Thomas Honan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked with firms including Allied Wealth Partners and Minnesota Life Insurance Co. Outside of finance, he has been involved in a catering business making and serving pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Peter Issackedes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked at Wegmans Food Markets, Bergen Community College, Pascack Valley High School, and Holdrum Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning, trust custody, insurance products, and lending programs.

David Watson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metlife Securities prior to joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, municipal advisory services, and institutional consulting through specialized divisions.

Olanrewaju Badmus is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and planning services to clients. Specific areas of expertise, educational background, and personal interests have not been provided.

William Kostecki is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services and MassMutual since 2016. Outside of his advisory role, Kostecki serves as an assistant varsity hockey coach and is the vice president of the New Jersey chapter of Hockey Players in Business, a nonprofit organization focused on event planning and networking. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Sherry Maclean Maurer is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 credential and 21 years of industry experience. She has been with LPL Financial since 2011 and has operated the Maclean Agency, LLC since 1993. In addition to her advisory work, Maurer holds a real estate license and performs mortgage and real estate referral services through Callaway Henderson Sotheby's International Realty. 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 portfolio management services supported by technology and a broad platform that includes advisory, brokerage, and non-advisory financial products.

Jesse Kent is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Vincent Minutillo is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 63 designation and 38 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. 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 plans, corporations, and charitable organizations.

Kellen Hardy is a CFP® with five years of experience advising clients at Mass Mutual Investors Services. He holds the Series 66 designation and has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2021. In addition to his advisory role, Hardy is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports event-driven planning such as estate settlement and employer-sponsored programs.

George Rinehart is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors LLC and Kemper Sports. Outside of his financial career, he has experience working at Seton Hall University and in the hospitality sector. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced software tools, along with specialized programs such as divorce planning and employer-sponsored planning services.

Mohamad Halabi is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position he has held since 2007. He specializes in creating customized financial strategies tailored to individuals, families, and businesses, focusing on portfolio analysis, investment management, corporate retirement plans, and retirement planning utilizing various account types such as 401(k)s, IRAs, Roth IRAs, and others. His practice also addresses small business needs, estate planning, life insurance, liability management, real estate financing through Bank of America, and college planning strategies including ESAs and 529 plans. Mohamad partners with industry professionals to ensure precise and effective financial solutions for his clients. Mohamad holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ professional, certified by the Certified Financial Planner Board of Standards Inc. He also holds the Personal Investment Advisor (PIA) designation and maintains his NMLS license (#781031). Fluent in English and Arabic, Mohamad's client focus includes investment consulting for defined contribution and defined benefit plans, legacy planning, liquidity management, managing new wealth, and retirement income strategies. Residing in Somerset County, New Jersey, Mohamad is the brother of four sisters and married in 2020. He dedicates time to community involvement through volunteer work and balances his professional life with personal interests such as biking, bowling, chess, hiking, photography, running, traveling, watching movies, and spending time with family.

Lee Quenault is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2012 and holds a Series 63 designation. Outside of his advisory role, he oversees design and sales direction for Quenault LLC, an online retailer specializing in custom platform tennis and pickleball covers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research, discretionary portfolio management, and a range of capital markets and fiduciary services.

Timothy McGowan is a Financial Advisor at Merrill Lynch Wealth Management and a registered Financial Advisor dedicated to helping clients navigate today's financial landscape. He specializes in education planning, legacy planning, managing new wealth, and retirement income. Timothy provides personalized advice, investment guidance, and financial planning to assist individuals and families in working toward their short- and long-term financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from James Madison University. Timothy values building lasting relationships and takes the time to understand each client's unique situation, providing ongoing collaboration and disciplined planning to help clients make informed financial decisions. Outside of his professional work, Timothy participates in community efforts such as America's Grow-A-Row to help feed the hungry. His personal interests include baseball, basketball, cooking, football, golfing, ice hockey, photography, traveling, volleyball, and watching movies.

Hemal Parikh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously spent 14 years with Metlife Financial Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-based advice using proprietary software tools.

Christian Brogan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior positions include roles at Equitable Advisors, LLC, Equitable, TPS Financial, and the University of Delaware. Outside of finance, he was involved with Bonds Tavern for five years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Hasnain Mir is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Mir Group. Since launching his Merrill career in 2005, Hasnain has developed integrated financial strategies and portfolios primarily for business owners, focusing on defined benefit and defined contribution plans. He works closely with plan sponsors, their families, and employees to provide education on plan specifics and investment choices. Hasnain also facilitates clients’ access to banking services including cash management, debt consolidation, and lending solutions through Bank of America, N.A. Hasnain’s client base includes self-made entrepreneurs, medical and legal professionals, corporate executives, and multi-generational families across New Jersey and 15 additional states. His expertise covers a range of financial planning areas such as college education planning, divorce transition planning, liquidity management, retirement income, and small business strategies. He holds a Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program at Middlesex County. Outside of his professional role, Hasnain is an avid golfer, cyclist, and fitness enthusiast residing in Somerset, New Jersey with his wife. He and The Mir Group engage in pro bono work and support various charitable organizations as part of their commitment to giving back to the community.

Debra Shipps is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Merrill since 2012. Outside of her advisory role, she serves as the Fundraising Chair for Boy Scouts Pack 140 and is the Mayor of Knowlton Township, 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ronald Kovac is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and integrating planning with managed-account programs under a consolidated billing option.

John O'Donnell is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside his advisory duties, he owns and manages practice operations through JacAcq LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Katharine Biernacki is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006 and also works with Bank of America, N.A. since 2012. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.