Nicholas Burk is a CFP® with four years of industry experience, currently serving at Morgan Stanley in Lawrenceville, NJ. His background includes five years at UBS Financial Services Inc. and seven years at North Jersey Country Club prior to entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

William Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held various roles at West Virginia University, Pelican Shops, Stanton Ridge Country Club, and Hunterdon Central Regional High School. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a wide network of over 22,800 advisors.

Lauren Mugavero is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Karen Edelman is a CFP®, ChFC®, and Series 63 registered advisor with UBS Financial Services in Lawrenceville, NJ. She has 28 years of industry experience, including 26 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Aaron Griswold is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC, Fidelity Brokerage Services LLC, Santander Securities, LLC, Mass Mutual, and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and client tax sensitivity.

Matthew Pron is a Senior Financial Advisor with the Pron Wealth Management Group at Merrill Lynch Wealth Management in Princeton, New Jersey. He joined Merrill in 2016 and works with individuals, families, and business entities to provide wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking needs, and legacy planning. Before his career in financial advising, Matthew served five years in the United States Marine Corps, including deployments in Guantanamo Bay, Cuba, the Middle East, and the South Pacific. After an honorable discharge in 2014, Matthew graduated magna cum laude from Drexel University with a Bachelor of Science degree in Finance. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations such as the Drexel Veteran's Alumni Network and the Marine Corps Law Enforcement Foundation. Matthew currently resides in Fairless Hills, PA with his wife Katie and their two sons, Calvin and Carson. Outside of his professional work, Matthew participates in activities like golfing at The Union League Golf Club at Torresdale and spending time with his family. He also serves as the President of Drexel's Veteran Alumni Network, mentoring veterans transitioning from military service to higher education and new career paths.

Kenneth Stewart is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with offerings that span retail and institutional investment solutions.

Anastasios Geivelis is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2010. Outside of his advisory role, he is the sole owner of a rental property business in Hamilton, New Jersey. 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 plans, corporations, and charitable organizations.

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.

Thomas Buckley is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Griffiths is a financial advisor with Merrill, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill since 2003. Outside of his advisory role, he works as a travel agent with Journey with CP LLC. 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 a range of clients including individuals, high-net-worth clients, and institutions.

James Stidham is a Series 66-licensed financial advisor with Merrill, having four years of industry experience. Prior to joining Merrill, he worked at Bank of America and was involved with Burke Brothers Landscape and Design. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Leonard Brodsky is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Commonwealth Financial Network for 19 years and operates Leonard Brodsky and Associates Inc., which he founded in 1995. Brodsky also acts as trustee for his company’s defined benefit plan and provides assistance with medical insurance claims. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm uses multiple platform arrangements and a mix of proprietary and third-party investment strategies tailored to client objectives.

Peter Barlow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he acts as trustee for his disabled son’s Special Needs Trust. 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, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Felix Menezes is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held his current position since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is also involved in property management as the owner of a rental condominium. Equitable Advisors serves individuals, institutional clients, and retirement plans by providing financial planning and asset management services. The firm utilizes a variety of advisory models, including third-party managed programs, and offers a range of investment options while providing ERISA fiduciary services for qualified plans.

Jacqulynn Arimenta is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, institutional, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Jeffrey Purvis II is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill for ten years. 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, and institutional investors.

Caitlin Smajda is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013 and previously worked at Rider University from 2015 to 2017. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional accounts.

Brian Reiss is a CFP®-credentialed financial advisor with Ameriprise, based in East Windsor, NJ, and has 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Chairman of the Board of Directors for the First Presbyterian Church of Hightstown. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team that delivers tailored, research-based recommendations to support clients’ retirement income planning.