Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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 for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marek Mezyk is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles within various Morgan Stanley entities since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Dawn Budde is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services including fee-based planning, portfolio management, and capital markets activities.

Shawn Salge is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2017 and Bank of America from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Victoria Lugo is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2015. Outside of her advisory role, she works as a part-time dog walker. 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 services, including niche areas such as business-owner transition, special-needs analysis, and divorce planning, using Wells Fargo’s research and planning tools to develop tailored recommendations.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Peter Sears is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Sears also operated PSGDesign from 2014 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brett Cassidy is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Atlantic Social Research Corporation for 11 years before joining Merrill in 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Je Park is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, Metlife Securities Inc., and New England Securities. His outside activities include managing non-variable insurance and property and casualty insurance businesses. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on non-securities products and affiliated insurance and trust services.

Todd Dates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1998 and has extensive experience in wealth management. Over the years, Todd has worked with firms including Merrill, Smith Barney, and Morgan Stanley, returning to Merrill Lynch in 2016. He focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Todd holds a bachelor's degree from Montclair State University and is a Personal Investment Advisor (PIA). Throughout his career, he has emphasized building durable client relationships based on exemplary service, accuracy, timely responsiveness, and proactive communication. He attributes much of his success to attentiveness and accessibility, serving multiple generations of clients. Residing in Wayne with his wife and two sons, Todd enjoys running, reading, and spending time with his family. Committed to community involvement, he participates in volunteer activities reflecting Merrill's tradition of engagement in the communities served.

Rafael Torres Logreira is a financial advisor with Charles Schwab and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, and Wells Fargo. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a mix of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines centralized custody and order-routing with multi-asset model portfolios and access to alternative investments.

Tyler Ramirez is a Series 66-licensed financial advisor with Merrill in Paramus, NJ, bringing five years of industry experience. His career includes multiple roles at Merrill, Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Merrill, along with affiliate Managed Account Advisors LLC, offers managed account services to fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colby Stover is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining Cetera, Stover held positions at Foresters and worked in Management Information Solutions for nine years. He is also a licensed notary. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers.

Judy Eig is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of her advisory role, she is involved with The Eig Group, a technology-related business, and serves as a trustee for the Terkowitz Family Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by proprietary tools and market modeling techniques.

Joseph Deangelis III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Salvatore Restifo is a Series 65-licensed financial advisor with Cetera, where he has worked since 2005. He has 31 years of industry experience and is also a partner at Lanni Restifo LLC, a CPA firm he has been involved with since 1999. 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 various portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and custodial arrangements.

James Burns is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked with Nationwide Advisory Services, Inc. and Nationwide Insurance Company for over two decades. Outside of her advisory role, she is affiliated with the American Safety Council in a referral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

John Boeckel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments LLC, SII Investments, Inc., and Advanced Planning Group. Outside of finance, he is the founder of a cosmetic line called MISSION 1O2. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers tailored investment strategies across multiple platforms and maintains proprietary model strategies alongside access to unaffiliated managers.

Jason Lipp is a financial advisor with UBS Financial Services holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.