Christopher Russo is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Royal Alliance for five years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with Coda Logistics and Distribution in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Tamara Alter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Bank of America, and Merrill. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due diligence process.

Marcus Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, NA since 2011. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Lauren Ehlers is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Morgan Stanley and Morgan Stanley Private Bank before joining Merrill and Bank of America. Outside of her advisory work, she serves as a member of the Boonton Township Committee and the local Planning Board. 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, and institutions.

Joseph Bruno is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 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 investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Cohn is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in various roles including positions with the Philadelphia 76ers, L.P., and Arconic. In addition to his advisory role, he is involved as an insurance agent focused on fixed insurance products and serves as a financial advisor with Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Joao Rocha is a financial advisor with LPL Financial in Union, New Jersey, holding Series 65 and Series 63 licenses and having 20 years of industry experience. He has been with LPL Financial since 2016 and also maintains a role with Flagstar Bank N.A. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Jordan Liss is a Wealth Management Advisor with The Liss Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification and serves high net worth individuals, foundations, and small businesses. Jordan contributes to a team that manages approximately $1 billion in assets as of May 2026. Jordan's expertise includes providing wealth management services that address a wide range of financial needs through a personalized, goals-based approach. His work involves collaboration with CPAs, actuaries, and estate planning professionals to ensure clients' financial goals are comprehensively aligned. Jordan holds a Bachelor's degree from Boston University and has earned the Personal Investment Advisor (PIA) designation. He has been recognized by Forbes as a Top Next-Generation Wealth Advisor in multiple years.

Alexander Hasni is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at New York Life and other firms earlier in his career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 analytics.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services LLC, AXA Advisors LLC, and Statefarm. He is also involved with RCK Holdings LLC, a general agency for property and casualty insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked for SHI International Corp. for 21 years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

Renato Obando 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 previously worked at Morgan Stanley and Merrill. Renato is currently based in Summit, NJ. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Mark Coller is a financial advisor with LPL Financial, holding the PFS™ designation as well as Series 63 and Series 66 licenses. He has 28 years of industry experience, including over nine years with LPL Financial and 14 years with National Planning Corporation. He also operates his own CPA practice, Mark A. Coller, CPA, providing tax preparation and accounting services since 1986. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Matthew Carbone is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. He has worked at Cetera and its affiliated firms since 2013 and is also a partner and CPA at Integrated Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Brian Wong is a financial advisor with LPL Financial based in Iselin, NJ, holding a Series 66 designation and totaling 20 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. He is also commissioned as a notary public in New Jersey. 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 range of advisory programs and financial planning services with discretionary and non-discretionary management options, supported by research and multiple portfolio strategies.

Ruby Van Der Heide is a financial advisor at J.P. Morgan Securities with the Series 66 designation and approximately one year of industry experience. Prior to joining J.P. Morgan, she worked briefly at Merrill Lynch/BofA and held roles at JPMorgan Chase Bank, N.A. Outside of finance, Ruby was involved with Catchy. Cafe & Catering and had a position with the Borough of Allendale. 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.

Carol Tomensky is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She has worked at Wells Fargo Advisors LLC from 1995 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she acts as a power of attorney for her sister as needed. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. Their IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Joseph Stanco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has previously worked at Wilmington Trust, Merrill Lynch, Bank of America, and Icon Information Consultants. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.