Carolann Hammond is a financial advisor with UBS Financial Services in Princeton, NJ, holding a Series 66 designation and 30 years of industry experience. She has been with UBS since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor client plans.

Santo Costa is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at DME Capital and Tink Construction LLC, as well as having a background unrelated to finance at Burn the Floor. 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 offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in delivering wealth management strategies to high net worth clients and institutions. In his role, he utilizes the resources of Merrill to provide clients with customized financial solutions tailored to their risk tolerance, time horizon, liquidity needs, and investment goals. Zack holds an associate's degree from the State University of New York at Ulster and a bachelor's degree from Thomas Edison State College. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Zack is married with two daughters. He enjoys golf, volunteering, and spending time with his family.

Amanda Albaladejo is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Ernst & Young LLP from 2012 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and employs systematic methodologies in constructing model portfolios.

Alexander Borsuk is a financial advisor with Ameriprise in Pennington, NJ, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 58 years of industry experience and has been with Ameriprise and its affiliates since 2012. Outside of his advisory role, he has been involved in independent insurance brokering and marketing through a business ownership in Compass Advisors Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Leon Ferro is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Standard Chartered Bank and Securian Financial Services. He serves on the advisory board of Samaritan Outreach Services, a nonprofit that provides support to disadvantaged and homeless men. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and third-party managers.

Samirah Abdul Alim is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Financial Services for 35 years and with PFS Investments Inc. for 38 years. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Massimiliano Verduci is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and various positions in education and athletics. He is also involved with Verduci Athletics LLC. 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, and institutional investors.

Ryan Oram is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and in several roles outside finance, including positions at AMA Pizza and Ferreira Construction. 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 a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Scott Cox is a Senior Financial Advisor based in Princeton, NJ, serving within Merrill Lynch Wealth Management. He holds the position of the Barry Team's business manager. Scott has more than a decade of experience with Merrill Lynch, specializing in servicing 401(k), Pension, and Stock Option plans. Throughout his career, he has focused on connecting various aspects of clients' financial lives to help prioritize and pursue their key goals. Scott earned his Bachelor's degree and an MBA in Finance from Rutgers University. He holds professional designations including Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Scott resides in Whitehouse Station, NJ with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of work, he enjoys exercising, traveling, and learning about different cultures, and he is a fan of the New York Giants, Rangers, and Yankees.

Alan Spierer is a financial advisor with UBS Financial Services in Westfield, NJ, holding the Series 63 and Series 65 licenses. He has 38 years of industry experience, including 33 years with UBS. Outside of his advisory role, he serves as treasurer for a martial arts club soon to be incorporated and participates in the Retirement Advisor Council, which advocates for qualified plan and participant retirement outcomes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor investment plans.

Adam Fischer III is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2011. 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 leverages proprietary research to tailor client solutions.

Marcel Akende is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, Lyft, and Uber. Outside of advising, he is involved with Lyft as a rideshare professional. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Devan Pipitone is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Guardian Life Insurance Company, Park Avenue Securities, Feldstein Financial Group, and has experience in other business activities including operating a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated insurance and trust services.

Joseph Xerri is a financial advisor with Wells Fargo Advisors in Morganville, NJ, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his work at Wells Fargo, he has ownership interests in Knight's Pledge Wealth Management LLC and Xerri Wealth Management LLC, both investment-related practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.

Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lakeland Financial Services, and Capital One Financial Advisors, among others. Outside of his advisory work, he is associated with several business entities established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Albert Merz is a financial advisor with Edward Jones in Monmouth Junction, NJ, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Cynthia Spekhart is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at OSAIC since 2024. Her prior roles include positions at Woodbury Financial Services, Questar Asset Management, Voya Financial Advisors, and Charles Schwab. She is also an attorney with her own law practice specializing in trust and estate matters. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization across various investment programs.

Eamon Gibbons is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and also has involvement in life and health insurance sales through MassMutual Life Insurance Co. Outside of advising, he operates a payroll-related LLC and receives referral fees for directing clients to payroll services. Mass Mutual Investors Services 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 programs with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Tamal Majumdar is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked at Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Majumdar is also an insurance agent specializing in individual and group life, health, disability income insurance, fixed annuities, and property/casualty insurance. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars.