Sophia Stuart Rockefeller is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop tailored financial strategies focused on family wealth management, legacy planning, managing new wealth, women and wealth, and tax minimization. Her approach involves evaluating clients' financial situations, identifying their objectives, and crafting personalized plans to help achieve their long-term financial goals. Sophia holds multiple degrees, including a Bachelor's and Master's from Belarussian State University (BSU), a Doctorate from the National Academy of Sciences (NAS), and a Bachelor's from Southern New Hampshire University. She also earned an Associate's Degree from the Community College of the Air Force (CCAF), a High School Diploma/GED, and completed an Accredited Certificate Program at Dartmouth College. Her professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Russian. Outside of her professional work, Sophia enjoys cooking, horseback riding, traveling, and spending time with her family.

Michael Tekin is a financial advisor with LPL Financial in Flemington, NJ, holding a Series 63 designation and 31 years of industry experience. He worked at FSC Securities Corporation for 23 years before joining LPL Financial in 2023. Tekin also has experience in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Jeffrey Davidson is a CFP® professional with 23 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses Wells Fargo research, planning tools, and simulation models to develop tailored recommendations for clients.

Melissa Karwoski is a financial advisor with Charles Schwab in Princeton, NJ, holding a Series 66 designation and 18 years of industry experience. Her prior roles include five years with Prudential Investments and its related entities. Outside of her advisory work, she operates Sugar Lion & Sprinks, a small food and beverage business featuring homemade desserts shared and occasionally sold via social media. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside integrated brokerage, custody, and financial planning services.

Connor O'Reilly is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Further details regarding his experience, educational background, or personal interests have not been provided.

John Kayser is a financial advisor with Charles Schwab holding a Series 66 designation and 24 years of industry experience. He previously worked at BlackRock Investments, Inc. for 18 years before joining Charles Schwab. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated investment and custody services.

Allan Samilow is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant and independent contractor for Dream Vacations/World Travel Holdings, where he has access to travel agent pricing on cruises, hotels, and airfare. 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.

Gregory Larson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entity Ameriprise Financial Services, Inc. Prior firm history beyond Ameriprise is not noted. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Josef Stark is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of model portfolios and research.

Javier Tovar is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Hennion & Walsh Inc, 360 One FIrm, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

John Cicmansky is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He specializes in building customized financial plans that prioritize the personal and financial needs of his clients and their families. His approach involves collaborating closely with clients to determine investment decision preferences and to simplify their financial lives. Prior to his current position, John worked as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2011 to 2022. He also served as a Registered Representative at AXA Advisors LLC in 2010. He holds a California Insurance License. Outside of his professional work, John enjoys camping, golf, kayaking, skiing, softball, and volunteering.

Frank Mastrosimone is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 49 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Royal Alliance Associates, Inc. Outside of his advisory work, he occasionally assists his wife with real estate transactions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs with various financial products.

George Yarnall is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2011 and has worked with Tower Financial Partners since 2021. Yarnall is also involved with the New Hope Historical Society. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, supporting a broad advisor network with specialized municipal and public finance capabilities.

Samuel Santiago is a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team provide a full range of wealth management services tailored to corporate executives, business owners, and their families. With over two decades of experience in the financial services industry, Samuel joined Merrill Lynch Wealth Management in 1999. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. He assists corporate executives in integrating these benefits into a long-term financial strategy. Samuel emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals. He also focuses on uncovering behavioral finance tendencies to better support clients in achieving their financial objectives. Samuel holds a Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program at Middlesex County College. Outside of work, his personal interests include adventure sports, biking, hiking, music, reading, running, spending time with his family, traveling, watching movies, and woodworking.

Maychl Agaybi is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Agaybi held various positions including employment at JD Sports. Outside of advising, Agaybi is involved in a non-variable insurance agency in Clifton, NJ. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset managers through an integrated platform that includes insurance products and LPL’s collateralized lending program.

Melissa Farfan is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has seven years of industry experience, including roles at Bank of America and Merrill. Outside of her advisory work, she is involved in a non-variable insurance business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Susan Sandman is a financial advisor at Ameriprise with 23 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. She is based in Aberdeen, NJ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Timothy Kenyon is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and GWN Securities Inc. He is also involved as an agent selling term and universal life insurance, as well as long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Mario Livecchi is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and has worked at OSAIC since 2024, with prior positions at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to his advisory role, he serves as a financial executive in Princeton Investment Services, an investment-related business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and third-party money managers to construct diverse portfolios tailored to client needs.

Arlene Peters is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. Her career includes roles at Ameriprise Financial Services, Avantax Advisory Services, and BKC Wealth Management. She also serves as an Executive Administrative Assistant at BKC Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a network of more than 10,000 advisors.