Jason Peretson is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at Prudential Equity Group, LLC, for five years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Tyler Dey is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to build disciplined, personalized financial strategies and is part of a team that provides a concierge-style experience, assisting individuals and families with investment management, retirement planning, and long-term wealth goal navigation. Tyler also collaborates with Advisors on retirement plan administration and guidance. Prior to becoming a Financial Advisor, Tyler served as a Registered Wealth Management Client Associate. In that role, he supported portfolio operations, retirement plan administration, and daily client needs. He has been with Merrill Lynch and Bank of America since 2021 and is Series 7 and 66 FINRA registered, holding the Personal Investment Advisor (PIA) designation. Tyler earned a Bachelor's Degree in Finance with a focus on investment analysis from Rider University. He received several academic honors there, including the Andrew J. Rider Award and induction into Beta Gamma Sigma. He currently resides in New Egypt, New Jersey. Personal interests include baseball, football, golfing, hiking, music, and reading.

Alan Friedman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, often utilizing third-party asset management platforms.

Hoyt Ammidon III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He oversees and coordinates the financial affairs for a select group of families, retirees, corporate executives, and business owners in the Princeton, NJ area and across the country. Hoyt takes a holistic approach to his clients' financial affairs to help position them to achieve their goals and objectives. With over 40 years of experience in the financial industry, Hoyt's expertise includes commercial banking, equity and fixed income securities analysis, sales and trading, and portfolio management. His client focus areas encompass college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Hoyt holds a Bachelor's Degree from Middlebury College and a High School Diploma from St. Mark's School. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Hoyt enjoys biking, camping, cooking, ice hockey, skiing, yoga, and spending time with his family. He is also a member of the Schattenbaum PCA organization.

Joseph Tansey is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 65 and Series 63 designations and 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of advisory work, he owns Tansey Family Ski Resort, LLC, a legal entity related to a vacation rental property. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies largely on model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Robert Hearne Jr. is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, following a prior role at City National Bank. Outside of his advisory work, he serves as a member of the Finance Committee at Trinity Church in Princeton, NJ. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Barbara Clarke is a CFP® with over 42 years of experience in the financial services industry. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning and a range of investment services. The firm manages approximately $2.74 trillion in client assets and provides planning tools that incorporate market simulations and return estimates.

Frederick Gomez is a financial advisor with Fidelity in Princeton, NJ, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC since 2012 and Wells Fargo Clearing from 2008 to 2012. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and oversight to address conflicts of interest.

Dave Hogan is a Financial Consultant currently working at Fidelity. He partners with clients to create personalized financial plans and provides ongoing education to help them make informed decisions about their financial goals. He focuses on understanding his clients' needs to develop customized approaches. He has held several roles in the financial services industry, including Financial Consultant at Fidelity since 2025, Investment Consultant at Fidelity Investments from 2022 to 2025, Financial Consultant at MassMutual from 2021 to 2022, Financial Planner at Northeast Private Client Group from 2020 to 2021, Relationship Banker at Bank of America in 2020, and Financial Consultant at Equitable Advisors from 2019 to 2020.

Nicholas Serra is a CFP® professional affiliated with Morgan Stanley, with seven years of industry experience. He previously worked at UBS Financial Services for six years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services including wrap programs, private funds, and institutional offerings.

Eugene Pak is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work at Wells Fargo, he owns and operates Kirby Advisory Group LLC, a financial advisory practice based in New Brunswick, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services that require specific advisor credentials.

Michele Hirsch is a Planning Consultant at Fidelity Investments, where she works with clients and their families to develop customized financial plans that address their unique needs, goals, and objectives. She joined Fidelity Investments in 2021 and has held several roles including Senior Representative, Relationship Manager, and currently Planning Consultant. Prior to joining Fidelity Investments, Michele held positions at Credit Suisse as Director and Vice President in Private Banking from 2000 to 2016. Earlier in her career, she was an Assistant Vice President in the Investment Services Group at Donaldson, Lufkin & Jenrette from 1993 to 2000. Her experience spans private banking, investment services, and client relationship management, providing a foundation for her current role in financial planning.

Aigy Hasegawa is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan and JPMorgan Chase Bank, N.A. since 2016. Prior to that, he spent a year at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Ryan Stryker is a financial advisor at Merrill in Princeton, NJ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bergamot Asset Management LP and Fragomen, as well as work at Rutgers University. Outside of finance, he operates a theme park tour business, organizing trips to various parks across the United States. Merrill, along 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 a range of model-based and discretionary investment strategies.

Allison Delay is a financial advisor with RBC Capital Markets in Princeton, NJ, holding a Series 66 designation and 24 years of industry experience. She has worked at several notable firms, including Morgan Stanley Smith Barney, Morgan Stanley, UBS Financial Services, and Merrill. Outside of her advisory work, she serves as an officer for Donovan Deliver, a nonprofit supporting families of stillborn babies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized investment programs and portfolio management services, utilizing both in-house and third-party managers to align with clients’ risk profiles.

Raffaele Maione is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, assisting clients in managing their individual wealth tailored to their specific needs. His approach emphasizes understanding client objectives to provide comprehensive wealth management strategies. Raffaele's areas of expertise include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategies, tax minimization, and retirement income. He holds several professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from Richard Stockton College of New Jersey. Outside of work, Raffaele enjoys biking, cooking, golfing, ice hockey, music, reading, running, spending time with his family, playing tennis, and traveling.

Sunil Seth is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated firms since 2009, including a prior role at Merrill from 2004 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Peter Meme serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in tailored wealth management and strategic financial solutions. He works with affluent individuals, fiduciaries, businesses, and endowments, providing investment advice and guidance designed to produce positive investment outcomes over the long term. Peter's approach is consultative and objective, utilizing financial planning tools such as the Personal Wealth Analysis (PWA) to align client goals with investment strategies. He leverages insights from Merrill's Chief Investment Office portfolio team and third-party managers to ensure portfolios match current Tactical Asset Allocation recommendations. In addition to individual wealth management, Peter offers comprehensive business and wealth planning services across the business lifecycle, including capital expansion, equipment purchases, site acquisitions, private business sales, and financing solutions. He collaborates with clients and their legal and tax advisors in estate planning, wealth transfer, and succession strategies. By integrating Merrill and Bank of America's resources, Peter aims to help clients grow, preserve, and transition their wealth effectively. Peter holds a Bachelor of Arts degree in Economics from Rutgers University and maintains professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is involved in community development through his participation in the Town Clock Community Development Corporation. His personal interests include basketball, boxing, football, golfing, music, reading, soccer, table tennis, and tennis.

Matthew Delgado is a Financial Advisor based in Yardley, Pennsylvania, currently working with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2019, he focuses on developing personalized financial plans for individuals and families. His approach involves strategic investment management, tax planning, estate management, and retirement planning to help clients achieve long-term financial security. Matthew holds a Bachelor's Degree from Richard Stockton College of New Jersey and has earned multiple professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, as well as sports and entertainment financial needs. Residing in Yardley, Pennsylvania with his wife Taylor, Matthew enjoys traveling, cooking, working out, as well as outdoor activities such as camping, golfing, hiking, and playing pickleball. He emphasizes connecting all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Michael Parks is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside his advisory role, he serves as a power of attorney for family members in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.