Eric Taylor is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Mohamad Halabi is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position he has held since 2007. He specializes in creating customized financial strategies tailored to individuals, families, and businesses, focusing on portfolio analysis, investment management, corporate retirement plans, and retirement planning utilizing various account types such as 401(k)s, IRAs, Roth IRAs, and others. His practice also addresses small business needs, estate planning, life insurance, liability management, real estate financing through Bank of America, and college planning strategies including ESAs and 529 plans. Mohamad partners with industry professionals to ensure precise and effective financial solutions for his clients. Mohamad holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ professional, certified by the Certified Financial Planner Board of Standards Inc. He also holds the Personal Investment Advisor (PIA) designation and maintains his NMLS license (#781031). Fluent in English and Arabic, Mohamad's client focus includes investment consulting for defined contribution and defined benefit plans, legacy planning, liquidity management, managing new wealth, and retirement income strategies. Residing in Somerset County, New Jersey, Mohamad is the brother of four sisters and married in 2020. He dedicates time to community involvement through volunteer work and balances his professional life with personal interests such as biking, bowling, chess, hiking, photography, running, traveling, watching movies, and spending time with family.

Timothy McGowan is a Financial Advisor at Merrill Lynch Wealth Management. He assists clients by providing personalized advice, investment guidance, and financial planning aimed at helping individuals and families pursue their short- and long-term financial goals. His expertise includes education planning, legacy planning, managing new wealth, and retirement income. Timothy is a registered Financial Advisor and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from James Madison University. His professional approach emphasizes building lasting relationships and understanding each client's unique situation to provide ongoing advice and guidance that adapts to changing needs. Outside of his professional work, Timothy is involved in community activities such as "America's Grow-A-Row | Help Feed The Hungry." His personal interests include baseball, basketball, cooking, football, golfing, ice hockey, photography, traveling, volleyball, and watching movies.

Christian Brogan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior positions include roles at Equitable Advisors, LLC, Equitable, TPS Financial, and the University of Delaware. Outside of finance, he was involved with Bonds Tavern for five years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Hasnain Mir is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Mir Group. Since launching his Merrill career in 2005, Hasnain has developed integrated financial strategies and portfolios primarily for business owners, focusing on defined benefit and defined contribution plans. He works closely with plan sponsors, their families, and employees to provide education on plan specifics and investment choices. Hasnain also facilitates clients’ access to banking services including cash management, debt consolidation, and lending solutions through Bank of America, N.A. Hasnain’s client base includes self-made entrepreneurs, medical and legal professionals, corporate executives, and multi-generational families across New Jersey and 15 additional states. His expertise covers a range of financial planning areas such as college education planning, divorce transition planning, liquidity management, retirement income, and small business strategies. He holds a Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program at Middlesex County. Outside of his professional role, Hasnain is an avid golfer, cyclist, and fitness enthusiast residing in Somerset, New Jersey with his wife. He and The Mir Group engage in pro bono work and support various charitable organizations as part of their commitment to giving back to the community.

Debra Shipps is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Merrill since 2012. Outside of her advisory role, she serves as the Fundraising Chair for Boy Scouts Pack 140 and is the Mayor of Knowlton Township, New Jersey. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Smith is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax and Blue Valley Financial LLC. In addition to his advisory role, Smith owns and operates Hess and Smith, a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Jordan Toma is a financial advisor with LPL Enterprise holding a Series 65 designation and 13 years of industry experience. He has worked at The Prudential Insurance Company of America since 2013 and was with Pruco Securities, LLC from 2013 to 2024 before joining LPL Enterprise. Outside of his advisory work, Jordan provides speaking engagements and workshops to schools and organizations through a separate business, I’m Just A Kid With An IEP LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Karen Stark is a Wealth Management Advisor at Merrill Lynch Wealth Management in Chester, NJ. She works with individuals, families, women, and business owners to develop personalized financial strategies that align with their short-term and long-term goals. Karen’s approach emphasizes understanding each client's unique circumstances and priorities to create cohesive wealth management plans. Her focus areas include family wealth management strategies, legacy planning, portfolio management services, tax minimization, retirement income, and supporting women in wealth. Karen holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an MBA in Finance from St. John's University and a Bachelor's degree from Syracuse University. Karen is involved in her community through the Rockaway Valley Garden Club and St. Cecilia Church. Outside of work, she enjoys gardening, reading, and practicing yoga.

Mark Livingston is a Senior Financial Advisor with 43 years of experience managing assets for wealthy individuals and non-profit organizations. He works to thoroughly understand his clients' financial needs and aligns resources to help them meet or exceed their goals. Mark assists clients in evaluating near-term concerns, planning for long-term objectives, and developing personalized financial strategies. His client focus includes family wealth management, services for endowments, foundations, non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and socially responsible investing. Mark holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Rutgers University and completed a certificate program at Paul Smith's College. Mark is involved in community activities, including mentoring the Morristown High School Investment Club and serving as Warden at St. Peter's Episcopal Church in Essex Fells, New Jersey. He has coached the Denville Blue Knights hockey team, served as chair of the construction committee at the Convent of St. John Baptist in Mendham, New Jersey, and is a member of the Park Avenue Club.

Salal Shaikh is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior work experience includes roles at HR Directions, Prime Now LLC, and teaching at the middle and high school levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Gerard Luciano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Alexander Vasilantone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. 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 various advisory platforms.

Mark Feldman is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales for Senor Sangria, promoting a line of flavored wines. 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 uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with notable activities in affiliated insurance and trust services.

Irina Shante is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1993, including a long tenure at Pruco Securities, LLC. Outside of her advisory work, she is involved in property and casualty insurance related to auto, condo, and umbrella coverage through Plymouth Rock. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Jake Powelson is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Quickcheck and Best Cellars Wine and Spirits. 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 primarily uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, consulting, and access to third-party managers.

Ronald Garutti Jr. is a CFP® credentialed financial advisor with over 31 years of industry experience. He currently works at LPL Financial and previously held roles at Cetera and Securian Financial Services. In addition to his advisory duties, he is involved in selling life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. 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 approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Stephen Gribben is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and the Somerset Hills School District, as well as work at Hamilton Farm Golf Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jenifer Parks is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as a notary in Morris County, New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.