Robert Beylickjian is a financial advisor at Merrill with Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Merrill since 2017 and previously held positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Digiovanni is a financial advisor with LPL Enterprise and holds Series 66 and Series 63 licenses. He has seven years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities LLC, Vestwell, Betterment, and ADP LLC. He is also involved in Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Charles Tamayo Mayorga is a financial advisor with LPL Financial based in Basking Ridge, NJ. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior work at INVEST Financial Corp. He has also been associated with Affinity FCU for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and diverse investment strategies.

Wesley Storr is a financial advisor with Ameriprise in Cedar Knolls, NJ, holding a Series 66 designation and three years of industry experience. He previously worked at Beck Consulting & Associates and Avantik. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Frank Pavese is a Certified Financial Planner (CFP®) with 28 years of industry experience. He is currently with Wells Fargo Clearing Services LLC, where he has worked since 2019, following a four-year tenure at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Taylor Brady is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Chase & Co. for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

James Broderick is a CFP® credentialed financial advisor with 13 years of industry experience, currently practicing at LPL Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several smaller firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

John Guerra III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Snipes. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Finkle is a CFP® with 31 years of industry experience and is currently affiliated with Stifel. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Greco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Gerard Raho is a financial advisor with Edward Jones in Mendham, NJ, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-founder of Michael Gerard Designs, a flatware design business, and serves as Vice President of the Mendham Business Association in a largely ceremonial capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor and branch network, as well as offering affiliated trust and securities-based lending services.

John Grauer is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, and General Nutrition Center. He serves as Vice President of a Business Networking International chapter in Charlotte, North Carolina. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Joshua Vallejos is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and three years of industry experience. He has held roles at several firms including T.D. Bank N.A., Edward Jones, Bank of America, and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Linda Yu is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Forester Financial, The Investment Center Inc, and IC Advisory Services Inc. Outside of her advisory role, she owns and operates Yu's Black Belt Institute, a business unrelated to investments. 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, and brokerage services, supported by research and model portfolios from multiple sources.

Juliana Trovato is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and was previously with UBS Financial Services from 2012 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Michael Merlo is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as Treasurer of the Kiwanis Club in Linden, NJ. 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 IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Marco Rita is a financial advisor with Raymond James Financial in Somerville, NJ, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes 12 years at PNC Investments and ongoing roles at Fulton Bank and Raymond James Financial Services, Inc. Outside of his advisory work, he is involved in rental real estate ownership. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through unique affiliations and specialized advisory programs.

Andrew Burkhardt is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior work experience includes roles at PNC, PNC Investments, and CitiBank. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Corporate Financial Planning agreements.

Peter Gelwarg is a financial advisor with Morgan Stanley in Basking Ridge, NJ, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs. The firm provides tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Daniel Bolio is a financial advisor with Merrill in Succasunna, NJ, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and New York Life Insurance Agents. Before his financial services career, he worked at Titan Specialty Doors for six years. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.