Robert Mcneill Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, and previously worked at AXA Advisors. In addition to his advisory role, he has business activities related to healthcare and disability insurance through arrangements with several insurance providers. Equitable Advisors serves individual clients, pension plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment strategies including third-party advisory models and offers fiduciary services to qualified plans through its network of Investment Adviser Representatives.

Ricardo Astacio Felix is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Primerica and its affiliated entities since 2011. Outside of his advisory role, he serves as a remote online notary. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Lynch Hunt Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Merrill, Essex National Securities, Questar Asset Management, and PNC Wealth Management. 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 combines brokerage and advisory solutions supported by research and analytics aligned with diversification principles and modern portfolio theory.

David Peracchio is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a centralized operational structure and comprehensive due diligence on alternative investments.

Remon Dawood is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. His prior work history includes roles at Bank of America, American Lending Inc., Lyft, Uber, and various positions within California state agencies. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Ronan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His background includes roles at Wells Fargo Bank and Pro Football Focus, as well as management experience in the hospitality sector. 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 a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Aine Tomasso is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and City National Bank. Outside of her advisory role, she is the owner of a private company unrelated to investments. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles.

Joel Boulanger is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2023, he held various roles including a golf instructor position at Manasquan River Golf Club. Outside of advising, he teaches golf as a PGA golf instructor. 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.

Matthew Cerbone is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and previously worked at The Bank of New York Mellon from 2011 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and models to tailor strategies to clients’ goals and risk tolerances.

Dana Bitterly is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2013. 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, and manages approximately $2.74 trillion in client assets.

James King Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 10 years. He is the director of wealth management at King Financial Network, a marketing DBA through which he provides investment management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services and supports both discretionary and non-discretionary account structures.

Christopher Graney is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at The Prudential Insurance Company of America since 2014 and was previously associated with PRUCO Securities, LLC for 10 years. Additionally, he is involved with Garden State Financial Agency in insurance and investment sales. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Nicholas Chiarella is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. 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 strategies for individuals, high-net-worth clients, and various organizational plans.

John Brzozowski is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America since 2013. 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.

Tracy Buik is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 1985, working for several large firms before joining Merrill Lynch in 2015. Over her career, Tracy has worked with a diverse range of clients, providing her with the experience to address a wide variety of client needs. Her areas of focus include managing new wealth, portfolio management services, and tax minimization. Tracy holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Cranford High School. Outside of her professional role, she enjoys gardening, traveling, reading, and spending time with her family.

Anthony Codispoti is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services for 11 years. Outside of finance, he is the sole proprietor and head instructor of The Phoenix Way, a martial arts facility in Shrewsbury, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory, estate planning, and access to various financial products.

Steven Goldsmith is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 29 years before joining LPL Financial in 2019 and then OSAIC Wealth, Inc. in 2026. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and leverages technology and multiple platforms to support client portfolios.

Philip Arnheiter is a financial advisor at LPL Financial with over 41 years of industry experience. He holds a Series 63 designation and has worked at several firms including Morgan Stanley, Wells Fargo Advisors, and Capitol Securities Management. Outside of his advisory role, he is involved in acting through his venture Friendly Faces and operates as a charter boat captain. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Kyle Wicklund is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at PGIM Investments and Prudential Investment Management Services LLC. Outside of finance, he has been involved with the 7 Presidents Ocean Front Park through the Monmouth County Park System on multiple occasions. Fisher Investments provides discretionary portfolio management to a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm employs a centralized investment process combining quantitative and qualitative analysis to manage diversified portfolios and uses various risk management tactics including tax-aware strategies.

Al Raia is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to the present. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and provides planning support using proprietary research and tools.