Kenneth Bryant is a financial advisor with Primerica Advisors in Union, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at PFS Investments Inc. since 2002 and has been affiliated with Primerica Financial Services since 1998. Bryant also engages in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and utilizes BNY Mellon Advisors and Pershing for trade execution and custody.

Leigh Einhorn is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Einhorn previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors. Additionally, Einhorn is the sole owner of Einhorn Financial Enterprises, LLC, an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing proprietary research and planning tools to deliver tailored recommendations.

Christopher Russo is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Royal Alliance and UBS Financial Services. Outside of advising, he is involved with Coda Logistics and Distribution, a non-variable insurance business. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Tamara Alter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Bank of America, and Merrill. 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 through a non-discretionary program. The firm supports its advisory process with centralized due diligence and integrates derivatives and commodities capabilities.

Marcus Maldonado is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, as well as at JPMorgan Chase Bank, NA since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Joseph Bruno is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from its Investment Institute and third-party databases to support investment decisions.

Kwame Amporful is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has over a decade of experience in various industries, including roles at Adecco USA Inc., June30 Media Ltd, GEKE Manufacturing, Lumina Travel and Tours Ltd, and LIMA Partners. Outside of advisory work, he has been involved in companies spanning media, manufacturing, and travel. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a broad network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Benjamin Cohn is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in various roles including positions with the Philadelphia 76ers, L.P., and Arconic. In addition to his advisory role, he is involved as an insurance agent focused on fixed insurance products and serves as a financial advisor with Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Joao Rocha is a financial advisor with LPL Financial in Union, NJ, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His career includes roles at Merrill from 2014 to 2016 and Flagstar Bank N.A. since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Jordan Liss is a Wealth Management Advisor with The Liss Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification and serves high net worth individuals, foundations, and small businesses. Jordan contributes to a team that manages approximately $1 billion in assets as of May 2026. Jordan's expertise includes providing wealth management services that address a wide range of financial needs through a personalized, goals-based approach. His work involves collaboration with CPAs, actuaries, and estate planning professionals to ensure clients' financial goals are comprehensively aligned. Jordan holds a Bachelor's degree from Boston University and has earned the Personal Investment Advisor (PIA) designation. He has been recognized by Forbes as a Top Next-Generation Wealth Advisor in multiple years.

Alexander Hasni is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at New York Life and other firms earlier in his career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kelley Mack is a Wealth Management Advisor at Merrill Lynch Wealth Management with a professional tenure beginning in 2014. Before joining Merrill Lynch, she spent ten years at Harding Loevner, a boutique asset management firm specializing in international and global equities, where she worked closely with institutional and registered investment advisor clients. Currently, Kelley focuses on assisting individual investors in achieving their financial goals through a goals-based approach and a thorough planning process tailored to each client's situation and aspirations. Kelley holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School of the University of Pennsylvania. She also has Merrill Lynch's Portfolio Manager designation, enabling her to manage Personalized or Defined Strategies on a discretionary basis. She graduated from Villanova University with a Bachelor of Science degree in Mathematics and a minor in Business. Outside of her professional role, Kelley enjoys traveling, running, and spending time with her husband and two young sons.

Alexander Radcliffe is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing financial services to affluent households, individuals, retirees, and small business owners. His approach is goals-based wealth management, focusing on understanding clients' short and long-term objectives to build personalized financial strategies that include investment management, retirement planning, risk management, and wealth transfer. Mr. Radcliffe holds a Bachelor's Degree from Rutgers University and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He works collaboratively with other trusted advisors such as tax professionals, attorneys, and insurance agents to provide comprehensive financial planning services. In addition to his professional work, Alexander is engaged in community service through organizations like Junior Achievement of NJ, where he teaches basic financial principles to children. He also contributes to local organizations such as the Hillside Community Food Bank, Jar of Hope, and Ronald McDonald House New Brunswick. Outside of work and community involvement, he enjoys cooking, dancing, football, music, pickleball, pottery, racquetball, running marathons, spending time with his family, and yoga.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Colin Ross is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at several companies including Party Perfect Rentals LLC and Event Staffing Solutions LLC. 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 individual and institutional clients.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services, AXA Advisors, and State Farm. He is also involved in general agency activities for Medicare and property & casualty business through RCK Holdings LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm employs various advisory models, often implemented via third-party sponsors, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for over two decades at SHI International Corp. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

Renato Obando is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, and JPMorgan Chase. His career includes multiple tenures with JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

James Gammero is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, both from 2009 until recently joining LPL Enterprise in 2024. Gammero is also a notary public in Whippany, NJ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.