Africa Becerra is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2022 and previously worked at Bank of America, N.A. for 14 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies across various client types including individuals, high-net-worth clients, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Jason Genovese is a financial advisor with LPL Enterprise, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Gary Tantleff is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Jack Destefano is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career on the floor of the New York Stock Exchange, working with Raymond C. Forbes, and joined Merrill in 2011. During his tenure, Jack has been recognized for his abilities and also served as a mentor and instructor for the firm's training program for over four years. Jack focuses on a goals-based wealth planning approach that centers each client’s individual situations and ambitions. He works closely with clients to articulate their wealth's purpose and define successful outcomes across professional, financial, and personal dimensions. Together with his team, he develops customized investment strategies tailored to clients' specific needs, helping them navigate changing market environments with clear and straightforward explanations. He holds a Bachelor of Science degree in Environmental and Business Economics from Rutgers University and maintains certifications including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA®). Jack lives in Colts Neck, New Jersey with his wife, Eva, and their two children. Outside of work, he enjoys golfing, traveling, and recently earned his scuba diver certification.

Todd Eosso is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 16 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2015 to 2024 before joining Wells Fargo Advisors. Eosso is also involved in Gravity Management Group Inc., a business he wholly owns and actively manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

John Maita II is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.

Kambiz Amirzafari is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with MacLean Agency, LLC, where he sells non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Mol is a financial advisor with LPL Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Merrill, Raymond James Financial Services, Lakeland Financial Services, and Specific Solutions. He has been involved with the Netherlands Reformed Christian School for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lawrence Lawson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside his advisory role, Lawson serves as chairman of the Fredon Township Environmental Commission and president of the Fredon Volunteer Fire Company, as well as acting as a charter organization representative for a local scout troop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Duncan Roberts is a financial advisor at Edward Jones in Basking Ridge, NJ, holding a Series 66 designation. He has one year of industry experience and previously worked at Brookfield Properties and KPMG LLP. Prior to his financial career, he was involved in various roles including at Clemson University Intramural Sports and Fiddlers Elbow Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Park is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked with Ic Advisory Services, Inc. and The Investment Center, Inc. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Donald Marvel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Brian Kaplan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Brian worked as Vice President Financial Advisor at Chase Investments Services Corp. and as a Municipal Bond Specialist at Hennion and Walsh, Inc. With over 17 years of experience in the financial industry, Brian focuses on helping clients develop straightforward financial plans tailored to their individual goals. He collaborates with clients to educate them on financial concepts and create efficient, structured plans aimed at achieving both long and short term financial objectives. Brian holds a California Insurance License.

Thomas Cooper is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including KPMG, Joe Pops, and Barclays. Outside of his advisory role, Cooper is employed by KPMG in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Wayne Sholk is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2015. Outside of advisory work, he is involved in managing several business ventures, including ownership roles in multiple LLCs and running a support company. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, focusing on tailored strategies developed through detailed client assessments and supported by extensive research and a broad affiliate network.

Marc Ferrari is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bridgewater, New Jersey. He is a member of Cohen Howard Ferrari & Associates, a team specializing in personalized wealth management solutions for individuals, families, and business owners. Since joining Merrill in 2005 and Cohen Howard Ferrari in 2016, Marc has focused on wealth planning, asset management, and helping clients pursue their targeted financial goals through planning and risk management strategies. Marc's expertise includes asset allocation, investment selection, and developing customized financial plans. He collaborates closely with colleagues Josh Cohen and Dan Howard to provide comprehensive services such as tax-efficient strategies, education funding, insurance planning, trust and estate considerations, retirement readiness, and special needs support. He places importance on understanding each client’s life priorities to create strategies that align with their unique situations, goals, and values. Marc earned a High School Diploma from Westfield High School and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he lives in Richboro, Pennsylvania with his wife and son. Marc’s personal interests include photography, swimming, traveling, watching movies, and spending time with his family. He also participates in community activities and volunteers with local organizations.

Carmela Carfora is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer partnerships.

Justin Anuario is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 19 years at Ic Advisory Services, Inc. and 23 years at The Investment Center. Outside of his advisory work, he serves as a FINRA arbitration panelist for investment-related cases. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Eric Carlson is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, accumulating 21 years of industry experience. He is based in Bernardsville, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, delivering tailored Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

Robert Jacobs is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BlackRock and Voyant before joining MassMutual Life Insurance Company and MML Investor Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual engagements to develop written recommendations tailored to client goals.