Jean Wiegner is a financial advisor at Merrill with a Series 63 designation and 45 years of industry experience. He has been with Merrill since 1978 and concurrently has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a committee member on the finance committee of the Nassau Club, a charitable organization in Princeton, New Jersey. 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Ernest Benton is a financial advisor with LPL Enterprise in Holmdel, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities Corporation since 1999. Outside of his advisory role, he owns Buddy Benton Captain Services and is involved in sales at Yachtfinders Online. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services, AXA Advisors, and State Farm. He is also involved in general agency activities for Medicare and property & casualty business through RCK Holdings LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm employs various advisory models, often implemented via third-party sponsors, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Karin Wessel is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., Spar, and Allstate Insurance Company. LPL Enterprise, LLC 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, consulting, model portfolio programs, and access to third-party asset management, combining advisor services with brokerage and insurance products on an integrated platform.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for over two decades at SHI International Corp. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

James Gammero is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. In addition to his advisory work, he is a notary public in Whippany, NJ. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs, supported by an integrated platform that combines adviser programs with the sale of insurance and other financial products.

Mark Coller is a financial advisor with LPL Financial, holding the PFS™ designation as well as Series 63 and Series 66 licenses. He has 28 years of industry experience, including over nine years with LPL Financial and 14 years with National Planning Corporation. He also operates his own CPA practice, Mark A. Coller, CPA, providing tax preparation and accounting services since 1986. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Matthew Carbone is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at Cetera and its affiliated firms since 2013 and is also a partner and CPA at Integrated Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Brian Wong is a financial advisor with LPL Financial based in Iselin, NJ, holding a Series 66 designation and totaling 20 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. He is also commissioned as a notary public in New Jersey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management options, supported by research and multiple portfolio strategies.

Emily Brown is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Based in Lebanon, NJ, her career has been focused within the Ameriprise organization. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing both advisory and brokerage solutions through its large institutional platform.

Carol Tomensky is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She has worked at Wells Fargo Advisors LLC from 1995 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she acts as a power of attorney for her sister as needed. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. Their IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Michelle Denisco is a CFP® professional with 28 years of experience in the financial services industry. She is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Denisco is also involved in real estate referral services through Prodigy Real Estate. 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 discretionary and non-discretionary management, and integrates model portfolios and research from multiple sources.

Hugo Bartell is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models often implemented through third-party sponsors and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Jason Wacaster is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors.

Tammy Eng Palmer is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2006 and holds Series 63 and Series 65 licenses. 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 individuals, high-net-worth clients, and various institutional investors.

Christopher Venuto is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at LPL Financial since 2014 and was affiliated with Private Portfolio Partners LLC from 2016 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and various technology-driven investment strategies.

Eddie Jimenez is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Harish Pasupuleti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, and tax minimization. Harish's financial planning process emphasizes putting clients and their goals at the center of his work. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Harish earned his Bachelor's Degree from Boston College, concentrating on Finance and Marketing with a minor in Philosophy. Harish maintains active community involvement as a member of the Hun School of Princeton Young Alumni Association. He divides his time between Brooklyn, New York and Princeton, New Jersey.