Alexandra Grady is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors and AXA Advisors, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Anthony Caputo is a Financial Advisor and Resident Director at Merrill Lynch Wealth Management in Iselin, New Jersey. He has been with Merrill Lynch since 2012 and joined the Barry team in 2016 after working at the Merrill Advisory Center, where he developed investment strategies tailored to clients' goals and financial needs. Anthony's client focus includes areas such as college education planning, corporate benefits, executive compensation, family wealth management strategies, and tax minimization. He holds a Bachelor of Arts in International Affairs and a Master of Business Administration in International Business from Wagner College. Anthony is also designated as a Personal Investment Advisor (PIA). He communicates in both English and Italian. Outside of his professional endeavors, Anthony enjoys spending time with his family, traveling, and coaching little league and soccer. He is also actively involved in community organizations such as CYO NY Basketball, Junior Achievement of New Jersey, Ronald McDonald House Charities, South Shore Little League, and the Staten Island Youth Soccer League.

Melissa Hertzberg is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with individuals, families, and business owners to develop personalized financial plans and tailored investment portfolios aimed at achieving their specific goals. Melissa's approach focuses on delivering service, strategic guidance, and advice to help grow and protect client wealth. She graduated with Highest Honors from the College of Business and Economics at Lehigh University, an honor awarded to those ranking in the top 5% of their class. Melissa holds professional designations as a Certified Divorce Financial Analyst (CDFA) and a Personal Investment Advisor (PIA). Her areas of expertise include college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, women and wealth, and individual and corporate investment strategy. Beyond her client work, Melissa serves on the board of the Morristown Short Hills Market Women's Exchange, an employee network group focused on enhancing client service and supporting the careers of women through philanthropic and educational initiatives. She grew up in Somerset County, New Jersey, and currently resides in Hoboken. Melissa's personal interests include basketball, chess, cooking, dancing, skiing, spending time with her family, and watching movies.

Greg Bayvel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a qualified Portfolio Manager who provides traditional advice and guidance, as well as builds and manages personalized investment strategies for his clients. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, and can be managed on a discretionary basis through the firm's Investment Advisory Program. Greg has been working in the financial services industry since 2005 and joined Merrill Lynch Wealth Management in 2012. He holds a Bachelor's degree with a double major in Economics and Management and Labor Relations from Rutgers University, awarded in 2004, and a Master of Business Administration from Rutgers Business School with a focus on Finance, completed in 2012. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Greg is an active community member involved with organizations such as Habitat for Humanity, St. Peter's Orphanage, Team in Training, and The Hoboken Shelter. He has completed over twenty marathons while raising money for charities including the Leukemia and Lymphoma Society and the ALS Association of NYC. Greg resides in Boonton Township, New Jersey, with his wife, Casey, and sons, Jack and Cameron.

Sean Clarke is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Equitable Advisors, his work experience includes roles at the Naval Air Warfare Center Aircraft Division and several positions in the food service sector. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives.

Bryan Young is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Wells Fargo Bank, N.A., Bank of America, N.A., and Merrill. Prior to his financial services career, he was employed at Montclair State University and Kings Supermarkets. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Equitable Financial Life Insurance and Equitable Advisors. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 10 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining J.P. Morgan in 2023, he worked eight years at Goldman Sachs & Co. He serves on the Congregational Financial Advisory Committee for the Sisters of Charity-Halifax, a nonprofit organization, where he assists with manager performance review and strategic planning. 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.

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.

Ricardo Dacosta is a financial advisor with LPL Financial in Iselin, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cetera and Foresters Advisory Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

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.