Daniel Becker is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. Prior to joining LPL, he held roles at Securities America Advisors and National Planning Corporation. Becker is also involved in tax preparation and accounting services through his enrolled agent status. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services, supported by research and technology-driven investment strategies.

Maryann Romano is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Madhavi Gibbs is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2006 and Bank of America, N.A. since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dawn Cammarano is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2018. Dawn also has roles with David J Perrone and Eagle Plans, where she performs administrative support duties. Raymond James Financial Services Advisors, Inc. serves a diverse clientele including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and investment recommendations supported by extensive research and an affiliate network.

Ronald Bohrer is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 51 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide 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 services through both direct client engagements and corporate financial planning agreements.

Alan Tangreti is a CFP® professional affiliated with Morgan Stanley, with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and methodologies such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Marsha Stevens is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Morgan Stanley from 2014 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

David Larkin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads The Larkin Group, focusing on wealth and investment planning for High Net Worth Individuals and Business Owners. His client services include Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Special Needs Planning Strategies, and Retirement Income. David holds a Bachelor's Degree from the University of Richmond and has earned several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach emphasizes connecting all aspects of a client's financial life to help prioritize and pursue their most important goals. He resides in Basking Ridge, New Jersey with his wife Kathryn and their two daughters. David is active in community organizations such as Friends of the Bernardsville Library and enjoys outdoor activities including basketball, golfing, hiking, music, skiing, and spending time with his family.

Jason Perez is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding CFP®, Series 63, and Series 65 designations. He has 24 years of industry experience, including roles within multiple Wells Fargo entities since 2009. Outside of his advisory work, he serves as treasurer for the Springfield Basketball Association and owns J Perez Group, LLC and J Perez Tax Group, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing Wells Fargo research and tools to tailor recommendations.

William King is a Series 66-licensed advisor with Merrill, based in Flemington, NJ. He has 9 years of industry experience, including 11 years with Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader Bank of America services, including lending and custody.

Bassem Benjamin is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2021. In addition to his advisory role, he works as an Uber driver in Bergen County, NJ. 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 both brokerage and advisory solutions supported by research and analytics.

Scott Nettune is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 26 years of experience in wealth management, having worked as a Private Banker, Wealth Advisor, and Financial Advisor. Prior to joining Merrill Lynch in 2018, Scott spent four years at The Wells Fargo Private Bank as a Wealth Advisor and Senior Vice President. Before that, he worked for 14 years at JPMorgan’s Private Bank, where he held multiple roles, including work on the Restricted Stock Desk focusing on 10b5-1 plans. Scott specializes in legacy planning, managing new wealth, and tax minimization. He manages the financial situations of high-net-worth clients by identifying their life goals and financial strategies and coordinating teams of specialists to implement comprehensive wealth plans. He holds a Bachelor of Arts in Accounting and Finance from Gettysburg College and maintains FINRA Series 7 and 66 registrations as well as a Personal Investment Advisor (PIA) designation. Outside of his professional work, Scott is involved with the nonprofit organization Soft Bones, Inc (501c-3). He enjoys basketball, golfing, music, coaching youth sports, and spending time with his family and friends.

Eric Hinds is the Senior Resident Director, Managing Director, and Wealth Management Advisor at Merrill Lynch Wealth Management in Summit, New Jersey. He has been with Merrill Lynch since 1998 and leads a team of four advisors. Eric provides overall leadership for the team with a focus on portfolio management and the development of corporate retirement plan strategies. Eric holds the FINRA series 3, 7, 9, 10, and 66 registrations as well as Life and Health Insurance licenses. He is also a Personal Investment Advisor (PIA). Eric earned a bachelor's degree in marketing and finance from Villanova University in 1992. He serves as president and founding member of the Hope for Children Foundation. Eric lives in Holmdel, New Jersey with his wife Karen and their three children. Outside of work, he enjoys playing and coaching soccer, as well as basketball, golfing, skiing, table tennis, tennis, and watching movies.

Daniel Piccirillo is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Bank USA and The Prudential Insurance Company of America. In addition to his advisory role, he is involved with Paradigm Governance Partners LLC, where he prepares financial information including audited financial statements. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance products through its platform.

Emre Hasmet is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Unity Bank and held roles in the private sector at Atlantic Supermarket Equipment and AmerAsia International. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Caleb Zektzer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Margaret Selby is a financial advisor with Raymond James Financial in Morristown, NJ, holding a Series 66 designation and 18 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Raymond James in 2017. Outside of her advisory role, she serves as Operations Manager and Registered Client Service Manager at 1792 Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services, supported by extensive research and an affiliate network.

James Botte is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 65 and Series 63 designations and 17 years of industry experience. His career includes roles at TD Securities, Citigroup Management Corp., and JPMorgan Chase. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors. The firm combines research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions.

Glenn Guerin is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently affiliated with LPL Financial in Bridgewater, NJ. He has held positions at Peapack-Gladstone Bank and Linsco/Private Ledger since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kelly Lynn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with Wells Fargo in various capacities since 2008 and has been affiliated with William Paterson University since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. 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.