Lindsay Reichert is a Senior Financial Advisor and a member of the RLA Group at Merrill Lynch Wealth Management. She advises clients on various financial matters, including planning for their financial future and addressing the financial aspects and consequences of divorce and post-divorce issues. Lindsay works closely with high net worth individuals, families, foundations, and corporate retirement plans, supporting them in defining objectives, exploring alternatives, and selecting appropriate financial and investment strategies. The RLA Group also assists clients in preparing for significant life events such as retirement and generational wealth transfer. Lindsay holds a Bachelor of Science degree in Finance and Marketing from Fairfield University. She has earned professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income, among others. In addition to her professional pursuits, Lindsay is involved with The Junior League of Bergen County. She enjoys cooking, hiking, skiing, tennis, watching movies, practicing yoga, and spending time with her family.

Jeffrey Wilson is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a board member of the Ridgewood Symphony Orchestra, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, and institutional clients. The firm utilizes a variety of investment solutions, including model portfolios and third-party management, supported by technology tools for operational and research purposes.

Parker Gundeck is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004, the same year he joined Merrill Lynch. Parker works with individuals, families, and businesses to develop strategies and provide advice by understanding their short- and long-term financial objectives. He specializes in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and values-based ESG investing, women and wealth, and retirement income. Parker holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Parker graduated from Penn State University with a degree in Finance from The Smeal College of Business Administration. He lives in Wyckoff, NJ with his wife Kathleen and their three children: Parker, Addison, and Evan.

Sandra Zyskowski is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Morgan Stanley during her career. Outside of advising, she is a silent partner in an automotive and technology consulting business, Northeast Distribution Services LLC. 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.

Victor Maccagnan is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 24 years of industry experience. His career includes roles at firms such as Equitable Advisors, AXA Advisors, and Summit Advisor Services. In addition to his advisory work, he is active as an insurance broker, specializing in life, disability, property and casualty, long-term care, fixed annuities, and health insurance. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charities, and employers, offering asset management, wrap programs, and educational seminars. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

Jack Hallak is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Morgan Stanley, Merrill, and Prudential Insurance Company of America. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Raymond Buhrmeister is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he was involved with Clark's Botanicals L.L.C. for four years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily implements investment strategies through model portfolios developed by internal and third-party research, while also offering financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Russell Grimm is a financial advisor with Edward Jones in Wyckoff, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Grimm serves on the board of trustees for SCARC Guardianship Services and acts as treasurer for CARC Guardianship Services, both organizations providing guardianship support for individuals with developmental disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Evangelia Anderegg is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Charles Maushardt Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to that, he spent more than two decades at Foresters Financial Services and Foresters Advisory Services. He is also involved with Watersedge Wealth Management, a business affiliated with Cetera. 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 range of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to use affiliated and third-party managers or develop customized strategies.

Frank Daguanno is a Series 63–licensed advisor at OSAIC with 33 years of industry experience. He has worked at Securities America Advisors, Inc. and Everbank, and has operated his own firm, Frank Daguanno LLC, since 2013. Outside of advising, he serves as an executor of estates and provides tax preparation services through his LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of advisory and brokerage services, utilizing model-based asset allocation and portfolio optimization supported by various tools and multiple program offerings.

Robert Mathias is a CFP® with 34 years of experience in financial advising. He has worked with Cetera and its affiliates since 2019 and held prior roles at Summit Financial Group Inc. from 2005 to 2021. Mathias is also an insurance agent with Concepts in Planning. He works with Cetera Investment Advisers LLC, an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform supporting various program structures and investment strategies.

Michael Vecchione is a financial advisor with Ameriprise in Westwood, NJ, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and its predecessor, American Express Financial Advisors, since 2001. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Levitt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Foresters Financial and Guarantee Life Trust. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options including model portfolios, third-party managers, and bespoke strategies.

Daniel Murray is a CFP®-certified financial advisor with Edward Jones, based in Pompton Lakes, NJ. He has 16 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Crista Mckenna is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior roles include positions at LPL Financial and SII Investments. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk assessment tools and offers discretionary and third-party manager strategies.

Samuel Britton is a Senior Financial Advisor with nearly thirty years of experience in the financial services industry. Beginning his career in 1995 at a small independent company, Samuel expanded his expertise by transitioning to a full-service brokerage firm to provide a wider range of investment options and services. He currently works with a team to support clients in estate planning, insurance, and wealth management through Merrill Lynch Wealth Management. Samuel's areas of specialization include college education planning, family wealth management strategies, defined benefit plan services, personal retirement planning, portfolio management, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Nutley High. Beyond his professional work, Samuel is involved in community volunteering and enjoys adventure sports, dancing, and skydiving in his personal time.

Neil Condon is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2015. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mc Namara is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill since 2009, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

James Truman is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prudential Insurance Company of America since 1981. His other business activities include involvement in property and casualty insurance brokerage. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers and wrap programs, alongside affiliated trust, insurance, and lending services.