Alexandre Gomes is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, PNC Investments LLC, and The Prudential Insurance Company of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

David Rehrer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, family wealth management strategies, and portfolio management services. David works closely with clients to develop personalized financial strategies tailored to their long-term goals. He holds a Bachelor's Degree from Drexel University and has earned several professional designations, including Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). David is committed to leveraging his expertise to help clients navigate changing market conditions and pursue their financial objectives. Beyond his professional role, David participates in community volunteer activities and enjoys golfing, spending time with his family, and traveling.

Eric Storberg is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Rotary District Foundation Chair, overseeing fundraising activities for the Rotary International Foundation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement income recommendations.

Ashley Denis is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 1998. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Keith Chasen is a financial advisor with Merrill in Harrison, NJ, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Merrill since 2013. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Devaney is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS and its predecessor Painewebber Inc. since 1997. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Ralph Ades is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His background includes roles at Rutgers University, Camp Allsport, and Hillel Yeshiva. 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 channels to tailor services based on client goals, risk tolerance, and time horizon.

Thomas Laporta is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Bank of America, Merrill, Santander Securities, and Sovereign Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures across multiple custodial relationships.

David Trinkoff is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after beginning his career in the financial services industry in 1998, following a tenure as a senior accountant at an international CPA firm. David holds a bachelor's degree in business management from Ithaca College and a master's degree in accounting from Long Island University. He is a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). As a qualified portfolio manager, David provides clients with personalized wealth management strategies that may include a combination of individual securities, Merrill model portfolios, and third-party investment strategies. He serves a diverse clientele including families, executives, attorneys, and physicians, and may manage investment strategies on a discretionary basis through the firm's Investment Advisory Program. In addition to his professional work, David has been involved with nonprofit organizations, including service on the board of the Northern New Jersey Chapter of the March of Dimes. He resides in Mendham, New Jersey with his wife and three children. In his free time, David enjoys playing tennis and golf.

Patrick Rafferty is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. In addition to his advisory work, he receives compensation for referrals related to home security, automation products, and home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

John Larkin is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Merrill since 1983 and has been with Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, and institutions.

Evan Soff is a financial advisor with J.P. Morgan Securities in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Citigroup Global Markets and First Republic Investment Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Tara Flax is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions.

Kurt Schroder is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he assists clients in managing their wealth by developing personalized financial strategies tailored to their individual goals. He leverages market insights from Merrill and the banking and lending capabilities of Bank of America to support clients in pursuing their long-term financial objectives. Kurt holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Baruch College. He is also committed to community involvement, dedicating time to volunteer with local organizations, reflecting the Merrill tradition of community participation.

Peter Catalano is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Schwab in 2022, he worked at TD Ameritrade and TD Ameritrade Investment Management for over a decade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. Schwab’s integrated platform supports a large client base with centralized custody, advisory, and brokerage services.

Maria Zielyk is a Series 66-registered financial advisor with Merrill in Short Hills, NJ, and has 17 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2008. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Gallacher is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Northwestern Mutual from 2016 to 2022. Outside of his advisory work, he is involved in life and fixed annuities insurance sales and serves as a church clerk, providing administrative and financial support. 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, utilizing firm-approved tools to analyze client goals and provide written recommendations.

Yisroel Schwartz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He previously worked at Goldman Sachs & Co LLC for 14 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. He holds Series 63 and Series 65 designations. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Cerone is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Merrill, and Bank of America. Outside of financial advising, he is involved in local politics as Vice Chairman of the Warwick Republican Committee and serves on the Warwick Zoning Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory services to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies.

Rosemary Neidermeyer is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Investment Services and Foresters 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.