Michael Mattiello is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he helps successful individuals, families, and business owners make informed financial decisions that support their long-term goals. His expertise includes investment management, personalized financial planning, retirement and income strategies, business owner solutions, tax-efficient planning, and legacy and estate planning support. Michael's approach integrates customized portfolio construction, retirement and estate planning strategies, risk management, and multigenerational wealth planning. He collaborates closely with specialists across Merrill Lynch to provide clients with comprehensive resources and personalized advisory care. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from Ithaca College. Outside of his professional work, Michael participates in community volunteering and enjoys personal interests such as baseball, drawing, hunting, music, reading, singing, skiing, spending time with his family, traveling, and writing.

Ashley Altman is a financial advisor with LPL Financial in Iselin, NJ, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at Foresters Advisory Services LLC and Foresters Financial from 2011 to 2019. Outside of advisory work, she is involved as a partner in a real estate business focused on purchasing, rehabbing, and reselling properties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Kevin Conwell is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within J.P. Morgan entities since 2017. Outside of his advisory work, he is a minority owner in an energy storage device company, Novele Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Mark Ruggiero is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 credential and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in baseball and softball training and instruction as a partner. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Justin Taylor is a CFP® certificant with nine years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked at UBS Financial Services and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Angela Di Martino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Signature Securities Group Corp., Flagstar Securities, and Chase Investment Services Corp. She is based in Staten Island, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling and centralized due diligence, applying an ESG eligibility framework, while delivering services on a non-discretionary basis.

Lindsay Heller is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Goldman, Sachs & Co. for 13 years and Farther Finance, Inc. for one year. She has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John-Paul Tancona is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management, retirement planning, and complex divorce financial analysis. He brings over 26 years of experience in the financial industry, including 19 years as a fixed income trader. John-Paul combines his institutional market background with personalized planning to assist clients in making informed financial decisions. His practice focuses on helping busy professionals and families align their current financial situation with their future goals, including college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income. John-Paul and his team emphasize honesty, trust, and transparency, providing custom-managed strategies tailored to each client's unique needs. John-Paul holds a Bachelor's Degree from Villanova University and is a Personal Investment Advisor (PIA) and Certified Divorce Financial Analyst® (CDFA®). He is a founding member of the Sparta, NJ chapter for Stand for the Silent and serves on the Sparta Education Foundation board. Additionally, he is involved with the Lake Hopatcong Foundation and Our Lady of the Lake Church. In his personal time, he enjoys hiking, spending time with his family, playing tennis, and traveling.

Nora Burke is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services Inc. since 2018 and previously worked at Computing Concepts Inc., Wag, and Sanctafide M&A Financial Advisors LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Mahi Haider is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Enterprise LLC and has experience in retail and information technology roles. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Brenda Titus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2023. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Colin Hart is a financial advisor with UBS Financial Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at OfficeWell, Cobham Park Farm, and Instawork. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances. The firm offers a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

John Barrett is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1986, he has focused on providing disciplined long-term investment management strategies and recommendations for high-net-worth corporate executives, entrepreneurs, and philanthropic organizations. He works closely with individual clients to help meet their financial objectives and those of future generations, while assisting philanthropic organizations in achieving their missions. John offers philanthropic consulting through the Institutional Investments & Philanthropic Solutions group and collaborates with the Merrill Institutional Consulting team to address the unique and complex investment needs of institutional clients. He also supports clients with family wealth management strategies, liquidity management, portfolio management services, and retirement income planning. He is recognized for actively serving charitable organizations in his community and has been a featured speaker at the Securities Industry Association's conference at The Wharton School since 1996. John holds a Bachelor's Degree from SUNY Cortland and professional designations including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, John enjoys adventure sports, baseball, spending time with his family, and traveling.

Enrico Bawar is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and possessing 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years before joining Cambridge in 2022. Bawar serves as President and Board Member of the Rotary Club in Staten Island and holds board positions with several local organizations, including the Philippine Independence Committee of Staten Island and the Community Agency for Senior Citizens. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, featuring both proprietary and third-party investment strategies implemented across multiple platform arrangements.

Adeel Eijaz is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Christopher Doll is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to his current role at Fidelity, he worked at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Sean Lynch is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023, following a one-year tenure at The Vanguard Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Kane is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Kane is involved in selling fixed insurance products, including life, annuities, and long-term care insurance, through separate businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

J. Ronald Lynch Jr. is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co. Inc. from 2014 to 2022. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Manitou Homeowners Association in Wayne, New Jersey. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Cupoli is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, Cetera Wealth Services, Fidelity Investments, and Securian Financial Services. Outside of finance, he worked at Uber Eats for two years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes ongoing advice and a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.