John D'Addario is a Senior Financial Advisor and co-leader of The D'Addario Group at Merrill Lynch Wealth Management. He works with individuals and businesses nationwide, focusing on comprehensive and personalized financial strategies that include tax-efficient investment planning, estate-focused personal financial planning, customized lending and credit solutions, and holistic wealth and liability management. The group emphasizes managing both assets and liabilities and supporting clients' families across all life stages. Before joining Merrill Lynch, John was a Financial Analyst at Goldman Sachs, where he supported one of the firm's trading desks through profit and loss reporting and other controller functions. He applies the analytical skills he acquired in this role to assist clients in achieving their long-term financial goals. John holds the Chartered Financial Analyst (CFA) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and is a Certified Plan Fiduciary Advisor (CPFA). He also holds FINRA Series 7 and Series 66 registrations. John earned his bachelor's degree in Finance along with a Certificate in Investment Analysis from Rider University. He contributes to the Finance & Economics Department Advisory Council at Rider University. Outside of his professional work, John has interests in cooking, golfing, hiking, music, spending time with his family, and traveling.

Thomas Cahill is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 22 years of experience serving high-net-worth individuals, businesses, and retired clients. Based in the Summit Merrill office, he focuses on long-term investment strategies tailored to clients’ financial needs and risk tolerance. His approach emphasizes asset allocation with regular rebalancing, disciplined investment decisions supported by Merrill’s professional due diligence group, and access to a broad range of investment options through the BofA Global Research platform. Tom holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Mount Saint Mary's University. He is committed to providing a high level of customer service and prioritizes portfolio performance and client satisfaction. In addition to his professional responsibilities, Tom participates in community service, volunteering with local organizations in line with Merrill’s tradition of community involvement.

John Blum is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Shearson dating back to 1987. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Howard Diamond is a financial advisor with LPL Enterprise, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Macy’s, Schlesinger and Associates, and AllState Insurance Company. Outside of his advisory work, he is also a commissioned notary public. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and affiliated insurance services.

Heather Benz is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Major League Baseball Advanced Media for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a widespread network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Anthony Novella Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked with several firms including Allied Wealth Partners and Securian Financial Services. Outside of his advisory role, he owns Strategic Benefits Group, a fixed insurance business specializing in group employee benefits. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Matthew Daly is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Bloomberg and Strategic Marketing Solutions Ltd., LLC, among other firms. Daly has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marybeth Sawchuk is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked since 1994 with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. Outside of her advisory role, she receives renewal commissions for servicing existing auto and homeowner insurance policies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed in-house or by third parties, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

William Ianni is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. He is a first-generation college graduate from New Jersey City University Honors Business College with a Bachelor of Science in Finance. William works with a select group of individuals and families, including business owners, senior executives, medical professionals, and lawyers, to deliver customized financial strategies. His expertise encompasses college education planning, family wealth management strategies, services for endowments, foundations, non-profits, defined benefit plans, legacy planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. He serves as a resource for general investing, retirement planning, and saving for unexpected events and provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. William resides in Somerset County. Outside of work, he enjoys golfing, hiking, traveling, trying different foods and cuisines, and spending time with friends and family.

Keith Latimer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior work includes roles at IC Advisory Services, Merrill, Wells Fargo Clearing, and Prudential Equity Group. He serves on the Board of Directors for the Longwood University Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alexander Artur is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021 and previously held roles with The Vanguard Group and LPL Financial. His background also includes positions outside finance, such as work with the Ocean City Beach Patrol and involvement with Lycoming College’s athletic department. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jacklyn Rider is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously worked at Citibank from 2011 to 2017. Outside of her advisory work, she operates a sole proprietorship related to managing payroll for household staff. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative due diligence with a forward-looking approach to asset allocation, and it offers broader derivatives and commodities capabilities through unique regulatory registrations.

Donald Haines III is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms including Merrill Lynch, LPL Financial, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating ESG criteria and utilizing broader derivatives and commodities capabilities.

Michael La Costa is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Northwestern Mutual and TP ICAP Corporates LLC. He also serves as a financial advisor specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Michael Cohen is a financial advisor with J.P. Morgan Securities in Metuchen, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo, spanning nearly a decade. 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 within a non-discretionary advisory program. The firm’s process combines quantitative and qualitative research with a forward-looking approach to capital market assumptions.

Brian Mulvaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at M&T Securities for eight years before joining LPL Financial in 2021. Mulvaney also receives residual income from prior group health insurance sales through his LLC, Mulvaney Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by a large network of advisors and various integrated financial services.

Shpend Sabani is a financial advisor at UBS Financial Services in Warren, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Gregory Stelnick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1989 and has been with Master Tax since 1981. Outside of his advisory work, he is involved in real estate rental through Napa Properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by extensive investment platforms and operational tools, managing over $819 billion in discretionary assets across more than 22,800 advisors.

Neal Drasin is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Edward Jones since 1994. He holds the Series 63 and Series 65 licenses and is based in Warren, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Vanessa Cancelo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with 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 program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and combines quantitative and qualitative research to support its recommendations.