Samirah Abdul Alim is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Financial Services for 35 years and with PFS Investments Inc. for 38 years. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Massimiliano Verduci is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2026. Outside of his advisory role, he is involved with Verduci Athletics LLC. 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 individuals, high-net-worth clients, and institutional investors.

Ryan Oram is a financial advisor at Charles Schwab with a Series 66 designation. He began his career in the financial industry in 2024 with Morgan Stanley before joining Charles Schwab in 2025. Prior to his financial roles, he held various positions in education and construction. 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 offers a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach, supported by a large integrated operational infrastructure.

Scott Cox is a Senior Financial Advisor based in Princeton, NJ, serving within Merrill Lynch Wealth Management. He holds the position of the Barry Team's business manager. Scott has more than a decade of experience with Merrill Lynch, specializing in servicing 401(k), Pension, and Stock Option plans. Throughout his career, he has focused on connecting various aspects of clients' financial lives to help prioritize and pursue their key goals. Scott earned his Bachelor's degree and an MBA in Finance from Rutgers University. He holds professional designations including Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). He is fluent in both English and Spanish. Scott resides in Whitehouse Station, NJ with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of work, he enjoys exercising, traveling, and learning about different cultures, and he is a fan of the New York Giants, Rangers, and Yankees.

Alan Spierer is a financial advisor with UBS Financial Services in Westfield, NJ, holding the Series 63 and Series 65 licenses. He has 38 years of industry experience, including 33 years with UBS. Outside of his advisory role, he serves as treasurer for a martial arts club soon to be incorporated and participates in the Retirement Advisor Council, which advocates for qualified plan and participant retirement outcomes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor investment plans.

Loretta Vitale is a financial advisor at Raymond James Financial with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Raymond James in various capacities since 2009. Outside of her advisory work, she serves as a board member involved in homeowners association activities related to property maintenance and improvements. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals.

Adam Fischer III is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor client solutions.

Marcel Akende is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Bank of America, Merrill, Edward Jones, Lyft, and Uber. In addition to his advisory role, he is involved with Lyft as part of his outside business activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through an integrated platform combining adviser programs with brokerage and insurance products.

Devan Pipitone is a financial advisor at LPL Enterprise LLC with two years of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise in 2025, he worked at Feldstein Financial Group and several other firms. Outside of his advisory role, he is involved in a non-variable insurance agency based in South River, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform that combines adviser programs with active sales of financial products.

Joseph Xerri is a financial advisor with Wells Fargo Advisors in Morganville, NJ, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his work at Wells Fargo, he has ownership interests in Knight's Pledge Wealth Management LLC and Xerri Wealth Management LLC, both investment-related practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.

Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, M&T Securities, and Lakeland Financial Services. He is also involved in managing several business entities including Spruce St LLC, Amy Hill LLC, and Tim/Ron LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios from LPL Research and third-party subadvisors.

Albert Merz is a financial advisor with Edward Jones in Monmouth Junction, NJ, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Cynthia Spekhart is a CFP® professional with 27 years of experience in the financial services industry. She is currently with OSAIC and has prior experience at Woodbury Financial Services and Questar Asset Management. In addition to her advisory roles, she is also an attorney specializing in trust and estate law and real estate closings. OSAIC serves a diversified client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions.

Eamon Gibbons is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and also has involvement in life and health insurance sales through MassMutual Life Insurance Co. Outside of advising, he operates a payroll-related LLC and receives referral fees for directing clients to payroll services. 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 offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Tamal Majumdar is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked at Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Majumdar is also an insurance agent specializing in individual and group life, health, disability income insurance, fixed annuities, and property/casualty insurance. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Michael Hand is a financial advisor at Mass Mutual Investors Services with 2 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. Prior to joining Mass Mutual in 2025, he worked at New York Life and NYLife Securities from 2023 to 2025. Outside of his advisory role, he is also an insurance broker, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning engagements.

John Ventriello is a financial advisor at Merrill with Series 63 and Series 66 credentials and 41 years of industry experience. He has worked extensively at Merrill, including a long tenure from 1979 to 2017, and held a position at Morgan Stanley from 2017 to 2019 before returning to Merrill in 2019. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Catherine Coleman is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing financial guidance to women and families, focusing on areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Catherine serves as a trusted partner to her clients, simplifying complex financial matters and managing detailed aspects to deliver confidence and peace of mind. Catherine holds a Bachelor's Degree from Montclair State University and has earned the professional designation of Personal Investment Advisor (PIA). Her approach centers on empowering clients by handling the complexities of their financial lives, enabling them to stay informed without the burden of day-to-day management. In addition to her professional work, Catherine is actively involved in community organizations including Big Brothers Big Sisters of America, Heartworks, Let's Talk Women's Health & Wellness, the National Eating Disorder Association, and Susan G. Komen. Her personal interests include hiking, ice skating, interior decorating, music, reading, spending time with her family, tennis, traveling, watching movies, and writing.

Joseph Bonfiglio is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has held roles with various Avantax entities over three decades. He also owns an accounting and tax preparation business focused on individual tax planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual, retirement plan, corporate, charitable, and institutional investors. The firm offers diversified portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform supporting discretionary and non-discretionary strategies.

Cindy Medric Ducore is a financial advisor at Equitable Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.