Anthony Gencarelli is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial planning and investment management services. Details about his specific areas of expertise, years of experience, educational background, credentials, personal interests, or community involvement have not been provided.

Nicholas Mills is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Equitable Advisors since 2004, following a tenure at Axa Advisors, LLC. Outside of his advisory work, Mills serves as a board member of the Manasquan River Marlin and Tuna Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to offer a range of advisory models and investment products.

Michael Donato is a Financial Advisor with Merrill Lynch Wealth Management in Red Bank, New Jersey. He works with individuals, families, and business owners to help them understand their financial lives and develop personalized strategies aligned with their goals. Michael focuses on building long-term relationships grounded in communication, accessibility, and trust, aiming to explain complex financial topics clearly so clients can make informed decisions with confidence. Before entering the financial services industry, Michael spent more than a decade in hospitality, including serving as an executive chef and helping open restaurants throughout Monmouth County. He also spent a year living and working in Italy, which shaped the discipline, attention to detail, and commitment to service he brings to his advisory role. Michael earned a degree in Corporate Finance from Rutgers University and holds Series 7 and Series 66 registrations, Life and Health Insurance licenses, and the Personal Investment Advisor (PIA) designation. He remains committed to his professional development while leveraging the resources available through Merrill and Bank of America. A lifelong Monmouth County resident, Michael is passionate about staying connected to his community and supporting local organizations and charitable initiatives. Outside of work, he enjoys golf, tennis, hiking, snowboarding, and spending time along the Jersey Shore with family and friends.

Jay Slade is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, and HSBC Bank USA. Outside of his advisory role, he serves on the Board of Education for Old Bridge Public Schools. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, supported by research and algorithmic analysis.

George Kachmar IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, accumulating over 19 years at the firm. Outside of his advisory role, he is a member of the Shore Business Networking Group in Belmar, NJ, participating as a resource for referrals. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Corey Leong is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and experience beginning in 2025. Prior to joining Cambridge, he worked at Bank of America from 2015 to 2018 and has been involved with cocomotivator LLC since 2018. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of custody platforms and both proprietary and third-party investment strategies.

Lisa Pizzella is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. She is based in Shrewsbury, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Withle Primus is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Penn Mutual, WFG/Transamerica, LPL Financial, and HSBC Securities. His outside business activities include involvement with non-variable insurance agencies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Christopher Churney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm providing 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 with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Michael Fachler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1999 and was previously affiliated with Pruco Securities, LLC. Fachler is also involved with UNUM Provident in a separate business capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies developed by its research department and third-party portfolio strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tammy Black is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports delivered through a centralized consulting team.

Daniel Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2013, bringing nearly a decade of experience consulting clients on the planning, design, and acquisition of commercial buildings prior to his current role. Daniel's work centers on client onboarding and developing tailored financial strategies for individuals, families, and businesses. His areas of focus include education planning, equity compensation services, retirement income planning, portfolio management, and both individual and corporate investment strategies. Daniel holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Business Administration with a concentration in Finance, graduating Magna Cum Laude from Liberty University. Daniel resides in Hoboken, New Jersey with his wife, Angela. Outside of work, he enjoys a variety of sports including baseball, football, golf, ice hockey, and soccer, as well as fishing, reading, traveling, yoga, and spending time with his family.

Patrick Sullivan is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2006. Outside of his advisory role, he works as an independent contractor officiating basketball games. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jacqueline Bartels is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She previously worked at Merrill for 14 years, Morgan Stanley for 2 years, and Wells Fargo Clearing for 1 year before joining Wells Fargo Advisors. Outside of her advisory role, she works as a travel advisor with Largay Travel. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, including retirement, wealth transfer, and specialized topics such as business-owner transition and special-needs analysis.

Douglas Ballard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2004 and previously spent two years at Merrill. Outside of financial advising, Ballard serves as President of the West Virginia University Foundation, where he leads board meetings and oversees chapter activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lav Varma is a Series 65–licensed financial advisor with Equitable Advisors, where he has worked since 1999. He has 43 years of industry experience and previously worked at Axa Advisors. Varma serves as a member of the Board of Trustees for Art N Beat, a nonprofit organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and emphasizes tailored client risk assessment and program matching.

Gavin Danitz is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles in education at multiple institutions, including The College of New Jersey and various schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved software and provides specialized planning services such as divorce and estate-settlement planning.

Kevin Cullen is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2007. He specializes in creating investment plans tailored to individual client needs and offers services including wealth forecasting analysis, options and income strategies, hedging and tax minimization strategies, portfolio management, insurance planning review, and fixed income strategies. Kevin is a qualified Portfolio Manager who manages personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In his role, he supports clients through the firm's Investment Advisory Program, which may involve discretionary management of strategies. Kevin began his financial services career in 2000 and previously worked at another leading financial institution, including experience on the Special Situations desk as an Assistant Trader focused on complex orders from large institutional clients and broker dealers. He holds a Bachelor's degree from the W. Paul Stillman School of Business at Seton Hall University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional activities, Kevin has participated in community and charitable organizations such as American Forests, Fulfill, and Wreaths Across America. He enjoys basketball, fishing, and golfing.

Christopher Sall is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Retirement Planners of America and ADP. Fisher Investments serves a diverse global clientele, including institutional and private clients such as pension plans and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios, employing various risk management and tax-aware strategies.

Eric Leifer is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. 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 utilizes structured planning tools and modeling techniques to support clients in their financial planning.