Shikha Prashar is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, UBS Financial Services, and Credit Suisse. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Veranika Khamianok is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. She specializes in developing personalized financial plans that align with clients' unique goals, including education funding, retirement planning, and long-term family objectives. Veranika emphasizes a client-centered approach that prioritizes individual perspectives and priorities, aiming to simplify the complexities of investing and wealth management. Veranika holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. She earned a Bachelor's degree from Yerevan State Institute of Economics and a Master's degree from Brandeis University.

Jeffrey Strasburg is a financial advisor with LPL Financial based in Hamilton, NJ. He holds the Series 66 designation and has eight years of industry experience. He has been with LPL Financial since 2016 and is also involved with Sheehy & Molinelli, a related investment business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs and financial planning services supported by extensive research and technology.

Jeffrey Sussman is a Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2015. In his current role, he works directly with clients and their families to develop and implement individualized financial plans. Jeffrey leverages the resources available at Fidelity to assist clients in planning for complex financial goals, especially in challenging market conditions. Before his current position, Jeffrey held roles as a Financial Consultant and Investment Consultant at Fidelity. He also has experience at BlackRock, where he worked as a Sales Associate and Sales Support Representative from 2011 to 2013.

Nicholas Shenkler is a financial advisor at LPL Financial with four years of industry experience. He previously worked at UBS Financial Services Inc. and has held roles in both financial services and healthcare sectors. He operates under Alcove Private Wealth, a DBA related to his LPL business. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Francy Ruiz is a Series 66 licensed advisor at Merrill with 18 years of industry experience. She has been with Merrill Lynch since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform allows access to a wide set of products and services, including swaps, derivatives, and lending.

Daniel Callahan is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including The Prudential Insurance Company of America, Mellberg, Citadel Federal Credit Union, and Citizens Securities, Inc. Outside of advising, he owns a private ATM business and serves as a trustee for the Callahan Insurance Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to third-party asset managers within an integrated platform that also supports active sales of insurance and other financial products.

Lauren Williams is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2016 and previously worked at Randstad for one year. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Charles Walsh III is a CFP® and Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with Fidelity, where he has worked in various capacities since 2006, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Tara Ann Goral is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2006 and concurrently with Bank of America, N.A. since 2009. Outside of advisory work, she serves as a health and nutrition coach for Optavia. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries.

Russell Smith is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of advising, he owns The RCS Group, LLC, a financial planning business, and serves on the investment committee for Safe & Sound Somerset. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Matthew Falsetti is a financial advisor with Merrill based in Pennington, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2007 and at Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates its services within Bank of America’s broader corporate platform, providing access to a wide range of products and trading capabilities.

Mark Eskander is a financial advisor with Merrill holding a Series 66 designation and has been with the firm since 2026. Prior to joining Merrill, he held positions at Western Governors University, Amazon, Wells Fargo, and worked in education at Seton Hall University and Monroe Woodbury High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Milford is a CFP® and ChFC® with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Novartis for four years. He is based in Princeton, NJ. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jason Zubris is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 19 years, holding various roles including Financial Consultant since 2008 and Vice President since 2017. Prior to joining Fidelity, he worked as a Service Representative at Merrill Lynch from 2003 to 2004. Jason has extensive experience working with high net worth clients and families, focusing on wealth planning and financial goal achievement. His professional background encompasses investment consulting and financial advising within the financial services industry. Outside of his professional role, Jason's personal interests include beach activities, cooking and baking, fitness, food, football, and spending time with pets.

Kyle Miller is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Lincoln Investment and The Prudential Insurance Company of America. Outside of his advisory work, he bartends on weekends at a craft brewery in Allentown, PA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

James Mekovetz Jr. is a CFP®-designated financial advisor with 23 years of industry experience. He has worked at Edward Jones since 2019 and previously spent 18 years at Morgan Stanley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Noah Facciolo is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and CSC Global, as well as varied work experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Linda Bumbalo is a financial advisor with Merrill in Pennington, NJ, holding Series 65, Series 63, and Series 66 designations and bringing 22 years of industry experience. She has worked at Bank of America, Merrill, NewBridge Securities Corporation, Paxton Financial, and Creative Plan Designs. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jeremy Bravo Sanmartin is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. His prior work includes roles at Bank of America, N.A. and Bank of America, as well as positions in education at Pennsylvania State University - Lehigh Valley, Northampton Area Community College, and Freedom High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of individuals and institutions. The firm integrates its services with Bank of America's corporate platform, providing access to a wide array of investment products and related services.