Maria Christodoulou is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to meet the diverse financial goals of her clients. Her approach focuses on full understanding of clients' financial priorities and leveraging resources from Merrill and Bank of America to offer comprehensive investment and banking solutions. With more than 30 years of experience in the financial services industry, Maria works closely with high-net-worth individuals and families. She develops customized investment strategies and financial plans that encompass asset allocation, retirement income, tax minimization, and estate planning. Her areas of expertise include education planning, family wealth management, legacy planning, socially responsible and ESG investing, as well as retirement and small business strategies. Maria holds a Bachelor's Degree from Rutgers and the Personal Investment Advisor (PIA) designation. She is multilingual, fluent in French, Greek, and English. Dedicated to community involvement, Maria mentors youth and participates with organizations such as Habitat for Humanity. In her personal time, she enjoys gardening, painting, and writing.

Lawrence Solomayer is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Merrill, Avantax, and Cetera Wealth Services. Outside of his financial career, he assists customers at Grape Expectations, a wine-making school. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. Their services include specialized planning areas such as business-owner transitions and special-needs analysis.

Matthew Pugliese is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and also has experience at Wells Fargo Bank, NA dating back to 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach 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.

Pierce Hyldahl is a financial advisor with Equitable Advisors in Annandale, NJ, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Robert Half and Ramapo College of New Jersey. He has been involved with the YMCA for six years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Vincent Pace is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with Metlife Securities Incorporated. Outside of his advisory role, he is also an agent with Vincent Pace/TVP LLC, engaging in insurance brokerage across individual and group life, health, property, and casualty lines. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools and a range of investment and educational programs.

Robert Hall is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2019. In addition to his advisory role, Hall is involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Lisa Mcquilkin is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and previously worked at Summit Area YMCA for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

James Silvester is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022 and previously held roles at Ryan O'Shurak State Farm and Green Power Energy. Outside of advisory work, Silvester is engaged in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and also delivers event-driven planning services such as divorce and estate-settlement planning.

Pai Su Kang is a CFP® with 28 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2022. Prior to this, Kang held roles at Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Equity Services, Inc. Outside of advisory work, Kang is president of American Financial Alliance, Inc., which specializes in qualified plan design and administration as well as employee benefit programs. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm offers multiple account platforms and proprietary model strategies under the Founders Gate Capital brand.

William Daniel is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Daniel serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes client information gathering and risk assessment to match clients with advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Cheng Ji is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Cheng worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jnz Capital. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through its network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of non-securities products and services.

James Schubert is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and advisory services through its expansive platform.

Nicholas Barbato is currently a Market Leader at Fidelity Investments, overseeing a team of leaders who support associates in delivering wealth planning services to clients. He has held his current position since 2022. His experience at Fidelity Investments spans multiple roles since 2006, including VP Market Leader, VP Branch Office Manager, Regional Planning Consultant, Private Client VP Senior Account Executive, Account Executive, Investor Center Financial Planning Consultant, Investment Representative, and Financial Representative. Prior to Fidelity, he worked as a Financial Advisor at Securian Financial Services, Inc and WS Griffith Securities, Inc in 2004. Throughout his career, Nicholas has been involved in various aspects of financial advising and planning, accumulating extensive experience in wealth management and client services within the financial industry.

Brittany Ganter is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 2017 and with Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Decotiis is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding a Series 66 credential and 14 years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2011. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Dave Lalla is a financial advisor with LPL Financial in Edison, NJ, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked with LPL Financial since 2009, following roles at Chase Investment Services Corp. and Quick & Reilly, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and a wide network of over 22,800 advisors.

Yanis Uribe is a financial advisor with Wells Fargo Clearing in Berkeley Heights, NJ, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has worked at Wells Fargo Bank since 2013 and at Wells Fargo Clearing since 2017. Outside of his advisory role, he also works as a part-time Uber driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christopher Ashton is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2005 and is a third-generation financial advisor. Christopher and his father formed The Ashton Group to offer clients a broader array of services and focused attention. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Christopher's expertise spans portfolio management, individual and corporate investment strategies, college education planning, divorce transition planning, family wealth management, legacy planning, personal retirement planning, and retirement income. He is a qualified Portfolio Manager capable of managing personalized or defined strategies that may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Christopher holds a Bachelor's Degree from Rutgers University, where he was a four-year letter winner on the Track and Field team. Prior to his financial services career, he obtained property, casualty, life, and health insurance licenses. He lives in Tewksbury, New Jersey, with his wife and two daughters, maintaining a small farm. Christopher is an Eagle Scout and actively participates in local community and philanthropic groups. His personal interests include adventure sports, basketball, boating, camping, fishing, football, hunting, skiing, soccer, and spending time with his family.

Stephen Walker Jr. is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. In addition to his advisory role, he owns WX3 Practice Management, a practice management business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Eugenia Grigorian is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked in various roles including teaching and coaching at Rising Stars Studio of Dance, where she continues as a dance coach. She also operates a personal online jewelry store on Etsy. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.