Robert Lobel is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial planning and investment advisory services to clients, leveraging his expertise as a Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Muhlenberg College. Robert applies his education and professional designation to assist clients in managing their financial portfolios and achieving their investment goals.

Martin Mercurio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with National Planning Corporation since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Meredith Doty is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2019. Prior to that, she was employed at Prudential Advisors and Loyola University Maryland. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Daniel Burnham is a Series 66-registered financial advisor at UBS Financial Services with experience beginning in 2024. Prior to joining UBS, he was involved with Timberpoint Golf Course and held positions at Georgian Court University and East Islip High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Steven Danieli is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Paul Inzerillo is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. He is currently based in Staten Island, NY. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Ciro Lipariti is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Charles Schwab Bank SSB, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary and discretionary investment options, employing multi-asset model portfolios with strategic allocation and research-supported alternative investments.

Michelle Bada is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 29 years of industry experience. She has been with Merrill since 1998. Outside of her advisory work, she is listed as a part owner of a family restaurant in Wildwood Crest, New Jersey. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Craig Campbell is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at Derchin Airline Research, Sidoti & Company, and was affiliated with several other organizations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of products and proprietary research.

Stephen Luthmann is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC for nine years. Outside of his advisory role, he has a 50% ownership interest in Legacy 7 Holdings LLC, a holding company for an Amazon FBA e-commerce startup. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Mc Ginty Jr. is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1993, also associated with Bank of America since 2011. Outside of his advisory role, he is an owner of a condominium in Stratton Mountain, Vermont, which he rents when not using it. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Christian Grillo is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2018. Prior to that, he was with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, and has experience in the food industry with Tuscany Italian Specialties. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and nonprofit organizations.

Baran Koksal is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with UBS AG since 2008. Outside of his advisory role, he teaches woodworking classes and manages studio rentals through BBK Creations LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and capital market models to customize client investment strategies.

Mark Rothenberg is a financial advisor at Merrill with Series 65 and Series 63 licenses and 22 years of industry experience. His prior roles include seven years at Nomura Securities International, Inc. and a current teaching position at Fairfield University. 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 individuals, high-net-worth clients, and institutional investors.

Marc Ochs is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Taylor is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked for JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 13 years. Outside of his advisory role, he co-owns a family rental property. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Caban is a financial advisor at Morgan Stanley in Morristown, NJ, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA for six years. Outside of her advisory role, she is involved in property management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

Jared Cruciani is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. His prior roles include positions at Mendes and Mount and Big Snow American Dream, as well as work at Rutgers University and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets and banking services.

Marek Milik is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY, holding the ChFC® designation and Series 63 license. He has 29 years of industry experience, including prior roles at Metlife Securities Inc. and Massmutual Life Insurance Co. He also works as an independent insurance agent selling life, accident, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Thomas Boyd is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 11 years before joining Wells Fargo in 2018. Outside of his advisory role, he serves as a basketball referee in New Providence, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.