Eileen Mclaughlin is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill for a total of 12 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, pension, corporate, and charitable clients. The firm combines strategic asset allocation and third-party management options within a framework supported by Bank of America’s custody and trading infrastructure.

Dina Delre is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. since 2005. In addition to her advisory role, she operates as an independent insurance agent specializing in dental and group disability income, disability, property and casualty, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved software to analyze client goals.

Lisa Kolbasowski is a financial advisor at Merrill with 22 years at the firm and 13 years of industry experience. She holds a Series 66 designation and is based in Princeton, NJ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francis Gakpo is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Schwab in 2025, he worked at Merrill from 2016 to 2024 and has been involved with the American Red Cross since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative investment program.

Rocco Berardi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked for MetLife Securities and Metropolitan Life Insurance Company for over 40 years combined before joining Mass Mutual Investors Services in 2017. Outside of his advising role, Berardi is involved in various entrepreneurial ventures, including managing a restaurant and several real estate and recording studio businesses, as well as serving as president of a homeowners association. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, generally focusing on goal-based planning and collaborative client relationships.

Gregory Colonna is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently an advisor at Edelman Financial Engines, having worked within the Financial Engines Advisors L.L.C. entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a broad range of investment products.

Kathleen Joyal is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Merrill since 1983 and is also associated with Bank of America since 2009. Outside of her advisory role, she serves as an executor in a fiduciary capacity. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

James Capuano Jr. is a financial advisor with LPL Enterprise and holds the ChFC® and Series 63 designations. He has 44 years of industry experience, including over three decades with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in selling property and casualty insurance as well as servicing Medicare Supplement insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, 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 its network of investment adviser representatives.

James Migliore is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Prior to his current role, he also worked at Lester Auto Group/Lester Glenn and briefly at Kim Marie's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a framework for ESG eligibility.

David Briegs serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing guidance since 1989. He is part of The Kugel Briegs Group, which offers client-focused wealth management services that combine personalized attention with the resources of a large financial institution. His approach to wealth management centers on understanding clients' goals and developing long-term, planning-based strategies tailored to each individual's needs. David's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds multiple industry designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Business Economics from Rutgers University and completed the CFP® Professional Education Program at the College for Financial Planning as well as the Certified Investment Management Analyst® Program at the University of Pennsylvania Wharton School of Business. Outside of his professional career, David is a retired three-time U.S. National Champion in Skysurfing with over 2,500 jumps, has competed in three ESPN X-Games, and was a member of the U.S. Team in the World Championships in 1999. He holds a 4th degree black belt in Combat Hapkido.

Jerald Aloof is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 40 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology-driven tools and a broad suite of non-advisory financial services.

Brendan Vlasak is a financial advisor at Fidelity, holding a Series 66 designation. He has been with the firm since 2026. His prior experience includes roles in education and banking, with positions at Warren Township Schools, Magyar Bank, and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Mickendrow is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2005. Outside of his advisory role, Mickendrow volunteers as a youth football coach for Pop Warner. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs to implement customized investment solutions without sponsoring its own wrap fee program.

Dennis Beaumont is a CFP®-credentialed financial advisor with 29 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Brokers International Financial Services, LLC, Beautiful Mountain Group, and Allstate Insurance Co. 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 utilizes model-driven investment approaches developed by internal and third-party strategists, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

Joe Burgoyne is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he acts as an advocate for clients to ensure that financial plans are customized to address their families' unique needs. Joe collaborates with clients to build financial plans, identify strategies aligned with those plans, and maintain open communication. Joe has extensive experience in the financial services industry, having worked at Fidelity Investments since 2010 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Ameriprise Financial from 2006 to 2008 and as a Client Service Associate at Morgan Stanley from 2008 to 2011. Outside of his professional work, Joe engages in family activities, fitness, social events with friends, parenthood, snowboarding, and surfing.

Robert Jarvis is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1996, totaling 30 years at the firm. 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 and profit-sharing plans, corporations, and charitable organizations.

Cole Peake serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and discusses solutions available through Merrill and Bank of America. His approach focuses on empowering clients with knowledge and tools to manage their financial lives and select platforms that suit their current needs. Peake's expertise encompasses a broad range of financial topics, including investing, retirement planning, and preparing for unforeseen expenses. He emphasizes developing tailored strategies based on what is important to clients and their families to pursue financial goals effectively. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Rutgers.

Noel Irwin is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2001 and Bank of America, N.A. since 2011. 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.

Matthew Greiner is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

Rong Diao is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Raymond James & Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.