Alexandra Hobson is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She focuses on providing wealth management advice and strategies tailored to individuals, families, corporate executives, business owners, and institutions such as endowments, foundations, and non-profits. Her practice includes family wealth management, legacy planning, philanthropic and retirement income planning, as well as services tailored to managing new wealth and women’s wealth. Alexandra holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Personal Investment Advisor (PIA) credential. She earned a Bachelor of Arts degree from Pennsylvania State University with a major in Political Science and a minor in Economics. Alexandra works alongside her family as part of The Hipple Wealth Management Group, where they employ a holistic and disciplined goals-based approach to personal wealth management designed to simplify clients’ financial lives. Outside of her professional career, Alexandra participates in community volunteer work and engages in activities including cooking, gardening, golfing, hiking, running, traveling, yoga, and spending time with her family.

Gregory Larson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2015, including its affiliated entity Ameriprise Financial Services, Inc. Prior firm history beyond Ameriprise is not noted. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Zachary Swol is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. He has been with Merrill since 2011, totaling 15 years at the firm. 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 model-based and discretionary investment strategies developed by internal and third-party managers.

Justin Lotano is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved in authoring financial books. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Gregory Bahary is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. Prior to his advisory role, he has been involved as president and consultant of Gossip Records Inc., a record label and music publishing business. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory services, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 advisors and provides additional capabilities such as trust services and securities-based lending.

James Galipean is a financial advisor with Equitable Advisors and holds Series 63 and Series 65 licenses. He has been with Equitable Advisors since 2026. Outside of his advisory role, he has experience as a caregiver and has worked in education at Kean University and Middlesex County College, as well as in the food service industry with Magliones Italian Ice. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various program models and third-party asset managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Peter Shaker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at OSAIC, Martin Insurance Group, Brown & Brown, and AXA Advisors, as well as time as a self-employed advisor. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Thomas Forde is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities since 2021 and concurrently at JPMorgan Chase Bank, N.A. since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment programs supported by a centralized due-diligence process.

Brian Kovener is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2024, following prior roles at Securities America and Investacorp. Outside of his advisory work, Kovener serves as Publishing Director for VUE NJ, a bi-monthly print magazine. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party platforms to create portfolios encompassing stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Leonardo Urena Guzman is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Bank of America, Market Securities LLC, Petco, and teaching roles at Middlebury College and Cresskill High School. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Xerri is a financial advisor at Wells Fargo Advisors with one year of industry experience. He has been self-employed as a musician and content creator since 2011, writing, recording, and performing music alongside his advisory role. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services with tailored recommendations supported by Wells Fargo research and planning tools.

David Krietzberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 19 years before joining LPL Financial in 2024. In addition to his advisory role, he serves as an instructor with the Financial Educators Network. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs and financial planning services supported by research and a diversified investment approach.

Theodore Smallwood is a Financial Advisor at Merrill Lynch Wealth Management with eight years of experience in the financial industry. He specializes in college education planning, education planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. He holds a Bachelor's Degree from Pennsylvania State University and is a certified Personal Investment Advisor (PIA). Theodore focuses on understanding what matters most to each client, helping individuals, families, and business owners develop strategies to build, preserve, and transfer wealth. He emphasizes building long-term relationships and serving as a trusted resource for his clients. Residing locally with his wife and dog, Theodore enjoys outdoor activities such as running, swimming, hiking, and playing golf. He is also an avid sports fan, with personal interests including baseball, boating, chess, football, ice hockey, music, and spending time with family.

Nicholas Glensor is a financial advisor with Merrill in Hazlet, NJ, holding Series 66 and Series 63 licenses and seven years of industry experience. He has been with Merrill since 2018 and previously worked at Rowan University from 2014 to 2018. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chunhua Xin is a financial advisor with Primerica Advisors in West Windsor, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica, Xin has worked with firms including Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and various financial and real estate companies. Xin is also involved with Faithful Financial, LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and supports its services with custody and execution partnerships.

Thomas Vastardis is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 63 designation and has worked at Avantax Investment Services, Inc. for 27 years before joining Cetera in 2025. In addition to his advisory work, he provides income tax preparation and accounting services through his business, Thomas Vastardis & Associates. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party investment options.

Mark Rodrick is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 32 years of industry experience. He has worked at Wells Fargo Advisors since 2019 and previously at Morgan Stanley from 2016 to 2019. Rodrick has a 50% ownership in MRFJ Capital, a separate investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Samuel Santiago is a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team provide a full range of wealth management services tailored to corporate executives, business owners, and their families. With over two decades of experience in the financial services industry, Samuel joined Merrill Lynch Wealth Management in 1999. His expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. He assists corporate executives in integrating these benefits into a long-term financial strategy. Samuel emphasizes a comprehensive approach to wealth management that starts with understanding each client's individual goals. He also focuses on uncovering behavioral finance tendencies to better support clients in achieving their financial objectives. Samuel holds a Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program at Middlesex County College. Outside of work, his personal interests include adventure sports, biking, hiking, music, reading, running, spending time with his family, traveling, watching movies, and woodworking.

Farah Kazmi serves as a Wealth Management Advisor, providing financial guidance and strategies tailored to meet her clients’ distinct financial situations and goals. She works within Merrill Lynch Wealth Management, leveraging the firm’s broad investment insights and banking resources to support entrepreneurs, business owners, and individual clients in achieving their objectives. While specific details on Farah’s professional background, education, and credentials are not provided, her role focuses on delivering customized financial advice by understanding clients’ preferences, time horizons, liquidity needs, and risk tolerance. She follows a consultative approach, regularly engaging with clients to keep financial strategies current and aligned with their evolving goals. No information regarding Farah Kazmi’s personal interests or community involvement is available.

Robert Dudek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial services including college education planning, equity compensation services, family wealth management strategies, and retirement income planning. Robert applies his professional experience to individual and corporate investment strategy, portfolio management, and liquidity management. With over 20 years of experience, Robert has a background in financial, management, operational, sales, marketing, training, and e-business knowledge. His approach focuses on Total Asset Management, assessing clients' current financial situations and developing strategic plans to help them reach their future goals. He holds a Personal Investment Advisor (PIA) designation and a Bachelor's degree from Fairleigh Dickinson University. Additionally, he completed a Certificate of Professional Development focused in Strategy from the University of Pennsylvania. Outside of his professional role, Robert is involved in the Montgomery Youth Sports Leagues and enjoys various personal interests including baseball, basketball, cooking, football, golfing, swimming, traveling, and spending time with his family.