Shameka Wombley is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2004. Outside of her advisory role, she is a member of The Tufted Chaise LLC, an interior design consulting business. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Stephan Dipierno is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as Vice President of the Raritan Tenants Corp board and acts as a power of attorney for his father. 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, emphasizing collaborative, goal-oriented planning without discretionary investment authority.

Andrew Stype is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013. 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.

James Bratone is a financial advisor with LPL Enterprise, holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Cetera Wealth Services LLC and Cetera, as well as experience outside the financial sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Linda Gatere serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their current financial situations and introduces them to solutions offered by Merrill and Bank of America. She aims to empower clients with the knowledge and tools needed to manage their financial lives effectively. Linda holds a Bachelor's Degree from Kenyatta University and a Master's Degree from the University of Bath. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her approach involves helping clients identify what matters to them and their families to develop strategies aligned with their financial goals.

Tejaswi Patel is a financial advisor with LPL Financial in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, Patel worked at Cetera Advisors LLC, First Allied Advisory Services, and First Montauk Securities Corp. Patel also engages in selling non-variable insurance products through Ash Brokerage Corp. 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, supported by technology tools for operational and research purposes.

Matthew Forst is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been working in the financial advisory field since 2016, previously serving as a Financial Advisor at Merrill Lynch until 2022. Matthew is a Certified Financial Planner (CFP4) professional with ten years of experience. Matthew partners with individuals and families to simplify their financial lives and provide clarity on complex decisions. He engages in a collaborative planning process and thoughtful execution to build personalized financial plans that align with clients' priorities. Outside of his professional work, Matthew has interests in fitness, golf, running, and snowboarding.

Craig Marquardt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing from 2016 to 2023 and Merrill from 2011 to 2016. His other business activities include participation in a health insurance plan through LifeX. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Richard Wismer is a financial advisor with LPL Financial in Staten Island, NY, holding a Series 63 designation and 19 years of industry experience. He is the founder, CEO, and majority shareholder of Daszkowski, Tompkins & Weg PC, a tax preparation and accounting firm. Wismer has worked at LPL Financial since 2017 and previously at National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party investment strategies.

Nicole Burns is a financial advisor with Merrill in Morganville, NJ, holding Series 63 and Series 66 credentials. She has 32 years of industry experience, including nine years at Merrill and prior work at Freehold Cartage, Inc. Outside of her advisory role, she serves as executor and holds power of attorney positions related to several estates. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Van Leeuwen is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2016 and previously managed his own firms, Van Leeuwen & Co., LLC and Van Leeuwen & Company, LLC, for over two decades. He serves as a member of the LPL PAC Advisor Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide array of financial planning and investment management solutions, supported by technology and research tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

Richard Callaghan Jr. is a CFP® with 31 years of industry experience currently serving at Equitable Advisors. His prior roles include positions at LPL Financial, Capitol Securities Management, and several other advisory firms. He serves as a trustee for the Brotherhood Protective Order of Elks Summit Lodge No. 1246, a charitable and fraternal organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver its services through a large network of Investment Adviser Representatives.

Cary Hall Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 years. He also served in the United States Army Reserve for 22 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Jennifer Mack is a Series 66–licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2013. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Caltabilota Jr. is a CFP®-designated financial advisor with 29 years of industry experience. He has been with Osaic Wealth, Inc. since 2003 and previously worked at New Century Financial Group, LLC and Avantax Advisory Services. Outside of his advisory role, he is an Enrolled Agent licensed to practice before the IRS and owns a tax preparation and tax advice business. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach features model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Bridgot Basile is a financial advisor with RBC Capital Markets in Princeton, NJ, holding Series 65 and Series 63 licenses and 16 years of industry experience. Prior to joining RBC in 2021, Basile worked at North Capital Private Securities, Worth Financial Management, Traynor Capital Management, and Rittenhouse Asset Management. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers along with integrated capital markets and lending capabilities.

Ted Sui is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Unipec America, Inc. and TF Seals, as well as studies at New York University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and discretionary management tools, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Meredith is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a year at Charles Schwab Bank. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

James Waltman is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as mayor of Delaware Township, New Jersey, with responsibilities including attending meetings, setting agendas, and managing municipal business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Fran Buckley is a financial advisor with Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Buckley has ownership interests in coal mining businesses and manages a financial practice through Sparrow Financial LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to develop tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.