Jennifer Mack is a Series 66–licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Caltabilota Jr. is a CFP® with 29 years of industry experience, currently affiliated with OSAIC. He has worked at New Century Financial Group, LLC and Osaic Wealth, Inc. for over two decades. In addition to his advisory role, he is an Enrolled Agent licensed to practice before the IRS and owns a tax preparation and consulting business. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes.

Bridgot Basile is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including North Capital Private Securities and Worth Financial Management LLC before joining RBC in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers.

Ted Sui is a financial advisor at Equitable Advisors with Series 66 credentials. He has less than one year of industry experience. Prior to joining Equitable Advisors, he held roles at Unipec America, Inc. and TF Seals, and attended New York University from 2022 to 2026. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed third-party managers.

Christopher Meredith is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a year at Charles Schwab Bank. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

James Waltman is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2019 before joining Wells Fargo in 2019. Outside of his advisory role, he serves as mayor of Delaware Township, New Jersey, with responsibilities including attending meetings, setting agendas, and managing municipal business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Fran Buckley is a financial advisor with Wells Fargo Advisors in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Buckley has ownership interests in coal mining businesses and manages a financial practice through Sparrow Financial LLC. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research and planning tools to develop tailored recommendations. The firm serves clients who meet a net-worth threshold and provides a broad range of planning services including specialized areas such as business-owner transition and special-needs planning.

Michael Licitra is a CFP® with 21 years of industry experience, currently serving at Cetera Wealth Services, LLC. He has a background in tax preparation and accounting as president of Michael S Licitra CPA PC since 2008 and has experience in insurance sales and health insurance brokerage. Licitra has held roles at Avantax Advisory Services and Fixed Life Sales, among others. Cetera Investment Advisers LLC is a large SEC-registered firm supporting over 10,000 advisors and serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Cathi Rosky serves as a Senior Financial Advisor. The available information provides details about Brian, including his career history, education, and expertise, but does not include specific background or experience related to Cathi Rosky. No personal interests, education, or credentials are provided for Cathi. As such, no further details can be included about Cathi Rosky beyond her current job title.

Ameya Naik serves as a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, Ameya collaborates with clients to understand their priorities and develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ameya provides guidance on a range of financial matters including investing, retirement planning, and emergency savings, leveraging the resources of Merrill as well as access to Bank of America specialists in banking, credit, home financing, and small business solutions. Ameya holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Maryland. Fluent in English and Kannada, Ameya combines professional expertise with listening skills to help clients clarify what matters most to them and design tailored strategies to work toward their financial objectives. Outside of professional responsibilities, Ameya participates in community initiatives such as the American Heart Association Heart Ball Auction Committee, Greater Pittsburgh Community Food Bank, and North Hills Community Outreach.

Jasmine Muhammad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, Morgan Stanley, and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and diversified investment evaluation.

Ling Yang is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving high-net-worth individuals, families, and private business owners. She manages wealth to help clients achieve their investment, wealth transfer, and philanthropic objectives. Ling focuses on providing comprehensive investment management and wealth planning services, including handling complex financial needs such as retirement planning, tax minimization, and corporate executive services. She also offers credit and lending solutions through Bank of America, N.A. Before joining Merrill Lynch, Ling gained experience as a senior financial analyst at the Los Angeles Times and worked in consulting roles with SAP and Alcatel. She has broad expertise in consulting, financial planning and forecasting, financial modeling, business analysis, and operations optimization. Ling earned her MBA with a concentration in Finance from the University of Southern California. Fluent in multiple languages including English, Chinese, Mandarin, Taiwanese, Wu, and Japanese, Ling works closely with diverse clients, including first-generation Chinese Americans, to address their unique financial goals. In her personal time, she enjoys cooking, hiking, traveling, and practicing yoga.

Marielle Cassubhai is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with Wealth Management Advisors and ultra high net worth clients to develop and refine strategies for wealth growth, preservation, and transfer. She leverages Fidelity's resources and insights to support collaborative financial planning. She has been with Fidelity Investments since 2013, holding roles including Senior Relationship Manager, Wealth Management Senior Services Specialist II, and currently as a Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship management within the firm.

Mark Reddington is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 44 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 15 years. Outside of his advisory role, he is involved in individual life and health insurance sales. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and a collaborative planning approach.

Matthew Saldutti is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2021. He has four years of industry experience and previously held roles at Liberty University, Marshall Support Services, and Sayreville High School. Outside of his advisory work, he serves as Vice President of the Matawan-Aberdeen Chamber of Commerce Board, overseeing administrative duties and community engagement initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning covering a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing program.

Salvatore Longo Jr. is a CFP®-designated financial advisor with 28 years of industry experience. He is currently affiliated with Cetera and has held roles at Allied Wealth Partners, Minnesota Life Insurance Company, and Hilb, Rogal & Hobbs. Outside of advising, he is active as a licensed realtor and fixed insurance salesperson. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Joshua Cohen is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Bridgewater, New Jersey branch office. He has been with Merrill Lynch since 2005 and has more than a decade of experience providing tailored investment guidance. In his role, Joshua serves as a qualified Portfolio Manager, offering both traditional advice and actively managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He is also involved in managing clients’ portfolios on a discretionary basis through the Firm's Investment Advisory Program. Joshua’s expertise spans a variety of client focus areas including college education planning, executive compensation, family wealth management, legacy planning, retirement income, socially responsible and ESG investing, tax minimization, and investment consulting for defined contribution plans. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor’s degree from Muhlenberg College, graduating with honors. In addition to his professional responsibilities, Joshua is a member of the Jewish Community Center Board. He resides in Bridgewater, NJ with his wife and three children. Outside of work, he enjoys adventure sports, biking, chess, gardening, hiking, ice skating, skiing, traveling, watching movies, and spending time with his family.

Naftali Yusufov is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2021. His prior work includes roles at JPMorgan Chase Bank, N.A., and marketing firms. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis.

Michael Fama is a Senior Financial Advisor specializing in personalized wealth management strategies. He works with clients to develop flexible financial plans that align with their individual goals and adapt to changing market conditions. As part of Merrill Lynch Wealth Management, Michael provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rider University. He is committed to working closely with clients one-on-one to help them pursue their long-term financial objectives. In addition to his professional role, Michael participates in community volunteer activities, reflecting the Merrill tradition of engaging with the communities served.

Isha Doshi is a Financial Advisor with Merrill Lynch Wealth Management and a member of Warringer DeGrazia Dudek & Associates, a Forbes Best-in-State Wealth Management Team recognized in 2025 and 2026. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Supported by senior advisors and Merrill's resources, Isha provides personalized financial guidance to individuals and families, helping them make informed decisions aligned with their goals and values. Isha's expertise encompasses areas such as divorce transition planning, education planning, employee benefits planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. She is committed to building long-term partnerships that empower clients to navigate financial decisions with clarity and confidence. She earned a Bachelor of Science in Business Administration from Drexel University. Fluent in English, Gujarati, and Hindi, Isha is also involved with the American Heart Association as part of her community engagement. Outside of work, she enjoys cooking, dancing, music, photography, reading, singing, spending time with family, swimming, traveling, and watching movies.