Jeffrey Mattonelli is a CFP® with seven years of industry experience, currently affiliated with LPL Financial in Princeton, NJ. His career includes positions at Van Leeuwen & Company and Lincoln Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Emil Baczyk is a CFP® with 22 years of industry experience, currently serving at RBC Capital Markets in Princeton, NJ. His prior roles include positions at PNC Investments and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Thomas Sullivan III is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at B. Riley Wealth Management, National Asset Management, National Securities Corp, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides diversified advisory programs, financial planning, and retirement consulting, supported by proprietary and third-party research and a variety of portfolio management options.

Leona Thompson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her work history includes roles at Bank of America, Vanguard Advisers, and Howard University. 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 variety of individual and institutional investors.

Christine Arnold is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Keith Calandra is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at PGIM Investments, Prudential Investment Management Services, Bank of America, and Hennion & Walsh Inc. Outside of advising, he manages a small number of rental properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutions.

Bobby Belvin Jr. is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Primerica Advisors since 2022 and Primerica Financial Services since 2018. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees and ongoing oversight of its investment offerings.

Eugene Bozzo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Cetera and Foresters Advisory Services, with additional background at Business to Business Promotions Inc. Outside of his advisory role, he is also a notary and involved in the sale of fixed insurance and annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, and supports both discretionary and non-discretionary management across its programs.

Brian Reznikov is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Grubhub, and several educational institutions. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Giordano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Ameriprise Financial Services, Inc. for six years. Giordano also operates Giordano Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Mccarthy is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. It provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning.

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 financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2006. 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 clients including individuals, high-net-worth investors, and institutional accounts.

Jake Surma is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MetLife Securities Inc. from 2014 to 2017. He is also involved in insurance product sales, including life, health, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software and offers specialized planning programs including divorce and estate-settlement planning.

Jason Sprung is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. He is also the owner of JMS Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lauren Williams is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016. Prior to joining Merrill, she was employed at Randstad 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carter Moore is a Series 66-credentialed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill, he worked in education and the hospitality industry. 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 plans, corporations, and charitable organizations.