionally, Becker is involved in tax preparation and accounting as an enrolled agent. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

William King is a Series 66-licensed financial advisor at Merrill with 9 years of industry experience. He has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Taylor is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he maintains a social media presence focused on general finance topics unrelated to his firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, featuring options for tax management and responsible investing.

Daniel Piccirillo is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Bank USA and The Prudential Insurance Company of America. In addition to his advisory role, he is involved with Paradigm Governance Partners LLC, where he prepares financial information including audited financial statements. LPL Enterprise 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’s investment implementation is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Emre Hasmet is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Unity Bank and positions in the equipment and international business sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Joseph Nelligan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a financial quarterback for his clients, employing a comprehensive approach to wealth management that starts with attentive listening to understand each client's unique goals. Leveraging the investment insights of Merrill and the banking services of Bank of America, Joseph integrates various aspects of his clients' financial lives to provide tailored strategies. Joseph's expertise encompasses college education planning, divorce transition planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Drexel University. Committed to community involvement, Joseph follows Merrill's tradition of participating in the communities served and volunteers with the Delaware Valley Alzheimer's Association. Outside of his professional life, he enjoys golfing, music, spending time with his family, and traveling.

Rebecca Hayevy is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Scott Harvey Sr. is a financial advisor at LPL Enterprise with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Theia Analytics Group, Merrill, and Morgan Stanley Dw Inc. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Richard Albanese is a CFP®-certified financial advisor with Edward Jones in Branchburg, NJ, where he has worked since 2015. He holds the Series 65 and Series 66 licenses and has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Justin Gallagher is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at several firms such as The Prudential Insurance Company of America, MassMutual, Guardian Life Insurance Company, and Northwestern Mutual. Gallagher is also involved in non-variable insurance activities related to Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers and participating in the Model Wealth Portfolios wrap program.

Kristin Borges is the Vice President and Branch Leader at Fidelity Investments, where she leads the Bridgewater Team with a focus on delivering an exceptional client experience and fostering client relationships. She aims to inspire, coach, and guide her team to establish itself as the primary Wealth Management Team. Kristin has extensive experience within Fidelity Investments, having held several positions including Regional Planning Consultant, Financial Consultant, Relationship Manager, and Financial Representative since 2014. Prior to joining Fidelity, she worked as a Sales Assistant at Coastal Equities, John Carris Investments, and Hennion and Walsh, gaining a broad foundation in financial services. Outside of her professional role, Kristin engages in family activities, enjoys food-related pursuits, social events, golf, traveling, and volunteering.

Eric Collier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has been with Cetera and its affiliates since 2025, following a brief tenure at KPMG. His professional experience in the industry is just beginning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing upwards of $256 billion in assets.

Gregory Baro is a financial advisor with Morgan Stanley in Flemington, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by a structured process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Trevor Jones is a CFP® with 18 years of industry experience, currently affiliated with Ameriprise Financial Services. He previously worked at UBS Financial Services from 2009 to 2013 before joining Ameriprise, where he has been since 2013 in various roles. Outside of his advisory work, he coaches boys and girls club lacrosse teams and serves on several nonprofit boards, including as treasurer of St Joseph's Outreach and as a trustee of the Tri County Scholarship Fund. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides clients approaching or in retirement with tailored retirement income planning and tax-aware withdrawal strategies.

Shanna Wolf is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America, Pruco Securities, Mass Mutual, and MetLife Securities. Wolf also serves in fiduciary roles for family trusts in New Jersey. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Michelle Bartosik is a Series 66-licensed financial advisor with Merrill, based in Flemington, New Jersey, and has 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and with Bank of America, N.A. since 2011. Outside of her advisory role, she coaches gymnastics part-time for a family business. 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 various institutional investors.

Mark Leonhard is a CFP® with 41 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Merrill, Wells Fargo Advisors, and Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Edward Kucharski is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he worked for FSC Securities Corporation for 23 years. His outside activities include operating a tax preparation and accounting business and involvement in mortgage and real estate services. 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 portfolios, third-party asset management, and institutional platforms.

Neil Altshuler is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at Securities America Advisors and National Planning Corporation. In addition to his advisory work, he is involved with BKC CPAs, PC, a tax preparation and accounting firm. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

James Buehler is a financial advisor with Wells Fargo Clearing in Bedminster, NJ, holding Series 63 and Series 65 credentials. He has 48 years of industry experience, including prior roles at Wells Fargo Advisors, LLC and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.