Kateryn Peguero is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and JP Morgan Securities LLC. Outside of her advisory role, she is connected to a retail and online store business owned by her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and models.

John Hack is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial LLC/Private Advisor Group and Hornor Townsend & Kent Inc. Outside of his advisory roles, Hack has a football stipend position with Voorhees High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

William Pressman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has nearly 20 years of experience serving the complex financial needs of affluent individuals and their families. William joined Merrill Lynch in 2014 after a career at another leading wealth management firm. Before entering financial services, he owned and operated a marketing agency focused on the retail sector. William specializes in areas including college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned his bachelor's degree from The Ohio State University. Based in Manhattan and Harvey Cedars, New Jersey, William is originally from Queens, New York. He and his wife support the Indiana University Foundation and are involved with the Beth Haverim Shir Sholom community. Outside of work, William enjoys cooking, music, spending time with his family, traveling, and watching movies.

Stephen Gunby is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Cetera and its related entities since 2005 and operates a public accounting firm providing tax and accounting services. 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 portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary program options.

Maria Myers is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill, where she has worked since 1989. 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 Secemski is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over a decade of experience in the financial services industry, specializing in executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Matthew is part of The Secemski Group, a multigenerational team that combines over 50 years of experience managing wealth for individuals and businesses. Matthew holds several professional designations, including Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). Prior to joining Merrill, he served as a Financial Planning Director at Morgan Stanley, where he focused on high-net-worth planning and next-generation wealth accumulation strategies. Matthew earned his bachelor's degree from Rutgers University. Outside of his professional work, Matthew enjoys playing chess, spending time with his family, and watching movies.

Ajet Metaliaj is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Webster Bank, Key Investment Services LLC, Citi, and KeyBank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Coyle is a financial advisor with Raymond James & Associates in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He worked at TD Waterhouse Investor Services Inc. for 19 years before joining Raymond James & Associates in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering various financial planning and consulting services primarily through non-discretionary relationships.

Michael Handzo is a financial advisor with Ameriprise in Kinnelon, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to produce tailored, non-discretionary recommendations.

Kenneth Montal is a financial advisor with Raymond James & Associates in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Raymond James in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, investment consulting, and specialized advisory services.

Karen Podwyszynski is a financial advisor with Charles Schwab in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management supported by multi-asset model portfolios and a centralized operational structure.

Miles Kath is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2023. His prior work experience includes roles at ADP LLC, Homestar Builder Inc, MedMen, and the University of Southern California. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and offers services such as financial planning, access to asset managers, and trustee services.

Zsuzsanna Vivino is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008, transitioning to Bank of America, N.A. in 2025. Outside of her advisory role, she serves as a uniform coordinator for a nonprofit soccer organization in Wayne, New Jersey. Merrill, together 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.

Adam Dorfman is a Series 66 licensed financial advisor with Wells Fargo Advisors in Denville, NJ, where he has worked since 2014, totaling 11 years of industry experience. Outside of his advisory role, he coaches high school fencing in Randolph, NJ. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, providing a wide range of investment and financial planning services tailored to clients meeting specific net-worth criteria.

Boguslawa Skala is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a variety of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Timothy Blair is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to develop personalized investment strategies tailored to their unique financial goals. His areas of expertise include executive compensation, retirement planning, philanthropic planning, portfolio management, small business strategies, and individual and corporate investment strategies. Timothy holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma/GED from Ramapo College. Outside of his professional responsibilities, Timothy is involved with the Food Bank of New Jersey and participates in the Montclair Norsemen Rugby Club. His personal interests include adventure sports, baseball, football, hiking, ice hockey, music, scuba diving, skydiving, swimming, and volleyball.

Michael Parisi is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, TIAA, TD Ameritrade, Wells Fargo Clearing, and Merrill. 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, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Ralph Diaz is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. He began his career in 1991 and has since established himself as a trusted advisor to individuals, guiding them through various life stages and financial decisions. His expertise includes college education planning, personal retirement planning, portfolio management services, and retirement income strategies. Ralph holds a Bachelor's Degree in Economics from Rutgers University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He focuses on creating tailored investment strategies that address client goals such as capital preservation, growth, income, and estate planning. Beyond his professional work, Ralph serves on the Board of Directors for the Emmanuel Cancer Foundation. His personal interests include photography, skiing, spending time with his family, traveling, and writing.

Rocco Degregorio is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Glass Gardens and ShopRite of Paramus. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based financial analyses covering topics such as retirement and estate planning, delivered through a network of financial advisors.

Arthur Vicente is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank, Key Investment Services LLC, and Sterling National Bank. He is currently based in Westwood, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.