John Mckenna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Darwin Noel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that begin with understanding his clients' financial situations and priorities. Drawing on the investment insights of Merrill and the banking services of Bank of America, he assists clients in managing various aspects of their financial lives. His areas of expertise include legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, and individual and corporate investment strategies. Darwin holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. In addition to his professional work, Darwin is a member of the Tri-State Black Executive Leadership Team and participates in community activities such as the Bloomfield High School Football Alumni Camp and the Boys and Girls Club Newark. His personal interests include baseball, cooking, football, golfing, music, spending time with his family, and watching movies.

Robert Finkle is a CFP® with 31 years of industry experience and is currently affiliated with Stifel. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Greco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Pablo Cardoso is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Merrill and Bank of America N.A., joining in 2022, and has held previous roles at Santander Securities, JPMorgan Chase, PNC Wealth Management, and other firms. He serves as the treasurer for the North Plainfield High School PTO. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Robert Bendock is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on family wealth management strategies, liquidity management, and portfolio management services. He works closely with clients to understand their personal perspectives and priorities to create personalized financial plans aimed at achieving long-term goals. Robert holds a Bachelor's Degree from Seton Hall University and maintains the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, and is a member of the professional organization HOLA. His community involvement includes participation with the Center for Great Expectations. Outside of his professional work, Robert enjoys golfing, ice hockey, and music. He values lifelong learning and has a strong interest in math and statistics.

Ryan Becker is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at LPL Financial since 2021 and previously at Mass Mutual and Summit Asset Management. Becker attended James Madison University and has held diverse roles including positions outside finance such as with ProMethod Sport and Fitness and the Morris Plains School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Christopher Pareres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher completed his Bachelor's Degree at Saint John's University and also attended a non-accredited certificate program at New York University. His role involves providing financial planning and investment advisory services.

Bradford Bonner is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Short Hills, New Jersey office. He has 20 years of experience working with high net-worth individuals and institutional investors, developing investment strategies aimed at meeting both short-term needs and long-term financial goals. His approach includes using in-depth personal profiles to understand clients' financial objectives and priorities, offering advice on a range of asset classes including alternative investments. Brad graduated from Lafayette College with a bachelor's degree in Economics and a minor in English. He is a Personal Investment Advisor (PIA) and began his career in the institutional equity sales and trading training program at Merrill Lynch before spending six years with Oppenheimer & Co. He serves in several community roles including Chair of the Scholarship Committee for The College Men's Club of Westfield, Executive Board Member of The Pingry School Alumni Board, Ice Hockey Trustee of the Beacon Hill Club, and is active with Camp Dudley. Outside of his professional work, Bradford enjoys golfing, playing adult ice hockey, boating, fishing, hiking, tennis, traveling, and spending time with his family. He lives in Westfield, New Jersey with his wife, Alexandra, and their three children.

John Grauer is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, and General Nutrition Center. He serves as Vice President of a Business Networking International chapter in Charlotte, North Carolina. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Brett Albinson is a Wealth Management Advisor and a member of the LC & Associates, a multigenerational wealth management team at Merrill Lynch Wealth Management. In this role, he provides financial guidance to a wide range of clients, helping individuals, families, executives, and business owners manage wealth through comprehensive financial planning. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Albinson earned a Bachelor's Degree from Allegheny College. His expertise spans investment consulting, retirement planning, executive compensation, tax minimization, portfolio management, education planning, small business strategies, and services for defined benefit and contribution plans. Albinson emphasizes trust as the foundation of his client relationships, prioritizing consistency, preparation, transparency, and active listening. Outside of his professional work, he is involved with community organizations including Friends of Allegheny Football and The Elizabeth Ann Albinson Memorial Foundation, and supports Toys for Tots. He enjoys golf, following sports, spending time with his wife Jessica, family, and friends, and walking his rescue dog along the Hudson River waterfront.

Sean O'Brien is a financial advisor with Primerica Advisors in Parsippany, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and previously spent nine years with Interstate Container. Outside of his advisory role, he is an independent packaging sales representative and serves as an executor for a client estate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Juliana Trovato is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley since 2011, with a prior nine-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support client outcomes.

Ryan Hynson is a Series 66-licensed advisor with Cetera, bringing four years of industry experience. He has previously worked with Nisivoccia Wealth Advisors and Avantax Investment Services and serves as a partner at Nisivoccia LLP, a tax and accounting firm. Outside of advisory work, he is a committee member of the Sussex County Chamber of Commerce Young Professionals Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Andrew Burkhardt is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior work experience includes roles at PNC, PNC Investments, and CitiBank. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Corporate Financial Planning agreements.

Daniel Bolio is a financial advisor with Merrill in Succasunna, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at JP Morgan Securities and JP Morgan Chase Bank for three years and was associated with New York Life Insurance Agents and NYLife Securities. Outside of financial services, he has experience with Titan Specialty Doors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Leslie Smith is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2009, Smith worked at Citigroup Global Markets and Morgan Stanley DW Inc. from 2006 to 2009. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, offering financial planning that incorporates structured discovery and firm-approved tools but does not include individual security recommendations in its standalone planning programs.

Justin Aisoff is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held positions at Rummel Construction, MISOM Technologies, and served in the Arizona Army National Guard. He is also the CFO of MyStockTeacher LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Ronald Mazzarella is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2001. Mazzarella is also president of Diversified Financial Planners, a registered DBA since 1970. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Andrew Grant Sr. is a Series 66-registered advisor with nine years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously was associated with 1st Global Advisors, Inc. and 1st Global Capital Corp. He is also involved with Caristia, Kulsar & Wade, LLC, a firm he has been part of since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a wide range of financial planning and investment management options, including third-party asset management and institutional platforms.