Justin Branch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 credential and five years of industry experience. He has been with Equitable Advisors since 2020 and is also involved with Sylvan Learning Center as a tutor. Prior to his current roles, he worked at Rutgers University and Jespy House from 2015 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives and offers a range of third-party and proprietary investment solutions.

Andrew Kowitski Jr. serves as a Senior Financial Advisor and Portfolio Manager, holding the Sports and Entertainment Accredited Wealth Management Advisor™ designation. He works within Merrill Lynch Wealth Management, where he applies a consistent approach developed through years of experience navigating multiple market fluctuations. Andrew collaborates closely with clients to build personalized investment strategies that align with their financial goals and changing market conditions. He specializes in family wealth management strategies, portfolio management services, and focuses on clients in the sports and entertainment sectors. Andrew customizes his strategies around clients' priorities, risk tolerance, time horizons, liquidity needs, and objectives. He is committed to Merrill's goals-based wealth management process to help clients pursue meaningful objectives, including lifestyle aspirations and securing a lasting legacy. Andrew holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He completed his high school education at Spotswood High School and earned an Associate's Degree from Middlesex County College. Additionally, he attended Kean University without conferring a degree. Outside of work, Andrew enjoys spending time with his family, swimming, and woodworking.

Nicholas Petrole is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. Before joining Mass Mutual, he held various roles including multiple positions at Rowan University and retail management at Shoprite. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach involves collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Diana Luna is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley & Co. Incorporated since 2005, totaling 21 years at the firm. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Nicole Gibson is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Additionally, she has been employed at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and may include an ESG eligibility framework.

Brant Roun is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining UBS in 2025, he worked at Fidelity Investments for two years and held various roles at the University of Delaware and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk profiles.

Alyssa Devenny is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked at the Brick Township Municipal Utilities Authority and Professional Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a broad investable universe that includes mutual funds, ETFs, and ETPs.

Francis Vitellaro is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Securities America Advisors, Investacorp Advisory Services, Wells Fargo Clearing, and Merrill. Vitellaro is also involved with Premier Wealth Services, where he provides investment advisory and asset management services. OSAIC Wealth serves a wide range of clients including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering both brokerage and advisory services supported by various program options and a complex affiliate network.

Michael Muzikar is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 22 years of industry experience. He has previously worked at Invest Financial Corporation and Axa Advisors, Llc. Outside of finance, he is a professional comedian and owner of Mike Muzikar's Comedy. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and partners with third-party asset managers and LPL-sponsored advisory programs.

Bilal Mian is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and PNC Bank. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Megan Mandella is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2015, including a role at Morgan Stanley Private Bank, National Association. Outside of her financial career, she serves as an Air Force Intelligence Analyst with the Pennsylvania Air National Guard. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Matthew Alonge is a Financial Advisor with Merrill Lynch Wealth Management, serving as part of the Donnelly Associates Wealth Management team in the Princeton office. He brings over six years of experience within the firm, beginning as a Corporate Intern in 2019 and joining full-time in 2020. His roles have included participating in wealth management development programs, supporting clients through the Paycheck Protection Program, and nearly four years as a Registered Client Associate, providing a solid foundation in client relationships, operations, and financial planning. Matthew holds a bachelor's degree in Finance with minors in Economics and Political Science from Rutgers University, graduating in 2020. He has obtained the SIE, Series 7, and Series 66 FINRA registrations, is licensed in insurance, and is a CERTIFIED FINANCIAL PLANNER® professional. His expertise covers a broad range of client needs including corporate executive services, divorce transition planning, executive and equity compensation, family wealth management, legacy planning, personal retirement planning, portfolio management, small business strategies, and sports and entertainment. He works closely with individuals, families, and business owners across the United States to develop and implement long-term wealth management strategies that address their current financial needs and future goals. Outside of his professional responsibilities, Matthew enjoys golfing, pickleball, running, reading, and writing.

Seamus Whalen is a financial advisor with LPL Financial in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, J.P. Morgan Securities, Santander Securities, and Merrill. He is also involved in financial education through the Financial Educators Network. 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 broad range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors, supported by advanced operational tools.

Omar Aburadi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, TSG Capital Advisors, and Prudential Insurance. He also served in the US Air Force from 2017 to 2018. 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 plans, corporations, and charitable organizations.

Louis Mancinelli is a financial advisor with LPL Financial and holds a Series 63 credential. He has 42 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc., Securities America Advisors, and Ridgeway Conger Advisory Services. In addition to his advisory work, he is involved in insurance sales focusing on life, health, and long-term care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

James Jaghab is a financial advisor with Ameriprise in Marlboro, NJ, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, Jaghab owns a business focused on buying and selling sports cards and memorabilia primarily through eBay, and he also provides consulting services as a Certified Divorce Financial Analyst for a law firm. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm’s approach integrates algorithmic automation with advisor partnership and emphasizes the use of its affiliated funds and managed accounts.

Vincent Intiso Jr. is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 credential and three years of industry experience. His previous roles include positions at NewEdge Advisors, LLC, and a variety of business and educational settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms.

Jack Olsen is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes roles at Bank of America and Merrill, as well as various positions outside finance, including teaching and work at Six Flags Great Adventure. 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 a range of individual and institutional clients.

Salvatore Longo III is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Cetera, he was employed at AMA Pizza e Cucina and attended James Madison University. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors and a multi-manager platform with various program structures.

Grant Douglas is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Cetera and also serves as a Wealth Management Advisor at King Financial Network, where he provides investment management and financial planning. His background includes prior roles at Commonwealth Financial Network and educational positions at the University of Delaware and Summit High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.