Joseph Xerri is a financial advisor with Wells Fargo Advisors in Morganville, NJ, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his work at Wells Fargo, he has ownership interests in Knight's Pledge Wealth Management LLC and Xerri Wealth Management LLC, both investment-related practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.

Albert Merz is a financial advisor with Edward Jones in Monmouth Junction, NJ, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Kevin Aridas is a financial advisor with Fidelity Investments in Princeton, NJ, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Mondo. Outside of finance, he has experience working as an employee at Squan Tavern, a restaurant in Manasquan, New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios utilizing mutual funds, ETFs, and ETPs.

Anthony Dimaiuta is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Fisher Investments since 2024 and previously held roles at BlackRock Investments and Royal Alliance Associates. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized, research-driven investment process and offers a range of sub-advisory and retirement plan services.

Lyudmyla Baranov is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at Dressbarn for one year. Outside of her advisory role, she assists on weekends with data entry for her husband's histology consulting business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Teddy Lafharis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes prior roles at Merrill, Banc of America Investment Services, and A. G. Edwards & Sons. 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 grounded in diversification principles and modern portfolio theory.

April Stephens is a financial advisor at Merrill with 11 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith since 2016. Stephens holds Series 63 and Series 66 credentials and is based in Pennington, NJ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Tamal Majumdar is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked at Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Majumdar is also an insurance agent specializing in individual and group life, health, disability income insurance, fixed annuities, and property/casualty 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

John Ventriello is a financial advisor at Merrill with Series 63 and Series 66 credentials and 41 years of industry experience. He has worked extensively at Merrill, including a long tenure from 1979 to 2017, and held a position at Morgan Stanley from 2017 to 2019 before returning to Merrill in 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Daoust is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2004, with a five-year tenure at Harrisdirect LLC between 2011 and 2016. He is based in Pennington, NJ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Catherine Coleman is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with women and families, offering support in managing their financial affairs to provide them with confidence and peace of mind. Catherine's approach focuses on simplifying complex financial matters and managing details to be a reliable resource for her clients. Her expertise encompasses areas such as college education planning, family wealth management, legacy and philanthropic planning, retirement and portfolio management services, as well as specialized planning for the LGBT community and individuals managing new wealth. Catherine holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. Beyond her professional role, Catherine is involved in several organizations, including Big Brothers Big Sisters of America, Heartworks, Let's Talk Women's Health & Wellness, the National Eating Disorders Association, and Susan G. Komen. She also enjoys hiking, ice skating, interior decorating, music, reading, spending time with family, tennis, traveling, watching movies, and writing.

Varun Raghuveer is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers.

Cindy Medric Ducore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and more than 36 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and retirement plan consulting through a variety of asset-management programs and third-party advisory solutions.

Alexander Pritsker is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and PNC Bank. 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, and institutions, utilizing internal and third-party portfolio managers.

Bruce Berman is a financial advisor with RBC Capital Markets based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at UBS Financial Services for 10 years. He serves on the board of the Institute of Leadership and Institutional Development, which provides tutoring services to underprivileged children. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Ruchi Rao Rangaraju is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Chitra Arora is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. She has 16 years of experience in the industry and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in real estate through ownership in several LLCs managing residential properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative analysis and may include ESG criteria, with implementation supported by affiliated wealth management and investment entities.

Daniel Barsnica is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. He has worked at LPL Financial since 2024, with prior roles at TFS Securities, Inc. and Ameriprise spanning 19 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, utilizing a variety of investment strategies and technological tools.

Damon Matzek is a Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 20 years of experience in the financial services industry to his work, focusing on helping successful individuals pursue their goals through personalized strategies. His approach involves listening to and understanding his clients' needs and aspirations to develop tailored solutions that aim to alleviate financial burdens and provide clients with more time. Before entering financial services, Damon began his professional career in the Food and Hospitality Industry, where he developed skills in customer service and teamwork by working with individuals with different skill sets to ensure the best experience for guests. He applies these experiences to his current role to enhance client interactions and service. Damon holds a Bachelor's Degree from Columbia University and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, he is an avid runner who often spends time on the road pursuing this interest.

Matthew Duhaime is a Planning Consultant at Fidelity Investments, where he assists clients in understanding their financial circumstances and developing personalized financial plans. He collaborates with advisors to implement strategies aimed at achieving long-term objectives such as retirement, wealth accumulation, and income planning. Matthew has held various roles within Fidelity Investments since 2023, including Relationship Manager and Financial Representative. Prior to his current tenure, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017 and began his career as a Financial Representative at Fidelity Investments from 2013 to 2014. He holds a California Insurance License. Outside of his professional responsibilities, Matthew engages in activities such as biking, hiking, music, running, skiing, and swimming.