Robert Coon is a financial advisor with LPL Financial in East Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, and Wachovia Bank. Outside of his advisory work, he is also active as an artist and musician. 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.

Richard Peterson is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he was self-employed for three years and worked at Delbarton School for ten years. He is also active as an independent private tutor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as corporate and charitable entities, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

Michael Hughes is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor, Axa Advisors, LLC, where he worked from 2004 to 2020. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, delivering advice through a network of Investment Adviser Representatives using both proprietary and third-party investment solutions.

Jefferson Holguin is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2022. His prior experience includes roles at TD Ameritrade Investment Management, LLC and TD AMERITRADE, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

James Angiuli is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Wells Fargo Clearing. Outside of his advisory role, he is a notary. 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 variety of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Jason Geller is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2012. 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.

Robin Catanio is a financial advisor with Ameriprise in Flemington, NJ, holding a Series 66 designation and having 21 years of industry experience. His career includes six years at Merrill and multiple roles within Ameriprise since 2018. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning within a large institutional framework that also offers advisory, brokerage, and insurance solutions.

Jeffrey Salton is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2009. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Gregory Marino is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations in its recommendations.

Emilia Gale is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial and wealth management services to families and business owners. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Divorce Financial Analyst (CDFA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Emilia focuses her expertise on areas such as college education planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Emilia holds a Bachelor of Arts degree in Economics from Drew University and is a member of the Drew Alumni Association. She is fluent in English, Portuguese, and Spanish, and conversant in French. Emilia is actively involved in community organizations including the Food Bank of New Jersey and the Leukemia & Lymphoma Society. She also participates in the Portuguese Community and the East Side High School Alumni Association. Emilia resides in Westfield, New Jersey.

Thomas Smedley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in property rental in Manville, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment models.

Tracy Junquet is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1990. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary strategies for a range of client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gerard Rabadeau is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Rabadeau is also co-owner of Rabadeau Wealth Group, a support company outside standard investment business activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

David Peters is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Peters is involved with the Mercer County Republican Party committee, which participates in selecting Republican candidates for local and state offices. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendations and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Daniel Ramer is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as treasurer for the Jewish Family Service of Central New Jersey, where he oversees the finance committee and collaborates on budgeting and financial planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside fiduciary financial planning.

Jack Leloia is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His work history includes multiple roles at Fidelity Investments and prior involvement with Dynamic Earth LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Brent Freda is a financial advisor at Merrill holding Series 63 and Series 65 credentials. He has experience working at Fulton Bank and Xactus prior to his current role at Merrill and Bank of America, where he has been since 2026. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Jack Riley is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he co-owns a beach home in Rehoboth Beach, Delaware. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with research from its Chief Investment Office and Global Research teams to tailor client plans. The firm provides a range of services including portfolio management, financial planning, and capital markets activities, operating as both an investment adviser and broker-dealer.

Kiona Hall is a financial advisor at Merrill with a Series 66 designation and 15 years of experience. Her prior roles include positions at Amazon, CVS, and DoorDash. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Alan Jacobson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill. Outside of his advisory role, he manages seasonal weekly rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.