Robert Mcneill is a financial advisor with Equitable Advisors in Tinton Falls, NJ, holding Series 63 and Series 65 credentials and with 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is a partner in Jersey Boys Realty, LLC, involved in residential real estate investments. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party program sponsors and advisory models.

Robert Nigro is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 24 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he serves as a youth coach for the Point Pleasant Pirates Youth Football and Cheer organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, along with financial planning and insurance product sales through affiliated entities.

Beth Theis is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill Lynch since 2014, with prior experience at JP Morgan Securities LLC and JP Morgan Chase Bank dating back to 2012. 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 offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Parrella is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Invest Financial Corp. and Sun National Bank. He is also involved in the sale of health, dental, vision, medical malpractice, and disability insurance through Emerson Reid. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

Mark Herega Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes two decades at PNC Investment, along with earlier roles at Wells Fargo Clearing and Quick & Reilly, Inc. He is also a commercial pilot and flight instructor, operating a flight instruction and aircraft ferrying business outside of investing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

Leandro Da Costa is a financial advisor with Merrill holding a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Bank of America, Amazon, FedEx, Provident Bank, and Staples. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Delpriore is a CFP® with 21 years of industry experience, currently serving at MassMutual Investors Services since 2017. He previously worked at MetLife Securities from 2005 to 2017. Outside of his advisory role, he is involved in insurance sales focused on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion as part of the planning process.

Michael Principato is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2010 to 2012. He is currently based in Staten Island, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework, supporting client decision-making through model asset allocations and centralized due diligence.

John Fidura is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank since 2016, and previously at UBS Financial Services from 2014 to 2019. He serves as a founding board member of Patricia's Fund Inc., a nonprofit charitable organization. Charles Schwab & Co., Inc. serves 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 operates a large-scale, integrated client relationship model combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Justin Marrugo is a financial advisor at LPL Enterprise LLC with a Series 66 designation and no prior industry experience. His work history includes roles in education at Kean University, Union County College, Arthur L. Johnson High School, and Carl H. Kumpf Middle School. Outside of finance, he has been involved with Pompeii Pizzeria for several years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm typically employs a model-driven investment approach and offers access to third-party asset managers and various financial products through its network of investment adviser representatives.

Genevieve Manderville is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in local politics as Co-Chair of the South Orange Democratic Committee, coaches women leaving Corporate America through her business, The Pearl Pathway of Wellness, and serves on the board of a nonprofit focused on sustainability education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm’s approach emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Christine Healy is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has worked in the financial services industry since 2000 and joined Merrill in 2004. Christine’s practice focuses on assisting individuals navigating various stages of divorce, offering expertise in financial analysis related to divorce settlements and post-divorce financial planning. She leverages a broad network of specialists within Merrill to help clients explore comprehensive strategies tailored to their unique circumstances. Christine holds multiple professional designations including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Her prior experience includes roles on the High Yield Institutional Sales Desk, Institutional Structured Investments Desk, and Portfolio Strategies Desk, where she gained extensive knowledge of investment strategies and products across asset classes. She graduated from Lehigh University with a B.A. in Political Science and a minor in Psychology. Residing in Basking Ridge, New Jersey, Christine lives with her husband, daughter, and two sons. She dedicates time to community involvement as a board member of Ridge Youth Sports Inc. (RYSI) and volunteers through the Creating Better Money Habits program offered by her firm. Christine’s client focus areas include college education planning, family wealth management strategies, managing new wealth, and values-based investing.

Allison Thoms is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Bank for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Matthew Chin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 30 years of industry experience. His career includes prior roles at Merrill, Morgan Stanley, and Citigroup Global Markets. He also serves as an administrator for his father's estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Stuart Saules is a Financial Advisor with The Carle Group at Merrill Lynch Wealth Management. He works closely with clients to develop personalized, full-service wealth management plans aimed at helping them take control of their financial lives. Stuart embraces a team approach, leveraging the combined experience of his colleagues and the resources of Merrill Lynch and Bank of America to provide comprehensive financial guidance. Stuart’s expertise includes retirement planning, education funding, tax-efficient strategies, and estate planning considerations. His approach centers on understanding clients’ unique goals and priorities—whether personal, familial, or business-related—and creating strategies tailored to those needs. He helps families and businesses build financial confidence for generations by formulating focused, risk-appropriate long-term plans that evolve with changing market conditions and client circumstances. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. Outside of his professional role, Stuart enjoys boating, fishing, football, golfing, ice hockey, music, pickleball, reading, spending time with his family, and traveling.

William Bresley is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Banc of America Investment Services, Quick & Reilly, and Prudential Equity Group. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Matthew Ramirez is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in 2026. Prior to joining Merrill and Bank of America, he has experience working in various roles outside of finance, including positions at OMD USA, Hearts & Science, and Sunoco. 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 investment strategies for individuals, high-net-worth clients, pension plans, and other organizations.

Adrian Schwartz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade before joining Morgan Stanley in 2021. Outside of his advisory role, Adrian is a partner in New Jersey Snow Tours, a recreational business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its financial planning process.

Jeffrey Jimenez is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he served as a Financial Representative at the same firm from 2023 to 2025. In his current position, Jeffrey focuses on empowering clients to make informed financial decisions that align with their individual goals. He emphasizes building strong client relationships and collaborates with clients to design personalized investment strategies. Jeffrey's professional experience centers on providing trusted guidance and tailored financial planning. Outside of his work, he engages in family activities, fitness, social events with friends, movies, and parenthood.

Kevin Elmore is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2002 and holds a Series 66 designation. Outside of his advisory work, he serves as a Scoutmaster for Scouts BSA Troop 7575 and operates a weekend business creating handmade wooden cutting and cheese boards. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.