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.

Lori Mc Guinness is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her previous roles include positions at Morgan Stanley and David Lerner Associates, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

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.

Thomas Caprio is a CFP®-certified financial advisor with 43 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 18 years with Royal Alliance Associates, Inc. Caprio is also involved in a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and technology solutions.

Thomas Foley Jr. is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Foley serves as a board member and trustee for the Semper Fi Santa Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Eric Penna is a financial advisor with Ameriprise in East Brunswick, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, using a centralized consulting team to deliver written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.

James Vellanti Jr. is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides investment advice and access to banking and lending services through Bank of America. His approach involves understanding clients' priorities to create personalized investment strategies. James specializes in various aspects of financial planning, including general investing, retirement planning, and preparing for unexpected financial needs. He engages with clients to discuss their goals and provides ongoing guidance as their circumstances evolve. He holds a Bachelor's Degree from the University of Delaware and holds the Professional Investment Advisor (PIA) designation.

Joseph Torres is a Wealth Management Advisor with 34 years of experience serving affluent families, small businesses, institutions, and endowments. He holds the CERTIFIED FINANCIAL PLANNER® certification, along with designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise encompasses banking, estate planning services, taxation, philanthropy, and liability management. Joseph earned a Bachelor's Degree in Economics from New York University after graduating from Monsignor Farrell High School. As a native of Staten Island, he lives and works in the area and is actively involved in the community. He serves on the boards and holds committee positions with various organizations, including The Noble Maritime Collection, Staten Island Economic Development Corporation, Richmond University Medical Center, Project Hospitality, Staten Island Chamber of Commerce, and South Shore Rotary. Outside of his professional work, Joseph enjoys baseball, cooking, fishing, football, golfing, music, and photography. He emphasizes a personalized financial strategy developed in collaboration with clients and their advisors, focusing on achieving long-term financial goals through organized planning and partnership.

Peter Degiralamo is a financial advisor at Wells Fargo Advisors with 53 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010 and holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory engagements typically structured as discrete projects.

Samuel Smith III is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at various firms, including Avantax Investment Services and multiple entities within Cetera, and maintains a concurrent role at Public Service Electric and Gas Company. Outside of his advisory work, he operates Taxsmiths LLC, providing individual and business income tax preparation, tax planning, and student financial aid consulting. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with diverse program options and access to affiliated and third-party managers.

Brandon Sheh is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and having six years of industry experience. He has worked at MassMutual Investors Services since 2019 and MassMutual Life Insurance Company since 2018. Outside of his advisory role, he is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Michael Geltrude is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 credential and has experience at Deloitte and Geltrude & Company, LLC prior to joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, with a focus on matching clients to appropriate investment solutions and providing ERISA fiduciary services to qualified plans.

Charles Millas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lawrence Frydman is a CFP® professional affiliated with LPL Enterprise, holding Series 63 and Series 66 licenses, with 11 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he has an investment-related involvement with Plymouth Rock Property and Casualty. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

James Lauber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through a mix of quantitative modeling and centralized due diligence, with a focus on ESG eligibility in its recommended strategies.

Patrick Cassidy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to address areas such as executive compensation, family wealth management strategies, and retirement income. His approach focuses on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals. Patrick holds the Personal Investment Advisor (PIA) designation. He completed his high school education at Carteret High School and attended Seton Hall University. Outside of his professional role, he enjoys golfing, spending time with his family, and traveling.

Thomas Laughlin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 31 years of industry experience. He worked at JPMorgan Securities LLC for seven years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Frank Colavolpe is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. His prior work includes positions at PNC Bank, Equitable Advisors, and Total Financial Concepts. Outside of finance, he has worked in the hospitality sector at Skylark Fine Diner and Lounge. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools within a structured product ecosystem.