James Buehler is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Marissa Greco is a financial advisor with Osaic Wealth, Inc. in Branchburg, NJ, holding a Series 66 designation and having 10 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 10 years. Outside of her advisory role, she is involved in retail operations as an operations buyer and has authored a financial education book titled "Bottom Up Wealth." She also provides consulting services related to divorce financial analysis and marketing strategy. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and portfolio management strategies that incorporate various investment types and third-party solutions.

Jason Mancini is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2014. In his role, he focuses on delivering wealth management strategies tailored to help clients pursue their financial goals through a personalized process. This approach begins with understanding clients’ priorities, followed by developing and executing customized savings and investment plans, with ongoing oversight and adjustments as needed. Jason’s professional background includes experience as a portfolio analyst and trader at a boutique investment firm in New York City. He holds a Bachelor's and a Master's Degree in Economics from Kent State University. His expertise encompasses a comprehensive four-pillar system involving assets, debt, trusts and estates, and banking solutions through Bank of America, N.A. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Westfield, New Jersey, Jason lives with his wife Amanda, their son Giuseppe, and their dog Pongo. Outside of his professional life, he enjoys running, hiking, reading, playing chess, and CrossFit. Jason maintains involvement in his community through participation with organizations such as Knights of Columbus and The Father's Heart Ministries.

James Kennedy is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. UBS Financial Services Inc. 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 provides proprietary research and a broad range of capital markets services.

Sam Gladson is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has held diverse roles across education, real estate, and landscaping, including work at Jim Gladson Landscaping, Inc., a business he has been involved with for six years. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer structure.

Matthew Corby is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Amboy Bank and Ramapo College of New Jersey, and was involved with Ship Ahoy Beach Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Richard Wager is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2020. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors, LLC, as well as Wells Fargo Bank NA. Merrill, together 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 using model-based and discretionary investment strategies.

Kevin Morrison is a CFA® charterholder with 24 years of industry experience, currently serving at J.P. Morgan Securities. He has held positions at J.P. Morgan Securities since 2010 and at JPMorgan Chase Bank, N.A. since 2016. Morrison is a trustee for the KIPP Team Academy Charter School, involved in overseeing the school's operations. J.P. Morgan Securities 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 in its recommendations.

Harrison Hoyes is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with UBS Financial Services in Warren, NJ since 2013. Outside of his advisory role, he serves as treasurer on the board of the Academy for Certification of Vision Rehabilitation Education Professionals and is a partner at AccessAbility Officer, a digital accessibility firm supporting government clients, where he assists with strategic direction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Robert Rafano is a CFP® professional with 24 years of industry experience. He has worked at OSAIC since 2020 and spent 15 years at Ameriprise Financial Services, Inc. Prior to his advisory role, he has served as a board member at large for the Monmouth Council Boy Scouts of America, where he participates in community fundraising and support activities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions.

Craig Hyldahl is a financial advisor with Equitable Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory role, he serves as a Certified Divorce Financial Analyst, providing financial analysis and planning support to divorcing clients, and participates in a collaborative law group’s marketing committee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and asset management through various third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and allowing certain advisors discretionary portfolio management under approved arrangements.

David Echeverri is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. as well as Bleakly Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting 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.

Thomas Schulte is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes eleven years at First Empire Securities, Inc. and a year at E D & F Man Capital Markets Inc. 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.

Conor Kelly is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and JPMorgan Chase Bank. Outside of finance, he has experience working with Universal Lacrosse and Allendale Bar & Grill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lee Giordano is a CFA® charterholder and holds Series 63 and 65 licenses, with 28 years of experience in the financial industry. He has worked at UBS Financial Services Inc. since 2016 and spent a brief period at Penserra Securities LLC earlier that year. Outside of his advisory role, Giordano is a licensed real estate referral associate and serves on the Republican County Committee in Westfield, New Jersey. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to support client goals.

Daniel Flynn is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. Flynn also operates a separate business under the name Diligence Financial Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines client referrals, handoff arrangements, and discretionary portfolio advisory services.

Salvatore Rosamilia is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that address a broad range of client needs, including college education planning, divorce transition planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, and retirement income. Salvatore emphasizes developing financial strategies tailored to each client's individual goals and adapting to evolving market conditions. Salvatore holds an Associate's Degree from Columbia University and maintains the Personal Investment Advisor (PIA) designation. He has a long-standing commitment to the community, demonstrated by 15 years of volunteer work with the Ironbound Soccer Club and the Salvation Army Boys & Girls Club. Outside of his professional activities, Salvatore enjoys baseball, golfing, music, refereeing, soccer, and spending time with his family.

Nicole Mochnal is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She has worked with Wells Fargo and its affiliated entities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds a Series 63 designation and is based in Westfield, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements typically structured as discrete projects.

Douglas Roberts is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Frank Vigilante is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2016. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.