Christopher Russo is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Royal Alliance and UBS Financial Services. Outside of advising, he is involved with Coda Logistics and Distribution, a non-variable insurance business. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Wendy Murray is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at firms including The Prudential Insurance Company of America, Pruco Securities, and Oppenheimerfunds Distributor. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Gerasimos Melissaratos is a Branch Leader at Fidelity Investments, a role he has held since 2020. Prior to this, he served as a Branch Leader at TD Ameritrade from 2018 to 2020 and as a Senior Financial Consultant there from 2014 to 2018. His professional focus includes coaching and developing teams to deliver exceptional client experiences, emphasizing engagement and knowledge among associates. He is committed to fostering an environment that supports both associates and clients. Outside of work, Gerasimos is interested in family activities, fitness, social events, reading, traveling, and volunteering.

Marcus Maldonado is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, as well as at JPMorgan Chase Bank, NA since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Benjamin Cohn is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in various roles including positions with the Philadelphia 76ers, L.P., and Arconic. In addition to his advisory role, he is involved as an insurance agent focused on fixed insurance products and serves as a financial advisor with Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Kelley Mack is a Wealth Management Advisor at Merrill Lynch Wealth Management with a professional tenure beginning in 2014. Before joining Merrill Lynch, she spent ten years at Harding Loevner, a boutique asset management firm specializing in international and global equities, where she worked closely with institutional and registered investment advisor clients. Currently, Kelley focuses on assisting individual investors in achieving their financial goals through a goals-based approach and a thorough planning process tailored to each client's situation and aspirations. Kelley holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School of the University of Pennsylvania. She also has Merrill Lynch's Portfolio Manager designation, enabling her to manage Personalized or Defined Strategies on a discretionary basis. She graduated from Villanova University with a Bachelor of Science degree in Mathematics and a minor in Business. Outside of her professional role, Kelley enjoys traveling, running, and spending time with her husband and two young sons.

Jeffrey Boyarsky is a financial advisor at Equitable Advisors with 47 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor firm, Axa Advisors. Outside of his advisory role, he is a licensed residential real estate referral representative. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes financial planning, retirement plan consulting, and asset management through a network of advisers and third-party managers, offering a variety of investment options including mutual funds, ETFs, and alternative investments.

Alexander Radcliffe is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing financial services to affluent households, individuals, retirees, and small business owners. His approach is goals-based wealth management, focusing on understanding clients' short and long-term objectives to build personalized financial strategies that include investment management, retirement planning, risk management, and wealth transfer. Mr. Radcliffe holds a Bachelor's Degree from Rutgers University and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He works collaboratively with other trusted advisors such as tax professionals, attorneys, and insurance agents to provide comprehensive financial planning services. In addition to his professional work, Alexander is engaged in community service through organizations like Junior Achievement of NJ, where he teaches basic financial principles to children. He also contributes to local organizations such as the Hillside Community Food Bank, Jar of Hope, and Ronald McDonald House New Brunswick. Outside of work and community involvement, he enjoys cooking, dancing, football, music, pickleball, pottery, racquetball, running marathons, spending time with his family, and yoga.

Jean Wiegner is a financial advisor at Merrill with a Series 63 designation and 45 years of industry experience. He has been with Merrill since 1978 and concurrently has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a committee member on the finance committee of the Nassau Club, a charitable organization in Princeton, New Jersey. 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ernest Benton is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities Corporation. Outside of his advisory work, Mr. Benton owns Buddy Benton Captain Services and is involved in sales for Yachtfinders Online. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of insurance and trust services.

Colin Ross is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at several companies including Party Perfect Rentals LLC and Event Staffing Solutions LLC. 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 individual and institutional clients.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services, AXA Advisors, and State Farm. He is also involved in general agency activities for Medicare and property & casualty business through RCK Holdings LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm employs various advisory models, often implemented via third-party sponsors, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Karin Wessel is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 license. She has 13 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, Spar, and Allstate Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust, insurance, and lending services.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for over two decades at SHI International Corp. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Dirk Alexander is a financial advisor with Osaic Wealth, Inc. in Princeton, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Osaic Wealth since 2006, with prior roles including positions at New Century Financial Group, U.S. Allianz Securities, Eastern Point Advisors, and Locust Street Securities. Outside of finance, he is involved in music as a session musician and manages a music publishing LLC. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

Mark Coller is a financial advisor with LPL Financial in Staten Island, NY, holding the PFS™ designation along with Series 63 and 66 licenses. He has 29 years of industry experience, including previous roles at National Planning Corporation and operating his own CPA practice since 1986. His CPA work includes tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Carbone is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliated entities since 2013. Carbone is also a partner at Integrated Financial Services and serves as an investment advisor representative at Guided Professional Solutions LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to use affiliated and third-party model portfolios or create customized strategies.

Brian Wong is a financial advisor with LPL Financial, holding a Series 66 designation and having 20 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. Outside of his advisory work, he is a commissioned notary public in New Jersey. 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 financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Carol Tomensky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she acts as power of attorney for her sister as needed. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, offering both brokerage and advisory solutions across a broad platform.