Joseph Campi is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Cetera. His prior experience includes a role at King Financial Network and involvement with Tower Garden Setup Services. Campi serves as co-chair of the Emerging Leaders Committee and participates in the Health and Wellness and Golf Committees at the Monmouth-Ocean Development Council. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Rituraj Shandilya is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2023 and was previously with Morgan Stanley Private Bank from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a diverse range of financial products including insurance-related vehicles and bank deposit sweep options.

Joseph Palone is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Kevin Pogroszewski is a Financial Advisor at Merrill Lynch Wealth Management, specializing in legacy planning, personal retirement planning, small business strategies, individual and corporate investment strategy, and tax minimization. He is dedicated to helping clients build, preserve, and confidently navigate their wealth to achieve their long-term goals. Kevin emphasizes a personalized approach, working one-on-one with clients to develop strategies aligned with their personal objectives. Prior to becoming a Financial Advisor, Kevin worked as an Investment Advisory Specialist, providing tailored investment guidance and portfolio insights. This role laid a strong foundation in investment strategy and reinforced his commitment to assisting clients in making informed financial decisions. He holds a Personal Investment Advisor (PIA) designation and both an undergraduate degree in Finance and an MBA from Rider University. Kevin is fluent in English and Polish and participates in community activities such as playing with Mercer United FC Soccer. Outside of work, his interests include golfing, ice hockey, music, skiing, soccer, tennis, traveling, and spending time with his family.

Alec Jurczynski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked in education at Mercer County Community College and Ewing High School, and was employed at Villa Rosa Ristorante and Pizzeria. Merrill 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.

Zad Mahana is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works directly with clients to identify their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adapts portfolio strategies as clients' circumstances evolve. He brings expertise in various areas including general investing, retirement planning, and saving for unexpected events. Zad invests time in understanding his clients' priorities and concerns to offer personalized financial guidance. He holds the professional designation of Personal Investment Advisor (PIA). Zad earned a Bachelor's Degree from George Washington University and is proficient in both English and Arabic.

Kyle Dudek is a financial advisor at Merrill Lynch Wealth Management. He helps clients navigate complex financial challenges and develop tailored strategies to maximize resources and achieve long-term goals. Kyle's expertise includes education planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports & entertainment, individual and corporate investment strategy, and tax minimization. He works with clients to create personalized strategies that account for their unique financial situations, using a proprietary Personal Wealth Analysis™ to assess their full financial picture and develop clear blueprints to optimize assets and reduce tax exposure. Kyle holds a Bachelor's Degree from the University of Delaware and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Kyle has interests in adventure sports, antiquing, basketball, football, ice hockey, music, running, spending time with his family, traveling, and watching movies.

Gerard Melley is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1988 and holds the Series 63 and Series 65 designations. Outside of his advisory work, he is a part-owner of Phantom House Farms, a thoroughbred horse ownership business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Karen Crovicz is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Hogan is a financial advisor with Merrill in Princeton, NJ, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Merrill since 1983. 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 and profit-sharing plans, corporations, and charitable organizations.

Lleyton Soares is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at institutions including Johnson & Johnson and Bentley University. Outside of his advisory role, he is the founder and CFO of the Metro Hockey League, where he manages budgeting, purchasing, and general operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Marissa Baldoni is a Wealth Management Advisor with the Kent Mollo Group at Merrill Lynch Wealth Management in Princeton. She joined Merrill in 2017, initially working as a Financial Solutions Advisor at Merrill Edge before becoming part of the Kent Mollo Group in 2019. Marissa collaborates with her team to provide clients with personalized financial advice aimed at simplifying the complexities of wealth to help individuals and families achieve their financial goals. Marissa holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor of Science degree in Finance with a minor in Spanish from The College of New Jersey. Marissa is proficient in English and Spanish. Outside of her professional work, Marissa enjoys golfing, downhill skiing, especially at Powder Mountain in Utah, horseback riding, and spending time with her family.

Mary Laferriere is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Insurance Society from 2010 to 2022. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Morici is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through various roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Account Executive before assuming his current position in 2013. Thomas specializes in partnering with clients to understand their financial goals, values, and risk tolerance, and develops customized financial plans tailored to individual needs. He emphasizes building strong relationships with clients and their families, focusing on trust, respect, and transparency. He holds a California Insurance License. Outside of his professional role, Thomas enjoys boating and golf.

Julie Marks is a financial advisor with Charles Schwab in Freehold, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research.

John Coonan is a financial advisor with Edward Jones in Princeton, NJ, holding a Series 66 designation and possessing 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ryan Iannuzzo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2016. He holds Series 63 and Series 66 licenses and is based in Princeton, NJ. Outside of his advisory role, he is a member of the Board of Directors for DisruptHR Princeton, an organization focused on business development and event planning. 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 leverages proprietary research and model-based asset allocations to tailor strategies for clients.

Michael Grant is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also serves as a trustee in a financial-related trust. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and utilizes proprietary tools and models to assist clients, managing approximately $2.74 trillion in assets.

Patricia Cashin is a financial advisor at UBS Financial Services in Princeton, NJ, holding a Series 66 designation with nine years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

Jeffrey Abrams is a Financial Consultant currently providing comprehensive financial planning services to clients and their families. He focuses on understanding clients' priorities and aligning strategies with their goals and objectives. Jeffrey emphasizes building meaningful, lifelong relationships and aims to ensure clients feel confident throughout their financial journey. He has been a Financial Consultant at Fidelity since 2024. Prior to this, he served as Vice President and Financial Advisor at Bank of America Merrill Lynch for 20 years, from 2004 to 2024. Outside of his professional career, Jeffrey has personal interests including baseball, biking, family activities, traveling, and volunteering.