Peter Mittnacht is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee or co-trustee in a trust-related investment role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

George McMullen is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management based in the Princeton, NJ office. He has been active in the financial industry since 2000 and joined Merrill Lynch in 2002. George holds Series 7, 63, and 65 FINRA registrations, along with New Jersey Life, Health, and Long-Term Care insurance licenses. Throughout his career at Merrill Lynch, George has focused on providing personalized financial strategies tailored to the unique opportunities and challenges faced by each client. He collaborates with a team of specialists to address evolving client needs, offering expertise in areas such as tax-efficient asset management, retirement income, estate planning, trust services, and education funding. George also facilitates access to customized credit options through Bank of America. His approach emphasizes integrity and transparency, aiming to build long-term trust with clients while balancing a close client experience with the resources of Merrill Lynch Wealth Management and Bank of America Private Bank. George earned a High School Diploma from Kent County High School. He is affiliated with the Knights of Columbus. Outside of his professional role, his personal interests include ice skating, rock climbing, swimming, and tennis.

Andrew Mallardi is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2019, following a 10-year tenure at TD Ameritrade Inc. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware strategies across equity, fixed-income, and blended mandates.

Anthony Peluso is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Brokerage Services LLC, NewBridge Securities Corporation, Bank of America, and Merrill. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Yosef Pick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses, and has three years of industry experience. Prior to joining LPL Enterprise, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2017 to 2026. Outside of his advisory role, he provides IT support for his wife's e-commerce business. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a wrap program, along with affiliated trust custody, insurance services, and lending programs.

Rodney Johnson I is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America and The Prudential Insurance Company of America. He is also the owner of Roxicyni Trading LLC, where he trades commodity contracts using his own funds. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Roy Schoenfeld is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, having previously worked at Merrill, Bank of America, and OSAIC. Outside of advising, he offers disability insurance and fixed annuities and works as a delivery driver. 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Shannon Schiavo is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2009. Outside of her advisory role, Schiavo is involved in beekeeping as a non-investment-related business activity. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jarrell Legagneur is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones and has a varied professional background including roles at Amazon and Sprint. Legagneur is the founder of PostEden LLC, though the business is currently inactive. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

James Bratone is a financial advisor with LPL Enterprise, holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cetera Wealth Services LLC and Cetera, as well as experience outside the financial sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Linda Gatere serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their current financial situations and introduces them to solutions offered by Merrill and Bank of America. She aims to empower clients with the knowledge and tools needed to manage their financial lives effectively. Linda holds a Bachelor's Degree from Kenyatta University and a Master's Degree from the University of Bath. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach involves helping clients identify what matters to them and their families to develop strategies aligned with their financial goals.

Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.

Nicole Burns is a financial advisor with Merrill in Morganville, NJ, holding Series 63 and Series 66 credentials. She has 32 years of industry experience, including nine years at Merrill and prior work at Freehold Cartage, Inc. Outside of her advisory role, she serves as executor and holds power of attorney positions related to several estates. 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 individuals, high-net-worth clients, and institutional investors.

Madison Ubry is a CFP® with three years of industry experience, currently affiliated with Charles Schwab. Prior to joining Schwab, Madison worked at La Mezzaluna for four years and spent five years at Rider University. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research.

Kenneth Van Leeuwen is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2016 and previously managed his own firms, Van Leeuwen & Co., LLC and Van Leeuwen & Company, LLC, for over two decades. He serves as a member of the LPL PAC Advisor Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide array of financial planning and investment management solutions, supported by technology and research tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

Anthony Mignone is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with the Ashar Group, a life settlement business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third-party managers, with a focus on tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cary Hall Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years. He also served in the United States Army Reserve for 22 years. 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 portfolios, third-party asset management, and institutional platforms.

Bridgot Basile is a financial advisor with RBC Capital Markets in Princeton, NJ, holding Series 65 and Series 63 licenses and 16 years of industry experience. Prior to joining RBC in 2021, Basile worked at North Capital Private Securities, Worth Financial Management, Traynor Capital Management, and Rittenhouse Asset Management. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers along with integrated capital markets and lending capabilities.

James Waltman is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as mayor of Delaware Township, New Jersey, with responsibilities including attending meetings, setting agendas, and managing municipal business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Fran Buckley is a financial advisor with Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Buckley has ownership interests in coal mining businesses and manages a financial practice through Sparrow Financial LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to develop tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.