Hasnain Mir is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Mir Group. Since launching his Merrill career in 2005, Hasnain has developed integrated financial strategies and portfolios primarily for business owners, focusing on defined benefit and defined contribution plans. He works closely with plan sponsors, their families, and employees to provide education on plan specifics and investment choices. Hasnain also facilitates clients’ access to banking services including cash management, debt consolidation, and lending solutions through Bank of America, N.A. Hasnain’s client base includes self-made entrepreneurs, medical and legal professionals, corporate executives, and multi-generational families across New Jersey and 15 additional states. His expertise covers a range of financial planning areas such as college education planning, divorce transition planning, liquidity management, retirement income, and small business strategies. He holds a Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program at Middlesex County. Outside of his professional role, Hasnain is an avid golfer, cyclist, and fitness enthusiast residing in Somerset, New Jersey with his wife. He and The Mir Group engage in pro bono work and support various charitable organizations as part of their commitment to giving back to the community.

Debra Shipps is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Merrill since 2012. Outside of her advisory role, she serves as the Fundraising Chair for Boy Scouts Pack 140 and is the Mayor of Knowlton Township, New Jersey. 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, and institutional investors.

Ronald Kovac is a CFP® and ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and integrating planning with managed-account programs under a consolidated billing option.

Thomas Capozzi is a financial advisor at Equitable Advisors with a Series 66 credential. He has been with Equitable Advisors since 2026 and has prior experience at several organizations, including Raider's Walk and Castrol. His background also includes roles during his time at Texas Tech and other part-time positions. 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, and it operates through program sponsors and third-party managers to provide both advisory and brokerage solutions.

Alan Brum is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise, Kestra Investment Services, and TD Ameritrade. Raymond James & Associates is a large 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 financial planning, non-discretionary investment consulting, and municipal advisory services.

John O'Donnell is a financial advisor with Ameriprise in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Ameriprise Financial Services, Inc. He is the sole owner of JacAcq LLC, a business focused on managing practice operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Rickie Santana is a financial advisor with Ameriprise in North Bergen, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of advising, Santana is involved in independent insurance brokering with several providers including Horizon BlueCross BlueShield and Metlife. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation overseen by a dedicated consulting team to deliver personalized, non-discretionary retirement advice.

Katharine Biernacki is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006 and also works with Bank of America, N.A. since 2012. 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 institutional accounts.

Mark Van Ness is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing investment strategies for high net worth individuals and business owners, providing goals-based wealth management alongside a team of specialists. Mark's work includes managing portfolios that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark has been in the financial services industry since 1999 and joined Merrill Lynch Wealth Management in 2012. He holds the designation of Personal Investment Advisor (PIA) and earned an Associate's Degree from Devry University. His client focus areas include education planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Residing in Westfield, NJ, Mark lives with his wife, Roseann, and their two daughters, Gabriella and Sabrina. Outside of his professional work, he enjoys baseball, boating, fishing, football, traveling, sport fishing, and Italian food.

Nikolas Keszthelyi is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes positions at Joyce Honda and Zumiez Inc. Equitable Advisors serves a wide range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, with a significant focus on non-discretionary asset management and collaboration with affiliated managers.

Debra Bruno is a financial advisor at LPL Financial with 37 years of industry experience. She previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. She holds a Series 63 designation. Outside of her advisory role, she is involved in insurance sales of non-variable products and manages an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Martin is a financial advisor at RBC Capital Markets with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and City National Bank. Prior to his advisory roles, he spent time in education and worked at Siemens Healthineers and Enterprise Rent-A-Car. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles with access to in-house and third-party investment managers.

Louis Mazzone is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior work includes roles at Signature Securities Group Corp./Signature Bank and Cetera Advisors LLC. Outside of advisory work, he owns Medicare Network Advisors LLC, a health insurance business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Martine is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014 and Bank of America since 2015. Outside of his advisory role, he is involved in trade work for Peppler Funeral Home. 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 individual and institutional clients.

Steven Gappa is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, having worked in various roles at asset management firms prior to joining Merrill Lynch in 2010. Steven holds a Bachelor's Degree from Kean University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been married to Lisa since 2002, and they have two daughters.

Dominick Gallo is a CFP® professional with 36 years of industry experience, currently serving at Ameriprise in Colts Neck, NJ. He has been with Ameriprise and its predecessor entities since 1989. Outside of his advisory role, he maintains family real estate originally transferred to him and his brothers several decades ago. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Fransckiewich is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has no prior industry experience. Outside of financial advising, he has experience working in the hospitality and education sectors, including ownership of Hotel LBI since 2020. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

Mark Livingston is a Senior Financial Advisor with 43 years of experience managing assets for wealthy individuals and non-profit organizations. He works to thoroughly understand his clients' financial needs and aligns resources to help them meet or exceed their goals. Mark assists clients in evaluating near-term concerns, planning for long-term objectives, and developing personalized financial strategies. His client focus includes family wealth management, services for endowments, foundations, non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and socially responsible investing. Mark holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Rutgers University and completed a certificate program at Paul Smith's College. Mark is involved in community activities, including mentoring the Morristown High School Investment Club and serving as Warden at St. Peter's Episcopal Church in Essex Fells, New Jersey. He has coached the Denville Blue Knights hockey team, served as chair of the construction committee at the Convent of St. John Baptist in Mendham, New Jersey, and is a member of the Park Avenue Club.

Salal Shaikh is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior work experience includes roles at HR Directions, Prime Now LLC, and teaching at the middle and high school levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Haver is a financial advisor with RBC Capital Markets based in Princeton, NJ. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Gunton Corporation from 2014 to 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing a mix of in-house and third-party investment managers and tailored strategies based on each client’s risk profile.