Ayushi Shah is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined the Sentinel Team in 2017. Prior to this role, she worked as a Financial Advisor Associate with the Sentinel Team at Morgan Stanley in Short Hills, NJ. Ayushi's expertise includes executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. She holds a Bachelor of Science degree from Rutgers Business School and maintains her FINRA Series 7 and 66 registrations. Ayushi is also a Certified Financial Planner and a Personal Investment Advisor. Outside of her professional work, Ayushi enjoys cooking, painting, spending time with her family, and traveling. She resides in Colonia, NJ.

Tyler Dey is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to build disciplined, personalized financial strategies and is part of a team that provides a concierge-style experience, assisting individuals and families with investment management, retirement planning, and long-term wealth goal navigation. Tyler also collaborates with Advisors on retirement plan administration and guidance. Prior to becoming a Financial Advisor, Tyler served as a Registered Wealth Management Client Associate. In that role, he supported portfolio operations, retirement plan administration, and daily client needs. He has been with Merrill Lynch and Bank of America since 2021 and is Series 7 and 66 FINRA registered, holding the Personal Investment Advisor (PIA) designation. Tyler earned a Bachelor's Degree in Finance with a focus on investment analysis from Rider University. He received several academic honors there, including the Andrew J. Rider Award and induction into Beta Gamma Sigma. He currently resides in New Egypt, New Jersey. Personal interests include baseball, football, golfing, hiking, music, and reading.

John Capeci is a financial advisor at Edward Jones with 29 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Funds Distributor, LLC and Mirae Asset from 2010 to 2017. Outside of his advisory role, he is involved in commercial property financial services in Fanwood, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Brianna Wishengrad is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Bank, and Oceanfirst Bank. Outside of finance, she was involved in managing Tina's Lifeguards LLC from 2021 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating a range of investment strategies.

Michael Harris Jr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Hellman Worldwide Logistics and Mack Staffing Agency, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in part-time activities related to home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Brandon Leung is currently the Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in achieving their financial goals and ensuring peace of mind. In this role, he emphasizes a collaborative approach, working closely with clients and their families to develop personalized wealth management plans. Brandon's professional experience spans various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2021 to 2025. His background also includes positions as an Insurance Advisor at The Fortis Agency LLC, Founder and Managing Partner of Invictus Financial Partners LLC, Internal Advisor Consultant at New York Life Investment Management LLC, Financial Consultant at JPMorgan Chase, and Financial Solutions Advisor at Merrill Edge. Outside of his professional responsibilities, Brandon has interests that include food, football, social events, movies, pets, and volunteering.

Stephen Croghan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves as president of the North Hunterdon Rotary Club. He is also the owner of Three Bridges Wealth Advisors LLC, a financial planning and investment firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Cheryl Thorpe is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has held positions at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019 and previously worked at Citi for 10 years. She holds the Series 66 designation. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG considerations and broader derivatives and commodities capabilities.

Jayant Singh is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and People's United Bank. 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 provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christine Sauer is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked within the Wells Fargo organization since 2016, including a recent transition to Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, covering diverse planning areas such as retirement, education, and business-owner transition planning.

Matthew Sopher is a CFP® professional with seven years of industry experience. He currently works at LPL Financial and previously held roles at Kestra Advisory, Morgan Stanley, and other firms. Sopher operates a financial planning business under the name Sopher Financial Group. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Michelle Heide is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of her advisory work, she serves on the board of the Hunterdon County Chamber of Commerce and participates in the Leadership Circle of Impact100 Hunterdon. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Shawn Healy is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at UBS since 2018 and previously held positions at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Harry Varon is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan affiliates since 2017. Outside of his advisory role, he is involved with the International Society for the Performing Arts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice and customized reporting, with implementation support from affiliated investment management entities.

Sean Cribbin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2011 and serves as a director at Bike to the Beach Inc., a community-focused organization that combines cycling and charitable efforts to support individuals overcoming obstacles. He also chairs a regional committee for Bike to the Beach, a nonprofit raising funds and awareness for autism through cycling events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Timothy Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association since 2015. His prior experience includes roles at Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and the Global Investment Committee’s models. The firm manages approximately $2.74 trillion in client assets and provides financial plans primarily in an advisory capacity.

Ahmar Khan is a Series 66-credentialed advisor with LPL Financial, based in Mountainside, NJ, with one year of industry experience. He has been affiliated with LPL Financial since 2024 and has a decade of experience with KM Artist Agency LLC, doing business as Apostrophe Reps. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports its network of investment adviser representatives with a range of advisory and brokerage services, including access to third-party asset managers and technologically advanced research tools.

John Ricker III is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at INVEST Financial Corp. and Santander Securities LLC. 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, including financial planning and access to model portfolios and third-party asset managers.

Justin Williamson is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Mass Mutual Investors Services and has been with the firm since 2017. In addition to his advisory role, he works as an insurance agent specializing in individual and group life and health insurance, fixed annuities, and life settlements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-assisted planning methods and provides a range of specialized programs, including divorce planning and estate settlement services.

Nicholas Tylka is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. He previously worked at Merrill Lynch and BlockFi. Outside of finance, he performs as a self-employed comedian, primarily doing local open mic shows. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.