Joseph Campi is a financial advisor with Cetera holding a Series 66 designation and six years of industry experience. He has worked at Cetera since 2025 and previously at King Financial Network. Outside of his advisory role, he serves on several committees at the Monmouth-Ocean Development Council, including co-chairing the Emerging Leaders Committee. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios and managers.

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. With experience as an Investment Advisory Specialist, Kevin has developed expertise in investment strategy, portfolio construction, and wealth management. He works closely with clients to create tailored investment strategies that align with their goals, risk tolerance, and objectives. His approach includes analyzing market trends, evaluating investment vehicles, and constructing diversified portfolios to help investors maintain discipline through changing market conditions. Kevin holds a Master of Business Administration and a degree in Finance from Rider University. He is a Personal Investment Advisor (PIA) and communicates effectively in English and Polish. Outside of his professional work, Kevin is involved with Mercer United F.C. and enjoys golfing, ice hockey, music, skiing, soccer, spending time with his family, tennis, and traveling.

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 at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve them. Mahana provides ongoing advice and adapts portfolios as clients' situations change. He has experience in custom managed strategies, private markets, and managing small business 401(k) and cash balance plans. His areas of focus include college education planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, and portfolio management services. Mahana holds the Personal Investment Advisor (PIA) designation. Mahana earned a Bachelor's Degree from George Washington University. He speaks English and Arabic. Outside of his professional work, his interests include boxing, chess, music, skiing, and soccer.

Kyle Dudek is a Financial Advisor at Merrill Lynch Wealth Management, where he assists clients in navigating complex financial challenges. He focuses on creating tailored strategies that align with each client's unique goals to help maximize their resources and achieve their envisioned future. With over five years of experience in the financial services industry, Kyle specializes in serving the mass affluent market. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and leverages his expertise in banking services and wealth planning to provide comprehensive, evolving financial guidance. Kyle earned a Bachelor's Degree in Financial Planning and Wealth Management with a minor in Economics from the University of Delaware. He is based in Skillman, NJ, and enjoys spending time with his family, staying active through various sports, traveling, and following New York sports teams.

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 a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at Bentley University, Johnson and Johnson, and Amazon. Outside of his advisory role, he is the founder and CFO of the Metro Hockey League, where he manages budgeting, purchasing, and operations. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 Series 66-licensed financial advisor with LPL Financial and has 20 years of industry experience. Her prior roles include 12 years at CUNA Brokerage Services, Inc. and Cuna Mutual Insurance Society, as well as three years with U.S. Bancorp Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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 at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. He also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

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.