N Sean Longo is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner of The Morrison, Longo & De Stefano Group. Since beginning his career at Merrill in 2005, he has focused on helping clients develop personalized wealth management strategies that address their unique financial objectives and concerns. Sean leads the group's investment committee, collaborating with colleagues and clients to implement customized investment plans that consider risk tolerance, investment timeline, liquidity needs, and both short- and long-term goals. His expertise includes executive compensation, family wealth management strategies, liquidity management, philanthropic planning, portfolio management, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. Sean holds a Bachelor of Science degree from Montclair State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has also been recognized on Forbes' "Best-in-State Next Gen Advisors" list in 2019. Sean resides in Scotch Plains, New Jersey, with his wife Alicia and their three children. Outside of work, he enjoys mountain biking, cooking, playing the guitar, and running.

Stephen Waite II is a financial advisor with Ameriprise based in Alexandria, NJ, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Ameriprise Financial Services. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while maintaining a broad range of investment and insurance solutions.

Evyavan Patel is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2025, Patel held positions at Santander US Capital Markets LLC, Morgan Stanley, and Cetera Investment Management, and operated Evyavan Advisory Services LLC. Patel’s background includes four years at Princeton University and seven years at Central Jersey College Prep Charter School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with an emphasis on a broad product suite supported by technology and a large network of advisors.

Charles Schroeder is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His career includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, Madison & Main Advisors LLC, M Holdings Securities, Inc., and Canaccord Genuity Inc. He also works as an insurance broker specializing in life, disability, long-term care, and health insurance through a separate outside business activity. MassMutual Investors Services, LLC 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, utilizing firm-approved analytical tools and structured planning engagements.

Mark Spedaliere is a Wealth Management Advisor at Merrill Lynch Wealth Management and a Senior Vice President. He has been part of the Keller, Spedaliere, and Langley team for 25 years, where he applies his background in economics, financial data analysis, and knowledge of macroeconomic factors to support clients in managing their wealth. Mark holds the CERTIFIED FINANCIAL PLANNER® designation, earned in 2005, and is also a qualified Portfolio Manager who provides personalized investment strategies, including discretionary management through the firm's Investment Advisory Program. Mark graduated from Lehigh University with a Bachelor of Science degree in Finance and Economics and is a life member of Mensa. His team has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2023 and 2024. Mark's approach emphasizes understanding clients' goals through frequent and open conversations to deliver integrated strategies beyond investment management, including retirement planning, education planning, tax minimization, and family wealth management. In his personal life, Mark resides in Basking Ridge with his wife and three children. Outside of work, he enjoys cooking, tennis, watching Italian soccer and football, playing pickleball and racquetball, listening to music, and spending time with his family.

Michael Turchi is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, diversification strategies, tax-efficient investing, and goal planning. Michael works with a team to assist individuals and families in meeting their financial objectives. His client focus areas include education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michael holds the Professional Investment Advisor (PIA) designation. He completed his education at CUNY College of Staten Island. Outside of his professional work, Michael enjoys baseball, football, music, spending time with his family, and watching movies.

Robert Latour is a financial advisor at LPL Enterprise with over 43 years of industry experience. His career includes long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC 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 uses model-driven investment implementation and offers access to third-party asset managers and related financial services.

Christopher Devine is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 32 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. He also works as an associate at Rabadeau Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through various advisory programs while maintaining specialized services in municipal advising and SIMPLE IRA consulting.

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.

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.

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.

Matthew Pejkovic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following two years at Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Mordechai Schnur is a Senior Financial Advisor at Merrill Lynch Wealth Management. He applies his extensive background in finance, including roles such as portfolio manager at a hedge fund and vice president of a trading desk at a major bank, to deliver wealth management and financial planning services. Since joining Merrill in 2020, he has leveraged the firm’s investment resources and the banking capabilities of Bank of America to support his clients. Beginning his finance career in 1997, Mordechai worked as an analyst focused on risk arbitrage and convertible bonds before advancing to portfolio manager at Lipper & Co.'s Merger Fund. He then joined BNP Paribas in 2002 as Vice President managing risk arbitrage and convertible bond trading. Transitioning to wealth management in 2010 at Wells Fargo, he built a practice serving a diverse client base ranging from middle-income individuals to high-net-worth clients. His areas of expertise include corporate benefits, executive compensation, family wealth management strategies, portfolio management, and personal retirement planning. Mordechai holds a Bachelor’s Degree from Yeshiva University and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, volunteering with organizations such as The Brain Tumor Foundation. Outside of work, he enjoys basketball, fishing, traveling, and spending time with his family.

Rosario Greco is a CFP® designated financial advisor with 39 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp. for 22 years. He also maintains an agent position with Greco Nader and Associates, where he sells life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Benjamin Wolkoff is a financial advisor at Charles Schwab with 28 years of industry experience. He has held his current role at Charles Schwab since 2002 and holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

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 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.