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.

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 before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research.

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. Paglia also has involvement in an outside insurance business. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Padmaja Kotagiri is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 designations and having 23 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and also has past experience with Metlife Securities Inc. from 2001 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on delivering collaborative, goal-oriented 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 financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Merrill since 1982 and has been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage custody services. The firm integrates these services with Bank of America affiliates and emphasizes managed accounts and manager selection supported by its Chief Investment Office and platform oversight.

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 Series 66 and Series 63 licenses and has worked at Bank of America, Charles Schwab, and Fidelity Investments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Martin Mercurio is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2010. Mercurio is also involved with Beacon Financial Group in an investment-related capacity. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 and J.P. Morgan Chase Bank since 2019. Prior to that, she was employed at Prudential Advisors and completed a role at Loyola University Maryland. 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. The firm’s advisory process combines quantitative and qualitative research, with recommendations supported by a manager solutions team and incorporating ESG eligibility frameworks.

Paul Inzerillo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services including asset allocation advice, investment manager searches, and customized performance reporting to plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary framework.

Jason Natale is a financial advisor with LPL Financial in Bridgewater, NJ, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at M&T Securities, Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Michelle Bada is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 29 years of industry experience. She has been with Merrill since 1998. Outside of her advisory work, she is listed as a part owner of a family restaurant in Wildwood Crest, New Jersey. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

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.

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.

Damien Berube is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. He previously worked at FFP Wealth Management and Garden State Securities, Inc. From Staten Island, NY, Berube has been with LPL Financial since 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a wide range of advisory and brokerage services, including financial planning and model portfolio programs.

David Fazendeiro is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in a non-variable insurance business as a sole producer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Jonathan Barrett is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Equitable Advisors in Woodbridge, NJ. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Barrett serves on multiple nonprofit boards, including Help The Children Hear and the Dominican Republic Relief Organization, and is an adjunct professor at Seton Hall University, where he lectures to juniors and seniors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a combination of proprietary programs and third-party asset managers to deliver personalized advisory solutions across a broad range of investment products.

Robert Edelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior firms include Bank of America and Merrill. Outside of advising, he operates a small online resale business on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, combining proprietary and third-party models to accommodate various client needs.