Peter Catalano is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Schwab in 2022, he worked at TD Ameritrade and TD Ameritrade Investment Management for over a decade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. Schwab’s integrated platform supports a large client base with centralized custody, advisory, and brokerage services.

Martina De Los Rios is a financial advisor at Morgan Stanley in New York, NY, holding Series 65 and Series 63 licenses. She began her career at Morgan Stanley in 2025 after completing her education at the University of California, Los Angeles. 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 strategies. The firm manages approximately $2.74 trillion in client assets and provides services through direct client engagements and corporate financial planning agreements.

Yisroel Schwartz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2024, he spent 14 years at Goldman Sachs & Co. LLC. 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. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Rosemary Neidermeyer is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services and Foresters Financial Services. LPL Financial is a national broker-dealer and investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, including access to third-party asset managers and institutional platforms.

Richard Gronske is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill, JP Morgan Chase, Capital One Investing, and PNC Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Christopher Warenkiewicz is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 27 years of industry experience. He has been with Equitable Advisors and its predecessor firm, AXA Advisors, since 1999. Outside of advising, he is a member of a local networking group in Manalapan, NJ. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement consulting, and diverse asset management programs through a network of Investment Adviser Representatives and third-party managers.

Edward Band is a CFP®-certified financial advisor with 37 years of industry experience, currently serving at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Banc of America Investment Services. He acts as a trustee for a charitable remainder trust associated with his family. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Kenneth Chan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2020 and previously spent four years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, participant-level retirement advice, and institutional platforms, with a range of discretionary and non-discretionary investment options supported by research and advisor tools.

Thomas Blunda is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at LPL Financial, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Credit Suisse First Boston LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, integrating advisory services with other financial products and referral channels.

Kathleen Monahan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 20 years of experience in the financial services industry, specializing in areas such as Divorce Transition Planning, Executive Compensation, Family Wealth Management Strategies, retirement planning, and socially responsible investing. Kathleen and her team focus on providing personalized client service and strive to deliver a comprehensive client experience built on trust and integrity. Her approach emphasizes educating clients to ensure they fully understand their investment strategies, with a focus on long-term asset allocation and diversification. Kathleen holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her Bachelor's Degree from Montclair State University. Outside of her professional role, Kathleen resides in Cranford, NJ with her husband and their Bernedoodle, Molly. They enjoy hobbies such as golf, hiking, cooking, and reading. Kathleen also dedicates time to volunteering with local charities.

Quinn Im is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, Quinn served at The Investment Center, Inc. and IC Advisory Services, Inc. He is also the sole proprietor of Charis Wealth Management and has maintained a personal interest in photography for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with diverse non-advisory financial services.

James Formato is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following thirteen years at Credit Suisse Securities (USA) LLC and a year at Pershing LLC. Outside of his advisory work, he serves as power of attorney for his mother. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Henry Swayne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in understanding the financial priorities of high net worth individuals and families, and in creating customized wealth management strategies to help them achieve their financial and life goals. His client focus areas include college education planning, corporate benefits, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. Henry holds an Associate's Degree from Villanova University and is a CERTIFIED FINANCIAL PLANNER® certificant as awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is actively involved in community organizations such as Covenant House and Habitat for Humanity, reflecting his commitment to community service. He currently resides in Rumson, New Jersey with his wife and two children. Outside of his professional work, Henry enjoys cooking, golfing, photography, running, spending time with his family, and tennis.

Thomas Donahue is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in helping high-net-worth professionals and executives with complex financial situations. With more than 30 years of experience in private equity, venture capital, and corporate finance, he focuses on crafting comprehensive wealth strategies tailored to individual client needs. His expertise includes managing multiple income streams, equity positions, complex business ownership structures, stock options, carried interest, international assets, liquidity events, and multi-generational wealth transfer goals. Tom's professional background includes positions on multiple corporate boards where he concentrated on growth, financial structuring, acquisitions, and divestitures. He has been involved in successful exits, including IPOs and strategic acquisitions. He brings an institutional-level perspective to personal wealth management, integrating advanced investment theories and working with a network of attorneys, CPAs, and other specialists to provide coordinated advice. He holds a Bachelor's degree in Economics from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania. Tom has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He volunteers in various activities for Georgetown University. Tom resides in New York City with his wife and two children and enjoys golfing, spending time with his family, and watching movies.

Philip Osei is a financial advisor with Charles Schwab in Springfield, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at TD Ameritrade from 2015 to 2022 before joining Charles Schwab in 2022. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

Jaclyn Gallagher is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at NYLIFE Securities LLC and New York Life Insurance Company from 2018 to 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning arrangements.

Linda Gaucher is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Anthony Barbera Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. He previously worked at National Planning Corporation from 2012 to 2017 and has been a partner at Barbera & Barbera CPA since 1990. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, combining scale with a diverse suite of financial and operational tools.

Michael Wattick is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Michael works alongside David Trinkoff at The Trinkoff Wattick Group, serving clients including business owners, entrepreneurs, C-suite executives, and attorneys primarily in the Summit community, throughout New Jersey, and across the nation. With over 20 years of experience, Michael focuses on helping clients make informed investment decisions tailored to their individual needs. His approach emphasizes building one-on-one relationships to foster trust and respect, and he prioritizes working with clients to construct portfolios that are free of proprietary product pressures. Michael's fee structure is transparent and based on the assets managed. Michael holds a Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Duquesne University. He is involved in community service through the American Red Cross. Michael values the multi-generational relationships he has developed with clients and enjoys spending time with his wife, Pamela, and their four children.

Jonathan Horn is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he applies over 30 years of industry experience to assist clients in achieving their financial goals. He specializes in crafting customized investment management strategies and utilizes a goals-based planning approach to guide clients toward successful financial outcomes. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and socially responsible, values-based, and ESG investing. Jonathan collaborates closely with his clients to develop flexible strategies tailored to their unique financial and personal objectives. Jonathan holds a Bachelor's Degree from George Washington University and is a Personal Investment Advisor (PIA). Outside of his professional role, he enjoys biking, music, spending time with his family, and traveling.