Marek Mezyk is a financial advisor at Morgan Stanley with 13 years of industry experience. He has held roles within various Morgan Stanley entities since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Eileen Madden is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her prior roles include positions at Ameriprise and MKLM. MassMutual 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, and educational programs, focusing on collaborative annual planning and a range of event-driven services.

Dawn Budde is a financial advisor with UBS Financial Services in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering diverse products and services including fee-based planning, portfolio management, and capital markets activities.

Christina Hoerter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a variety of financial planning and consulting services with a range of portfolio management styles and firm research.

Vincent Dedominicis is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Northwestern Mutual and AAG Capital. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and integrating advisory services with other financial products and referral channels.

Shawn Salge is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill from 2006 to 2017 and Bank of America from 2015 to 2017 before joining UBS in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Victoria Lugo is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she works as a dog walker on a part-time basis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Peter Sears 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 with JPMorgan Chase Bank and J.P. Morgan Securities since 2007 and 2012, respectively. From 2014 to 2023, he operated under the DBA PSGDesign. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence, employing forward-looking capital market assumptions and an ESG eligibility framework in their recommendations.

Brett Cassidy is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at Atlantic Social Research Corporation for 11 years before joining Merrill in 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Faherty is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Royal Alliance Associates, and UBS Financial Services. Faherty is also associated with Garden State Capital Investments LLC, an investment-related business entity. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Je Park is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, Metlife Securities Inc., and New England Securities. His outside activities include managing non-variable insurance and property and casualty insurance businesses. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on non-securities products and affiliated insurance and trust services.

Todd Dates is the Resident Director at Merrill, specializing in wealth management since 1998. He began his financial services career while earning his bachelor's degree from Montclair State University, interning with Merrill and entering its advisor-training program upon graduation. He has worked at Smith Barney and Morgan Stanley before returning to Merrill in 2016. Todd's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. He emphasizes exemplary client service through accuracy, timely responsiveness, and proactive communication. He holds the Personal Investment Advisor (PIA) designation. Residing in Wayne with his wife and two sons, Todd enjoys exercising, running, and reading. He follows Merrill's tradition of community participation and volunteers with local organizations.

Rafael Torres Logreira is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Morgan Stanley, E*TRADE, and Wells Fargo. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Tyler Ramirez is a Series 66-licensed financial advisor with Merrill in Paramus, NJ, bringing five years of industry experience. His career includes multiple roles at Merrill, Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Merrill, along with affiliate Managed Account Advisors LLC, offers managed account services to fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colby Stover is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining Cetera, Stover held positions at Foresters and worked in Management Information Solutions for nine years. He is also a licensed notary. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers.

Judy Eig is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of her advisory role, she is involved with The Eig Group, a technology-related business, and serves as a trustee for the Terkowitz Family Trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach supported by proprietary tools and market modeling techniques.

Joseph Deangelis III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015, and previously spent six years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary modeling techniques to support financial planning, while generally acting in an advisory capacity without providing individual security recommendations in standalone plans.

Salvatore Restifo is a Series 65-licensed financial advisor with Cetera, where he has worked since 2005. He has 31 years of industry experience and is also a partner at Lanni Restifo LLC, a CPA firm he has been involved with since 1999. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and custodial arrangements.

James Burns is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding a Series 63 designation and 38 years of industry experience. He previously worked at Prudential Equity Group, LLC for ten years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.