Jigna Patel is a financial advisor with J.P. Morgan Securities in North Brunswick, NJ. She holds the Series 66 designation and has six years of industry experience, including a prior 11-year tenure at Valley National Bank. Her current role at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. began in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations, supported by affiliated investment-management entities.

Anthony Mea Jr. is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 63 designation and 40 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans for clients.

Jaime Banghart is a financial advisor with UBS Financial Services in Middlesex, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Paul Tompkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Penn Mutual Life Insurance Co. He operates out of Warren, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved software and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Michele Gilligo is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1999. She specializes in helping individuals, families, and businesses develop financial strategies tailored to their short- and long-term objectives. Michele's areas of focus include college education planning, retirement income and personal retirement planning, liquidity management, portfolio management services, small business strategies, socially responsible and ESG investing, as well as services for endowments, foundations, and non-profits. Michele holds FINRA Series 7 and 66 securities registrations and the Professional Investment Advisor (PIA) designation. She earned a Bachelor of Science degree in Business Management from the Richard Stockton College of New Jersey. Michele works with a team of advisors and specialists to provide personalized service and customized financial solutions. She is fluent in English and French. Outside of her professional role, Michele lives in Chesterfield, New Jersey, and enjoys activities such as baseball, billiards, boating, fishing, gardening, hiking, music, and spending time with her family.

Konstantinos Rigas is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1995. Outside of his advisory role, he is involved with Elite Laundry Systems, LLC, a business he has been associated with since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated brokerage, custody, and cash management services.

Janet Cook is a Series 66-licensed financial advisor with Merrill, where she has worked since 2014. She has 17 years of industry experience. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Dan Liu is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Bank of America, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial career, he was involved with the National Alliance on Mental Illness in New Jersey for four years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Beylickjian is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Merrill since 2017 and previously held positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Batcha is a Wealth Management Advisor at Merrill Lynch Wealth Management and a key member of The Shannon Group. She and her team focus on serving multi-generational families across the country, addressing personalized financial goals such as college education planning, retirement income, legacy and philanthropic planning, and socially responsible investing. They develop customized investment approaches based on clients' unique financial situations and priorities, continuously reviewing and adjusting strategies as circumstances evolve. Mary joined Merrill Lynch in 2001 and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER®, Certified Divorce Financial Analyst®, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. She has experience leading as the Resident Director of the Jenkintown, PA office for four years and participates in advisor education events, sharing insights to help other financial advisors serve their clients effectively. Her work has been recognized with inclusion on multiple Forbes lists such as "America's Top Women Wealth Advisors" and "Best-in-State Wealth Advisors," as well as recognition by Working Mother/SHOOK Research. Mary graduated from Dickinson College. She resides in Pennington, New Jersey, with her husband and three children. Her personal interests include hiking, ice hockey, reading, traveling, watching movies, and spending time with her family.

Michael Digiovanni is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities, Vestwell, Betterment, and ADP. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Charles Tamayo Mayorga is a financial advisor at LPL Financial with nine years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at INVEST Financial Corp. He is also involved with Affinity FCU, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, utilizing both discretionary and non-discretionary investment strategies.

Deborah Van Doorne is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary management, fund advisory, and model portfolio delivery.

Nazar Shkambara is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Nazar earned a Bachelor's Degree from Rutgers University. Throughout his career, Nazar has worked with high net worth families, professionals, and small business owners to manage their wealth through various market cycles by focusing on goals-based wealth management, wealth accumulation, preservation, and transfers. His expertise includes retirement planning, estate planning, insurance, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He is a member of the Financial Planning Association. Outside of his professional work, Nazar enjoys fishing, golfing, running, spending time with his family, and traveling.

Christopher Heiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with various entities within JPMorgan Chase since 2011, including J.P. Morgan Securities and JPMorgan Chase Bank. 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. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Ryan Quillen is a financial advisor with LPL Financial, holding a Series 66 credential and 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services, Inc. and The Investment Center, Inc. for nearly two decades each. He serves on the board of the Montgomery Basketball Association, a nonprofit organization. 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. The firm offers a range of financial planning, asset management, and institutional platforms with a model portfolio and third-party subadvisor approach.

Michael D'antico III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Thrivent, he held positions at the State of New Jersey, County of Somerset, and Atlantic Ambulance Corp. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

David Shea is a Senior Financial Advisor with Merrill Lynch Wealth Management in Princeton. He joined Merrill Lynch in 1985 after graduating from Rider University with a Bachelor of Science in Commerce. David holds the professional designation of Personal Investment Advisor (PIA). Throughout his career, David has managed significant client portfolios, with approximately 550 million dollars in client balances as of February 1, 2022. He focuses on understanding his clients' financial goals and developing strategies to help achieve them. David resides in Robbinsville, New Jersey with his wife, Erin, and has two grown children. He has been active in his community, serving on various boards and committees and volunteering with local organizations.

Joshua Vallejos is a financial advisor with LPL Enterprise, LLC, holding Series 65 and Series 66 licenses and four years of industry experience. His prior experience includes roles at T.D. Bank N.A., TD Private Client Wealth LLC, Edward Jones, Bank of America, Merrill, and other firms. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Linda Yu is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2025 and previously operated Linda M. Yu, CPA LLC, providing tax preparation and accounting services since 2022. Outside of advising, she owns Yu's Black Belt Institute, Inc., a business unrelated to investments. 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 broad range of financial planning and investment management services delivered through a large network of advisors utilizing various portfolio strategies and third-party resources.