Mohamed Kotb is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Kotb is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to various investment and insurance products through an integrated platform that combines adviser programs with brokerage and insurance offerings.

Russell Robinson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 15 years. 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Brandon Heroux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Thomas Casey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been active in the financial industry since 2010 and works closely with clients to address goals-based financial challenges such as retirement and estate planning, along with strategies to manage portfolio risks. Thomas employs Merrill's goals-based wealth management approach to help clients articulate and pursue their financial objectives. He holds a Bachelor's degree in Economics from Pennsylvania State University and a Master's degree from the College of Financial Planning. Thomas holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his expertise in wealth management and financial planning. Outside of his professional role, Thomas is involved with the Hills Tennis League, Junior Achievement, and The Somerset County Business Partnership. He lives in Bedminster, New Jersey with his daughter and enjoys participating in outdoor activities with her.

Thomas Wagner is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Securities America Advisors and National Planning Corporation. In addition to his advisory role, he operates Wagner & Associates, LLC, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from multiple sources.

Stephen Frazer is a financial advisor with LPL Financial in Somerville, NJ, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and GWN Securities. 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 broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research, model portfolios, and diverse investment strategies.

Jennifer Lockett is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management and offers additional services such as fiduciary financial planning, underwriting, and securities-backed lending.

Leean Hunchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2022, Leean worked at RBC Capital Markets and TIAA-CREF. Outside of work, Leean serves as Treasurer of the Academy of Performing Arts Booster Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and nonqualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Fallon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and OSAIC for one year. Fallon is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

James Colonna is a financial advisor with J.P. Morgan Securities in Bedminster, NJ, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016, serving in various roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized investment solutions delivered by a select group of Wealth Advisors on a non-discretionary basis.

Daniel Foran is a CFP® with 43 years of experience in the financial industry. He is currently associated with LPL Financial and has prior experience at Raymond James Financial Services Advisors Inc. and Financial Network Educators. He is also involved in teaching through Financial Network Educators. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and model portfolios.

Valerie Murray is a Series 66-licensed financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1982. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader corporate platform, providing access to a wide range of financial products.

Tina Sirignano is a Series 66-licensed financial advisor with 24 years of industry experience. She is currently with Merrill and has also worked at Bank of America, N.A. since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Perillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Jackson Munoz is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide range of financial products and services.

Patrick Buzby is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies tailored to their short-, mid-, and long-term financial goals. Patrick works with clients in areas such as corporate benefits, education planning, employee benefits planning, personal retirement planning, portfolio management services, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from James Madison University. Patrick emphasizes building client-centered strategies by understanding what matters most to each individual, offering a range of services from general investing to retirement planning, and providing access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Patrick enjoys fishing, golfing, skiing, and spending time with his family.

Gregory Nascimento is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Short Hills, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Susan Dente is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2020, following four years at Insight Private Advisors. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

Tasha Garcia is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Cetera Advisor Networks LLC and Alliant before joining Morgan Stanley in 2018. Outside of her advisory role, she is the sole proprietor of a retail business called The House by the Side of the Road and has served as a program facilitator for the nonprofit organization Children’s Village. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, using structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including customized financial plans and diverse investment solutions.

Richard Peterson is a Series 66-credentialed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, he was self-employed and spent ten years working at Delbarton School. He also works as an independent private tutor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.