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.

Parth Patel is a financial advisor with LPL Enterprise in Bedminster, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Nova Capital Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and a wrap program, along with affiliated insurance and trust services.

Frank Fischer is a CFP® with over 20 years of experience in the financial services industry. He has been with Raymond James Financial and its affiliated entities since 2006. Outside of his advisory role, he leases part of his farm property for a large-scale solar power facility and owns a small apartment house on the same property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, while also maintaining unique municipal advisory services and specialized retirement plan consulting programs.

Silvia Rodriguez Coda is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been associated with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Newcomb is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with LPL Financial and has held prior roles at Cetera, Minnesota Life Insurance Company, and Langdon Ford Financial. Newcomb is also associated with Newroads Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party investment strategies.

Michael Ciorlian is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2022. Prior to his advisory role, he held various positions including work at Olde Queens Tavern and Rutgers 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Amy Cooke is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services for nine years. Outside of her advisory role, she serves as Director of Special Events for the Commercial Real Estate Women of New Jersey, where she helps plan the annual golf outing. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

James Vincent Greco is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and AXA Advisors, LLC. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party money manager programs.

Cynthia Wagner is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Bacino is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including previous roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Bacino also serves on the Board of Directors and Finance Council at St. Magdalen's Church in Flemington, NJ. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers detailed retirement income planning and recommendations focused on dependable income and tax-aware withdrawal strategies.

Sophia Stuart Rockefeller is a Financial Advisor with Merrill Lynch Wealth Management. She supports clients in areas including family wealth management strategies, legacy planning, managing new wealth, women and wealth, and tax minimization. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sophia's diverse background includes a PhD in Physical Chemistry and academic experience at Dartmouth College, where she conducted research on magnetic nanoparticles for pancreatic cancer treatment. She has served as a finance manager in the US Air Force Reserves and founded a national and international business manufacturing freeze-dried snacks. Additionally, she established the Lady Boss Women Entrepreneurial Club, a community supporting over 2,500 women entrepreneurs. Her education encompasses degrees from Belarussian State University, the National Academy of Sciences, Southern New Hampshire University, and the Community College of the Air Force, as well as a certificate program from Dartmouth College. Sophia's interests include forts and castles from the 13th to 16th centuries, reading, traveling, cats, real estate, cooking, horseback riding, and spending time with her family.

Gilbert Blitz is a CFP® professional with 39 years of industry experience, currently serving at UBS Financial Services since 1986. He is based in Warren, NJ, and holds Series 63 and Series 66 licenses. Outside of his financial advisory work, Blitz serves on several nonprofit boards, including Young Audiences New Jersey and Robert Wood Johnson University Hospital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment plans supported by proprietary research and model-based asset allocations.

Lukasz Syrek is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013, following a one-year tenure at Morgan Stanley. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Tekin is a financial advisor at LPL Financial with 31 years of industry experience. He held a position at FSC Securities Corporation for 23 years prior to joining LPL Financial in 2023. He holds a Series 63 designation and is based in Flemington, NJ. His outside business activity includes insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diversified investment strategies and technology-supported advisor tools.

Hitesh Patel is a financial advisor with LPL Financial in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Northfield Bank, Cetera Advisor Networks, Summit Financial Group, Summit Brokerage Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various institutional platforms.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.

Connor O'Reilly is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Connor's educational background includes a Bachelor's Degree from Seton Hall University.

Harry Harris is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he owns a CPA and tax preparation business and operates a vending machine retail business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Ryan Tantleff is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with two years of industry experience. His background includes roles outside finance such as work at Overbrook Golf Club and Bernards Cafe. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory solutions, leveraging proprietary market research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerance.

Binni Shah is a financial advisor at Merrill with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Bank of America, NYLIFE Securities LLC, and Motilal Oswal Financial Service Limited. 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 plans, corporations, and charitable organizations.