Dipesh Mehta is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Interplay Learning, the University of Texas at Austin, Super 1 Communications, and Oppenheimer & Company. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Bill Barba is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the CEO and owner of BBNY Consulting LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and emphasizes program sponsor and third-party manager partnerships in its service delivery.

Daniel Kelleher Jr. is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Timothy Delgado is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial goals across short-, mid-, and long-term horizons. He collaborates closely with clients to develop personalized wealth management strategies that align with their priorities and the dynamic conditions of today's markets. Timothy offers expertise in areas including general investing, retirement planning, and emergency savings. He also facilitates access to specialists at Bank of America for banking, credit, home financing, and small business solutions. As a Personal Investment Advisor (PIA), he provides ongoing advice and guidance tailored to clients' evolving needs. He holds a Bachelor's Degree from William Paterson University. Timothy’s approach centers on uncovering what matters most to clients and their families to help pursue their financial goals.

Paul Stevens is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2001 and holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 strategies.

Dan Leng Della Wu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC for 21 years. Outside of her advisory role, she is involved in an insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.

Jay Slade is a financial advisor at Ameriprise Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Flagstar Advisors, Signature Securities Group, and HSBC Bank USA. Outside of his advisory role, he serves on the Board of Education for Old Bridge Public Schools. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, supported by research and algorithmic analysis.

Bruce Fischberg is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 45 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. He also serves as a trustee for a trust based in Basking Ridge, New Jersey. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process involving advanced modeling tools.

Shiekh Saif Uddin is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2013 after eight years of experience as an entrepreneur and consultant operating across three continents. Saif applies his business acumen and global perspective to deliver personalized wealth management strategies that align with his clients' goals. His expertise includes retirement planning, estate planning coordination, concentrated stock position strategies, cash flow management, risk assessment, and college education planning. Saif focuses on serving affluent individuals, families, and small businesses, providing customized strategies that address both short- and long-term objectives. He also offers services for defined benefit plans, philanthropic planning, socially responsible investing, and tax minimization. Saif holds a Bachelor's Degree in Finance from Bentley University and possesses professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is multilingual in Urdu, Arabic, and English and contributes to his community through volunteer work with various non-profit organizations. His personal interests include cars, commercial aviation, and wildlife.

Urja Shah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining Wells Fargo in 2026, Shah worked at Citizens Securities, Inc., Cetera Investment Services, Investors Bank, INVEST Financial Corp, Santander Securities LLC, and Sovereign Bank. Outside of advising, Shah is involved as a landlord of a rental property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wide range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Kotarski is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and owns MJK Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Benjamin Irizarry is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Silver Edge Financial. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional offerings.

Joseph Lombardo Jr. is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to support tailored client solutions.

Ethan Locker is a financial advisor with LPL Financial in Warren, NJ. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining LPL Financial, he worked at Equitable Distributors, LLC for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Wirtshafter is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at KPMG LLC for three years. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

Michael Dirocco is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to address client needs.

Russell Rabadeau is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the president of Rabadeau Wealth Group, a support company based in Westfield, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports advisory programs alongside unique municipal and public-finance capabilities.

James Dill is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Christopher Churney is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at J.P. Morgan Securities, Merrill, and Bank of America. 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 combines research and analytics with diversified investment strategies and offers both brokerage and advisory solutions across a large-scale platform.

Robert Murray is a Series 65-licensed financial advisor with LPL Financial and has one year of industry experience. His prior roles include positions at Gilbert & Calabrese LLC, Apex Fund Services, and Blackstone Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios and research from multiple sources.