James Egan is a financial advisor with Merrill, holding a Series 63 designation and 37 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he serves as an assistant varsity lacrosse coach at Glen Rock High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Leavy is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services primarily through non-discretionary advisory relationships.

Scott Olson is a financial advisor at Fidelity with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at New York Life, Nylife Securities LLC, and PRUCO Securities, LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and fund advisory services.

Diane Galvin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 13 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Paul Renfro is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1995 following his graduation from the University at Buffalo (SUNY) where he earned degrees in International Business and Economics. Paul specializes in areas such as family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, tax minimization, and retirement income. He holds several professional designations, including Certified Investment Management Analyst (CIMA®) awarded by the Investments & Wealth Institute® in conjunction with The Wharton School of Business, and Certified Financial Planner (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. Other credentials he holds include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Paul is a member of the National Association of Eagle Scouts. In addition to his professional work, Paul has served on the boards of charitable and non-profit organizations in New York and New Jersey, including serving as a trustee for the Bruce E. Vivino Foundation. His personal interests include chess, golfing, reading, running, and skiing.

Gaetano Germinario is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in concentrated stock and stock-option strategies, providing disciplined, goals-based financial guidance aimed at helping clients navigate complex equity positions with confidence. His approach focuses on connecting all aspects of a client's financial life to prioritize and pursue meaningful goals. With over ten years of experience in the financial field, Gaetano has built a foundation centered on clients' financial wellness. His expertise encompasses areas such as college education planning, executive compensation, retirement income, portfolio management, and socially responsible investing. He holds multiple professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in Old Tappan, New Jersey, Gaetano attended Don Bosco Prep High School and earned his bachelor's degree from Fordham University in New York. He resides in River Vale, New Jersey, with his wife and two daughters. Outside of his professional work, he enjoys golfing, reading, traveling, and spending time with his family.

Michael Pear is a financial advisor at UBS Financial Services in Paramus, NJ, holding a Series 66 designation with four years of industry experience. His career includes roles at UBS Financial Services since 2020 and a prior position at Fiera Capital. He also has experience in academia, having worked at Fordham University’s Gabelli School of Business from 2018 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Steven Masciovecchio is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 11 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Masciovecchio also earns referral income through his involvement with a local chapter in Paramus, NJ. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, consulting, and access to model portfolios and third-party asset management arrangements through both advisory and brokerage channels.

Barbara Shaker is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds the Series 66 designation. 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 planning strategies, managing approximately $2.74 trillion in client assets.

Brady Remshak is a financial advisor with UBS Financial Services holding a Series 66 designation. He has recently started his career in the industry, joining UBS in 2025. His prior work experience includes roles outside of finance and attendance at Providence College. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Gordon Haas is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Tapfin/EY, and founding Haas Wealth Strategies LLC. Haas hosts a podcast focused on retirement planning through his media venture, Gen-Relational Wealth. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Louis Jondee is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2022 from First Republic Private Wealth Management. Louis specializes in financial and estate planning services, personalized portfolio management, and risk management, supporting clients through various stages from initial savings to retirement and complex diversification strategies. With over ten years in the financial services industry, Louis has experience working with business owners and corporate executives, focusing on areas such as equity compensation, defined benefit and contribution plans, nonqualified deferred compensation plans, exit planning, and integrating corporate benefits into long-term financial strategies emphasizing tax efficiency. His client focus areas include equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Louis holds a Bachelor's Degree from Baruch College and has earned multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Portfolio Manager (CPM), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He is involved with the Catholic Youth Organization and has personal interests in boxing, chess, fishing, hiking, and running.

John Doran is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017, following a brief tenure at Edward Jones. 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 brokerage and investment management capabilities.

Mark Skirbe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Vladislav Zherenovsky is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. He has worked previously at VOYA Financial Advisors and has been involved with Kraner, LLC for over a decade, where he also engages in tax preparation and accounting services. 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 advisory programs and financial planning services, supported by various model portfolios and research, and provides both discretionary and non-discretionary management.

Beena Maharjan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Advisors since 2000, with a brief period of unemployment from 2015 to 2025. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

David Hartgers is a Series 66 licensed financial advisor with two years of industry experience, currently with Wells Fargo Advisors. He previously worked at Ameriprise Financial Services and has a background that includes coaching as the head coach for the Wyckoff Recreational Department. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

John Blanos is a CFP®-certified financial advisor with 41 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for eight years. His activities include providing non-variable insurance products such as life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

Daniel Mahoney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1984 as an institutional bond trader before transitioning to a Financial Advisor role in 1985. Over his career, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Daniel holds a Bachelor of Science degree from Fordham University, where he was a member of Beta Gamma Sigma, and a Master of Business Administration from Columbia University. He has also earned professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Daniel has personal interests that include golfing, hiking, reading, and skiing.

Bryan Dunst is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Wayne, New Jersey. He provides financial advisory services to a diverse clientele including families, private and public business non-profit organizations across the United States. He assists clients in portfolio management, corporate retirement, small business strategies, personal retirement planning, tax minimization, and socially responsible investing. Bryan is known for a consultative approach focused on helping clients make informed decisions to grow and preserve wealth. Bryan holds numerous professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), Certified Portfolio Manager (CPM), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has extensive experience speaking and training on financial topics such as portfolio preservation, asset allocation, effective portfolio management, and estate planning. Bryan earned a Bachelor's degree in Business Administration from Ramapo College and a Master's degree in Finance from Fairleigh Dickinson University. Outside of his professional career, Bryan is a Mensan and a Mason, and is involved with NY/NJ Blood Services. He resides in Kinnelon, New Jersey with his wife Natalie and their four sons. His personal interests include hiking, music, spending time with family, and watching movies.