Irina Ilina is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Amanda Reed is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and previously worked at Thomson Reuters for one year before joining UBS in 2018. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

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.

Nicholas Schraft is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Wealth Enhancement Group and MACRO Consulting Group. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Teevan is a CFP® professional with 16 years of industry experience, currently advising clients at Ameriprise Financial Services, LLC. His prior roles include positions at various Cetera affiliates, GWFS Equities/Empower, and Russell Investments Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

David Macchia is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 13 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors. In addition to his advisory role, he is involved in outside insurance sales through IWMG Consulting LLC and serves as president of Ironbound Wealth Management Group, a DBA for MassMutual. 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 and various specialty programs such as divorce and estate settlement planning.

Jonathan Strelec is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at UBS Financial Services and Purshe Kaplan Sterling Investments. Outside of his financial career, he is involved with the Strelec Watch Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process integrates both quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, while clients retain final decision-making authority.

Antonio Paturzo is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Burdge II is a financial advisor with Morgan Stanley in Flemington, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm’s approach includes structured planning processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Vincent Miseo is a financial advisor with LPL Enterprise in Branchburg, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Allstate Financial Services. He also receives health insurance commissions on policies written prior to 2022. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

David De Cerbo is a Senior Resident Director and Wealth Management Advisor at Merrill, where he has been serving clients since 1998. In his role, he focuses on creating and managing wealth management strategies tailored to individual needs. He works with high-net-worth clients, closely held businesses, and leads efforts with foundations, endowments, and nonprofit organizations. His responsibilities include discretionary investment portfolio management, asset allocation, investment selection, and performance monitoring to help clients achieve their financial objectives. David holds a Bachelor’s degree from Rochester Institute of Technology and an MBA in Finance from Rutgers University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Knights of Columbus. Residing in Metuchen, New Jersey, David is active in his community, serving on the board of the Metuchen Golf & Country Club and participating in the Knights of Columbus. In his personal time, he enjoys golfing and spending time with his family.

Alexandra Ruszala is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Merrill since 2023. Prior to joining Merrill, she worked at UBS Financial Services from 2016 to 2023. She holds a Series 66 license and is based in East Brunswick, NJ. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Langley is a Wealth Management Advisor with Keller, Spedaliere and Langley at Merrill Lynch Wealth Management. He is also a qualified Portfolio Manager who provides traditional advice and guidance while helping clients pursue their objectives by building and managing personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, he may manage their strategies on a discretionary basis. Jonathan's interest in investing began at the age of ten when he requested a meeting with his family's financial advisor. He began interning with the wealth management team as a high school senior and continued through college while attending Rutgers University. Upon graduating in 2006, he joined the team officially. Jonathan holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Jonathan resides in Lebanon, New Jersey with his wife, Jonya, and their two children. He is an avid reader and follows the Dave Matthews Band and the New York Giants. His interests include traveling with his family, spending time on Long Beach Island, entertaining family and friends, home improvement projects, and the arts. Jonathan attained the rank of Eagle Scout in 1999 and serves as the 2002 St. Joseph High School Class Chair. He is active in community organizations, serving as a Cub Scout Den Leader, and he and his wife are sustaining members of PBS and supporters of St. Jude's Children's Hospital. They are parishioners of the Church of the Holy Spirit in Lebanon.

Yasmeen Kassim is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America N.A. throughout her career. Outside of her advisory role, she is a co-owner of a family rental property business. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mildred Tabor Winkle is a financial advisor at Wells Fargo Clearing with 43 years of industry experience and holds a Series 63 designation. She previously worked at Prudential Equity Group, LLC from 2002 to 2003. She serves as a trustee and executor for several family trusts and estates. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research and analytics with a range of brokerage and advisory solutions.

Robert Korlesky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized and comprehensive wealth management services focused on preserving and growing client assets, optimizing tax-efficient retirement distributions, and implementing tax-advantaged estate strategies. His client work includes family wealth management, legacy planning, retirement income, portfolio management, liquidity management, and socially responsible investing. Robert holds a Bachelor’s Degree from East Stroudsburg University and is designated as a Personal Investment Advisor (PIA). He applies Merrill’s goals-based wealth management approach to help clients articulate their financial objectives and navigate complex wealth challenges. Robert emphasizes educating clients and their families about the wealth management process and investment strategies. Committed to community involvement, Robert participates in local organizations through volunteer work. His personal interests include camping, fishing, golfing, and woodworking. He believes in adapting investment strategies in response to life changes to support clients’ retirement lifestyles and long-term financial goals.

Jeel Patel is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A., Newfield National Bank, and operated a family business, JilKrish LLC, where he is a partial owner. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Christopher Kamnitsis is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and having 32 years of industry experience. His prior roles include positions at National Planning Corporation and Investacorp Advisory Services Inc. Outside of advising, he is a partner and CEO at Adelphi Financial LLC, a firm providing tax preparation and accounting services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing significant discretionary assets.

Sean Kelliher is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Kelliher participates on the Series 7 Item Writing and Review Committee, contributing to the development and review of exam questions. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.