Daniel Engel is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, initially serving as a Financial Consultant until his current role. Prior to joining Fidelity, Daniel held various financial advisory roles, including Regional Bank Private Banker at Wells Fargo from 2018 to 2020, Senior Financial Consultant at TD Ameritrade from 2017 to 2018, and Financial Specialist at PNC Investments from 2013 to 2017. Early in his career, he worked as a Financial Advisor at Morgan Stanley from 2010 to 2012 and at Main Line Financial Advisors from 2009 to 2010. With over 14 years of experience, Daniel has worked extensively with High Net Worth clients, focusing on collaborative financial planning to help individuals and families pursue their financial goals. He emphasizes the importance of teamwork and values the relationships he builds with his clients.

Ralph Wright is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Outside of his advisory role, he serves on the board of the Cannon Dial Elm Club at Princeton University, focusing on parking-related issues for club members and employees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

George Holmes Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and was previously employed at Bank of America and Footlocker. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Robinson is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. He has worked at UBS since 2025 and previously held positions at BNY, Sei, and Tiedemann Advisors. His background also includes roles at Temple University and Arcadia University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Abhinay Madadi is a financial advisor at Merrill with 11 years of industry experience. His professional background includes roles at Bank of America, N.A., where he has worked since 2017, and a period as a self-employed advisor from 2016 to 2017. He holds the Series 66 and Series 63 credentials. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Soumit Sarkar is a CFA® and holds a Series 66 license with 16 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at The Investment Center Inc and Center Street Securities. Outside of his advisory role, he owns and operates multiple businesses including a financial consulting and coaching firm, and he also acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and both discretionary and non-discretionary investment strategies.

Joseph Francis Jr. is a financial advisor with Primerica Advisors in Plainsboro, NJ, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Primerica Advisors since 2023 and Primerica Financial Services since 2022, alongside a long-term role at the Department of Children and Families since 2013. Outside of advisory work, he is an independent contractor for Beach Boss Influencers, a marketing business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Kevin Daly is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2006 and has concurrently worked at Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Finley is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America since 2006 and 2011, respectively. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Hoover is a financial advisor at Fidelity with a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2021 before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with oversight of sub-advisers and focus on conflict-of-interest management.

Joseph Dovidio is a financial advisor with Ameriprise in Trenton, NJ, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports advisors and emphasizes the use of Ameriprise-managed accounts and affiliated investment products.

Brandon Batman is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. since 2021. Prior to his current role, he gained experience at Merrill starting in 2019 and held various positions outside the financial industry. 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.

Alison Longley is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2017, she worked at TPG Direct, LLC from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Nicholas Anzevino Jr. is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and Bank of America since 2017. Prior to his current role, he spent time at Rider University and James Madison University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party portfolio management teams.

Jeffrey Condit is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1983, also working at Bank of America since 2011. He serves as a trustee for the nonprofit organization Beat the Streets – New Jersey, coordinating a program that combines tutoring with wrestling for middle school students. 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, and institutions.

David Marabella is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2022, initially serving as an Investment Consultant until his current appointment. With 20 years of experience in the financial services industry, David has held various positions including Senior Relationship Manager at Clark Capital Management Group from 2016 to 2021, and Vice President as well as Associate in the Capital Advisory Group at Lazard Asset Management between 2005 and 2016. His expertise involves partnering with investors to understand their individual values, needs, goals, and objectives, emphasizing the creation of personalized financial plans. Further information regarding his education, credentials, personal interests, or community involvement is not provided.

Joseph Porchetta is a Financial Consultant at Fidelity Investments, where he currently applies Fidelity's financial planning resources to develop strategies aimed at protecting and growing clients' wealth. He collaborates with clients and families to create tailored financial plans. He has extensive experience in the financial services industry, having held roles including Investment Consultant at Fidelity Investments from 2023 to 2025 and Institutional Financial Broker at BGC Partners from 2011 to 2023. This background provides him with a seasoned perspective in building long-term client relationships. Further details regarding his education, credentials, personal interests, or community involvement were not provided.

Britany Enelow is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior experience includes roles at MassMutual Investors Services, MassMutual Life Insurance Company, and Ameriprise Financial Services. She also has involvement with the Credit Union of New Jersey through an investment and insurance services entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting.

Edie Kelly is a financial advisor with LPL Financial in Princeton, NJ, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Camila Gindel is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, P.J. Robb Variable Corp., Crump Life Insurance Services, and other firms. Outside of her advisory role, she provides medical interpretation services in Portuguese, Spanish, and English on a limited basis. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations.