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.

Desislava Maloney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked with Wells Fargo entities since 2013, including nine years at Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Pragati Gautam Sharma is a financial advisor at Osaic with 37 years of industry experience. She holds the Series 63 designation and has worked previously with Investacorp Advisory Services and Securities America Advisors, among other firms. Outside of her advisory role, she is involved in helping clients obtain insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers integrated investment and brokerage services with a focus on asset allocation, risk assessment, and portfolio management across a variety of securities and managed account solutions.

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.

Nicholas Agostinacchio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kristen Dichkus is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wealth Enhancement and LPL. She also provides administrative support to an independent investment advisory firm. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Emily Wheatley is a Planning Consultant based in Princeton, currently working to assist clients in articulating and creating road maps to their financial goals. She brings a decade of experience in wealth management to her role. Prior to her current position, Emily worked as a Wealth Management Specialist at Merrill Lynch from 2015 to 2025. She joined Fidelity Investments as a Planning Consultant in 2025. Outside of her professional work, Emily has interests in music and yoga.

Chris Alexander is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop customized financial strategies and plans tailored to their individual goals. Alexander brings over 20 years of experience in the financial services industry. His previous positions include Regional Director roles at Thrivent Mutual Funds, Schroders, Wells Fargo Advantage Funds, and MFS Investments, as well as a Financial Advisor position at Merrill Lynch. This extensive background reflects his expertise in financial consulting and regional management within the investment sector.

Darren James is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked previously at Cetera, Reach Financial, Network Capital, and New York Life. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

John Duggan is a financial advisor at LPL Enterprise with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Cetera and Mid Atlantic Resource Group. Outside of advising, he has worked in customer service positions at hospitality establishments such as the Driftwood Motel. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance products through a single platform, utilizing both in-house and third-party portfolio strategies.

John Volk is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes six years at TD Ameritrade before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Erika Boyer is a CFP® with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2017. She has experience with entrepreneurial ventures, including roles at Dryve LLC and RaspberryRed III LLC, a marketing consulting business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Peter Baldeo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on collaborating with clients to develop personalized wealth management strategies that align with their life priorities, family goals, and aspirations. Peter emphasizes service and client education to help clients avoid financial pitfalls and navigate both stable and turbulent market conditions in pursuit of financial independence. He brings experience in areas including corporate executive services, education planning, executive compensation, retirement income, socially responsible and ESG investing, as well as serving specialized client groups such as women and the LGBT community. Peter holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). He earned both his Bachelor's degree and MBA from Rider University and is affiliated with the College of Financial Planning, the CFP Board, and the Investments and Wealth Institute. Beyond his professional work, Peter is active in community service, volunteering with organizations such as Susan G Komen, Big Brothers and Big Sisters of Trenton, and Happy Healing Ideas. His personal interests include adventure sports, football, golfing, music, reading, scuba diving, skydiving, soccer, spending time with his family, and watching movies.

John Song is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at Jpmorgan Chase Bank, N.A. since 2003. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis where clients retain final decision authority.