Michael Reynolds is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisor duties, he serves as the executor for an estate. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Christine Frole is a Series 66 licensed financial advisor with Ameriprise, based in Newton, NJ. She has 21 years of industry experience, including over 15 years with Ameriprise and its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise delivered through a centralized consulting team to support clients approaching or in retirement.

Nicholas Iarrapino is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. He previously worked at Morgan Stanley, Merrill, and Fluor Marine Propulsions. Outside of his advisory role, he serves as the head coach of the St. Joseph High School rowing team in Metuchen, New Jersey. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Li Pan is a financial advisor with Merrill in Montville, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to Merrill, Li Pan held roles at NYLIFE Securities, New York Life Insurance Company, and Transamerica, and was involved with Sweet Basil Technology LLC and the Livingston HuaXia Chinese School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Group at Merrill Lynch Wealth Management. He works with high-net-worth individuals, families, and professionals in the entertainment and sports industries, providing financial and retirement planning services tailored to each client's unique ambitions and goals. Before joining Merrill Lynch, Ethan spent 16 years as a media, sports, and entertainment attorney, including roles in private practice and as an Assistant Executive Director of SAG/AFTRA. His legal background informs his approach to financial advising, allowing him to connect clients with personalized strategies for wealth management, legacy planning, and personal retirement planning. Ethan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Juris Doctor from the University of Detroit School of Law and a Master of Business Administration from Wayne State University. Furthering his education abroad, he obtained a Masters of Laws in Entertainment Law from the University of Westminster in London and a Masters of Laws in International Sports Law from Anglia Ruskin University in Cambridge, England. Ethan is active in professional organizations, having served as Chairperson of the New York State Bar Association's Entertainment, Arts & Sports Law Section from 2022 to 2024, among other roles. Outside of his professional work, he enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. J.P. Morgan Securities LLC 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lauren Nassau is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009. Nassau also engages in non-variable insurance brokerage through Ash Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, supported by research and diversified investment strategies.

Pedro Espejo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Matthew Jack is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a decade at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a comprehensive range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Reyhan Lalaoui is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Reyhan held roles in various organizations including Jersey City Municipal Court and Writers House. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America, N.A. Outside of finance, he works as a personal trainer on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutions.

Jay Dewan is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Raymond De Stasio is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He previously worked for JP Morgan Securities LLC for 13 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as a delivery consultant for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Michael Kostecki is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he owns and operates a dog shampoo business called Kos Supply Group LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms, including specialized groups for estate planning.

Nicholas Poulis is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its related entities since 2007. Outside of his advisory role, he serves as Chief Financial Officer on the Finance Committee of the Chian Federation, a Greek cultural and charitable organization. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Jasmeet Kaur is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and 2017, respectively. Outside of her advisory role, she is involved with Literacy Volunteers of America and New Community Corp. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.