Robyn Jensen is a CFP®-certified financial advisor with Edward Jones, based in Hackettstown, NJ. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she owns a vacation home in Chincoteague, VA, which is occasionally used as a rental property but is not currently rented. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, mutual funds, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Cameron Thorkildsen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Gateway Group One and The Golf Zone. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Robert Lamperti is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Outside of his advisory role, he is involved in a non-variable insurance business in Sparta, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad array of financial planning and asset management services, supported by a large network of investment adviser representatives and a range of proprietary and third-party investment strategies.

David Nader is a CFP® professional with 33 years of experience in the financial industry. He is currently with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp. for 22 years and Veravest Investment Advisors, Inc. for one year. Outside of advisory services, he is co-owner and promoter of a marketing and brand-building business serving martial arts athletes. OSAIC Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is noted for its scale, complex affiliate network, and recent consolidation activity.

Michael Salerno is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Raymond James, he spent 14 years at Commonwealth Financial Network. Salerno is also an independent contractor for Executive Wealth & Retirement Strategies, a financial planning company operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through affiliations uncommon in large institutional advisors.

Christopher Meredith is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a year at Charles Schwab Bank. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

Leonard Mancini is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and at OSAIC for one year. Mancini holds Series 63 and Series 66 licenses. 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 wide range of financial planning and investment management services, supported by a large network of advisors and extensive operational resources.

Anne Blaine is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Cambridge Investment Research, Inc. Outside of her advisory role, she serves as a volunteer childcare associate at Westbridge Community Church and is a board member and Membership Director for the nonprofit BWNice. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Ling Yang is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving high-net-worth individuals, families, and private business owners. She manages wealth to help clients achieve their investment, wealth transfer, and philanthropic objectives. Ling focuses on providing comprehensive investment management and wealth planning services, including handling complex financial needs such as retirement planning, tax minimization, and corporate executive services. She also offers credit and lending solutions through Bank of America, N.A. Before joining Merrill Lynch, Ling gained experience as a senior financial analyst at the Los Angeles Times and worked in consulting roles with SAP and Alcatel. She has broad expertise in consulting, financial planning and forecasting, financial modeling, business analysis, and operations optimization. Ling earned her MBA with a concentration in Finance from the University of Southern California. Fluent in multiple languages including English, Chinese, Mandarin, Taiwanese, Wu, and Japanese, Ling works closely with diverse clients, including first-generation Chinese Americans, to address their unique financial goals. In her personal time, she enjoys cooking, hiking, traveling, and practicing yoga.

Marielle Cassubhai is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with Wealth Management Advisors and ultra high net worth clients to develop and refine strategies for wealth growth, preservation, and transfer. She leverages Fidelity's resources and insights to support collaborative financial planning. She has been with Fidelity Investments since 2013, holding roles including Senior Relationship Manager, Wealth Management Senior Services Specialist II, and currently as a Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship management within the firm.

Judith Lee is the Senior Resident Director at Merrill, where she leads a comprehensive wealth management practice. She has been recognized multiple times by Forbes, including listings as a Best-in-State Wealth Advisor from 2019 through 2026 and America's Top Women Wealth Advisors in recent years. Judith's work focuses on collaborating with clients to develop tailored financial strategies that address wealth growth, retirement income, mortgage and lending needs, and estate planning. She has a particular interest in supporting women navigating life transitions such as retirement, divorce, caregiving, widowhood, and inheritance. Judith holds a Bachelor of Business Administration degree from Hofstra University and has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She serves as the National Chair of the Merrill Women's Exchange and is active in community organizations such as the Greater Somerset YMCA and the New Jersey Orators, where she formerly coached the New Brunswick chapter. Outside of her professional activities, Judith enjoys cooking, dancing, golfing, swimming, and traveling. She values learning about different cultures, cuisines, and customs through her travels. Judith resides in New Jersey.

Joshua Cohen is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Bridgewater, New Jersey branch office. He has been with Merrill Lynch since 2005 and has more than a decade of experience providing tailored investment guidance. In his role, Joshua serves as a qualified Portfolio Manager, offering both traditional advice and actively managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He is also involved in managing clients’ portfolios on a discretionary basis through the Firm's Investment Advisory Program. Joshua’s expertise spans a variety of client focus areas including college education planning, executive compensation, family wealth management, legacy planning, retirement income, socially responsible and ESG investing, tax minimization, and investment consulting for defined contribution plans. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor’s degree from Muhlenberg College, graduating with honors. In addition to his professional responsibilities, Joshua is a member of the Jewish Community Center Board. He resides in Bridgewater, NJ with his wife and three children. Outside of work, he enjoys adventure sports, biking, chess, gardening, hiking, ice skating, skiing, traveling, watching movies, and spending time with his family.

Samuel Pasquale is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise, he worked at Osiac Wealth, Inc and New Century Financial Group, LLC. He also serves as president of Far Hills Financial Group, a corporation engaged in soliciting and servicing group and individual insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and wrap programs.

Rajpreet Saran is a Financial Advisor with Merrill Lynch Wealth Management. He provides individualized financial planning and investment advice, focusing on helping clients pursue their unique financial goals through carefully tailored strategies. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, portfolio management, and small business strategies. Rajpreet holds a Bachelor's Degree in Business Administration from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach to wealth management views it as an art dedicated to assisting individuals and families in realizing their visions for the future and achieving financial well-being. Outside of his professional role, Rajpreet enjoys playing tennis and pickleball and spending time with his family. His personal philosophy centers on uncovering what matters most to clients and their families in order to create meaningful financial plans aligned with their values and aspirations.

Maria Christodoulou is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to meet the diverse financial goals of her clients. Her approach focuses on full understanding of clients' financial priorities and leveraging resources from Merrill and Bank of America to offer comprehensive investment and banking solutions. With more than 30 years of experience in the financial services industry, Maria works closely with high-net-worth individuals and families. She develops customized investment strategies and financial plans that encompass asset allocation, retirement income, tax minimization, and estate planning. Her areas of expertise include education planning, family wealth management, legacy planning, socially responsible and ESG investing, as well as retirement and small business strategies. Maria holds a Bachelor's Degree from Rutgers and the Personal Investment Advisor (PIA) designation. She is multilingual, fluent in French, Greek, and English. Dedicated to community involvement, Maria mentors youth and participates with organizations such as Habitat for Humanity. In her personal time, she enjoys gardening, painting, and writing.

Pierce Hyldahl is a financial advisor with Equitable Advisors in Annandale, NJ, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Robert Half and Ramapo College of New Jersey. He has been involved with the YMCA for six years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

William Daniel is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Daniel serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes client information gathering and risk assessment to match clients with advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

William Pretory is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. He is also active as Director of Planning at Wealthspring Financial Partners LLC and as a Wealth Management Advisor at Nisivoccia Wealth Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors, providing a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options and investment platforms, including model portfolios, third-party managers, and customized strategies.

Christopher Ashton is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2005 and is a third-generation financial advisor. Christopher and his father formed The Ashton Group to offer clients a broader array of services and focused attention. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Christopher's expertise spans portfolio management, individual and corporate investment strategies, college education planning, divorce transition planning, family wealth management, legacy planning, personal retirement planning, and retirement income. He is a qualified Portfolio Manager capable of managing personalized or defined strategies that may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Christopher holds a Bachelor's Degree from Rutgers University, where he was a four-year letter winner on the Track and Field team. Prior to his financial services career, he obtained property, casualty, life, and health insurance licenses. He lives in Tewksbury, New Jersey, with his wife and two daughters, maintaining a small farm. Christopher is an Eagle Scout and actively participates in local community and philanthropic groups. His personal interests include adventure sports, basketball, boating, camping, fishing, football, hunting, skiing, soccer, and spending time with his family.

Stephen Walker Jr. is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. In addition to his advisory role, he owns WX3 Practice Management, a practice management business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.