Colin Ross is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill, he held positions at Party Perfect Rentals LLC and Event Staffing Solutions LLC, both in 2023-2024, and was affiliated with Indiana University from 2022 to 2026. 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, pension plans, corporations, and charitable organizations.

Jaime Guzman Jr. is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in the banking and finance industry. He partners with a dedicated team to address complex financial challenges faced by families and businesses, emphasizing a comprehensive approach that includes investment and liability management. Jaime leverages the research and investment capabilities of Merrill and banking resources of Bank of America to provide personalized financial strategies tailored to clients' priorities and goals. His areas of expertise encompass college education planning, family wealth management, personal retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. Jaime holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jaime earned his High School Diploma from North Bergen High School and is fluent in English and Spanish. Beyond his professional commitments, he engages in community involvement with organizations such as City Relief and Meals on Wheels. Jaime's personal interests include baseball, cooking, drawing, pickleball, reading, spending time with his family, and traveling. He also contributes to his community by co-leading a Men’s networking group at his church in Wayne, New Jersey.

Michael Defilippis is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, and Fidelity Investments. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, providing financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm offers diversified investment strategies supported by research from LPL Research and third-party subadvisors.

Bryan Nunberg is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Since beginning his career in 1992, Bryan has focused on delivering customized financial strategies that simplify the lives of his clients, guided by time-tested investment planning principles and a disciplined wealth management process adaptable to changing economic conditions. Bryan’s expertise encompasses legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, and retirement income. He works closely with clients to understand their unique needs, concerns, and priorities, developing personalized financial strategies to help them pursue long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Kean University. Residing in Bergen County with his wife and three children, Bryan is active in his community, coaching lacrosse. He is an automotive enthusiast with a particular interest in exotic and muscle cars. His personal interests include golfing, ice skating, swimming, volleyball, spending time with family, and watching movies.

Colleen Di Paola is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her prior experience includes 25 years at Merrill Lynch, Pierce, Fenner & Smith and two years at Bank of America, N.A. Outside of her advisory work, she operates a handyman services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Hoyng is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Financial Northeastern Securities Inc for 28 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nancy Comparetto is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked previously at UBS Financial Services and Raymond James Financial Services. Her current role began in 2024, and she maintains a small side business advising on LPL-related matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party resources.

Kyle Kautzmann is a financial advisor at OSAIC with 9 years of industry experience. He holds a Series 66 designation and has worked at Sagepoint Financial, Inc. and EBNY Insurance Services, Inc., where he is a partner involved in an insurance brokerage. OSAIC serves a broad client base including individual and institutional investors, offering integrated brokerage and advisory services with a range of investment options supported by firm-provided tools and third-party platforms.

Susan Daniele is a financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2019 and previously held a position at Sika Corporation from 2014 to 2019. Outside of her advisory work, she is involved in managing rental property in Bradley Beach, New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a nationwide network of more than 23,000 financial advisors.

Peter Casale is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Evelyn Anzules is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is an owner and partner in two non-investment real estate businesses. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Elaine Lin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at various J.P. Morgan entities since 2006, including JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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. As part of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Michael Iannucci is a financial advisor at Charles Schwab with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Scottrade, Inc., TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by integrated custody and brokerage services.

Frank Jaffe is a CFP® with 37 years of industry experience, currently serving at Ameriprise Financial Services since 2016. He holds the Series 63 designation and is based in Fairfield, NJ. Outside of his advisory role, he serves as Treasurer and Trustee on the Board of Directors for Congregation Ahavas Israel. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning for clients approaching or in retirement.

Christopher Dumont is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Merrill since 2009 and has concurrent experience at Bank of America, N.A. since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Martin is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Hyungku Her is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Equitable Advisors since 2001, including time at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business activities. 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 operates a hybrid advisory and brokerage model, tailoring services through a documented client intake process and offering both discretionary and non-discretionary investment management.

Michael Yackanin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Kincade is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Btig, and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Joseph Heyer is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support client financial plans.