J Murphy is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, they provide guidance and strategies to help clients manage and grow their financial assets. J Murphy holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Guilford College. Their background supports their expertise in investment planning and wealth management.

Robert Formisano is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Siddharth Misra is a financial advisor at LPL Financial with 13 years of industry experience. He has held positions at AXA Distributors, LLC and National Planning Corporation before joining LPL Financial in 2017. His credentials include the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research to provide discretionary and non-discretionary management.

Anthony Caputo is a Financial Advisor and Resident Director at Merrill Lynch Wealth Management in Iselin, New Jersey. He has been with Merrill Lynch since 2012 and joined the Barry team in 2016 after working at the Merrill Advisory Center, where he developed investment strategies tailored to clients' goals and financial needs. Anthony's client focus includes areas such as college education planning, corporate benefits, executive compensation, family wealth management strategies, and tax minimization. He holds a Bachelor of Arts in International Affairs and a Master of Business Administration in International Business from Wagner College. Anthony is also designated as a Personal Investment Advisor (PIA). He communicates in both English and Italian. Outside of his professional endeavors, Anthony enjoys spending time with his family, traveling, and coaching little league and soccer. He is also actively involved in community organizations such as CYO NY Basketball, Junior Achievement of New Jersey, Ronald McDonald House Charities, South Shore Little League, and the Staten Island Youth Soccer League.

Karyu Chou is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and holds a Series 66 credential. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Sean Clarke is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Equitable Advisors, his work experience includes roles at the Naval Air Warfare Center Aircraft Division and several positions in the food service sector. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives.

Pablo Diatel is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bonnie Powell is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2008 and Bofa Distributors, Inc. since 2011. Outside of her advisory role, she is the owner and president of Bonnie Powell Associates, LLC, a family business, and holds a 10% ownership interest in a small record label started by her daughter. 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.

Natalia Oliver is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has prior work experience at Bank of America and JPMorgan Chase Bank, N.A. Outside of her advisory role, she owns Legacy Coffee LLC, a business that imports roasted coffee beans for local cafés. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kevin Graham is a financial advisor with Cambridge Investment Research Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2008. Outside of his advisory role, he is the managing member of Princeton Retirement Planning & Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based investment approaches.

Richard Polimeni is a financial advisor at Merrill with Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Merrill Lynch & Co., Inc. since 2002. Outside of his advisory work, he serves as Chair of the executive committee for the College Savings Foundation, a nonprofit organization focused on education savings programs, and participates on an advisory group for the Municipal Securities Rulemaking Board related to 529 savings plans and ABLE programs. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates strategic asset allocation with support services including trading, account administration, and custody.

Ronit Badlani is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Financial Life Insurance and Equitable Advisors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Augustus Spaulding is a financial advisor at UBS Financial Services with 15 years of industry experience. He has held prior roles at Cresset Asset Management, Bank of America, and Merrill. Spaulding is president of the local chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary research and model-based asset allocation to tailor financial plans. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets services.

Craig Haber is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Cetera since 2017 and also operates Catarina Catarina, an internet sales business. Additionally, he serves as a business advisor for Audition Technology, a medical device company. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party managers.

Marlon Jacome is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes positions at Valley Bank, Bank of America, and several retail and service roles before joining Merrill. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Laurie Mannarino is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 1987. 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 clients, pension plans, corporations, and charitable organizations.

Hoai Viet Tran is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 credential. His prior roles include positions at First Republic Investment Management, First Republic Securities, Bank of America, and Merrill. Outside of his advisory work, he is involved in the hospitality industry as a co-manager and part-owner of two restaurant businesses, contributing to menu development and business decisions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brian Pieloch is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Supriya Dave is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. 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.

David Perrone is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 19 years of industry experience. Perrone is also the owner of support companies and operates in the non-variable insurance space, providing clients with term, whole life, and long-term care insurance quotes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and risk profiling tools and supports a large advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.