Susan Blomster is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for ten years before joining Merrill. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Eng is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. He focuses on developing strong client relationships by understanding clients' personal perspectives and priorities to create tailored financial strategies. Eric works to help clients pursue goals such as retirement planning, funding education, managing wealth transfers, and addressing potential health care costs. His approach emphasizes regular communication and adjustments to strategies, aiming to bring clarity and simplicity to complex financial planning. Eric’s expertise includes corporate executive services, divorce transition planning, employee benefits planning, executive compensation, and portfolio management services, among other areas. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Eric graduated from Rutgers University with a bachelor’s degree in economics. He lives in Mountain Lakes, New Jersey with his wife and two sons. Outside of work, Eric participates in community volunteering and enjoys personal interests such as biking, camping, chess, cooking, fishing, football, golfing, photography, and volleyball.

James Dellavecchia is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for nine years before joining Equitable Advisors. Dellavecchia serves as president of the Cranford Business Alliance, a community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutions. The firm uses a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Gary Jones is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Jones and Jones Consulting LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services with a fiduciary standard and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Mark Villani is a Financial Consultant at Fidelity Investments, a position he has held since 2020. Prior to this role, he worked as a Financial Solutions Advisor at Bank of America-Merrill Lynch from 2011 to 2020. With many years of experience as a financial consultant, Mark focuses on developing financial strategies tailored to his clients' goals and aspirations. He emphasizes the importance of building trust and understanding his clients and their families to support sound financial planning. Outside of his professional work, Mark enjoys board games, concerts, football, outdoor adventures, and spending time with his pets.

Joseph Dandola is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Rich Planning Group. Outside of financial advising, he is involved with Madison Travel as an outside agent handling travel bookings. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and primarily utilizes third-party asset managers and advisory programs for model implementation.

Gerald Reiss is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Cetera and its affiliate since 2005 and operates a CPA firm providing audits, financial statements, accounting, and tax services. Additionally, he offers individual life insurance unrelated to investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to multiple investment program platforms through a multi-manager structure.

Bruce Goldman is a financial advisor at Charles Schwab with 39 years of industry experience. He has held a Series 63 and Series 65 designation and has been with Charles Schwab & Co., Inc. since 2005. Based in Jersey City, NJ, he has been part of Schwab’s advisory team for over two decades. 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 operational support.

Adriane Conway is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise, Cadaret, Grant & Co., Inc., and Keybridge Financial, where she also maintains a business focusing on non-variable insurance. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives and employs various investment strategies supported by research and technology.

David Sytsma is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Lawrence Feiler is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has previously worked at C.L. King & Associates, Inc. and spent a period unemployed before joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joseph Kayal is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as a brief tenure at Uber, Inc. Outside of advisory work, he is active as an insurance broker, selling life, fixed annuities, disability, long-term care, health, and property & casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jenna Faiella is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Cetera. Her work history includes roles at Avantax Investment Services, J.P. Morgan Securities, and Guardian Life. Outside of her advisory work, she is the managing member of NJ SALT 4 LLC, a salt distribution company serving residential and commercial customers. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Enroy Hyles is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a large network of independent advisors.

Sleem Chang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Axa Advisors, and Avant Garde Capital. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Dipasquale is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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.

Thomas Sjonell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at a Wine Outlet and held various positions including at Stockton University. 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 and access to third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.

Karen Ostarticki is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. She works closely with successful professionals at or near retirement to build their desired retirement plans and next financial stages, providing tailored strategies aimed at achieving financial confidence. Karen holds a Bachelor's Degree from West Virginia University and is a Personal Investment Advisor (PIA). She collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy approaches. Her focus includes helping clients manage concentrated stock positions and transition events such as retirement, inheritance, or business sales, as well as providing access to a broad range of Bank of America services. Residing in Bedminster, New Jersey, Karen leads an active lifestyle and serves as the Membership Director for the Central New Jersey chapter of LPGA Amateurs. She is involved with local Chambers of Commerce and community organizations, including Leadership Morris and former service on the Master Association board. Family and faith are central to her daily life, and she enjoys biking, boating, football, golfing, music, and spending time with family.

Aidan Healy is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various divisions within J.P. Morgan since 2022. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Partridge is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 1995. He holds Series 63 and Series 65 licenses. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.