Michael Diekmann is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 credential and has worked at several firms including Fidelity Investments and ACA Foreside. Outside of finance, he has been involved with Matunuck Oyster Bar and Matunuck Oyster Farm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform, combining affiliated and third-party strategies across various program structures and custodial relationships.

Sneha Salgam is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017, with prior roles at the University of Richmond in various capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains one of the largest networks of financial advisors and branch offices in the industry.

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.

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 with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with J.P. Morgan entities since 2003, including 14 years at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Joshua Salkin is a financial advisor at LPL Financial with a Series 66 credential. He has been associated with LPL Financial and its predecessor firms since 2023 and has prior experience working at Blue Owl Capital. Joshua’s background includes roles outside the financial industry, such as work at Metedeconk National Golf Club and Mangia Brick Oven Pizza. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of investment adviser representatives.

Travis Rosa is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Raymond James in 2018, he worked at Spring Lake Golf Club from 2011 to 2017 and has been associated with the club in other capacities since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Akhileswar Patel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is a partner in a child care business. Equitable Advisors serves individuals across a range of wealth levels, as well as pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management services. The firm’s approach involves matching clients to advisory models or discretionary managers, often utilizing third-party programs and providing a variety of investment options and ERISA fiduciary services through credentialed representatives.

Robert Cundari is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, NA since 2018 and previous positions at TD Ameritrade Investment Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating forward-looking capital market assumptions.

Devashish Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent ten years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Adam Altman is a financial advisor with Charles Schwab, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab since 2021 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is a partner in White Pelican Development, an investment venture focused on multi-family real estate. Charles Schwab 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 and discretionary investment options, combining multi-asset model portfolios with alternative investments and centralized custodial services.

Bryant Perez is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through roles including Relationship Manager and Investment Consultant before his current position since 2016. His professional focus includes market trends, investments, and economic analysis. Bryant emphasizes transparency, education, and empowering clients, aiming to provide value in every interaction and offering a unique perspective. Outside of his professional work, Bryant has personal interests in comedy, fitness, football, pets, and running.

Lauren Ruperto is an Investment Consultant at Fidelity Investments, a position she has held since 2024. In this role, she collaborates with clients to develop personalized investment strategies that align with their unique financial goals, focusing on balancing risk, protection, and growth. Prior to joining Fidelity Investments, Lauren worked as a Financial Solution Advisor at Merrill Lynch from 2023 to 2024. Her professional experience centers on investment consulting and financial advising, aiming to provide tailored financial planning services. Outside of her professional work, Lauren has interests that include beach activities, cooking and baking, family activities, fitness, outdoor adventures, and parenthood.

David Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Merrill in 2018 and subsequently Bank of America in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Rohan Puri is a financial advisor at J.P. Morgan Securities based in Princeton, NJ, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Chris Raimo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he serves as a board member of Ocean Dunes Investments, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Brian Coelho is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with individuals and families to develop personalized investment plans and tax-efficient retirement strategies. Brian specializes in retirement income planning, IRA rollovers, and integrating investment strategies within the Merrill Lynch and Bank of America ecosystem. He holds a Bachelor's degree in Economics from Pennsylvania State University and has a professional designation as a Personal Investment Advisor (PIA). His professional background includes roles in financial compliance and risk analysis, as well as advisory experience at Equitable Advisors and Merrill Lynch. Outside of his professional work, Brian enjoys activities such as golfing, baseball, ice hockey, running, and traveling. He values preparation, teamwork, and discipline, which he applies in his client relationships.

Jeremiah Mc Namara is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics while serving a wide range of client needs.

Chantley Thomas is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to rejoining Primerica Advisors in 2025, Thomas worked at Bristol Myers Squibb and Iqvia, and has experience in pharmacy from Campbell University and CVS Pharmacy. Thomas is president of Thomas Multiservices LLC, a non-investment-related business based in Linden, New Jersey. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 financial advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Heena Dhruv is a financial advisor with LPL Financial in Princeton, NJ, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her work history includes roles at Van Leeuwen & Co., Bank of America, First Manhattan Co., and AXA Advisors. She is also involved with Van Leeuwen & Company, LLC in connection with her LPL business. 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, third-party asset management, and institutional platforms.