Christopher Ashton is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2005 and is a third-generation financial advisor. Christopher and his father formed The Ashton Group to offer clients a broader array of services and focused attention. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Christopher's expertise spans portfolio management, individual and corporate investment strategies, college education planning, divorce transition planning, family wealth management, legacy planning, personal retirement planning, and retirement income. He is a qualified Portfolio Manager capable of managing personalized or defined strategies that may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Christopher holds a Bachelor's Degree from Rutgers University, where he was a four-year letter winner on the Track and Field team. Prior to his financial services career, he obtained property, casualty, life, and health insurance licenses. He lives in Tewksbury, New Jersey, with his wife and two daughters, maintaining a small farm. Christopher is an Eagle Scout and actively participates in local community and philanthropic groups. His personal interests include adventure sports, basketball, boating, camping, fishing, football, hunting, skiing, soccer, and spending time with his family.

Saji Philip is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Ameriprise Financial Services and Equitable Advisors. Outside of his advisory role, Philip is a business owner of Growing Stars, Inc., an online tutoring service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Stephen Walker Jr. is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. In addition to his advisory role, he owns WX3 Practice Management, a practice management business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Eugenia Grigorian is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked in various roles including teaching and coaching at Rising Stars Studio of Dance, where she continues as a dance coach. She also operates a personal online jewelry store on Etsy. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Trina Tirpak is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC, RBC Capital Markets Corporation, and J. B. Hanauer & Co. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies with oversight controls to address conflicts of interest.

Brandon Leung is currently the Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in achieving their financial goals and ensuring peace of mind. In this role, he emphasizes a collaborative approach, working closely with clients and their families to develop personalized wealth management plans. Brandon's professional experience spans various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2021 to 2025. His background also includes positions as an Insurance Advisor at The Fortis Agency LLC, Founder and Managing Partner of Invictus Financial Partners LLC, Internal Advisor Consultant at New York Life Investment Management LLC, Financial Consultant at JPMorgan Chase, and Financial Solutions Advisor at Merrill Edge. Outside of his professional responsibilities, Brandon has interests that include food, football, social events, movies, pets, and volunteering.

Stephen Croghan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves as president of the North Hunterdon Rotary Club. He is also the owner of Three Bridges Wealth Advisors LLC, a financial planning and investment firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Michelle Heide is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory work, she serves on the board of the Hunterdon County Chamber of Commerce and participates in the Leadership Circle of Impact100 Hunterdon. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Meghan Casey is a financial advisor at Edward Jones in Milford, NJ, holding Series 63 and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is involved in real estate management through River Rock Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Timothy Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association since 2015. His prior experience includes roles at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and the Global Investment Committee’s models. The firm manages approximately $2.74 trillion in client assets and provides financial plans primarily in an advisory capacity.

Dustin Lindley is a financial advisor with Edward Jones in Clinton, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Nicholas Tylka is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. He previously worked at Merrill Lynch and BlockFi. Outside of finance, he performs as a self-employed comedian, primarily doing local open mic shows. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Richard Panchery is a financial advisor with UBS Financial Services in Hillsborough, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at UBS since 2000. Outside of his advisory role, he is involved as a passive referral associate with the Passaic County Board of Realtors Referral Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Tyler Dribbon is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo and the University of Delaware. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Nikos Antivachis is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation for 10 years. Outside of his advisory role, he serves as a board member and Travel/Tournament Director for the Branchburg Baseball Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a range of strategies and third-party manager options.

Peter Sit is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. His prior positions include long tenures at Ic Advisory Services, Inc. and The Investment Center, Inc. He also serves in a fiduciary capacity for the Yvonne Franzese Irrevocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging a large network of investment adviser representatives and various advisory platforms.

Martine Pate is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies tailored to their unique financial goals, including legacy planning, personal retirement planning, women and wealth, and retirement income. Martine works closely with clients to create flexible strategies that adapt to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Martine holds a Bachelor's Degree from Wagner College and is designated as a Personal Investment Advisor (PIA). In addition to her professional work, she is involved in community volunteer activities, reflecting her commitment to the communities Merrill Lynch serves.

Michael Vespucci Paxson is a Financial Consultant at Fidelity Investments. He partners with clients to help them create, implement, and maintain their personal financial plans, aiming to be a trusted consultant by understanding their priorities and guiding them to suitable strategies and resources offered by Fidelity. Michael has worked with Fidelity Investments in various roles since 2015, including Financial Consultant from 2015 to 2019, Planning Consultant from 2020 to 2023, and Financial Consultant since 2023. He holds a California Insurance License.

Pamela Whitman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Wells Fargo since 2016 and previously spent four years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Andrew Rathbun is a financial advisor at Edward Jones with 21 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for eight years. Rathbun is also the owner of Andrew J Rathbun Marketing Advisors, LLC, a marketing consulting business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.