Hisham Hraiche is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Ameriprise Financial Services LLC, Rippling, and Pareto. He has also held positions at Asset Living, Rutgers Alexander Library, and High Tech High School. 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.

Gerard Rabadeau is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Rabadeau is also co-owner of Rabadeau Wealth Group, a support company outside standard investment business activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Daniel Ramer is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as treasurer for the Jewish Family Service of Central New Jersey, where he oversees the finance committee and collaborates on budgeting and financial planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside fiduciary financial planning.

Lucien Blackwell is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Blackwell serves on the boards of several nonprofit organizations, including as acting Finance Director for 100 Black Men of Greater Cleveland and as Board Secretary for the Money Smarts School of Finance for Children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers tailored advisory programs combining in-house and third-party investment management with services including portfolio management, financial planning, and brokerage.

Brent Freda is a financial advisor at Merrill holding Series 63 and Series 65 credentials. He has experience working at Fulton Bank and Xactus prior to his current role at Merrill and Bank of America, where he has been since 2026. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Todd Gordon is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been focusing on asset management for individuals, families, and retirement planning for business owners since 2017. He leads the Sentinel Team at the Summit, NJ branch, alongside his business partner and support staff. The team has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2023, 2024, and 2025. Mr. Gordon has over 26 years of experience in the financial industry. He began his career as a fixed income specialist at Gibraltar Securities, which became RBC Dain Rauscher. He has also held positions as Vice President in the Private Client Group at Bear Stearns and Senior Vice President at Morgan Stanley prior to joining Merrill Lynch. His areas of expertise include college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He earned his bachelor's degree from Syracuse University and holds FINRA series 7, 63, and 65 registrations, life insurance licenses, and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mr. Gordon resides in Short Hills, NJ with his wife and two children. His personal interests include cooking, golfing, hiking, and running.

John Digamon is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade Inc. He is currently based in Millburn, NJ. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Joshua Shek is a financial advisor with Morgan Stanley in New York, NY, holding a Series 63 designation and 14 years of industry experience. He has previously worked at E*TRADE Securities and Solium Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Craig Weber is a financial advisor at RBC Capital Markets in New York, NY, holding a Series 66 designation with two years of industry experience. He has worked at RBC Capital Markets since 2001. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Patrick Gill is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at McLanahan's and has been involved in various roles including at Penn State University. He serves as a Sports and Social Committee Member for the Penn State Alumni Chapter in Lehigh Valley, PA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, serving clients through a network of Investment Adviser Representatives.

Steven Goldberg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 24 years at Family Investors Company prior to joining Cambridge in 2024. Goldberg serves as a board member and volunteer for the Fanwood-Scotch Plains Rotary Club and is the vice president of BNI - Select Business Source, a networking organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Frank Robertazzi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2007, providing tailored financial strategies and precise implementation to individuals and families across the United States. Prior to joining Merrill Lynch, Frank spent more than 25 years in national and global business development within the electronics and lighting industries, including roles at HP, Agilent, and CML, where he served as Vice President of business development. His expertise involves simplifying complex financial situations, designing detailed long-term strategies, and executing disciplined processes for managing investments, retirement planning, cash-flow needs, and wealth transfer objectives. Frank holds multiple professional certifications, including the Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor of Science degree in Electronic and Electrical Engineering from NYU's Polytechnic School of Engineering and graduated from Brooklyn Technical High School. Outside of his professional role, Frank is involved with several organizations such as the Civic Story Board, Polytechnic Alumni Board, Rotary International Summit NJ, and Sage Elder Care Board. His personal interests include baseball, fishing, running, and spending time with his family.

Jamaal Stanton is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over a decade of experience in the financial services industry, having previously served as an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2008 to 2020. Jamaal specializes in partnering with clients and their families to develop, implement, and monitor customized financial plans aimed at achieving their financial goals. He holds a California Insurance License, supporting his capability to provide comprehensive financial advice. Throughout his career, Jamaal has focused on building professional relationships with clients to understand their personal and financial needs.

Jessica Palou is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including previous roles at T. Rowe Price Investment Services and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports with ongoing tax-aware withdrawal strategies.

Christian Wawrzynski is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Bank of America and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is employed part-time at Life Time, a gym in Florham Park, NJ, where he assists with member services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Sae Moon is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Moon has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

Robert Lavanco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he serves as a New York State Court Officer. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Christopher Johnston is a financial advisor at Merrill with 32 years of industry experience. He has been with Merrill since 1992 and is also associated with Bank of America, N.A. since 2009. Johnston holds Series 63 and Series 65 designations and is based in New York, NY. Merrill serves a broad client base, including individuals across wealth levels, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-focused investment strategies, supported by integration with Bank of America’s banking and capital markets platform.

Dominic Tobacco Jr. is a financial advisor with Cetera and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at First Allied Advisory Services and First Allied Securities. He serves as a trustee for the River Plaza Youth Club, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that works with individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, providing access to both affiliated and third-party managers.

Todd Raymond is a financial advisor with Morgan Stanley in New York, NY. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Since 2016, he has been employed at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.