Sleem Chang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Axa Advisors, and Avant Garde Capital. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Dipasquale is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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 plans, corporations, and charitable organizations.

Valbona Capri is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in providing tailored financial guidance and wealth management solutions for women, professional athletes, entertainers, and non-profit organizations. Valbona's approach centers on personalized financial planning, focusing on family wealth management strategies, philanthropic planning, small business strategies, and socially responsible investing, including ESG investing. Valbona holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, the Personal Investment Advisor (PIA) designation, and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) certification. She earned her bachelor's degree from St. John's University. Valbona is involved with professional organizations such as the Certified Financial Planner, Cherie Blair Foundation Mentoring, the National Association of Women Business Owners, NexGen Leadership Council, Sports & Entertainment Accredited Wealth Management Advisor, and the Women's Exchange at Merrill. Outside of her advisory role, Valbona actively participates in community initiatives, including the Cherie Blair Foundation, FulFill Food Bank, Girl Scouts of the Jersey Shore, and serves as a volunteer coach for Manalapan Recreation. She has served as a guest lecturer at Rutgers University on portfolio theory and mentors women entrepreneurs domestically and internationally. As a fitness advocate, she engages in endurance challenges such as marathons, triathlons, and obstacle course races, and enjoys sports including golf, basketball, beach volleyball, and softball.

Jonathan Iaione is a Series 66-licensed financial advisor with Morgan Stanley in Red Bank, NJ, with eight years of industry experience. He has been with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. from 2023 to present. Prior to joining Morgan Stanley, he worked at New York University from 2014 to 2018. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from retirement planning to investment advisory through a broad platform.

Zhe Ding is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Ding worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. Outside of advising, Ding is involved in non-variable insurance activities through Ritter Insurance Marketing and Prudential-sponsored insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual, high-net-worth, and institutional investors. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Joseph Presa is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Charles Schwab since 2007. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Jason Delgado is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for 11 years. Delgado is based in Red Bank, NJ. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with options for rebalancing, tax management, and responsible investing.

Miriam Lerdo is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its predecessor entities since 2008. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning agreements.

Stephen Mcpherson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked at Charles Schwab and TD Ameritrade before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

Aaron Paglia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with Axa Advisors. Paglia also has involvement in an outside insurance business. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Padmaja Kotagiri is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previous experience with Metlife Securities Inc. from 2001 to 2017. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

T.J. Lauch serves as Vice President Private Wealth Management Advisor, focusing on assisting families with multi-generational wealth through holistic planning and trusted relationships. He has been with Fidelity Investments since 2011, progressing from Vice President, Financial Consultant to Vice President, Executive Planning Consultant, and currently holds his current role since 2023. His professional experience encompasses wealth management and financial consulting. T.J. holds a California Insurance License, supporting his advisory services. Outside of his professional work, he engages in personal interests such as beach activities, biking, concerts, family activities, parenthood, and running.

Frank Hellriegel is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked with firms including PNC Investments and Morgan Stanley Dw Inc. He has been associated with Wells Fargo Clearing in two separate periods totaling 12 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Karen Warde is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 20 years of industry experience. She has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm that provides 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.

Vincent Campasano is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Edward Mccay is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Ameriprise Financial Services, Inc. His current tenure at Ameriprise began in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice addressing income sources and tax-aware withdrawal strategies.

Christopher Cevasco is a financial advisor at LPL Financial with 31 years of industry experience. He previously spent 28 years at Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved in accounting and tax preparation through Cevasco & Associates LLC and provides accounting services for a dental practice. 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.

Stephen Mayrose is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 credential and bringing 26 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Global Investment Committee’s return estimates and Monte Carlo simulations to model outcomes.

Kevin Lange is a financial advisor with Merrill in Iselin, NJ, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and Fidelity Investments. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Louis Bruno III is a financial advisor with Osaic Wealth, Inc. based in Red Bank, NJ. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Osaic, he worked at Fidelity Investments and Fidelity Brokerage Services LLC for a combined 13 years. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers.