Jacqueline Bond Lasher is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in June 2011 and focuses her career on comprehensive wealth planning strategies designed to help clients align their financial lives with their goals, priorities, and risk appetites. Jacqueline’s expertise includes college education planning, legacy planning, retirement income, tax minimization, portfolio management, and socially responsible investing, among other areas. She works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Jacqueline graduated with honors from Randolph-Macon College in Ashland, VA, earning a degree in economics/business and philosophy with a minor in ethics. In 2014, she obtained her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planning Board of Standards, Inc. Jacqueline combines a long-standing interest in financial markets with a commitment to building enduring client relationships. She has a particular focus on educating women and peers about the benefits of long-range wealth management and simplifying complex wealth management topics. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Morristown, NJ, Jacqueline is active in her community and serves as a board member of the Madison, NJ Branch of the American Association of University Women (AAUW) and her sorority's alumnae chapter. She participates in community volunteer activities and enjoys spending time with her family, cooking, playing pickleball, practicing yoga, and spending time at the beach.

Christopher Larkey is a financial advisor at Stifel with 34 years of industry experience. He has held his current role since 2007 and previously worked at Ryan Beck & Co. from 2002 to 2007. He holds the Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Dipti Rath is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Securian Financial Services. Rath is also an agent/broker engaged in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Jake Del Greco is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2018. Prior to that, he held positions at Private Wealth Management Group, Quick Chek Corporation, and Wake Forest University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Michael Moore is a CFP® designated financial advisor at Robert W. Baird & Co. in Florham Park, NJ, with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Robert W. Baird & Co. since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Robert Perrone is a Series 66-registered financial advisor with Merrill, based in Florham Park, NJ, and has five years of industry experience. He has worked at Merrill since 2021 and previously held positions at National Financial Services LLC and Fidelity Investments. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Rottenberg is a financial advisor at RBC Capital Markets with 12 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining RBC in 2026. He holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Coppola is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of in-house and third-party advisory models, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Mc Donald is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bank of America and Merrill. Mc Donald currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools but does not provide individual security recommendations as part of standalone planning services.

Nicholas Malcolm is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. His expertise includes portfolio management services, tax minimization, retirement income, family wealth management strategies, and specialized areas such as college education planning and executive compensation. Nick holds a Bachelor's Degree from Kean University and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). The CPWA designation reflects his commitment to ongoing credentialing and expertise in wealth advisory services, awarded in conjunction with the Investments & Wealth Institute and The Yale School of Management. Outside of his professional role, Nick is involved in community volunteer activities in line with Merrill's tradition of service. He enjoys spending time with his wife and daughters and has personal interests in basketball, boxing, football, and golfing.

Linda Bentley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, a financial services firm she has been involved with since 2000. In addition to her advisory role, she is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kailey Van Wingerden is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked in various roles across education and hospitality prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored recommendations delivered through a centralized consulting team.

William Scott is a financial advisor with Stifel based in Morristown, NJ, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Advisors LLC for nine years before joining Stifel in 2018. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Thomas McGee is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and 65 licenses and bringing 35 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2009 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Gwendolyn Canonico is a CFP® professional with 22 years of industry experience, currently advising clients through LPL Financial since 2024. Prior to joining LPL, she spent 14 years with VALIC Financial Advisors, Inc and two years at Agia. She is the author of "Special Needs Roadmaps" and conducts investment-related seminars in New Jersey. 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.

Bradford Mehl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 credentials and has 24 years of experience in the financial industry. His prior experience includes roles at Morgan Stanley, UBS Financial Services, and BNY Mellon Securities Corporation. Mehl is also president of Bell Rock Wealth Advisors LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and it maintains unique affiliations that support municipal and public finance work.

John Micera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through both in-house and third-party managers.

Tyler Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked previously with firms including MetLife Securities Inc., Mass Mutual Investors Services, and Allied Wealth Partners. In addition to his advisory work, he is a silent partner in a family-owned restaurant in Virginia. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party money managers.

Brian Wong is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a degree in Economics from Rutgers University, Brian brings a consultative approach to wealth management. He focuses on working closely with clients to develop detailed, written financial strategies tailored to their individual goals. His expertise encompasses career transitions, retirement planning, estate planning, and tax-efficient disciplined investing. Brian emphasizes collaboration with clients and their other trusted advisors, such as accountants and attorneys, to achieve long-term financial success. Outside of his professional work, Brian is an active member of the Church of Living Grace of New Jersey in Parsippany. He resides in Bedminster, New Jersey, and enjoys playing basketball and spending time with his wife, Tiffany, and their two children.

Regina Hart is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and its related entities since 2018, as well as at Investment Professionals Inc from 2012 to 2018. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.