Marnie Maclaren is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Maclaren serves as a voting member of the Florida Securities Dealers Association and participates on one of its committees. 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.

Brunilda Fullowan is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Derek Popp is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Bank of America, as well as Merrill and maintains an ownership interest in a business consulting firm, Parker Lawrence LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending investment strategies.

David Iwabuchi is a financial advisor with MassMutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at MassMutual, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Co, and The Prudential Insurance Company of America. Outside of advisory work, he is also an insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Stephan Rothe is a CFP®-credentialed financial advisor with 28 years of industry experience, currently with J.P. Morgan Securities in Morristown, NJ. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Anisha Mahajan is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Allianz Global Investors and MetLife Investment Management. Outside of her advisory role, she is involved with early-stage healthcare and women's health venture capital firms as well as a South Asian movie production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, maintaining a large nationwide network of advisors and branch offices alongside affiliated capabilities such as a trust company and securities-based lending.

John Benton Jr. is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, access to model portfolios, third-party asset management, and insurance products through its integrated platform.

Catherine D'agati is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following a 27-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Robert Curtis is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Curtis serves as board president for Literacy Volunteers of Somerset County, an organization that promotes adult literacy through tutoring and community programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations on topics such as retirement and estate planning. The firm offers planning and managed-account services separately, with a consolidated billing option, and does not provide discretionary portfolio management for institutional clients.

Michelle May is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Ameriprise since 1999, currently serving as a financial advisor in Lebanon, NJ. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Lindsey Healy is a Financial Advisor at Merrill Lynch Wealth Management who joined The Heim Group in 2022. She works directly and personally with clients and their families, particularly assisting with the 2nd Generation practice. Lindsey handles clients' transactional, administrative, or account needs and serves as a responsive liaison between clients and specialists throughout the firm. Before joining The Heim Group, Lindsey gained operations experience as a Merrill Operations Analyst, where she approved and monitored money movement requests, coordinated with advisors and clients, and trained new team members. She plays an integral role in earning clients' trust by effectively solving problems and delivering responsive service. Lindsey earned a Bachelor's Degree in Finance from Manhattan College. During her time there, she was a four-year Dean's List member and participated in the school's Division I soccer team, earning All-Academic MACC team honors each year. Additionally, she holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Lindsey resides in Vernon, NJ.

Michael Tormey is a financial advisor with LPL Financial based in Basking Ridge, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Raymond James Financial Services and Santander Securities. Outside of advising, he also works as a part-time Lyft and Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Lutz is a financial advisor with Morgan Stanley Wealth Management in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of the Madison Recreation Advisory Committee in New Jersey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling techniques as part of its client service offerings.

Anthony Farina is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked previously at Janus Management Holdings Corp and Janus Distributors LLC for ten years and currently provides investment advisory services through Paradigm Wealth Advisory LLC, an independent advisory firm he founded. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research from internal and third-party sources.

Dominick Scavelli is a CFP® with 14 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in property management through a real estate partnership in New Jersey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Wayne Chernin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he sells Medicare supplement insurance through referrals for Aetna. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Andrew Mercuri is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2017, he worked in new media at DNAinfo from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Robert Lucente serves as a Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In this role, he provides individualized investment guidance to clients, drawing on his expertise in wealth management. He holds a Bachelor's Degree from Moravian College and is affiliated with Merrill under the designation FSA. His professional designation as a Personal Investment Advisor reflects his commitment to client-centered financial planning and investment strategies.