Jake Gershon is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses. He has been with the firm since 2026 and has no prior industry experience. Before joining Equitable Advisors, he attended The College of New Jersey and worked at Trump Golf Course Colts Neck. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Alexandra Russo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Merrill and Bank of America, N.A. She also worked at the Mike Anthony Group and has a background that includes a year at Monmouth University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including multi-manager fund advisory and model portfolio delivery.

Tony Ganter is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and as a Financial Representative from 2022 to 2023. In his professional approach, Tony emphasizes the importance of trust in financial relationships. He focuses on understanding individual goals, values, and financial situations to co-create bespoke financial plans that are tailored to each person’s unique circumstances and adaptable over time. Outside of his professional work, Tony's personal interests include activities such as beach visits, fitness, golf, music, and running.

Debra Gloster is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2010. Prior to that, she worked at Morgan Stanley Services Group Inc. for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Michael Messina is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been working in the financial services industry since 2007, with experience that includes roles as a Planning Consultant and Relationship Manager at Fidelity Investments, a Wealth Management Advisor at TIAA CREF, and a Financial Representative at Northwestern Mutual. His approach involves assessing clients' unique financial situations and collaboratively building plans that help them pursue financial confidence. He focuses on understanding his clients' ambitions and aligning them with effective tools and resources to assemble a path toward their goals. Michael holds a California Insurance License. Outside of his professional work, Michael has personal interests that include biking, camping, hiking, and snowboarding.

Paul De Grazia is a Senior Financial Advisor for Merrill Lynch Wealth Management based in the Princeton, NJ complex. He began his career with Merrill in 1995, initially focusing on Retirement, Executive Compensation, and Employee Benefit plans. Since rejoining Merrill in 2016 with the Loff Warringer Group, now Warringer DeGrazia & Associates, Paul has provided advisory and leadership services to individuals, small businesses, and institutional clients. With more than 30 years of experience, Paul employs a holistic, goal-based approach to understand and address the unique needs of his clients. Utilizing the investment resources of Merrill and the banking capabilities of Bank of America, along with the expertise of Warringer DeGrazia & Associates, he offers personalized strategies encompassing investment management, banking, lending, education and planning, as well as trust and estate considerations. His client focus areas include college education planning, family wealth management, legacy planning, socially responsible and ESG investing, and tax minimization. Paul holds a Bachelor's Degree from Seton Hall University and a Master's Degree from Georgian Court University. He has earned the Personal Investment Advisor (PIA) professional designation. In addition to his professional work, Paul is involved in community service through the Knights of Columbus in Allentown, NJ.

Matthew Fleming is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on non-discretionary written asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, offering a broad range of investment strategies that may include an ESG framework.

Michael Troicki Jr. is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001 and Bank of America, NA since 2009. 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.

Joseph Lauri Jr. is a Series 66-licensed financial advisor with UBS Financial Services in Princeton, NJ. He has 23 years of industry experience, all of which has been spent with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Kenneth Eng is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining MassMutual in 2016. Outside of his advisory role, he is also an independent insurance agent. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions, as well as educational seminars.

Daniel Del Guercio is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual, Alton Lane, Quintiles, and Health Fitness Corporation. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and strategies.

Christopher Ferrara is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Axa Advisors and spent six years in the energy conservation and supply sector. He serves as an alumni board member for the Wagner College Alumni Association and provides consulting services to companies on payroll and health insurance provider comparisons. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models implemented through third-party managers and sponsored programs, providing access to mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Jack Lind is a financial advisor with Charles Schwab in Bridgewater, NJ, holding Series 63 and Series 66 designations and 25 years of industry experience. He has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Lind has been with Charles Schwab and its affiliated entities since 2018. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Stephen Thomas is a Wealth Management Advisor based in Princeton, NJ, affiliated with Merrill Lynch Wealth Management. He joined Merrill Lynch in February 2008 and has served as a wealth management advisor since June 2014. Stephen is part of the Barry Team, where he focuses on retirement planning and executive benefits. He has developed expertise in employer-sponsored plans, including 401(k) plans, equity awards, non-qualified deferred compensation, and defined benefit pension plans. His role involves educating clients on employer benefits to help them understand how these accounts may aid in achieving their personal financial goals. His client focus areas include education planning, employee benefits planning, executive compensation, equity compensation services, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Stephen graduated from Rutgers University in 2006 with a Bachelor of Arts degree in Economics and a secondary focus on Psychology. He holds the Chartered Retirement Planning Counselor™ designation obtained in 2012, the CERTIFIED FINANCIAL PLANNER® certification earned in 2017, and the Personal Investment Advisor designation. He lives in New Hope, PA, with his wife Esther, son Harrison, daughter Cameron, and their adopted dog Balboa. In his free time, Stephen enjoys watching baseball, particularly the New York Yankees, as well as writing and performing live music in his local community.

Ralph Wright is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Outside of his advisory role, he serves on the board of the Cannon Dial Elm Club at Princeton University, focusing on parking-related issues for club members and employees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Jonathan Brosnan is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2000, currently operating out of Bridgewater, NJ. Prior to joining Bank of America, N.A. in 2026, he spent over two decades with Merrill Lynch. 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.

Matthew Robinson is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. He has worked at UBS since 2025 and previously held positions at BNY, Sei, and Tiedemann Advisors. His background also includes roles at Temple University and Arcadia University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Gerard Bifulco is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate since 2010. Outside of his advisory role, he is a self-employed CPA providing tax preparation services and serves as an adjunct professor at St. Peter's University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Ruscetta is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. His prior work experience includes roles at Hobart and William Smith Colleges and other diverse positions outside the financial industry. 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.

Soumit Sarkar is a CFA® charterholder with 16 years of industry experience. He currently serves as a financial advisor with Cambridge Investment Research Advisors and has previously worked at firms including The Investment Center Inc, Center Street Securities, and HSBC Securities (USA) Inc. Outside of his advisory role, he owns several businesses involved in consulting, life settlements, and acts as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves 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 along with proprietary model strategies.