Michael Venturi is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1994. He holds a Series 66 designation and is based in Florham Park, New Jersey. 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 model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yvette Lamchek Emnas is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. She holds Series 63 and Series 65 licenses and 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 services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mary Perrone is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Wired Delivery, an online retail business, and works as an independent travel advisor with Dream Vacations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that incorporates various modeling tools and advisory services.

Ronit Badlani is a Series 66 licensed financial advisor with one year of industry experience, currently affiliated with J.P. Morgan Securities. Prior to joining J.P. Morgan, Badlani worked at Equitable Financial Life Insurance and Equitable Advisors. 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. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG eligibility frameworks.

Eric Brubaker is a CFP® professional affiliated with Edward Jones, where he has worked since 2019. He has six years of industry experience and has held roles outside finance including positions at Ramapo Country Day Camp and involvement with political campaigns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Vincent Di Geronimo is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance, and several athletics organizations. He serves as a board member on the fundraising committee for Somerset Children's Center and is an executive board member of the Somerset County Bar Association Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment options, including third-party asset management and institutional platforms.

Carlton Johnson is a financial advisor with LPL Financial in Chatham, NJ, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2002 to 2004. In addition to his advisory work, he is commissioned as a notary and engaged in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a variety of financial planning, asset management, and retirement advisory solutions.

Supriya Dave is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. 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.

Daniel Walsh is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds CFP®, Series 66, and Series 65 designations and previously worked at Goldman Sachs for eight years. He serves on the Congregational Financial Advisory Committee for the Sisters of Charity-Halifax, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective team of wealth advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

David Perrone is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 19 years of industry experience. Perrone is also the owner of support companies and operates in the non-variable insurance space, providing clients with term, whole life, and long-term care insurance quotes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and risk profiling tools and supports a large advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Drayer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is the director of Chicken Fat Enterprises Inc., an author of a children’s fitness book. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-oriented advice without discretionary investment authority.

Peter Bruno is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as president of a homeowners association and acts as trustee and power of attorney for family trusts and related entities. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to implement recommendations through various brokerage or advisory options.

Rodney Jackson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Nexa Mortgage, Nationwide Mortgage Bankers, and American Financial Network. He is based in Cranford, NJ. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven recommendations.

Brian Marzulli is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank and RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile.

Charbel Ojeil is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Voya Financial Advisors and New England Securities. He is a council member and volunteer at St Shorbel Church and owns a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Frank Dolce is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and City National Bank before joining RBC. Outside of his advisory role, Dolce serves on the advisory board of the Lake Mohawk Golf Club and is involved with several non-investment business ventures in environmental consulting and acting employee leasing. RBC Wealth Management serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with flexible portfolio management options that incorporate both in-house and third-party investment managers, alongside services such as financial planning, custody, and brokerage.

Christina Woo is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets from 2000 to 2009. Outside of her advisor role, she is involved with a private company, Woo Enterprise LLC, which operates in real estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory and financial planning services, employing structured planning tools and investment modeling techniques to support client strategies.

Michael Vesuvio is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 63 license and bringing 41 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 1998. Outside of his advisory role, he owns and manages businesses in insurance sales and holds interests in LLCs that manage personal property. Mass Mutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning using firm-approved tools and offers specialized programs for asset management and event-driven planning.

Addo Kuhlmann is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2004. 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.

Julian Rodriguez 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 has worked at S&P Global and Seton Hall University among other roles. He is also the owner of J&J Automation Solutions, a startup focused on developing automation solutions for business owners. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers, offering clients a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.