Robert Korlesky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized and comprehensive wealth management services focused on preserving and growing client assets, optimizing tax-efficient retirement distributions, and implementing tax-advantaged estate strategies. His client work includes family wealth management, legacy planning, retirement income, portfolio management, liquidity management, and socially responsible investing. Robert holds a Bachelor’s Degree from East Stroudsburg University and is designated as a Personal Investment Advisor (PIA). He applies Merrill’s goals-based wealth management approach to help clients articulate their financial objectives and navigate complex wealth challenges. Robert emphasizes educating clients and their families about the wealth management process and investment strategies. Committed to community involvement, Robert participates in local organizations through volunteer work. His personal interests include camping, fishing, golfing, and woodworking. He believes in adapting investment strategies in response to life changes to support clients’ retirement lifestyles and long-term financial goals.

John Schade 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 J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research with an ESG framework and includes broader derivatives and commodities capabilities.

Jeel Patel is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A., Newfield National Bank, and operated a family business, JilKrish LLC, where he is a partial owner. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Laura Beninato is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, AXA Advisors, National Life Group, and Equity Services, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, providing collaborative annual planning engagements supported by firm-approved analytical tools.

Michelle Lindquist is a financial advisor at Merrill with 15 years at the firm and eight years of industry experience. She holds the Series 66 designation and is based in Iselin, NJ. 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, and various types of organizations.

Mark Mazzei is a financial advisor with Ameriprise in Westfield, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gloria Fox is a financial advisor at Fidelity with Series 63 and Series 65 licenses and 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Bankers Life before joining Fidelity. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios incorporating mutual funds, ETFs, and ETPs, and serves a variety of clients including registered investment companies and charitable funds.

Samantha Kucevic is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Balance Face and Body and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to support client decision-making.

John Luke Bongiorno is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Bank of America and Merrill Lynch. Outside of finance, he has worked in the food service industry, including a role at Bridgewater Diner. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts.

Kevin Cernuto is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at METLIFE Securities. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational services with an emphasis on collaborative, annual planning engagements.

Alyssa Capone is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to her current role, she has held positions in diverse fields including healthcare and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Anthony Porchetta is a financial advisor at Mass Mutual Investors Services with Series 66 registration and experience beginning in 2024. Prior to joining the firm, he worked in the automotive industry and held a role at the University of Scranton. He is also engaged in insurance brokerage, focusing on individual life insurance and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing software tools to deliver written recommendations tailored to client goals.

Grinald Abazi is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients individually to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice, adapting clients’ portfolios as their circumstances evolve. Grinald holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Baruch College.

Ryan Donohue is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at various J.P. Morgan entities since 2013, including J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with model asset allocations and incorporates ESG considerations in its recommendations.

Kevin Coutinho is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and PricewaterhouseCoopers. Outside of advisory roles, he is also employed as a personal banker at Provident Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and custodial relationships.

Carmine De San is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors for five years. Outside of his advisory role, he serves as a Rangemaster for Cub Scouts BB Guns and Archery with the Boy Scouts of America Patriots Path Council, volunteering approximately three hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a variety of advisory programs for a broad client base.

Eric Mercado is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Northwell Health Labs. Before entering finance, he spent over a decade operating Zadies Bake Shop. 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.

Peter Carollo Jr. is a CFP® professional with 40 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and Managed Assets Group for 23 years. In addition to his advisory role, he acts as an insurance agent offering accident, health, disability, life insurance, and fixed/equity index annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account solutions.

William Bertscha is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at LSEG, ICE, Oppenheimer & Co, Northwestern Mutual, Tullett Prebon Financial Services, and Tradition Securities and Derivatives. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Michael Gould is a financial advisor with Ameriprise in Edison, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.