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.

Jeffrey Smulevitz is a financial advisor with Morgan Stanley in Short Hills, NJ, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously at Merrill from 2014 to 2017. Outside of his advisory role, he is a partner in Victoria Bell LLC, a consulting business based in Springfield, NJ. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kevin Amerio is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2006. Outside of his advisory role, he maintains a LinkedIn profile and dedicates limited non-trading time there. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Mark Pomo is a financial advisor with UBS Financial Services in Short Hills, NJ, holding a Series 63 designation and 39 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Joshua Kramer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process is supported by centralized due diligence combining quantitative and qualitative research, and includes broader derivatives and commodities capabilities.

Jennifer Fernandez is a financial advisor at Fidelity with seven years of industry experience. She has worked at several notable firms including JPMorgan Chase Bank, Merrill, Bank of America, and Prudential before joining Fidelity. In addition to her advisory role, she is the managing member of Koala Kids Wear LLC, an online retail business specializing in children's clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base through discretionary portfolio management, fund advisory, and model portfolio services.

Peter Issackedes is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he has worked at Wegmans Food Markets, Bergen Community College, Pascack Valley High School, and Holdrum Middle School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning, trust custody, insurance products, and lending programs.

Jonathan Fetner is a financial advisor with Morgan Stanley in Short Hills, NJ, holding a Series 63 designation and 37 years of industry experience. His career includes roles at Morgan Stanley and Merrill, with his current tenure at Morgan Stanley Private Bank beginning in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and a wide range of advisory programs. The firm uses structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Timothy Yagasits is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to provide customized financial solutions.

David Watson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metlife Securities prior to joining Raymond James in 2024. 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, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, municipal advisory services, and institutional consulting through specialized divisions.

Olanrewaju Badmus is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and planning services to clients. Specific areas of expertise, educational background, and personal interests have not been provided.

William Kostecki is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with MML Investors Services and MassMutual since 2016. Outside of his advisory role, Kostecki serves as an assistant varsity hockey coach and is the vice president of the New Jersey chapter of Hockey Players in Business, a nonprofit organization focused on event planning and networking. Mass Mutual 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, wrap and money-manager programs, and educational seminars.

Dominick Cody is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, previously gaining experience at Sanford C. Bernstein & Co., LLC. Outside of his advisory role, he serves as treasurer for a local elementary school Parent Teacher Association. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jesse Kent is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Amerissa Eckloff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She previously worked at Merrill from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she is involved as a hostess at Rylann Inn in Whitehouse, NJ. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Charles Herbison is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Wealth Management and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting, with over $671 billion in assets under management and more than 14,000 advisors.

Vincent Minutillo is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 63 designation and 38 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. 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.

Kellen Hardy is a CFP® with five years of experience advising clients at Mass Mutual Investors Services. He holds the Series 66 designation and has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2021. In addition to his advisory role, Hardy is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports event-driven planning such as estate settlement and employer-sponsored programs.

Mohamad Halabi is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position he has held since 2007. He specializes in creating customized financial strategies tailored to individuals, families, and businesses, focusing on portfolio analysis, investment management, corporate retirement plans, and retirement planning utilizing various account types such as 401(k)s, IRAs, Roth IRAs, and others. His practice also addresses small business needs, estate planning, life insurance, liability management, real estate financing through Bank of America, and college planning strategies including ESAs and 529 plans. Mohamad partners with industry professionals to ensure precise and effective financial solutions for his clients. Mohamad holds a Bachelor's Degree from Rutgers University and is a CERTIFIED FINANCIAL PLANNER™ professional, certified by the Certified Financial Planner Board of Standards Inc. He also holds the Personal Investment Advisor (PIA) designation and maintains his NMLS license (#781031). Fluent in English and Arabic, Mohamad's client focus includes investment consulting for defined contribution and defined benefit plans, legacy planning, liquidity management, managing new wealth, and retirement income strategies. Residing in Somerset County, New Jersey, Mohamad is the brother of four sisters and married in 2020. He dedicates time to community involvement through volunteer work and balances his professional life with personal interests such as biking, bowling, chess, hiking, photography, running, traveling, watching movies, and spending time with family.

Giovanna Pagano Decker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with additional experience at HSBC Securities and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.