Felix Menezes is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held his current position since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is also involved in property management as the owner of a rental condominium. Equitable Advisors serves individuals, institutional clients, and retirement plans by providing financial planning and asset management services. The firm utilizes a variety of advisory models, including third-party managed programs, and offers a range of investment options while providing ERISA fiduciary services for qualified plans.

Danielle Escobar is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over eight years of experience in the financial services industry, focusing on wealth management, investment analysis, and portfolio design. Danielle works closely with clients to understand their financial goals and priorities, developing clear strategies to help them achieve those aims. She emphasizes a thorough understanding of each client's financial situation as well as their long-term vision. Before joining Merrill in 2021, Danielle spent more than two and a half years as an Investment Analyst with Wells Fargo Advisors and served as a Valuation Analyst and Advisory Support Consultant with Hartford Funds from 2016 to 2019. Her areas of focus include college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. Danielle earned a Bachelor of Science in Finance and International Business from Cabrini University, where she graduated Magna Cum Laude and participated in the Honors Program and Semester at Sea. She completed her MBA with a concentration in Finance and Strategic Management from Villanova University. She is a Personal Investment Advisor (PIA) and a member of the Semester at Sea Alumni. Danielle resides in Philadelphia and enjoys playing soccer, traveling, and following professional sports teams.

Vincent Notte is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has been with Osaic Wealth, Inc. since 1996 and also maintains a role in insurance sales through a sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services using a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

Rohit Mehrotra is a financial advisor at Edelman Financial Engines with 20 years of industry experience and holds a Series 66 designation. He has worked at several firms including JPMorgan Securities LLC, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory role, Mehrotra serves on the boards of the McCarter Theatre and Big Brothers Big Sisters Independence Region, as well as advisory councils for Rutgers Health Leadership and the Tuck School of Business. 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 with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term strategies.

Francesco Mollo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2006 and joined Merrill Lynch in 2010, bringing years of independent financial advising and investment experience. Francesco primarily works with real estate investors and business owners to develop long-term wealth management strategies. He specializes in services for defined benefit and defined contribution plans, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Francesco collaborates closely with clients' attorneys and accountants to address financial, retirement, education, tax, trust, and estate matters, including wealth transfer and business succession strategies. His team also focuses on tax deferral strategies for business and property owners seeking to liquidate real estate holdings or business interests. Francesco earned a bachelor's degree in economics from Rowan University. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of his community and the Sons of Italy in the Cherry Hill, New Jersey area. Francesco enjoys golfing, ice hockey, skiing, soccer, spending time with his family, and traveling.

Thomas Honan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked with firms including Allied Wealth Partners and Minnesota Life Insurance Co. Outside of finance, he has been involved in a catering business making and serving pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

David Tardiff is a Financial Consultant who partners with clients to provide tailored financial guidance aligned with their unique investment goals and objectives. He brings extensive experience from his previous roles in the financial services industry. David's professional background includes positions at Fidelity and Vanguard. From 2021 to 2024, he worked as a Planning Consultant at Fidelity. Prior to that, he held multiple roles at Vanguard from 2007 to 2021, including Senior Internal Sales Executive, Flagship Advice Chief of Staff, Retail Sales Supervisor, Investment Specialist, and Client Relationship Associate. Outside of his professional career, David has personal interests in beach activities, cars, football, running, and traveling.

Jeanne Howell is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015 and 2016, respectively. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and methodologies.

Sherry Maclean Maurer is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 credential and 21 years of industry experience. She has been with LPL Financial since 2011 and has operated the Maclean Agency, LLC since 1993. In addition to her advisory work, Maurer holds a real estate license and performs mortgage and real estate referral services through Callaway Henderson Sotheby's International Realty. 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 range of financial planning and portfolio management services supported by technology and a broad platform that includes advisory, brokerage, and non-advisory financial products.

Christopher Tiffany is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 license and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques.

Sergio Iacovitti is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 25 years of industry experience. His prior work includes multiple tenures at Wells Fargo Clearing and roles at TD Bank N.A. and TD Private Client Wealth LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

David Gallello is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013, as well as at VOYA Financial Advisors, Inc. from 2011 to 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Alan Brum is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, Kestra Investment Services, and TD Ameritrade. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Maureen Mc Devitt is a financial advisor at Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked at Alessa Restaurant from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

John O'Donnell is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside his advisory duties, he owns and manages practice operations through JacAcq LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Katharine Biernacki is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006 and also works with Bank of America, N.A. 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, and institutional accounts.

Roger Alvarado is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2007. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Van Ness is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing investment strategies for high net worth individuals and business owners, providing goals-based wealth management alongside a team of specialists. Mark's work includes managing portfolios that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark has been in the financial services industry since 1999 and joined Merrill Lynch Wealth Management in 2012. He holds the designation of Personal Investment Advisor (PIA) and earned an Associate's Degree from Devry University. His client focus areas include education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Residing in Westfield, NJ, Mark lives with his wife, Roseann, and their two daughters, Gabriella and Sabrina. Outside of his professional work, he enjoys baseball, boating, fishing, football, traveling, sport fishing, and Italian food.

Zachary Martin is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and City National Bank. Prior to his advisory roles, he spent time in education and worked at Siemens Healthineers and Enterprise Rent-A-Car. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to in-house and third-party investment managers.

Steven Gappa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, having worked in various roles at asset management firms prior to joining Merrill Lynch in 2010. Steven holds a Bachelor's Degree from Kean University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been married to Lisa since 2002, and they have two daughters.