Matthew Compton is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their long-term goals, utilizing insights from Merrill and banking services from Bank of America. Matthew holds a Bachelor's Degree in Business Administration with a focus on Financial Planning from Liberty University, where he graduated Summa Cum Laude. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). He participates in community service activities in accordance with Merrill's tradition of community involvement.

Joseph Marinaccio is a CFP® with 19 years of industry experience currently affiliated with Raymond James & Associates. His prior positions include roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He serves as an acting trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Pervin Aydin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities 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. The firm's advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Marc Sukoneck is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the Board of Directors for The Arc of Union County and acts as Treasurer for the Randolph Baseball Diamond Club. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decisions.

Frank Senzino is a Series 66-licensed financial advisor with Morgan Stanley in Little Falls, NJ, with 19 years of industry experience. He has been with Morgan Stanley since 2014 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is involved with St Ann Church in Hoboken and is preparing to join its finance council to advise on financial matters. 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 financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a broad suite of investment products.

Robert Dalia is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2011, concurrently associated with Bank of America since 2012. Outside of his advisory role, he serves on the advisory board and as a committee member for the Shepards of Youth Charitable Trust, a nonprofit organization focused on education for underserved populations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Evan Gates is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at John Wiley & Sons Inc, OneAmerica Securities, American United Life, and Honeywell International Inc. He is involved in a life settlement business through Ashar Group, working jointly with a partner on these transactions. Equitable Advisors serves individuals, corporate and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory programs and third-party asset managers, focusing on personalized client assessments and offering various investment vehicles including mutual funds, ETFs, and alternative investments.

Richard Murnick is a financial advisor at Cetera with 35 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Investors Capital Corp. and National Planning Corporation. He is president and CEO of Murnick Financial Group, a financial services business he has operated since 2002, and is also involved with Athlete Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over $256 billion in assets under management.

Colin Flynn is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles at Loyola University Maryland and operating Bovella's Bakery Cafe. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios. The firm also serves multiple registered investment companies and employs systematic methodologies supported by AI and established governance procedures.

Kelly Kalas is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with RBC Capital Markets since 2009 and also worked at City National Bank beginning in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, using both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Alex Musat is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2011. Outside of his advisory role, Musat is involved in renovating and selling real estate as a private business activity. 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 searches, and customized performance reporting. The firm’s advisory process includes quantitative and qualitative due diligence and incorporates ESG criteria in its recommendations.

Julian Cho is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously held positions at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include model-based outcome projections and estate planning strategies.

John Peracchio is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2011, including time at its predecessor firm, AxA Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory services.

David Amato is a financial advisor with Cetera Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and various other financial firms. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides diverse investment solutions through a multi-manager platform that features discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Henry Diiorio is a financial advisor with LPL Enterprise, holding a Series 65 designation and 42 years of industry experience. He has worked extensively with Prudential Insurance Company of America since 1974 and Pruco Securities, LLC from 1974 to 2024. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, using a model-driven investment approach and offering access to third-party asset managers and wrap programs.

Daniel Greenwood is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at OSAIC, American Portfolios Financial Services, and Equitable Advisors. Greenwood has also worked in education and corporate roles prior to his financial services career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carmel Mcpartland is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 16 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through various advisory arrangements and affiliated entities.

Steven Tirpak is a Series 66-licensed financial advisor with Equitable Advisors in Morristown, NJ, where he has worked since 2002. He has 24 years of industry experience and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside insurance business with The Hartford. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jayashree Balasubramanian is a Series 66-registered advisor at J.P. Morgan Securities with three years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2023 and previously held roles at Carecentrix and 24/7 Real Media. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking market assumptions and ESG criteria.

Stephanie Maione is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. Her work history includes roles at Prudential Insurance Company of America, Pruco Securities, and Fidelity Investments. She is affiliated with 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.