Jeanna Markovich is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and other sources to guide portfolio construction.

James Broderick is a CFP® professional affiliated with LPL Financial, with 14 years of industry experience. He has worked at several firms, including Northwestern Mutual Wealth Management Company and multiple independent practices, before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, using various investment strategies supported by research and technology tools.

John Guerra III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Snipes. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering 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.

Darwin Noel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that begin with understanding his clients' financial situations and priorities. Drawing on the investment insights of Merrill and the banking services of Bank of America, he assists clients in managing various aspects of their financial lives. His areas of expertise include legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, and individual and corporate investment strategies. Darwin holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. In addition to his professional work, Darwin is a member of the Tri-State Black Executive Leadership Team and participates in community activities such as the Bloomfield High School Football Alumni Camp and the Boys and Girls Club Newark. His personal interests include baseball, cooking, football, golfing, music, spending time with his family, and watching movies.

Robert Finkle is a CFP® with 31 years of industry experience, currently advising clients at Stifel. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, and J. B. Hanauer & Co. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Greco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Violet Mtisi is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her career includes positions at Wells Fargo Clearing since 2016, as well as prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Violet has an ownership interest in rental property in Burlington, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage and advisory programs.

Tonya Conroy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2012. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Pablo Cardoso is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Merrill and Bank of America N.A., joining in 2022, and has held previous roles at Santander Securities, JPMorgan Chase, PNC Wealth Management, and other firms. He serves as the treasurer for the North Plainfield High School PTO. 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.

Thomas Morrissey Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of his advisory role, he operates a furniture business and works as a greeter at Whiteface Mountain in New York, providing information to skiers about conditions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes use of firm-approved tools and market simulations.

Robert Bendock is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on family wealth management strategies, liquidity management, and portfolio management services. He works closely with clients to understand their personal perspectives and priorities to create personalized financial plans aimed at achieving long-term goals. Robert holds a Bachelor's Degree from Seton Hall University and maintains the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, and is a member of the professional organization HOLA. His community involvement includes participation with the Center for Great Expectations. Outside of his professional work, Robert enjoys golfing, ice hockey, and music. He values lifelong learning and has a strong interest in math and statistics.

Gerard Raho is a financial advisor with Edward Jones in Mendham, NJ, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-founder of Michael Gerard Designs, a flatware design business, and serves as Vice President of the Mendham Business Association in a largely ceremonial capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor and branch network, as well as offering affiliated trust and securities-based lending services.

Ryan Becker is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at LPL Financial since 2021 and previously at Mass Mutual and Summit Asset Management. Becker attended James Madison University and has held diverse roles including positions outside finance such as with ProMethod Sport and Fitness and the Morris Plains School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Christopher Pareres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher completed his Bachelor's Degree at Saint John's University and also attended a non-accredited certificate program at New York University. His role involves providing financial planning and investment advisory services.

Bradford Bonner is a Senior Financial Advisor at Merrill Lynch Wealth Management in the Short Hills, New Jersey office. He has 20 years of experience working with high net-worth individuals and institutional investors, developing investment strategies aimed at meeting both short-term needs and long-term financial goals. His approach includes using in-depth personal profiles to understand clients' financial objectives and priorities, offering advice on a range of asset classes including alternative investments. Brad graduated from Lafayette College with a bachelor's degree in Economics and a minor in English. He is a Personal Investment Advisor (PIA) and began his career in the institutional equity sales and trading training program at Merrill Lynch before spending six years with Oppenheimer & Co. He serves in several community roles including Chair of the Scholarship Committee for The College Men's Club of Westfield, Executive Board Member of The Pingry School Alumni Board, Ice Hockey Trustee of the Beacon Hill Club, and is active with Camp Dudley. Outside of his professional work, Bradford enjoys golfing, playing adult ice hockey, boating, fishing, hiking, tennis, traveling, and spending time with his family. He lives in Westfield, New Jersey with his wife, Alexandra, and their three children.

Michael Dunleavy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Santander Securities, LLC and Santander Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Murray Bell is a financial advisor with Morgan Stanley Wealth Management in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates proprietary tools and market outcome simulations.

John Grauer is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, and General Nutrition Center. He serves as Vice President of a Business Networking International chapter in Charlotte, North Carolina. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Michael Hurley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has concurrently been involved with Tracy Pearce Interior Design since the same year. Prior to his current role, he has worked at Wells Fargo Bank, NA since 2014. 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 process 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.

Michael Levine is a CFP® with 31 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2003 to 2008. 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.