Withle Primus is a financial advisor with LPL Enterprise holding Series 65, 63, and 66 licenses and 15 years of industry experience. His prior roles include positions at Penn Mutual, WFG/Transamerica, LPL Financial, and HSBC Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Ethan Locker is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Distributors, LLC for five years and has held various roles in financial services and other sectors since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Michael Dirocco is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, NJ, where he has worked for 13 years. Prior to Equitable Advisors, he was with Axa Advisors for seven years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Christian Batcha is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Shannon Group, having joined the team in 2017. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) credential. Prior to his current role, Christian accumulated 17 years of experience as an equity trader with Bank of New York (Pershing) and Mirae Asset Securities, as well as 4 years in risk and audit at BlackRock. Christian graduated from Lehigh University with a bachelor's degree in Finance and attended Princeton Day School. His team focuses on managing the financial lives of multi-generational families, addressing goals such as education planning, retirement income, and philanthropic planning through personalized investment approaches. Outside of his professional career, Christian lives in Pennington, New Jersey with his wife Mary and their three children. He is involved in the community as a coach for Nassau Ice Hockey and enjoys football, ice hockey, running, spending time with his family, and traveling.

Michael Fachler is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Prudential Insurance Company of America since 1999 and was previously affiliated with Pruco Securities, LLC. Fachler is also involved with UNUM Provident in a separate business capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies developed by its research department and third-party portfolio strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Patrick Sullivan is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Outside of his advisory role, he works as an independent contractor officiating basketball games. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those for registered investment companies and intermediary platforms.

Ellen Baber is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 66 designation and 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent a year at Prudential Equity Group, LLC. Baber also serves as co-trustee for her spouse's investment-related trust. 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 employs research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions through a large network of financial professionals.

Mark Zawistowski is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2018. Outside of finance, he has experience in the restaurant industry, including roles at Haven Riverfront Restaurant, Grove Square, and HopsSotch. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lav Varma is a Series 65–licensed financial advisor with Equitable Advisors, where he has worked since 1999. He has 43 years of industry experience and previously worked at Axa Advisors. Varma serves as a member of the Board of Trustees for Art N Beat, a nonprofit organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and emphasizes tailored client risk assessment and program matching.

Stephen Loughran is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the Princeton, New Jersey office. He has been associated with Merrill Lynch for over 30 years. Before serving as a Wealth Management Advisor, he held the position of National Sales Manager for Merrill's Wealth Management Services and Special Investor Services. In these roles, he specialized in providing financial services to corporate executives, high-net worth individuals, and professional athletes. During his tenure, Stephen contributed to the development of various financial products, including stock option programs, alternative investment strategies, and private equity products. He also played a role in creating investment programs in collaboration with the PGA TOUR and the Association of Tennis Professionals to support professional athletes in managing their financial assets. Stephen holds a Bachelor of Arts degree in Economics from Princeton University and an MBA from Harvard Business School. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Lawrenceville, New Jersey, with his wife Barbara and their four children.

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.

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.

Jonya Langley is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2019 and was previously a homemaker from 2015 to 2019. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Silerto is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including nearly two decades at Scottrade, Inc. prior to joining LPL Financial in 2019. His career also includes roles at National Securities Corp, National Asset Management, PRUCO Securities Corporation LLC, and the Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Daryl Lipkin is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include tenures at UBS Financial Services and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Ryan Szaryko is a financial advisor with Charles Schwab in Princeton, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is a part-owner of a hookah bar and lounge in Charlotte, NC. 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. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and order-routing services.

Beatrice Mcfarlin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2012, following a 27-year career in Newark Public Schools. Outside of investment advisory, she is involved in sales of loan products and home-related services for affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Walter Daszkowski is a financial advisor with LPL Financial, holding the PFS™ credential and Series 63 and 66 licenses, with 28 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2012 to 2017. Outside of his advisory role, he is the CEO and majority shareholder of Daszkowski Tompkins & Weg PC, which provides accounting and bookkeeping services, and serves as a vice chairman and board member of Empire State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad non-advisory financial services platform.

Jon Strohl is Vice President and Branch Leader at Fidelity Investments, where he leads the local investment center. In this role, he oversees the provision of financial and investment guidance to clients, including one-on-one retirement planning, income strategies, college planning services, and integrated employee benefit strategies. He has been with Fidelity Investments since 2000, progressing through various roles including Trading Associate, Financial Representative, Financial Planning Consultant, and Regional Planning Consultant before becoming Branch Office Manager in 2018. His extensive experience within the firm reflects a breadth of knowledge in financial planning and client services. Details regarding his education, credentials, personal interests, or community involvement were not provided.