James Pucciarelli is a financial advisor with Morgan Stanley in Morganville, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its financial planning approach.

Jessica Shea is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 credential and 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Glenn Demarrais Jr. is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including IC Advisory Services Inc, The Investment Center Inc, KBK Wealth Management, Commonwealth Financial Network, and UBS Financial Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by research and diversified strategies.

Samuel Maxey is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Life Time for six years. Outside of his advisory role, he provides workout training plans to friends and family on a volunteer basis. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Daniella Russo is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Wells Fargo Advisors, and Mike Anthony Group Inc. Russo has also held teaching positions at Monmouth University and St. Joseph by the Sea High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

James Linnehan is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, N.A., and J.P. Morgan Securities. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment products. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Jennifer Caylo is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in estate-related business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Charles Nagy is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm's advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Renegar is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as an executor for a personal estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Michael Altschuler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a caregiver to his daughter through his involvement with Caring With Compassion in Red Bank, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services that include retirement, education, and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Chaim Weinreb is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Able Wealth Management LLC and Securian Financial Services. Outside of his advisory work, he has been involved with several educational institutions, including Mesivta Sholom Shachna and Yeshiva Sholom Shachna. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Jonathan Gruca is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2002. 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 institutional investors.

John Lupi Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at Stifel Independent Advisors, LLC, and Ameriprise Financial Services, Inc. He is also Managing Director of Client First Financial, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes a variety of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jonathan Pierro is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Before joining LPL Enterprise, he worked at Deloitte LLP and other firms, and also has experience in education and various business roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

William Hipple is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing financial guidance in areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. William holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wesley College. His professional focus is on helping clients develop strategies tailored to their unique financial goals.

Jignesh Patel is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles within Fidelity, including Planning Consultant and Relationship Manager, demonstrating a progressive career in financial services since joining the company in 2019. Prior to his tenure at Fidelity, Patel gained experience as a Client Account Manager at Bleakley Financial Group, a Research Analyst at Portfolio Evaluations, a Senior Investment Advisor at Frisch Financial Group, and a Financial Solutions Advisor at Merrill Lynch. Patel's professional focus involves partnering with individuals, couples, and families to build trusting relationships and provide peace of mind regarding their financial futures. He approaches financial planning holistically, aiming to integrate all aspects of a client's financial life. His role leverages the resources of his Fidelity team to co-create, execute, and monitor financial plans tailored to clients' goals. Outside of his professional responsibilities, Patel has interests in fitness, parenthood, photography, running, and traveling.

Neda Sabbagh is a Financial Advisor with Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she works closely with clients to understand their priorities and develop strategies tailored to their short-, mid-, and long-term financial goals. Her services encompass a range of financial planning areas including general investing, retirement planning, and saving for unexpected events. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Neda emphasizes building strong relationships based on trust and communication to provide ongoing advice and guidance as clients' needs evolve. She holds the Personal Investment Advisor (PIA) designation and has an educational background that includes a Bachelor's Degree from Northeastern University and a Master's of Business Administration (MBA) from the University of Massachusetts Boston. Outside of her professional activities, Neda enjoys various personal interests such as badminton, biking, interior decorating, music, reading, soccer, spending time with her family, swimming, traveling, and watching movies.

Andrew Tomasko is a financial advisor with Primerica Advisors in West Windsor, NJ, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990 and 1991, respectively. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model focused on percentage-based wrap fees and independent due diligence.

Ashley Frazier is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms within the JPMorgan Chase organization as well as Citizens Securities, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Kevin Losch is a Financial Consultant who focuses on creating and implementing holistic financial plans tailored to clients' short and long term goals. He aims to help clients work toward enjoying life on their own terms. Kevin's professional experience includes serving as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2014 to 2022. Prior to that, he worked as a Financial Advisor at Morgan Stanley from 2012 to 2014, and as a Client Associate at Merrill Lynch from 2006 to 2012.