Mercedes Nola is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2007 and holds Series 63 and Series 66 designations. Additionally, she serves as a Co-Trustee for a trust entity based in New Jersey. Merrill, along 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 clients, and institutions.

Frederick Igarta is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2004. Outside of his advisory role, he is also the owner of Igarta Capital, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services.

Nicolas Rosello Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Musumeci is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 60 years of industry experience. His prior roles include positions at Royal Alliance Associates, Investment Advisors Asset Management, and IAC Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Gerard Bifulco is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate since 2010. Outside of his advisory role, he is a self-employed CPA providing tax preparation services and serves as an adjunct professor at St. Peter's University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Gibbs is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo, PNC, and Merrill. His current role at LPL Financial began in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of advisory strategies and utilizing technology tools for operational and research support.

Steve Wolf is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2017, with prior roles at Santander Securities LLC, Santander Bank NA, J.H. Darbie & Co., Inc., and Cross County Savings Bank. J.P. Morgan Securities 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 eligibility framework when recommending strategies.

Michael Farinacci Jr. is a financial advisor at Ameriprise Financial Services, LLC with a Series 66 designation and one year of industry experience. Before joining Ameriprise, he held positions in engineering and construction firms and has experience working with Mad Dog Lacrosse, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Christine Fredericks is a financial advisor with Ameriprise in Matawan, NJ, holding a Series 66 credential and 14 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2017 and previously was with Sandra Dalton from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jodi Citron is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 17 years of industry experience. She previously worked at Morgan Stanley for seven years and is currently affiliated with The Cutrupi Group, LLC as a Wealth Management Associate and Branch Manager. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

William Tucker is a financial advisor with LPL Enterprise, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at World Investment Advisors, World Investments, Ameritas Investment Company, The Advisors Group, and Wells Fargo Clearing. He is also active as an insurance agent specializing in non-variable insurance and annuities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, third-party asset manager access, and a Model Wealth Portfolios wrap program.

Eric Tomsky is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Tomsky holds an advisory position with Armed Forces Brewing Company, a military tribute brewery supporting veteran needs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets and lending products.

Gaetano D'amato is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Credit Suisse Securities. He also serves as a power of attorney for a fiduciary entity outside of his primary role. 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 supported by internal and third-party managers for a range of individual and institutional clients.

Dana Polignone is a Series 66 licensed financial advisor with 16 years of industry experience, currently practicing at Wells Fargo Advisors since 2016. She is based in Staten Island, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, covering a broad range of financial planning needs for clients who meet certain net-worth criteria.

Philip Ferraro is a CFP® with 18 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Ferraro serves as Treasurer of the Brookdale Community College Foundation Board and is a member of the college’s Finance Committee, where he assists with oversight of investment accounts. 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 tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels through a large network of advisors.

Jason Mellor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 29 years of industry experience and has previously worked at firms including Cetera and Allied Wealth Partners. Mellor also holds agent/broker roles related to fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and it supports investment implementation through various advisory programs and affiliated advisory firms.

Aleksandr Vovk is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory work, he is involved in several real estate ventures as an owner of multiple LLCs focused on property management and estate planning. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients maintain final decision authority.

Brad Palent is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients choosing how to implement these recommendations through brokerage or advisory programs.

James McCarthy is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked within various Wells Fargo entities since 2009. 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 tailored to clients who meet a net-worth threshold and utilizing proprietary research and planning tools.

Scott Breslow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has previously worked with Ic Advisory Services, Inc. and The Investment Center. Breslow serves on the board of the nonprofit Harborside at Hudsons Ferry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.