Roy Schoenfeld is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, having previously worked at Merrill, Bank of America, and OSAIC. Outside of advising, he offers disability insurance and fixed annuities and works as a delivery driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Shannon Schiavo is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2009. Outside of her advisory role, Schiavo is involved in beekeeping as a non-investment-related business activity. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony D'Angelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he holds a 33% ownership interest in GAF Properties, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Louis Greiss is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Summit Health and positions in the hospitality sector, as well as teaching at Nutley High School and Montclair University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and offering ERISA fiduciary services to qualified plans.

Linda Gatere is a Financial Solutions Advisor at Merrill, specializing in wealth management through Merrill Lynch. In her role, she works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. Her services include investment management, retirement planning, and preparing for unforeseen financial needs. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Linda holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned a Bachelor's degree from Kenyatta University and a Master's degree from the University of Bath. Her approach focuses on helping clients identify what matters most to them and their families to create tailored financial strategies.

Tejaswi Patel is a financial advisor with LPL Financial in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, Patel worked at Cetera Advisors LLC, First Allied Advisory Services, and First Montauk Securities Corp. Patel also engages in selling non-variable insurance products through Ash Brokerage Corp. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.

Craig Marquardt is a financial advisor with LPL Financial in Somerset, NJ, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Merrill. Outside of his advisory work, he participates in a health insurance plan through LifeX. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies with research and technology tools.

Nicole Burns is a financial advisor with Merrill in Morganville, NJ, holding Series 63 and Series 66 credentials. She has 32 years of industry experience, including nine years at Merrill and prior work at Freehold Cartage, Inc. Outside of her advisory role, she serves as executor and holds power of attorney positions related to several estates. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Madison Ubry is a CFP® with three years of industry experience, currently affiliated with Charles Schwab. Prior to joining Schwab, Madison worked at La Mezzaluna for four years and spent five years at Rider University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research.

Kenneth Van Leeuwen is a financial advisor with LPL Financial based in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Linsco/Private Ledger Corp., Van Leeuwen & Company, LLC, and Van Leeuwen & Co., LLC. He serves on the LPL PAC Advisor Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolios, and institutional platforms to individuals, retirement plans, banks, and trust companies.

Richard Callaghan Jr. is a CFP® with 31 years of industry experience currently serving at Equitable Advisors. His prior roles include positions at LPL Financial, Capitol Securities Management, and several other advisory firms. He serves as a trustee for the Brotherhood Protective Order of Elks Summit Lodge No. 1246, a charitable and fraternal organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver its services through a large network of Investment Adviser Representatives.

Anthony Mignone is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with the Ashar Group, a life settlement business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third-party managers, with a focus on tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cary Hall Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years. He also served in the United States Army Reserve for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nigel Francis is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he owns Nycis Entertainment, a disc jockey service based in 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jennifer Mack is a Series 66–licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bridgot Basile is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including North Capital Private Securities and Worth Financial Management LLC before joining RBC in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers.

Ted Sui is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Unipec America, Inc. and TF Seals, as well as studies at New York University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and discretionary management tools, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Meredith is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a year at Charles Schwab Bank. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

James Waltman is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as mayor of Delaware Township, New Jersey, with responsibilities including attending meetings, setting agendas, and managing municipal business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.