Mariela Maquilon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Bank NA since 2010 and has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Booker is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2010, following a tenure at Bank of America. He serves on the board of directors for St. Anthony High School in Jersey City and is involved with the Foundation for California University of Pennsylvania, where he participates in scholarship and investment committees. Booker is also a partner in WorkNest LLC, a company providing workplace solutions for nursing mothers. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, relying on proprietary research and model-based asset allocation to tailor client plans.

Judith Kasen Windsor is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 credentials and over 28 years of industry experience. She has been with Wells Fargo Advisors since 2022, following previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of her advisory work, she serves as a trustee for a family-related trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services through its advisors, who develop tailored recommendations using internal research and tools, with flexible implementation options for clients.

Gregory Nolan is a financial advisor with Wells Fargo Advisors in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2012 and owns Nolan Wealth Management, LLC, a practice he operates independently. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with optional implementation through its brokerage or advisory programs.

Steven La Ferriere is a financial advisor with Merrill and holds a Series 66 designation. He has four years of industry experience, including roles at Bank of America and MassMutual Life Insurance Company. He serves as a director for the Summit/New Providence Rotary Club, coordinating community programs and volunteer opportunities, and is a member of the Madison Pool Ad Hoc Committee, working on preserving local recreational facilities. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Abdul Awan is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable Advisors and Selective Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Richard Defuccio is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors since 2012. Defuccio has ownership interests in Marquis Wealth Advisors LLC and Corwil, Inc., both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of financial planning and investment services, including niche planning specialties. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by proprietary research and planning tools.

Michael White is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 66 registrations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Sharon Schoenherr is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses with 10 years of industry experience. She previously worked at BNY Mellon from 2007 to 2018 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Christal Generoso is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. She previously worked at Stifel Nicolaus for seven years and served at New Jersey City University for nine years. Since 2020, she has been with Ameriprise in Colonia, NJ. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports through a centralized consulting team, supporting clients primarily within Ameriprise-managed accounts.

Melvin Taylor is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory work, Taylor is the author of several science fiction books and is involved in promoting his publications through related business ventures. 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 investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools.

Owen Zukovich is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2014, including his current role starting in 2022. Prior to that, he was also associated with UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Harry Neufeld is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and RBC Capital Markets Corporation. He also serves as a power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Giselle Cantada is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jung M Kim is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Chang Lee is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked with firms including IC Advisory Services Inc., The Investment Center Inc., Mass Mutual Investors Services, and Raymond James Financial Services Advisors Inc. Lee also operates a tax preparation and accounting service in addition to his advisory work. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by model portfolios, research, and advanced technology solutions.

Viviana Santiago is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank. She also owns St James Wealth Management, a financial practice based in West Caldwell, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Matthew Barkauskas is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and having four years of industry experience. His career includes roles at JPMorgan Chase Bank, SidelineSwap, Proficio Capital Partners, and Tradition. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence to guide investment recommendations.

Irina Lovelace is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior work includes roles at Webster Bank, Israel Discount Bank, and TIAA. Outside of her advisory work, she manages a residential rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Vito Manno is a Planning Consultant at Fidelity, a role he has held since 2024. He has been a financial professional for over two decades, accumulating extensive experience across various roles in the financial services industry. Prior to his current position, he served as a Financial Consultant at Fidelity Investments from 2020 to 2024. His earlier positions include Retirement Education Specialist at Principal Financial Group from 2014 to 2020, Financial Advisor at Cambridge Investment Research, Inc. in 2014, Financial Advisor at NFP Advisor Services from 2006 to 2014, and Financial Consultant at AXA Advisors from 2003 to 2006. Vito holds a degree in Finance and maintains a California Insurance License. Throughout his career, he has focused on building trusting relationships with clients by listening carefully to their needs, concerns, and goals. He aims to be a financial confidant who partners closely with clients and their families. Vito and his team are committed to earning trust and fostering collaboration with those they advise.