Bridget Maillard is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding a Series 66 designation and five years of industry experience. She previously worked at EPA Financial Services Corp for five years and operated a cleaning business for three years before entering the financial services field. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages over $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Frederick Shropshire is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and affiliated firms since 1995. Prior to his current role, he worked at Allied Universal for 11 years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

Joanne Lam is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and has previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. She serves as a board member on the Holmdel Board of Education. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process with various portfolio management options and maintains a complex affiliate network that supports its large-scale, multi-advisor platform.

Christopher Marzella is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and joined Merrill Lynch in 2012. He focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Chris has experience in helping clients manage concentrated stock positions and addressing challenges related to significant transition events such as retirement, inheritance, or the sale of a business. He also provides access to Bank of America for clients' commercial banking and financing needs and collaborates with clients' attorneys, accountants, and other advisors on estate planning services. Chris holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Baruch College. Chris resides in East Brunswick with his wife, Lisa, and their two daughters, Nicolette and Alexandra.

Janice Milara is a financial advisor with Wells Fargo Clearing based in Red Bank, NJ. She holds a Series 66 designation and has two years of experience in the financial industry. Prior to joining Wells Fargo, she worked in healthcare organizations including Hackensack Meridian Health Ocean University Medical Center and Monmouth Medical Center. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Hyacinthia Roberts is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. Her career includes long-term roles at Avantax Investment Services and Avantax Insurance Agency, as well as a six-year tenure at Aetna. She is also the owner of a small accounting and tax preparation business and serves on a neighborhood advisory board focused on community surveys. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Joann Bracken is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.

Matthew Waters is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Daniel Buckley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is based in Staten Island, NY. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary advice as part of a broad range of advisory, brokerage, and insurance solutions.

Stephen Sassi is a financial advisor with 21 years of industry experience, currently with Edelman Financial Engines. He holds the Series 66 designation and has worked at several firms, including Merrill, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary advisory services.

Joseph Pascarella is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 1994. He holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting its network of over 22,800 advisors with a range of discretionary and non-discretionary strategies.

Daniel Wuhrman is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, J.P. Morgan Chase, TD Bank, Entegee, Inc., and Bergen Community College. He also volunteered with Special Olympics New Jersey for one year. Merrill, together 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 strategies for a range of individual and institutional clients.

Madelaine Brooks is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes more than a decade at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jason Tribandis is a financial advisor with Merrill holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Bank of America, BNY, and various other companies across different sectors. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Arvind Sood is a Series 66-licensed financial advisor at Equitable Advisors with 26 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of his advisory role, Sood serves as president of the Global Organization of People of Indian Origin and consults for education and health-related initiatives in India, including a day school for autistic children. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models, primarily using third-party asset managers and sponsored programs, and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Rosalie Maiorano is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has worked at Royal Alliance Associates since 2005. Outside of her advisory role, she is involved in tax preparation through her sole proprietorships, RVM Tax Services and Maiorano & Associates, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools, with a platform notable for its scale, affiliated network, and alternative investment offerings.

Ashley Altman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Foresters Advisory Services LLC and Foresters Financial. Outside of her advisory role, she is a partner in a business focused on purchasing, rehabbing, and reselling real estate properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Eric Flynn is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Angela Di Martino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has been with JPMorgan Chase Bank and JPMorgan Securities LLC since 2018 and previously worked at Signature Securities Group Corp./Signature Bank, Flagstar Securities, Inc., and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and includes broader derivatives and commodities capabilities.

John Del Mauro is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley since 2017 and was previously with Merrill from 2011 to 2017. He holds Series 63 and Series 65 licenses and is a partner at LaFamiglia Ventures, LLC, an investment and finance firm. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional financial planning.