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 at Equitable Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Chitra Arora is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in managing several real estate ventures jointly owned with her spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Daniel Barsnica is a Series 66 licensed financial advisor with 21 years of industry experience. He joined LPL Financial in 2024 after spending 12 years with TFS Securities, Inc. 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 offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

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.

John Depaola is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and a Series 66 license. He has eight years of industry experience, having previously worked at Park Avenue Securities, Guardian Life Insurance Company of America, and ConnectOne Bank. Outside of advising, he manages a vending machine distribution business and holds ownership roles in several entities related to his practice and insurance activities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships with a goal-oriented, software-driven planning approach.

Carlos Esteves is a CFP®-certified financial advisor with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. He holds Series 63 and Series 65 licenses. 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 solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical institutional advisers.

Peter Silvis is a financial advisor with Cetera in Iselin, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at First Allied Advisory Services, Triad Advisors, and MSI Financial Services. Outside of his advisory work, he consults for Solar Landscape. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Corry Stapleton is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Aerotek, as well as a position at Rowan University. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nancy Stewart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Jones is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a range of investment services.

Gregory Marsh is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors Financial Network LLC since 2009. Marsh has a 50% ownership interest in Bruno Marsh & Associates Inc., operating as Bridgehaven Fiduciary Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to offer tailored recommendations backed by its research and planning tools.

Justin Bartolucci is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Calvin Bushrod is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Before and After Properties for six years and Gallo Wines for four years. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Brian McMahon is a financial advisor with Merrill in Pennington, New Jersey, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1997. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.