Brandon Myers is a Financial Advisor with The De Cerbo & Associates Team at Merrill, recognized as part of a Forbes Best-In-State Wealth Management Team in 2026. He serves a clientele that includes NIL, collegiate and professional athletes and coaches, corporate executives, and families in need of comprehensive wealth management strategies. His work focuses on building and preserving wealth, navigating major financial decisions, coordinating tax, estate, and investment planning, and creating personalized financial roadmaps while managing investment risk. Brandon holds a Bachelor of Science degree in Finance from Rutgers Business School. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Sports & Entertainment Accredited Wealth Management Advisor™ designation, among other professional credentials such as Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, and Personal Investment Advisor. A former Division I football player at Rutgers University, he applies his athletic experience and technical expertise to support clients in complex financial matters. Outside of his professional role, Brandon enjoys golfing, collecting sports memorabilia, spending time with family and friends, and maintaining a connection to football and NASCAR. He is a lifelong resident of Somerset County, New Jersey, and participates in community organizations including Athletes.org, Bridgewater-Raritan High School Football and Hall of Fame, and the Somerset County Business Partnership.

Michael Carpio is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A. from 2011 to 2023 before joining Charles Schwab in 2023. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment options.

Victor Montas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career with New York Life in 2009 and joined Merrill Lynch in April 2015. Prior to entering financial services, Victor worked for ten years as a legal professional at Am Law 100 law firms in Washington DC and New York. In his current role, he specializes in serving growing and successful business owners, focusing on comprehensive wealth management strategies that address complex financial needs such as business growth, succession planning, and employee benefits. Victor’s approach is consultative, emphasizing thorough client engagement, periodic communication, and leveraging the investment insights of Merrill alongside the banking services of Bank of America. Victor earned both a Bachelor’s degree in History and Political Science and a Master’s degree in History from Rutgers University. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also registered through FINRA Series 7, 63, and 65, and holds licenses for Annuity, Life, and Health products. Victor is a native Spanish speaker and a member of Lambda Theta Phi Fraternity. Beyond his professional responsibilities, Victor is involved in his community through participation with St. Matthias School. He resides in Montgomery, New Jersey, with his wife and two children. Victor is an avid Rutgers football fan and enjoys baseball, basketball, football, reading, soccer, tennis, and spending time with his family.

Rosemary Neidermeyer is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services and Foresters Financial Services. LPL Financial is a national broker-dealer and investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Christopher Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is a member of the BNI Manalapan NJ networking group and is involved with Savoy-Health. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves client risk assessment and matching to program models or discretionary managers, with services delivered through a network of Investment Adviser Representatives and a variety of third-party asset management programs.

Kenneth Chan is a financial advisor with LPL Financial based in Morganville, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He is also involved with Gladstone Advisors, an investment-related business entity. 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 variety of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Gina Logsdon is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm‑approved tools.

Quinn Im is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, Quinn served at The Investment Center, Inc. and IC Advisory Services, Inc. He is also the sole proprietor of Charis Wealth Management and has maintained a personal interest in photography for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with diverse non-advisory financial services.

Robin May is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Robin holds Series 63 and Series 65 licenses and is also a commissioned notary public. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by advanced modeling tools and a range of investment and brokerage offerings.

Elizabeth Brain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at David Lerner Associates for nine years before joining Ameriprise in 2023. Outside of her advisory role, she is involved with Yoga4Sobriety, where she contributes by researching venues for annual yoga retreats. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brendan Foley is a financial advisor with Wells Fargo Advisors in Cranbury, NJ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a public notary in New Jersey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations based on Wells Fargo research and tools.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Gustavo Martinez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as an Advisory Consultant at TIAA from 2020 to 2023, Supervision Principal at Merrill Lynch between 2018 and 2020, Trust Team Manager at Merrill Lynch - Bank of America from 2017 to 2018, and Vice President Financial Solutions Advisor at Merrill Lynch - Bank of America from 2015 to 2017. Martinez holds a California Insurance License. He focuses on understanding clients' financial goals to develop customized plans that prioritize those objectives, creating tailored roadmaps based on individual preferences. Outside of his professional work, he has personal interests in soccer and traveling.

Andre Krause is a CFP® with 25 years of industry experience and currently serves as a financial advisor at Cetera. He has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc., with nearly two decades of tenure at each firm. Outside of his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he is also a commissioned notary. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Robert Sunbury Jr. is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Kris Baran is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Best Buy for five years and TopGolf for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Luis Zamora is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management and personalized financial planning. Since joining Merrill Lynch in 2019, he has worked closely with clients to identify and pursue their financial goals through disciplined, long-term strategies. Luis and his advisory team focus on areas including retirement readiness, college education planning, tax-efficient strategies, and wealth preservation. He holds a Bachelor's Degree from Rutgers University and maintains Securities Industry Essentials (SIE), Series 7, and Series 66 FINRA registrations. Luis is also a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes thoughtful listening, transparency, and tailored guidance to help clients manage wealth across generations. Luis is actively involved in his community through organizations such as American Legion Jersey Boys State and Special Olympics New Jersey. In his personal time, he enjoys hiking, playing pickleball and soccer, and spending time with his family.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Lamar Robinson is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he serves as the primary point of contact for clients, assisting multiple generations of families by facilitating conversations about wealth and investment planning. He is dedicated to providing personalized service tailored to individual client needs and preferences, and coordinates with Wealth Management Advisors when deeper planning support is required. Robinson has been with Fidelity Investments since 2006, progressing through roles from Relationship Manager to Senior Relationship Manager, and currently serving as a Senior Relationship Manager since 2019. His experience encompasses wealth management and client relationship management. Outside of his professional career, Lamar Robinson has interests in baseball, fishing, fitness, food, outdoor adventures, and running.

Alan Tennant is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.