Richard Gronske is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill, JP Morgan Chase, Capital One Investing, and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Kevin Fay is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Cetera and its related entities since 2008, previously associated with First Allied Advisory Services. Outside of advisory work, Fay serves as a FINRA arbitrator and acts as a trustee in fiduciary roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Warenkiewicz is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC. Outside of his advisory role, he is a member of a local networking group in Manalapan, NJ. 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, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizons.

Evelyn Gonzalez is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning her financial services career in 2009 at Merrill Lynch and The Barth Group, she has focused on assisting families in planning for both their short-term and long-term financial goals. Evelyn works closely with clients to listen, identify, and prioritize their objectives, developing strategies aimed at building, managing, and preserving wealth across generations. Her areas of expertise include college education planning, family wealth management strategies, retirement income, socially responsible investing, and personalized retirement planning. Evelyn holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and the CERTIFIED FINANCIAL PLANNER® (CFP®) credential. She earned her bachelor's degree in Finance and Business Management from Rutgers Business School. Evelyn is bilingual in English and Spanish and engages with clients and their families to better understand their dynamics and desires. Outside of her professional responsibilities, Evelyn resides in Scotch Plains with her husband and their daughters. Her personal interests include dancing, soccer, and traveling.

Edward Band is a Certified Financial Planner (CFP®) with 36 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He is a trustee for a family charitable remainder trust and owns EAB Financial Services, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

Kathleen Monahan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the financial services industry, specializing in areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, retirement planning, and socially responsible investing. Kathleen and her team focus on providing personalized client service and strive to deliver a comprehensive client experience built on trust and integrity. Her approach emphasizes educating clients to ensure they fully understand their investment strategies, with a focus on long-term asset allocation and diversification. Kathleen holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her Bachelor's Degree from Montclair State University. Outside of her professional role, Kathleen resides in Cranford, NJ with her husband and their Bernedoodle, Molly. They enjoy hobbies such as golf, hiking, cooking, and reading. Kathleen also dedicates time to volunteering with local charities.

Quinn Im is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He has worked with IC Advisory Services, Inc. and The Investment Center, Inc. since 2009. Outside of advising, he is an avid photographer with over 25 years of experience pursuing this interest personally. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory and brokerage services supported by various investment programs and research resources.

Walter Dziedzic is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Bank USA and UBS Financial Services Inc. from 2017 to 2025. 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 from Wells Fargo Investment Institute and third-party sources with diversification and modern portfolio theory to support its advisory solutions.

Linda Gaucher is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked within the Wells Fargo organization since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering various planning areas including retirement, education, and specialized needs such as business-owner transition and divorce planning.

Anthony Barbera Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Barbera has worked at LPL Financial since 2017 and has prior experience with National Planning Corporation and Barbera & Barbera CPA, where he is a partner. Outside of his advisory role, he is involved in a tax preparation and accounting firm as a partner. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Michael Wattick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience helping clients make investment decisions and achieve results. He serves clients including business owners, entrepreneurs, C-suite executives, and attorneys primarily in the Summit community, throughout New Jersey, and nationwide. Michael is known for fostering one-on-one relationships built on mutual trust and respect, and focuses on building portfolios tailored to individual client needs with a transparent fee structure. Alongside his colleague David Trinkoff, Michael works to develop personalized wealth management strategies that align with clients' long-term goals. He emphasizes collaboration to define financial objectives and appropriate risk levels, aiming to help clients invest according to their desired future outcomes. Michael holds a Bachelor's Degree from Duquesne University and the Personal Investment Advisor (PIA) designation. He is actively involved in community service, including volunteering with the American Red Cross. Michael is also proud to have family relationships that span generations and values serving clients who appreciate his process, effort, availability, and experience.

Peter Desnoyers is a CFP® with over 40 years of industry experience, currently advising clients at Morgan Stanley in Amelia Island, FL. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2014. His other professional activities include serving as a trustee and successor trustee for multiple trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial advisors.

Andrew Dreisiger is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Wells Fargo Advisors and its related entities since 2015. Outside of his advisory role, he owns and operates MAXPENN, an S corporation involved in investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, using proprietary research and tools to develop tailored client recommendations.

Alysse Greenberg is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Her prior work experience includes roles at JPMorgan Chase and several non-financial businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, manager-driven approach that incorporates ESG criteria and centralized due diligence.

Eric Pressman is a financial advisor with Morgan Stanley in Warren, New Jersey, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he operates a golf instruction business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and delivers services including tailored financial planning and estate strategies.

Andre Krause is a CFP® with 25 years of industry experience and currently serves as a financial advisor at Cetera. He has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc., with nearly two decades of tenure at each firm. Outside of his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he is also a commissioned notary. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Christina Zoppi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has been with the firm since 2025 and has prior experience in real estate and engineering roles. Outside of her advisory work, she owns and manages an eBay storefront and is an active real estate agent with Keller Williams Realty Metropolitan. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships utilizing firm-approved analytical tools and offers various specialized planning programs.

Nicholas Trombetta is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has worked within the Wells Fargo organization in various capacities since 2009. Outside of his advisory role, he is co-owner of a rental property in Bayonne, New Jersey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to choose how to implement recommendations through various brokerage or advisory programs.

Madeline Cedeno is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has worked at Merrill for a total of 18 years, with a one-year tenure at Morgan Stanley Smith Barney LLC in between. Outside of finance, she is the owner of Mad Hearts Photography, a photography services business. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jason Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Advisors LLC, alongside a tenure at Wachovia Bank, N.A. dating back to 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.