Brandon Myers is a Financial Advisor and Junior Partner with The De Cerbo & Associates Team at Merrill, part of Merrill Lynch Wealth Management. He serves a select group of individuals and families, including professional athletes, coaches, senior corporate professionals, and others navigating significant life transitions. His client focus areas include education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Brandon holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Science in Finance from Rutgers Business School, graduating cum laude. During his time at Rutgers University, he was a Division I football player, a three-time Academic All-Big Ten honoree, and a 2021 Big Ten Distinguished Scholar. Outside of his professional work, Brandon enjoys golfing, spending time with his family and friends, and staying connected to the game of football. He is a lifelong resident of Somerset County, New Jersey. His community involvement includes associations with Athletes.org, Bridgewater-Raritan High School Football, Bridgewater-Raritan High School Hall of Fame, and the Somerset County Business Partnership.

Michael Carpio is a financial advisor at Charles Schwab with 15 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A. from 2011 to 2023 before joining Charles Schwab in 2023. 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, combining non-discretionary advisory with access to affiliated discretionary separately managed accounts and alternative investment options.

Victor Montas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career with New York Life in 2009 and joined Merrill Lynch in April 2015. Prior to entering financial services, Victor worked for ten years as a legal professional at Am Law 100 law firms in Washington DC and New York. In his current role, he specializes in serving growing and successful business owners, focusing on comprehensive wealth management strategies that address complex financial needs such as business growth, succession planning, and employee benefits. Victor’s approach is consultative, emphasizing thorough client engagement, periodic communication, and leveraging the investment insights of Merrill alongside the banking services of Bank of America. Victor earned both a Bachelor’s degree in History and Political Science and a Master’s degree in History from Rutgers University. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also registered through FINRA Series 7, 63, and 65, and holds licenses for Annuity, Life, and Health products. Victor is a native Spanish speaker and a member of Lambda Theta Phi Fraternity. Beyond his professional responsibilities, Victor is involved in his community through participation with St. Matthias School. He resides in Montgomery, New Jersey, with his wife and two children. Victor is an avid Rutgers football fan and enjoys baseball, basketball, football, reading, soccer, tennis, and spending time with his family.

Rosemary Neidermeyer is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Investment Services and Foresters Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Christopher Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is a member of the BNI Manalapan NJ networking group and is involved with Savoy-Health. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves client risk assessment and matching to program models or discretionary managers, with services delivered through a network of Investment Adviser Representatives and a variety of third-party asset management programs.

Kenneth Chan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with research support from LPL Research and third-party subadvisors.

Quinn Im is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2009. Outside of advising, he is an avid photographer with over 25 years of experience pursuing this interest personally. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services supported by various investment programs and research resources.

Brendan Foley is a financial advisor with Wells Fargo Advisors in Cranbury, NJ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a public notary in New Jersey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations based on Wells Fargo research and tools.

Brian Thompson is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Citizens Securities, Ameriprise Financial Services, and TD Private Client Wealth, among others. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Andre Krause is a CFP® with 25 years of industry experience and currently serves as a financial advisor at Cetera. He has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc., with nearly two decades of tenure at each firm. Outside of his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he is also a commissioned notary. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Robert Sunbury Jr. is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Luis Zamora is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management and personalized financial planning. Since joining Merrill Lynch in 2019, he has worked closely with clients to identify and pursue their financial goals through disciplined, long-term strategies. Luis and his advisory team focus on areas including retirement readiness, college education planning, tax-efficient strategies, and wealth preservation. He holds a Bachelor's Degree from Rutgers University and maintains Securities Industry Essentials (SIE), Series 7, and Series 66 FINRA registrations. Luis is also a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes thoughtful listening, transparency, and tailored guidance to help clients manage wealth across generations. Luis is actively involved in his community through organizations such as American Legion Jersey Boys State and Special Olympics New Jersey. In his personal time, he enjoys hiking, playing pickleball and soccer, and spending time with his family.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Alan Tennant is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Hicks is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Jonathan Schlenger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Wells Fargo entities since 2014, including Wells Fargo Bank and Wells Fargo Advisors, and has worked at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Liet Han is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes five years at J.P. Morgan Securities. Outside of his advisory role, he owns and manages a business, LCH LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Johnny Burks is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Ridge Foot and Ankle Associates, and FTI Consulting. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Stryker Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2021. Prior to joining Schwab, he worked at TDAmeritrade for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 solutions supported by centralized supervisory and custody functions.