Corey Leong is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and experience beginning in 2025. Prior to joining Cambridge, he worked at Bank of America from 2015 to 2018 and has been involved with cocomotivator LLC since 2018. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of custody platforms and both proprietary and third-party investment strategies.

Lisa Pizzella is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

Withle Primus is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 credentials. His prior experience includes roles at Penn Mutual and WFG/Transamerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, delivering investment advice primarily through investment adviser representatives using LPL’s integrated platform.

Michael Dirocco is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to address client needs.

Christopher Churney is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at J.P. Morgan Securities, Merrill, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions across a large-scale platform.

Michael Fachler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1999 and previously at Pruco Securities, LLC. In addition to his advisory role, Fachler is involved with PAIP and Unum Provident. 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, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Tammy Black is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports delivered through a centralized consulting team.

Daniel Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2013, bringing nearly a decade of experience consulting clients on the planning, design, and acquisition of commercial buildings prior to his current role. Daniel's work centers on client onboarding and developing tailored financial strategies for individuals, families, and businesses. His areas of focus include education planning, equity compensation services, retirement income planning, portfolio management, and both individual and corporate investment strategies. Daniel holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Business Administration with a concentration in Finance, graduating Magna Cum Laude from Liberty University. Daniel resides in Hoboken, New Jersey with his wife, Angela. Outside of work, he enjoys a variety of sports including baseball, football, golf, ice hockey, and soccer, as well as fishing, reading, traveling, yoga, and spending time with his family.

Patrick Sullivan is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Fidelity in various capacities since 2006. Outside of his financial career, he works as a basketball game official on a contractual basis. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and fund structures.

Jacqueline Bartels is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She previously worked at Merrill for 14 years, Morgan Stanley for 2 years, and Wells Fargo Clearing for 1 year before joining Wells Fargo Advisors. Outside of her advisory role, she works as a travel advisor with Largay Travel. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, including retirement, wealth transfer, and specialized topics such as business-owner transition and special-needs analysis.

Mark Zawistowski is a financial advisor with Merrill based in Iselin, NJ. He holds a Series 66 designation and has seven years of industry experience. His career includes positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Outside of finance, he has held roles in the restaurant industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform to offer a wide array of products and services beyond investment management.

Lav Varma is a Series 65-credentialed financial advisor with 43 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Varma serves on the Board of Trustees for Art N Beat, a community arts organization in Edison, NJ. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL programs to tailor investment solutions.

Kevin Cullen is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2007. He specializes in creating investment plans tailored to individual client needs and offers services including wealth forecasting analysis, options and income strategies, hedging and tax minimization strategies, portfolio management, insurance planning review, and fixed income strategies. Kevin is a qualified Portfolio Manager who manages personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In his role, he supports clients through the firm's Investment Advisory Program, which may involve discretionary management of strategies. Kevin began his financial services career in 2000 and previously worked at another leading financial institution, including experience on the Special Situations desk as an Assistant Trader focused on complex orders from large institutional clients and broker dealers. He holds a Bachelor's degree from the W. Paul Stillman School of Business at Seton Hall University and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional activities, Kevin has participated in community and charitable organizations such as American Forests, Fulfill, and Wreaths Across America. He enjoys basketball, fishing, and golfing.

Eric Leifer is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support clients in their financial planning.

Dipal Patel is a Planning Consultant at Fidelity Investments. In this role, he works with clients to understand their priorities and collaborates with them to create customized financial plans that address their specific needs, goals, and circumstances. He has been with Fidelity Investments since 2022. Prior to this, Dipal held positions at Merrill Edge from 2011 to 2022, including Financial Solutions Advisor and Vice President. His experience spans over a decade in financial advisory roles.

Edward Kelleher is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with diverse program options and custodial relationships.

Tyler Dalzell is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price and Morgan Stanley Smith Barney LLC. He has also worked outside of finance with Jay's Valet and Farmstead Golf and Country Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools like Monte Carlo simulations.

Matthew Millahn is a Financial Advisor at Merrill Lynch Wealth Management with 17 years of experience in the financial services industry. He provides one-on-one guidance to individual clients, families, and small businesses to help them achieve their financial goals. Matthew specializes in areas including education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Matthew holds a Bachelor's Degree from Ramapo College of New Jersey and an Associate's Degree from County College of Morris. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach involves understanding clients' priorities to create actionable strategies that support their short-, mid-, and long-term financial objectives. Outside of his professional work, Matthew volunteers with the American Humane Societies in Newark. He enjoys spending time with his fiancée, daughter, and pets, and engages in activities such as baseball, basketball, biking, cooking, football, gardening, music, running, and traveling.

Paul Balestiero is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He has previously worked at Cadaret, Grant & Co., Inc. for 14 years and has been involved with Estate Planning Services since 2004. 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, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Joseph Silerto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Scottrade, Inc., National Securities Corp, and Prudential-related firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by research and model portfolios.