Russell Robinson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 15 years. 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 a broad range of brokerage and advisory solutions.

Brandon Heroux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Thomas Casey is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been active in the financial industry since 2010 and works closely with clients to address goals-based financial challenges such as retirement and estate planning, along with strategies to manage portfolio risks. Thomas employs Merrill's goals-based wealth management approach to help clients articulate and pursue their financial objectives. He holds a Bachelor's degree in Economics from Pennsylvania State University and a Master's degree from the College of Financial Planning. Thomas holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials reflect his expertise in wealth management and financial planning. Outside of his professional role, Thomas is involved with the Hills Tennis League, Junior Achievement, and The Somerset County Business Partnership. He lives in Bedminster, New Jersey with his daughter and enjoys participating in outdoor activities with her.

Thomas Wagner is a CFP® with 15 years of industry experience. He is affiliated with LPL Financial and has held prior roles at Securities America Advisors, National Planning Corporation, and has operated Wagner & Associates, LLC since 2010, specializing in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of investment adviser representatives.

Kannan Jayaram is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he works as a ski and snowboard instructor at Vail Ski and Snowboard School in Colorado. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm offers a variety of advisory programs and works with third-party asset managers to deliver customized investment solutions.

Matthew Valeyko is the Vice President and Branch Leader at Fidelity Investments, where he oversees the office in Millburn, NJ. In his role, he coaches financial advisors to provide a tailored experience for clients by understanding their family dynamics and financial needs. His approach involves collaborating with clients to create customized wealth plans aimed at helping them achieve their goals and visions. Since joining Fidelity Investments, Matthew has held positions including Regional Planning Consultant from 2014 to 2021, before becoming Branch Leader in 2021. His extensive experience at Fidelity has equipped him with a strong understanding of financial planning and client relations. Outside of his professional responsibilities, Matthew enjoys a variety of personal interests including family activities, fishing, fitness, gardening, movies, and running.

Stephen Frazer is a financial advisor with LPL Financial in Somerville, NJ, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has previously worked with Triad Advisors, GWN Securities, and IC Advisory Services. Frazer also sells Term and Universal Life insurance as a part-time agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jennifer Lockett is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and having 28 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor portfolio strategies. The firm combines institutional trading capabilities with wealth management and offers additional services such as fiduciary financial planning, underwriting, and securities-backed lending.

Leean Hunchak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2022, Leean worked at RBC Capital Markets and TIAA-CREF. Outside of work, Leean serves as Treasurer of the Academy of Performing Arts Booster Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and nonqualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Barna is a Senior Resident Director at Merrill, where he serves dual roles as a Wealth Management Advisor and Resident Director of the Chester, NJ office. In his capacity as Resident Director, he supports, coaches, and mentors the Financial Advisors and associates in his office. As a Wealth Management Advisor, Michael works with business owners, senior executives, and multi-generational families, providing customized financial strategies and sustained advice. His areas of expertise include college education planning, corporate executive services, divorce transition planning, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Michael holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Seton Hall University. Michael is actively involved in his community as an Ambassador to the Princeton Mercer Regional Chamber of Commerce and as a Board of Trustee to the Somerset County Business Partnership. His personal interests include baseball, football, golfing, reading, spending time with his family, swimming, traveling, watching movies, and writing.

James Colonna is a financial advisor with J.P. Morgan Securities in Bedminster, NJ, holding Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016, serving in various roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers customized investment solutions delivered by a select group of Wealth Advisors on a non-discretionary basis.

Valerie Murray is a financial advisor at Merrill with 40 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1982. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tina Sirignano is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2018. 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, retirement plans, corporations, and charitable organizations.

Michael Perillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Jackson Munoz is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated 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.

Sheri McMahon is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She brings 21 years of industry experience to her position, focusing on understanding her clients both as individuals and investors. Sheri collaborates with her team and clients to develop tailored financial plans aimed at achieving specific financial goals. Prior to joining Fidelity Investments, Sheri worked as a Financial Advisor at Merrill Lynch from 2018 to 2023. She also has experience as a Direct, Equity Research Analyst at Citigroup and Salomon Smith Barney, where she worked from 1994 to 2003.

Gregory Nascimento is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Short Hills, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Susan Dente is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2020, following four years at Insight Private Advisors. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

Tasha Garcia is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has previously worked at Cetera Advisor Networks LLC and Alliant before joining Morgan Stanley in 2018. Outside of her advisory role, she is the sole proprietor of a retail business called The House by the Side of the Road and has served as a program facilitator for the nonprofit organization Children’s Village. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, using structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services including customized financial plans and diverse investment solutions.

Richard Peterson is a financial advisor with LPL Enterprise who holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he was self-employed for three years and worked at Delbarton School for ten years. He is also active as an independent private tutor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as corporate and charitable entities, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.