Christopher Stapleton is a CFP® with two years of industry experience, currently serving as a financial advisor at Raymond James Financial in Westfield, NJ. His prior roles include positions at Guideline Financial Strategies, GWN Securities, and Academic Analytics, as well as experience in education and community organizations. Outside of his advisory work, he is involved with Rabadeau Wealth Group in a client service capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical modeling and maintains unique municipal advisory capabilities alongside customized employer advisory services.

Hal Smolanoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2014. Outside of his advisory role, he serves as President of ZJH Legacy, LLC, an investment-related business based in Cranford, NJ. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and operates a tiered wrap-fee structure for its services.

Martha Luchsinger is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior positions at Boenning & Scattergood Inc and a brief period of unemployment. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Eisenbraun is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for the Institute for Basic Research, is treasurer of the New Jersey State Society of Physician Assistants, and volunteers as an Emergency Medical Responder with the Little Silver EMS. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Jinesh Shah is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized wealth strategies tailored to each client’s evolving needs. As a Merrill Wealth Management Advisor, he focuses on structuring and aligning broader financial strategies encompassing investment management, tax efficiency, retirement planning, and risk considerations. He works with a select group of business owners and high-earning professionals to address complex financial decisions requiring coordination, clarity, and a long-term perspective. His work particularly centers on clients navigating key financial inflection points, such as liquidity events, concentrated positions, and peak earning years. Jinesh serves as a strategic advisor, collaborating with clients’ CPAs and attorneys to ensure financial decisions are coordinated across investment, tax, and estate considerations. His professional credentials include Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Jinesh holds a Bachelor's Degree from Drexel University and is proficient in English, Hindi, and Gujarati. Outside of his professional role, he enjoys hiking, music, photography, pickleball, reading, swimming, tennis, traveling, watching movies, and yoga.

Joseph Falbo is a financial advisor with LPL Financial, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 31 years of industry experience, having previously worked at National Planning Corporation, Cetera, and Wells Fargo Clearing. He is also an author through Falbo Education. 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 with access to model portfolios, third-party management, and institutional platforms.

Ryan Cummings is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Bank of America, Automatic Data Processing, Haymarket Media, and teaching roles at Villanova University and Delbarton School. He also founded Beach Caddy, LLC, a separate business venture. 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, and various institutional accounts.

Mark Meiler is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC for seven years. He is based in Jersey City, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Bryan Niles is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2014 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pensions, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, combining in-house and third-party investment managers and incorporating options for tax management and responsible investing.

Joseph Alamo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long-term roles at Avantax Advisory Services and related entities, as well as over three decades at the Office of Court Administration. In addition to advisory work, he maintains an accounting and tax practice focused on financial planning and investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports multiple program structures and custodial relationships.

Michael Roche is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience at E*TRADE Capital Management, Bank of America, Edward Jones, and FTN Financial Capital Markets. He is based in Jersey City, NJ. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Sophia Genna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at the New Jersey Innovation Institute, Forest Hill Field Club, and Rutgers University. Equitable Advisors serves individual clients across wealth spectrums, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Sean Carson is a CFP® professional with 14 years of industry experience, currently affiliated with Charles Schwab in Millburn, NJ. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by a centralized operational structure and extensive due diligence resources.

Mirian Marquina is a financial advisor at Merrill with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill since 2022. Prior to that, she spent three years at Wells Fargo Clearing and eleven years at Wells Fargo Bank, N.A. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Merkl is a financial advisor with Equitable Advisors and holds the Series 66 credential. He has been in the industry since 2026, starting his advisory career with LPL Financial Enterprise before joining Equitable Advisors. Prior to his financial services roles, he has held various positions including work in marketing and hospitality, and attended Indiana University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing third-party managers and a variety of investment vehicles.

Siddharth Misra is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and AXA Distributors, LLC. 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 portfolio programs, third-party asset management, and institutional platforms.

Jeremy Herbert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management services with a planning-based approach focused on investments. His practice emphasizes building client relationships founded on trust, integrity, and satisfaction, with a long-term strategy grounded in asset allocation and diversification. Jeremy’s expertise includes personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, and both individual and corporate investment strategies. His team currently oversees $500 million in client assets across various account types, including Defined Benefit and Contribution Plans, IRAs, SEPs, non-qualified accounts, and personal investment programs. Their service model is primarily fee-based, utilizing a goals-based wealth management approach. He holds multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jeremy earned a bachelor's degree from Saint Michael's College. He resides in Metuchen, New Jersey with his family.

Alexandra Grady is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors and AXA Advisors, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Anthony Caputo is a Financial Advisor and Resident Director at Merrill Lynch Wealth Management in Iselin, New Jersey. He has been with Merrill Lynch since 2012 and joined the Barry team in 2016 after working at the Merrill Advisory Center, where he developed investment strategies tailored to clients' goals and financial needs. Anthony's client focus includes areas such as college education planning, corporate benefits, executive compensation, family wealth management strategies, and tax minimization. He holds a Bachelor of Arts in International Affairs and a Master of Business Administration in International Business from Wagner College. Anthony is also designated as a Personal Investment Advisor (PIA). He communicates in both English and Italian. Outside of his professional endeavors, Anthony enjoys spending time with his family, traveling, and coaching little league and soccer. He is also actively involved in community organizations such as CYO NY Basketball, Junior Achievement of New Jersey, Ronald McDonald House Charities, South Shore Little League, and the Staten Island Youth Soccer League.

Sean Clarke is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he has worked in various positions including at the Naval Air Warfare Center Aircraft Division and has experience in the food service sector. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm emphasizes financial planning and retirement consulting, offering a range of asset management programs delivered through a network of advisers and third-party asset managers.