Michael Pimpinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience, including 16 years at Metlife Securities and over a decade at MassMutual Life Insurance Company. Outside of his advisory role, he is involved in developing a smartphone application through an LLC he owns. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars using firm-approved analytical tools.

Lauren Ruperto is an Investment Consultant at Fidelity Investments, a position she has held since 2024. In this role, she collaborates with clients to develop personalized investment strategies that align with their unique financial goals, focusing on balancing risk, protection, and growth. Prior to joining Fidelity Investments, Lauren worked as a Financial Solution Advisor at Merrill Lynch from 2023 to 2024. Her professional experience centers on investment consulting and financial advising, aiming to provide tailored financial planning services. Outside of her professional work, Lauren has interests that include beach activities, cooking and baking, family activities, fitness, outdoor adventures, and parenthood.

Kevin Rodin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors, LLC. Outside of advising, he serves as an administrator or executor of an estate or trustee of a trust for a non-family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and proprietary programs.

David Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Merrill in 2018 and subsequently Bank of America in 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ingrida Veizaj is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2016. Prior to her financial career, she was associated with the College of Staten Island from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Rohan Puri is a financial advisor at J.P. Morgan Securities based in Princeton, NJ, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory role, he is the owner of MB Luxury Auto Group and serves as a successor trustee for a family living trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of investment programs, including proprietary and third-party models, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Brian Coelho is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with individuals and families to develop personalized investment plans and tax-efficient retirement strategies. Brian specializes in retirement income planning, IRA rollovers, and integrating investment strategies within the Merrill Lynch and Bank of America ecosystem. He holds a Bachelor's degree in Economics from Pennsylvania State University and has a professional designation as a Personal Investment Advisor (PIA). His professional background includes roles in financial compliance and risk analysis, as well as advisory experience at Equitable Advisors and Merrill Lynch. Outside of his professional work, Brian enjoys activities such as golfing, baseball, ice hockey, running, and traveling. He values preparation, teamwork, and discipline, which he applies in his client relationships.

Jeremiah Mc Namara is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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, relying on research and analytics while serving a wide range of client needs.

Anthony Grassi Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera and its affiliated entities since 2008, as well as Ameriprise in 2004. Outside of advising, he is involved as an owner of a holding company and participates in entrepreneurial ventures related to advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple custodial relationships.

Chantley Thomas is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to rejoining Primerica Advisors in 2025, Thomas worked at Bristol Myers Squibb and Iqvia, and has experience in pharmacy from Campbell University and CVS Pharmacy. Thomas is president of Thomas Multiservices LLC, a non-investment-related business based in Linden, New Jersey. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 financial advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Heena Dhruv is a financial advisor with LPL Financial in Princeton, NJ, holding Series 66 and Series 63 licenses and 13 years of industry experience. Her work history includes roles at Van Leeuwen & Co., Bank of America, First Manhattan Co., and AXA Advisors. She is also involved with Van Leeuwen & Company, LLC in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Barry is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch for over 22 years, having joined from Merck & Company's Vaccine Division where he gained experience in Corporate Finance and Strategic Planning. James assists a diverse client base including families, individuals, and institutions, focusing on tailored financial solutions that reflect each client's unique circumstances and goals. His expertise encompasses areas such as college education planning, executive compensation, legacy and philanthropic planning, tax minimization, and retirement income. James and his team prioritize understanding clients' needs to provide comprehensive service. He holds a Bachelor's Degree from Boston University and a Master's Degree from Rice University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA). James is actively involved in his community, serving as Treasurer on the Chapin School Board of Trustees, Co-Chair of Rice University 360 since 2017, and Co-Chair of Rutgers University's BIG IDEAS Campaign. He lives in New Hope, PA, and Naples, FL with his family. His personal interests include baseball, golf, travel, music, reading, and spending time with his family.

Katherin Romero is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1996 and co-founded the Lugones & Romero Group. In her role, she assists clients and businesses in managing their wealth through a comprehensive approach that begins with listening to client needs and ensuring strategies align with their goals. Katherin serves a diverse clientele, including executives, retirees, entrepreneurs, and those in transition, focusing on areas such as family wealth management, personal retirement planning, legacy planning, and tax minimization. Katherin holds several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Pennsylvania State University. Recognized for her professional achievements, she has been named multiple times to the Forbes "America's Top Women Wealth Advisors Best-in-State" and "Best-in-State Wealth Advisors" lists, and to the Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list. She is a past president and member of the Junior League of Greater Princeton. Fluent in Spanish, Katherin and her husband reside in Bucks County, Pennsylvania, with their two children. Outside of her professional commitments, she enjoys cooking, golfing, skiing, tennis, traveling, and spending time with her family. She is involved in community organizations including Rise, Arm and Arm, and HomeFront.

Kai Chen is a Series 66-credentialed advisor with five years of industry experience, currently working at J.P. Morgan Securities since 2021. His prior work includes positions at Bank of America and roles outside finance such as at HomeGoods and Ikea. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, manager searches, and customized performance reporting supported by centralized due diligence and a forward-looking investment approach.

Beth Meszaros is a financial advisor at Cetera with 17 years of industry experience. She holds a Series 66 designation and has worked with Cetera since 2009. Outside of her advisory role, she owns and creates handmade knits and gifts sold on Etsy and is involved in managing a needlepoint supplies business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Jigar Shah is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. In this capacity, he partners with high net worth individuals and their families to identify their financial goals and collaboratively develop strategies to achieve them. His approach emphasizes listening and understanding clients' needs and concerns to build meaningful relationships. Prior to his current position, Mr. Shah worked as a Financial Solutions Advisor at Merrill Lynch from 2008 to 2020. He holds a California Insurance License, supporting his expertise in financial planning and insurance solutions. Outside of his professional work, Mr. Shah has interests in football, golf, movies, and traveling.

George Mouded is a financial advisor with Osaic Wealth, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Hornor, Townsend & Kent, UBS Financial Services, and Merrill. Outside of his advisory work, he operates Economic Planning Group, offering various insurance products including health and life insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform that provides brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of investment solutions and maintaining multiple custodial and affiliate program arrangements.

Rodney Robinson is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Equitable Advisors since 2004, with prior roles at Axa Advisors, Fidelity, and Merrill. Outside of his advisory career, he is involved as a consultant providing health insurance consulting to public sector groups and owns Good Music Productions, where he works as a sound engineer. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs.

Michael Tillberg is a financial advisor with Merrill based in Bridgewater, NJ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes 12 years at Scottrade, Inc. and shorter tenures at Wells Fargo Bank and Wells Fargo Clearing. Merrill, together with 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 investment strategies for individual and institutional clients, including high-net-worth individuals and charitable organizations.