Silvia Rodriguez Coda is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Peter Kaloustian is a financial advisor with LPL Financial based in Cranford, NJ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with LPL Financial Services since 2008, alongside concurrent roles at Flagstar Bank N.A. since 2008. 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, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Michael Ciorlian is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and various other positions outside the financial sector. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform and services.

Joseph Maccariello is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, bringing four years of industry experience. His prior roles include positions at Bank of America and Merrill. He is also involved in tax service businesses as an employee of multiple firms providing tax-related services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm delivers these through a network of independent Financial Professionals using various portfolio management solutions and maintains both proprietary and third-party investment strategies.

Amy Cooke is a financial advisor at Charles Schwab & Co., Inc. with 20 years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Director of Special Events for Commercial Real Estate Women of NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of wrap fee programs, managed accounts, and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by centralized custody and investment research.

Gina Lessner is a financial advisor at Merrill with Series 63 and Series 66 designations and 17 years of industry experience. She has been with Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sophia Stuart Rockefeller is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop tailored financial strategies focused on family wealth management, legacy planning, managing new wealth, women and wealth, and tax minimization. Her approach involves evaluating clients' financial situations, identifying their objectives, and crafting personalized plans to help achieve their long-term financial goals. Sophia holds multiple degrees, including a Bachelor's and Master's from Belarussian State University (BSU), a Doctorate from the National Academy of Sciences (NAS), and a Bachelor's from Southern New Hampshire University. She also earned an Associate's Degree from the Community College of the Air Force (CCAF), a High School Diploma/GED, and completed an Accredited Certificate Program at Dartmouth College. Her professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Russian. Outside of her professional work, Sophia enjoys cooking, horseback riding, traveling, and spending time with her family.

Jarred Colaiacovo is a financial advisor at Merrill with Series 65 and Series 63 credentials. He has been in the industry since 2026, including prior experience at Bank of America, N.A. and PNC Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates trading, lending, custody, and other services within Bank of America’s corporate platform.

Arthur Crist is a financial advisor with Merrill in Iselin, NJ, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The program integrates Merrill’s investment strategies with Bank of America’s broader platform, providing access to multiple products and services.

Brigita Rumpeters is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been providing financial services since 1989. She specializes in working with affluent clients, non-profit organizations, and small businesses, focusing on investment management and wealth preservation. Brigita offers a wide range of services, including portfolio management strategies, stock option analysis, retirement planning, hedging and monetization of concentrated equity positions, life insurance analysis, and wealth preservation and transfer services. She also provides lending and mortgage options and assists small businesses and non-profit organizations with cash management, business lending, and retirement plans. Brigita holds a B.S. in Business/Marketing from Stockton University. She has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), which underline her expertise in retirement planning and fiduciary responsibilities. Residing in Westfield, New Jersey, Brigita is involved in her community through volunteering with local non-profit organizations such as the Center for Hope. She is also an active volleyball player, participating in co-ed leagues and tournaments.

Gilbert Blitz is a CFP® professional with 39 years of industry experience, currently serving at UBS Financial Services since 1986. He is based in Warren, NJ, and holds Series 63 and Series 66 licenses. Outside of his financial advisory work, Blitz serves on several nonprofit boards, including Young Audiences New Jersey and Robert Wood Johnson University Hospital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment plans supported by proprietary research and model-based asset allocations.

Gerald Silberman is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with Metlife Securities Incorporated for seven years. Outside of his advisory role, he is involved in insurance brokerage, focusing on individual life, disability, long-term care, fixed annuities, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using technology to analyze client goals and offers event-driven planning programs such as divorce and estate-settlement planning.

George Castellano is a financial advisor with Merrill who holds a Series 66 designation and has 25 years of industry experience. He has been with Merrill since 2000. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a wide set of financial products and services.

Lukasz Syrek is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals and risk tolerances.

Taha Laique is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including First Citizens BancShares and Mercer/Marsh & McLennan Companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Hitesh Patel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Northfield Bank, Cetera Advisor Networks LLC, and Summit Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

Louis Wolfson is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera since 2019, following an 11-year tenure at LPL Financial. Outside of Cetera, he is involved with GGW Financial Group and operates an insurance business under certain restrictions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors, utilizing multiple program structures and investment approaches.

Justin Pak is a financial advisor with Wells Fargo Clearing in Iselin, NJ, holding Series 63 and Series 66 registrations and bringing 26 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 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Louis Simone is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is a silent owner of a fitness business, AFC Hudson LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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, tailoring services based on client goals, risk tolerance, and time horizon.

Giovanni Duran is a CFP® professional with 28 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2019. Prior to joining Raymond James, he worked at Morgan Stanley for 11 years. He is the owner of two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on risk profiling and firm research, with a notable focus on advisory services that support client decision-making rather than delegated management.