Africa Becerra is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2022 and previously worked at Bank of America, N.A. for 14 years. 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 across various client types including individuals, high-net-worth clients, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Joseph Kay is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a blend of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Jason Genovese is a financial advisor with LPL Enterprise, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and JPMorgan Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Ethan Hundley is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and H.D. Vest Investment Services. Beyond his advisory role, Hundley is involved in health and wellness product distribution, insurance sales, and serves as president of the Small Business Wellness Foundation, a nonprofit focused on supporting small businesses through education and grants. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services with portfolio construction tools and supports a range of account management options and third-party solutions.

Gary Tantleff is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Jack Destefano is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career on the floor of the New York Stock Exchange, working with Raymond C. Forbes, and joined Merrill in 2011. During his tenure, Jack has been recognized for his abilities and also served as a mentor and instructor for the firm's training program for over four years. Jack focuses on a goals-based wealth planning approach that centers each client’s individual situations and ambitions. He works closely with clients to articulate their wealth's purpose and define successful outcomes across professional, financial, and personal dimensions. Together with his team, he develops customized investment strategies tailored to clients' specific needs, helping them navigate changing market environments with clear and straightforward explanations. He holds a Bachelor of Science degree in Environmental and Business Economics from Rutgers University and maintains certifications including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC), and Certified Plan Fiduciary Advisor® (CPFA®). Jack lives in Colts Neck, New Jersey with his wife, Eva, and their two children. Outside of work, he enjoys golfing, traveling, and recently earned his scuba diver certification.

Lisa Vizzone is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2009. 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 focused on tailored financial planning supported by the Global Investment Committee’s research and firm‑approved tools.

Craig Sjonell is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Sagepoint Financial, Inc. for 11 years. He is also a notary public in New Jersey and has involvement in a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Richard Osuji is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley. Outside of his advisory role, Osuji is associated with 1792 Wealth Advisors, a support company based in Morristown, NJ. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and has a notable presence in municipal and public finance through its affiliated networks.

Antonina Hodges is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Robert Green is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Wells Fargo Advisors and its affiliates in various roles since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory recommendations with other financial products and referral channels.

Peter Mitrakos is a financial advisor with J.P. Morgan Securities in Florham Park, NJ, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2022. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Todd Eosso is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 16 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2015 to 2024 before joining Wells Fargo Advisors. Eosso is also involved in Gravity Management Group Inc., a business he wholly owns and actively manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Thomas Regan is a financial advisor at Morgan Stanley with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working in Morristown, NJ. Outside of his advisory role, he owns a rental property in Beach Haven, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and proprietary investment modeling.

Ting Yeung is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Yeung has worked at Equitable Advisors since 2016 and previously at AXA Advisors LLC from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Christine Weingart is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 1999 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and investment products.

John Maita II is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following eight years at UBS Financial Services Inc. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities typical of its institutional category.

Frederick Walter III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1985 and provides education and guidance in asset management, tax reporting, estate planning, and other wealth management activities. His approach is guided by the lives, families, and priorities of his clients. Fred focuses on offering a comprehensive approach to managing wealth, beginning with understanding each client's financial situation and what matters most to them. His expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works with clients to develop flexible, personalized financial strategies that adapt to changing goals and market conditions, leveraging the investment insights of Merrill and the banking convenience of Bank of America. Fred holds a Bachelor's Degree from Williams College and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He was born and raised in Parsippany, New Jersey. Outside of work, he enjoys biking, golfing, running, skiing, and spending time with his family, often reflecting on financial matters during these activities.

Juliet Parsons Betzel is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients to the appropriate people, plans, and processes tailored to their unique financial goals. Her approach integrates personal perspectives and priorities to assist clients in pursuing objectives such as funding education, planning for retirement and potential healthcare costs, and establishing long-term family financial plans. Juliet holds multiple professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from St. Francis University. Through her work, Juliet emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing.

Hubert Obrien is a financial advisor at Cetera with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Obrien is an insurance agent offering fixed life, health, disability, annuities, and long-term care insurance through his own business and other fixed insurance agencies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.