Zad Mahana is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve them. Mahana provides ongoing advice and adapts portfolios as clients' situations change. He has experience in custom managed strategies, private markets, and managing small business 401(k) and cash balance plans. His areas of focus include college education planning, family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, and portfolio management services. Mahana holds the Personal Investment Advisor (PIA) designation. Mahana earned a Bachelor's Degree from George Washington University. He speaks English and Arabic. Outside of his professional work, his interests include boxing, chess, music, skiing, and soccer.

Rocco Fiato is a financial advisor with Merrill based in Bridgewater, NJ, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Northeast Planning Corp for one year. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. since 2017 and 2018 respectively. 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 a range of individual and institutional investors.

Kyle Dudek is a Financial Advisor at Merrill Lynch Wealth Management, where he assists clients in navigating complex financial challenges. He focuses on creating tailored strategies that align with each client's unique goals to help maximize their resources and achieve their envisioned future. With over five years of experience in the financial services industry, Kyle specializes in serving the mass affluent market. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and leverages his expertise in banking services and wealth planning to provide comprehensive, evolving financial guidance. Kyle earned a Bachelor's Degree in Financial Planning and Wealth Management with a minor in Economics from the University of Delaware. He is based in Skillman, NJ, and enjoys spending time with his family, staying active through various sports, traveling, and following New York sports teams.

Steven Parente is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and has additionally been with Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Karen Crovicz is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. 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 that utilizes structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Tarashuk is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual. Outside of financial advising, he owns Aquatic Ascent, a business that raises and sells exotic fish. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves client risk assessment and matching to advisory program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

David Hogan is a financial advisor with Merrill in Princeton, NJ, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Merrill since 1983. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lleyton Soares is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at Bentley University, Johnson and Johnson, and Amazon. Outside of his advisory role, he is the founder and CFO of the Metro Hockey League, where he manages budgeting, purchasing, and operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Marissa Baldoni is a Wealth Management Advisor with the Kent Mollo Group at Merrill Lynch Wealth Management in Princeton. She joined Merrill in 2017, initially working as a Financial Solutions Advisor at Merrill Edge before becoming part of the Kent Mollo Group in 2019. Marissa collaborates with her team to provide clients with personalized financial advice aimed at simplifying the complexities of wealth to help individuals and families achieve their financial goals. Marissa holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Wealth Management Advisor™ (AWMA™), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor of Science degree in Finance with a minor in Spanish from The College of New Jersey. Marissa is proficient in English and Spanish. Outside of her professional work, Marissa enjoys golfing, downhill skiing, especially at Powder Mountain in Utah, horseback riding, and spending time with her family.

Thomas Morici is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through various roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Account Executive before assuming his current position in 2013. Thomas specializes in partnering with clients to understand their financial goals, values, and risk tolerance, and develops customized financial plans tailored to individual needs. He emphasizes building strong relationships with clients and their families, focusing on trust, respect, and transparency. He holds a California Insurance License. Outside of his professional role, Thomas enjoys boating and golf.

Dominic Pinto is a financial advisor at Charles Schwab with 11 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, N.A. and Merrill for 10 years before joining Charles Schwab in 2025. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios backed by due diligence from its Center for Financial Research.

Rafael Diaz is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 19 years of industry experience, including over 14 years at Axa Advisors, LLC. Diaz has been with Equitable Advisors since 2006. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory models through in-house programs and third-party asset managers, with a focus on matching clients to appropriate investment solutions based on risk tolerance and plan information.

John Coonan is a financial advisor with Edward Jones in Princeton, NJ, holding a Series 66 designation and possessing 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ryan Iannuzzo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2016. He holds Series 63 and Series 66 licenses and is based in Princeton, NJ. Outside of his advisory role, he is a member of the Board of Directors for DisruptHR Princeton, an organization focused on business development and event planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies for clients.

Michael Grant is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. He also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Patricia Cashin is a financial advisor at UBS Financial Services in Princeton, NJ, holding a Series 66 designation with nine years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment plans.

John Provinsal is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, having previously worked at Paradigm Wealth Advisory, PNC Bank, and Capital One Bank. He also operates Paradigm Wealth Advisory, an independent registered investment advisory firm. 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 wide network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Jeffrey Abrams is a Financial Consultant currently providing comprehensive financial planning services to clients and their families. He focuses on understanding clients' priorities and aligning strategies with their goals and objectives. Jeffrey emphasizes building meaningful, lifelong relationships and aims to ensure clients feel confident throughout their financial journey. He has been a Financial Consultant at Fidelity since 2024. Prior to this, he served as Vice President and Financial Advisor at Bank of America Merrill Lynch for 20 years, from 2004 to 2024. Outside of his professional career, Jeffrey has personal interests including baseball, biking, family activities, traveling, and volunteering.

Roy Chereath is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and other financial and tax-related firms. In addition to advisory work, he is involved in tax preparation, accounting, insurance sales, and owns several businesses including a tax and payroll IT consulting firm and an online gift sales venture. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions with access to third-party managers and manages over $256 billion in assets.

Jenna Caraccio is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Her background includes roles in education at Centenary University, The College of New Jersey, Morris Hills Regional District, and North Arlington School District, as well as experience with iD Tech Camps. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, many implemented through third-party sponsors, and provides ERISA fiduciary services to qualified plans.