Zhe Ding is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. He is also involved in non-variable insurance marketing through Ritter Insurance Marketing and a Prudential-sponsored insurance agency. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Brian Partridge is a financial advisor at Merrill with Series 63 and Series 65 designations and 25 years of industry experience. He has been with Merrill since 1995. 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, and institutional investors.

Stephen Mcpherson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Aaron Paglia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with AXA Advisors. Outside of his advisory role, he is involved in an insurance-related business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Padmaja Kotagiri is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previous experience with Metlife Securities Inc. from 2001 to 2017. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Theodora Portelos is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and over 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Portelos serves on the board of the Greek Orthodox Metropolis of New Jersey Philoptochos, a charitable nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across various investment and planning services.

Geoffrey Mann is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

William Meagher is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies tailored to meet client needs. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in personal investing. William earned his bachelor's degree from Hamilton College. No additional personal interests or community involvement information has been provided.

Frank Hellriegel is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo in 2018, he worked at PNC Investments for nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and demographics.

John Tarantino is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Morgan Stanley in various capacities over the past decade. Outside of his advisory role, he is involved with multiple wealth management entities associated with LPL Financial. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm employs proprietary research and planning tools to develop recommendations, offering clients discretion over implementation through brokerage or advisory programs.

Kevin Lange is a financial advisor at Merrill with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Charles Schwab and Fidelity Investments. 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 plans, charitable organizations, and corporate fiduciaries.

Martin Mercurio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with National Planning Corporation since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Meredith Doty is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2019. Prior to that, she was employed at Prudential Advisors and Loyola University Maryland. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Jason Natale is a financial advisor with LPL Financial in Bridgewater, NJ, holding a Series 66 designation and totaling 18 years of industry experience. His career includes roles at M&T Securities and Allied Wealth Partners, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Ciro Lipariti is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base of 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, employing multi-asset model portfolios with strategic allocation and research-supported alternative investments.

Michelle Bada is a financial advisor with Merrill in Iselin, NJ, holding Series 63 and Series 66 licenses with 29 years of industry experience, including 28 years at Merrill. She is part owner of a family restaurant, Crab & Seafood Shack, located in Wildwood Crest, New Jersey, which is managed by her father. 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 plans, charitable organizations, and corporate fiduciaries.

Polina Novozhilova is a CFP®-designated financial advisor at Charles Schwab with two years of industry experience. She has been affiliated with Charles Schwab and Charles Schwab Bank since 2023. Charles Schwab 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, offering a blend of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach.

Rachel Goodman is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is involved with 5 Star Appraisals, a real estate firm where she performs data entry tasks. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, leveraging external asset managers and providing both advisory and brokerage channels.

Stephen Luthmann is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC for nine years. Outside of his advisory role, he has a 50% ownership interest in Legacy 7 Holdings LLC, a holding company for an Amazon FBA e-commerce startup. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Laskin is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked with Cetera since 2017 and has held roles at SII Investments, Inc. and Brunswick Wealth Management, LLC. Outside of his advisory duties, Laskin serves as president of Brunswick Wealth Management LLC, where he is involved in tax preparation, accounting, financial services, and fixed insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and various program structures.