John Bondea is a financial advisor at Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked with Wells Fargo Advisors since 2013 and also owns and operates J Bondea Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, risk, and wealth-transfer planning. The firm offers tailored recommendations supported by proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.

Yan Pollack is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Asset Management and Goldman Sachs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive investment research.

Eric Schwam is a financial advisor with UBS Financial Services in Marlboro, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a wide range of investment products supported by proprietary research and institutional trading capabilities.

Stephen Council is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is the owner of PBD Productions, a photography and videography business, and serves as an officer delivering magazines for The Positive Community Magazine. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Osman is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2010. Outside of his advisory role, Osman is involved with the Shimon D. Sarah Birnbaum JCC and Match Fit Academy. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Cannizzo Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Phillip Malavarca is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Clearing and Wells Fargo Bank since 2021. Outside of his advisory role, he owns an auto care consulting business and is a notary public in New Jersey. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, combining in-house research with third-party analytics while offering both brokerage and advisory solutions.

Daniel Masiello is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in coaching and consulting other advisors through Advanced Skill Development LLC. Ameriprise is an institutional firm that offers a retirement-income planning service designed for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm delivers customized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and the use of algorithmic tools overseen by specialized committees.

Gregory Polhemus is a Senior Financial Advisor and Portfolio Manager with Loughran, Condit & Associates, a wealth management team based in Princeton, New Jersey. He has been with Merrill Lynch Wealth Management since 2005 and brings over 20 years of experience in the financial services industry. Gregory focuses on wealth management planning for high-net worth individuals, families, businesses, and foundations, providing customized financial strategies tailored to clients' goals. Gregory's expertise spans a wide range of areas including retirement and education planning, equity award and stock option programs, retirement plans such as 401(k) and defined benefit pensions, concentrated stock management, cash and fixed income management, alternative investments, trust and estate planning services, insurance needs, and tax strategies. He is a qualified Portfolio Manager and facilitates access to investment strategies from Merrill and approved third-party managers. His clients include senior executives, private and public companies, 401(k) and equity compensation plans, foundations, and trusts. He holds a Bachelor of Arts degree in Economics from Lafayette College and an MBA from Villanova University. Gregory also holds the Certified Plan Fiduciary Advisor® (CPFA) designation, is a Retirement Benefits Consultant (RBC), and maintains FINRA Series 7 and 66 registrations. He resides in Ewing, New Jersey with his wife.

Dustin Illgen is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and organizations with tailored investment strategies through various advisory programs, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and financial planning services.

Gregory Kizelevich is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2016 and previously spent seven years at UBS Financial Services Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ethan Friedman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their long-term goals, focusing on comprehensive wealth management. His approach integrates insights from Merrill and the banking and lending capabilities of Bank of America to adapt strategies to evolving market conditions. Ethan's expertise includes services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Wisconsin Madison. In addition to his professional work, Ethan is committed to community involvement and spends time volunteering with local organizations. Outside of work, his personal interests include ice hockey, music, reading, running, traveling, and spending time with his family.

Chad Goerner is a CFP® professional with 28 years of industry experience, currently with RBC Capital Markets and City National Bank since 2021. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he serves on the board of the New Jersey Conservation Foundation and the Hopewell Valley Arts Council, and he operates a farm-based hobby business, Mount Rose Farm & Distillery LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers, and offers a range of investment and financial planning services.

David Ball is a Financial Advisor at Merrill Lynch Wealth Management who works with high-net-worth individuals, families, and business owners. His role focuses on goals-based planning and long-term decision-making aligned with each client's priorities. He specializes in areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and retirement income. David approaches financial advising with comprehensive wealth planning and investment management, emphasizing a planning-based strategy to help clients navigate complexity and bring structure to their financial lives. He often assists clients during transitional periods such as business succession and multigenerational wealth discussions, providing guidance through coordination of investment strategy and long-term wealth considerations. He collaborates with internal specialists at Merrill to address complex planning needs while delivering personalized strategies. He holds a Bachelor's Degree from the University of Massachusetts System and an MBA from Lehigh University. David is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. Outside of work, he enjoys golfing, soccer, spending time with his family, and traveling.

Tinu Thompson is a financial advisor with Merrill in Somerville, NJ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Thompson has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Reilly is a financial advisor with Cetera, holding a Series 63 designation and 30 years of industry experience. His prior work includes roles at Allied Wealth Partners and Securian Financial Services. He also maintains an agent/broker position focused on fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dipak Shah is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Prudential Insurance Company of America since 1998 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through a platform that integrates advisory and brokerage channels.

Jeffrey Mote is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Princeton, New Jersey. He provides a wide range of financial services aimed at simplifying complex financial situations for his clients. Jeff focuses his practice on assisting a select group of corporations, non-profit organizations, and high net-worth families and trusts. Jeff has been a financial advisor since 1999 and joined Merrill Lynch Wealth Management in 2006. Prior to this, he worked as an advisor with UBS Financial Services and Wachovia Securities. He holds several professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jeff graduated from Villanova University with a Bachelor of Science degree in Finance. He specializes in managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Jeff enjoys golfing, tennis, music, traveling, and spending time with his family. He resides in Doylestown, Pennsylvania with his wife and four sons.

Maryann Lim is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she partners with individuals and families to assist them in planning for their financial futures. She is a Certified Financial Planner (CFP4) professional committed to taking a holistic approach to financial planning by understanding each client's unique needs, goals, and opportunities. Maryann's expertise involves integrating various aspects of clients' financial lives to create comprehensive plans. Outside of her professional work, she enjoys hiking, outdoor adventures, parenthood, reading, and traveling.

Owen Stauffer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various roles including at Kay Jewelers and Provident Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.