Ahmed Iqbal is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Citizens. Outside of his advisory role, he is involved with Alaraa Corp. J.P. Morgan Securities 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 recommending investment strategies.

Robert Nigro is a financial advisor with LPL Enterprise, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a youth coach for the Point Pleasant Pirates Youth Football and Cheer organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Beth Theis is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill Lynch since 2014, with prior experience at JP Morgan Securities LLC and JP Morgan Chase Bank dating back to 2012. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Parrella is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Invest Financial Corp. and Sun National Bank. He is also involved in the sale of health, dental, vision, medical malpractice, and disability insurance through Emerson Reid. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

Leandro Da Costa is a financial advisor with Merrill holding a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Bank of America, Amazon, FedEx, Provident Bank, and Staples. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniela Smith is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2014. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James & Associates serves a broad client base including individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Principato is a Series 66-licensed financial advisor with J.P. Morgan Securities, holding 19 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMORGAN Chase Bank, N.A. since 2018. 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 recommending investment strategies.

Justin Marrugo is a financial advisor with LPL Enterprise holding the Series 66 designation and currently based in Holmdel, NJ. He began his career with LPL Enterprise in 2025 and has prior experience teaching at Kean University and Union County College. Outside of finance, he has been involved in operating Pompeii Pizzeria since 2021. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides access to model portfolios, third-party asset managers, and a variety of financial products, supported by an integrated platform that combines advisory programs with insurance and lending solutions.

Genevieve Manderville is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in community and nonprofit activities, serving as Co-Chair/District Leader of the South Orange Democratic Committee, coaching women transitioning from corporate careers through The Pearl Pathway of Wellness, and sitting on the board of Civic Story, a nonprofit focused on sustainability education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Christine Healy is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has worked in the financial services industry since 2000 and joined Merrill in 2004. Christine’s practice focuses on assisting individuals navigating various stages of divorce, offering expertise in financial analysis related to divorce settlements and post-divorce financial planning. She leverages a broad network of specialists within Merrill to help clients explore comprehensive strategies tailored to their unique circumstances. Christine holds multiple professional designations including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Her prior experience includes roles on the High Yield Institutional Sales Desk, Institutional Structured Investments Desk, and Portfolio Strategies Desk, where she gained extensive knowledge of investment strategies and products across asset classes. She graduated from Lehigh University with a B.A. in Political Science and a minor in Psychology. Residing in Basking Ridge, New Jersey, Christine lives with her husband, daughter, and two sons. She dedicates time to community involvement as a board member of Ridge Youth Sports Inc. (RYSI) and volunteers through the Creating Better Money Habits program offered by her firm. Christine’s client focus areas include college education planning, family wealth management strategies, managing new wealth, and values-based investing.

Matthew Pron is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Pron Wealth Management Group based in Princeton, New Jersey. He joined Merrill in 2016, bringing with him a background of military service and a family legacy in wealth management. Matthew works with individuals, families, and business entities to provide comprehensive wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking, and legacy planning. Prior to his financial advisory career, Matthew served five years as an infantry squad leader in the United States Marine Corps. His military service included assignments with the 3rd Fleet Antiterrorism Security Team, where he conducted security operations at Guantanamo Bay and supported U.S. Embassy security in the Middle East, and a deployment with the 31st Marine Expeditionary Unit in the South Pacific. Following his honorable discharge in 2014, he earned a Bachelor of Science degree in Finance, magna cum laude, from Drexel University. Matthew serves as President of Drexel's Veteran Alumni Network, assisting veterans with their transition to education and career development. Matthew holds the Personal Investment Advisor (PIA) designation and is involved with several professional and community organizations including the Drexel Veteran's Alumni Network, Drexel Veteran’s Association, The Union League of Philadelphia, the Marine Corps Law Enforcement Foundation, and The Mission Continues. He resides in Fairless Hills, Pennsylvania with his wife Katie and their two sons. Outside of work, Matthew enjoys golfing, ice hockey, swimming, and spending time with his family.

Matthew Chin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as an administrator for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stuart Saules is a Financial Advisor with The Carle Group at Merrill Lynch Wealth Management. He works closely with clients to develop personalized, full-service wealth management plans aimed at helping them take control of their financial lives. Stuart embraces a team approach, leveraging the combined experience of his colleagues and the resources of Merrill Lynch and Bank of America to provide comprehensive financial guidance. Stuart’s expertise includes retirement planning, education funding, tax-efficient strategies, and estate planning considerations. His approach centers on understanding clients’ unique goals and priorities—whether personal, familial, or business-related—and creating strategies tailored to those needs. He helps families and businesses build financial confidence for generations by formulating focused, risk-appropriate long-term plans that evolve with changing market conditions and client circumstances. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. Outside of his professional role, Stuart enjoys boating, fishing, football, golfing, ice hockey, music, pickleball, reading, spending time with his family, and traveling.

Laura Cook is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Raymond James & Associates and its affiliated entities since 2007, with a one-year break serving as a homemaker. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a range of portfolio management strategies.

Sam Abell is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill for two years and FedEx for three years. Abell holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Richard Boyle is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and New York Life. He has also worked in education at Rowan University and Penn State University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fred Jaramillo is a CFP® professional with 23 years of experience in financial advising. He has worked at Wells Fargo Advisors since 2019 and previously spent three years at Morgan Stanley. Jaramillo is a 50% owner of MRFJ Capital Corp and serves as a trustee for the company’s related 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Griffin Kick is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2023, he held positions at New York Life Insurance Company and Legend Biotech, and worked at the University of Delaware from 2019 to 2023. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, insurance distribution, and third-party asset management services, operating as both an SEC-registered investment adviser and broker-dealer.

Pietro Ruggeri is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance since 2019, and previously held roles at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. Outside of his advisory work, Ruggeri is involved in insurance through Gryphon Assurance and manages Ruggeri Financial Group LLC. 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 seminars with a structured approach that includes collaborative planning and use of firm-approved analytical tools.

Daniel Williams is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior work experience includes roles at Uber, Santander Bank and Securities, JPMorgan Chase Bank, and Onyx Enterprises. Outside of his advisory role, he is involved with Pup on the Run LLC, focusing on website management. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a dual-registered adviser and broker-dealer model with an emphasis on program sponsorships and non-discretionary assets.