Thomas Casey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been active in the financial industry since 2010 and works closely with clients to address goals-based financial challenges such as retirement and estate planning, along with strategies to manage portfolio risks. Thomas employs Merrill's goals-based wealth management approach to help clients articulate and pursue their financial objectives. He holds a Bachelor's degree in Economics from Pennsylvania State University and a Master's degree from the College of Financial Planning. Thomas holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his expertise in wealth management and financial planning. Outside of his professional role, Thomas is involved with the Hills Tennis League, Junior Achievement, and The Somerset County Business Partnership. He lives in Bedminster, New Jersey with his daughter and enjoys participating in outdoor activities with her.

Thomas Wagner is a CFP® with 15 years of industry experience. He is affiliated with LPL Financial and has held prior roles at Securities America Advisors, National Planning Corporation, and has operated Wagner & Associates, LLC since 2010, specializing in tax preparation and accounting services. 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 portfolios, and institutional platforms, supported by a network of investment adviser representatives.

Stephen Frazer is a financial advisor with LPL Financial in Somerville, NJ, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has previously worked with Triad Advisors, GWN Securities, and IC Advisory Services. Frazer also sells Term and Universal Life insurance as a part-time agent. 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.

Jennifer Lockett is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management and offers additional services such as fiduciary financial planning, underwriting, and securities-backed lending.

Michael Barna is a Senior Resident Director at Merrill, where he serves dual roles as a Wealth Management Advisor and Resident Director of the Chester, NJ office. In his capacity as Resident Director, he supports, coaches, and mentors the Financial Advisors and associates in his office. As a Wealth Management Advisor, Michael works with business owners, senior executives, and multi-generational families, providing customized financial strategies and sustained advice. His areas of expertise include college education planning, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Michael holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Seton Hall University. Michael is actively involved in his community as an Ambassador to the Princeton Mercer Regional Chamber of Commerce and as a Board of Trustee to the Somerset County Business Partnership. His personal interests include baseball, football, golfing, reading, spending time with his family, swimming, traveling, watching movies, and writing.

Thomas Fallon is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior work includes over two decades at American Portfolios Financial Services, Inc. and a long tenure with Ford Financial Group/Phoenix Home Life. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

James Colonna is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach integrates centralized due diligence and ESG considerations, supported by affiliates specializing in portfolio implementation and management.

Jackson Munoz is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Merrill, alongside 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, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Buzby is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies tailored to their short-, mid-, and long-term financial goals. Patrick works with clients in areas such as corporate benefits, education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. Patrick emphasizes building client-centered strategies by understanding what matters most to each individual, offering a range of services from general investing to retirement planning, and providing access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Patrick enjoys fishing, golfing, skiing, and spending time with his family.

Susan Dente is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2020, following four years at Insight Private Advisors. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

Richard Peterson is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he was self-employed for three years and worked at Delbarton School for ten years. He is also active as an independent private tutor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as corporate and charitable entities, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

Jefferson Holguin is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022. His prior experience includes roles at TD Ameritrade Investment Management, LLC and TD AMERITRADE, Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Michael Pirrello is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial in Morristown, NJ. He has worked at firms including Ameriprise Financial Services and Concurrent Advisors, and he is a 50% partner in Mill Ridge Wealth Management, LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, and institutional investors, using tailored planning tools and non-discretionary advisory programs.

James Angiuli is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a notary. 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 variety of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Robin Catanio is a financial advisor with Ameriprise in Flemington, NJ, holding a Series 66 designation and having 21 years of industry experience. His career includes six years at Merrill and multiple roles within Ameriprise since 2018. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning within a large institutional framework that also offers advisory, brokerage, and insurance solutions.

Thomas Smedley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in property rental in Manville, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment models.

Jack Leloia is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His work history includes multiple roles at Fidelity Investments and prior involvement with Dynamic Earth LLC. 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 deliver model portfolios and fund advisory services.

Jack Riley is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he co-owns a beach home in Rehoboth Beach, Delaware. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with research from its Chief Investment Office and Global Research teams to tailor client plans. The firm provides a range of services including portfolio management, financial planning, and capital markets activities, operating as both an investment adviser and broker-dealer.

Rocco Domicolo is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Ameriprise Financial Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Alan Jacobson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill. Outside of his advisory role, he manages seasonal weekly rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.