Rodney Mcmillian is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo entities since 2003, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brian Sherman is a Certified Financial Planner® with over 30 years of industry experience. He is currently an advisor with LPL Enterprise and has held previous roles at firms including MissionSquare Investment Services, Lorenzo CPA LLC, and Citigroup. Outside of his advisory work, Sherman owns an accounting and tax preparation business. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance product sales.

Christopher Russo is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has previously worked at Marsh McLennan and Duff & Phelps. Russo has one year of industry experience. Osaic Wealth serves a diverse range of retail and institutional clients through a network of affiliated financial advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party solutions to manage portfolios across various investment types.

Joseph Bauer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing goals-based wealth management relationships tailored to each client's unique investment objectives, risk tolerance, liquidity needs, and time horizon. He offers a range of financial services including customized wealth management strategies, retirement planning, college funding, insurance services, banking access through Bank of America, and guidance on concentrated stock positions, company stock options, and alternative investment strategies. His work is supported by internal specialists and access to BofA Global Research. Mr. Bauer earned a Bachelor of Science degree in Finance from Seton Hall University in 1995 and has been in the financial services industry since that year. He has been with Merrill Lynch Wealth Management since early 2009. He holds multiple FINRA registrations including Series 7, 9, 10, 24, 31, 63, and 65, along with life and health insurance licenses in New Jersey and Florida. Additionally, he holds the Certified Private Wealth Advisor® (CPWA®) designation and is a member of the Investments & Wealth Institute™. Residing in Edison, New Jersey, Mr. Bauer is a lifelong resident of Middlesex County. He is married with two daughters. Outside of his professional work, he enjoys biking, fishing, football, golfing, and traveling. He is a member of the Metuchen Golf & Country Club.

Matthew Kaiser is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked for over 19 years. He focuses on providing goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Matthew works closely with a team of specialists to offer customized investment advice and portfolio strategies, including concentrated equity and diversified manager selections. He aims to serve as a primary resource for his clients’ comprehensive financial guidance and servicing. Prior to his current role, Matthew held positions in Investment Banking and Compliance at two major Wall Street firms. He earned a Bachelor of Arts in Economics from Providence College and a Master of Business Administration in Finance from the Kenan-Flagler School of Business at the University of North Carolina, where he was awarded the Tiger Fellowship for Finance. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds FINRA Series 7 and 66 registrations. Outside of work, Matthew mentors through the Providence College Executive Mentorship Program and volunteers with the St. James Church Men of Charity. He lives in Basking Ridge, NJ, with his wife and three children. His personal interests include coaching youth sports, golfing, running, and skiing.

Orlando Campos Jr. is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Campos is based in New York, NY. 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 solutions. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Duskin is a financial advisor with Merrill holding a Series 66 designation and 13 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2009 to 2022 before joining Merrill in 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacqueline Bond Lasher is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in June 2011 and focuses her career on comprehensive wealth planning strategies designed to help clients align their financial lives with their goals, priorities, and risk appetites. Jacqueline’s expertise includes college education planning, legacy planning, retirement income, tax minimization, portfolio management, and socially responsible investing, among other areas. She works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Jacqueline graduated with honors from Randolph-Macon College in Ashland, VA, earning a degree in economics/business and philosophy with a minor in ethics. In 2014, she obtained her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planning Board of Standards, Inc. Jacqueline combines a long-standing interest in financial markets with a commitment to building enduring client relationships. She has a particular focus on educating women and peers about the benefits of long-range wealth management and simplifying complex wealth management topics. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Morristown, NJ, Jacqueline is active in her community and serves as a board member of the Madison, NJ Branch of the American Association of University Women (AAUW) and her sorority's alumnae chapter. She participates in community volunteer activities and enjoys spending time with her family, cooking, playing pickleball, practicing yoga, and spending time at the beach.

Jennifer Lee is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee and personal representative for a family trust in Vero Beach, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christine Benson is a financial advisor at Merrill with eight years of experience at the firm and a Series 66 designation. Prior to joining Merrill in 2018, she spent fourteen years with Raised Family. Outside of her advisory role, she is a fitness instructor at Hackettstown Dance Fitness. Merrill, alongside 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, and various institutional investors using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Palmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. for a combined total of 21 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brad Nettune is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in wealth management, providing tailored advice and comprehensive financial strategies to high-net-worth individuals, families, family offices, pensions, and endowments. Brad’s practice focuses on executive services such as restricted stock sales, 10b5-1 trading plans, and customized wealth preservation strategies to help clients manage equity compensation and implement tax-efficient liquidity solutions. Prior to joining Merrill Lynch in 2015, Brad held positions at Morgan Stanley, UBS, and served as a Managing Director at Bear Stearns. His expertise extends to trust and estate planning, philanthropic strategies, and intergenerational wealth transfer, supporting clients in aligning their financial goals with their long-term intentions. Brad holds a bachelor’s degree from Lynchburg College and maintains FINRA Series 7 and 63 registrations, as well as the Personal Investment Advisor (PIA) designation. He resides in Short Hills, NJ, with his four children.

Samuel Bond is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Wells Fargo Bank, nA, and Wells Fargo. He completed full-time education from 2013 to 2024 before starting his advisory career. 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 offers a range of brokerage and advisory solutions.

Alana Kyprianou is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2016. Prior to her financial services career, she worked at The Goddard School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Janet Oleary is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2020. Her prior experience includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Principal Life Insurance Company. 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 both model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Burke is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management and banking services. He focuses on creating personalized wealth management strategies that align with his clients' financial goals and the dynamic nature of today's market conditions. Greg's client focus includes areas such as college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and retirement income. Greg holds a Bachelor's Degree in Economics from Kean University and has earned the Professional Investment Advisor (PIA) designation. He resides in Milltown with his wife, Irma, and daughter, Riley. In addition to his professional pursuits, Greg participates in community volunteer activities in line with Merrill's tradition of community service. His personal interests include basketball, boating, camping, cooking, gardening, hiking, ice hockey, skiing, spending time with his family, and traveling.

John Cusate is a financial advisor at UBS Financial Services in Warren, NJ, with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Jennifer Tarantino is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior experience includes roles at LPL Financial and Morgan Stanley Private Bank. She is also involved with Fox Hill Wealth Management, a business unrelated to investment advisory activities. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for niches such as business-owner transitions and special-needs analysis, with recommendations supported by proprietary research and planning tools.

Robert Buckman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Securities, LLC. He is also involved in Prudential’s property and casualty investment-related activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products through affiliated entities.

Katherine Noonan is a Series 66-licensed financial advisor at J.P. Morgan Securities with 15 years of industry experience. She previously worked at Goldman Sachs & Co. for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.