Melinda Bini is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and Wells Fargo Clearing. Melinda is also involved as an investment representative with Northfield Bank. 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 portfolios, third-party asset management, and participant-level retirement advice through a large network of advisors.

Miraj Gharti Chhetry is a financial advisor at UBS Financial Services with a Series 66 designation and five years of prior experience running Chhetry & Associates P.C. from 2017 to 2025, along with freelance work between 2015 and 2020. He is based in Weehawken, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets activities.

Dean Cannon is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. His prior background includes roles outside of finance, such as positions at Aesthetic Improvement and Trustco Bank, as well as experience in education and small business operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers financial planning, portfolio management, and other capital markets services supported by proprietary research and model-based asset allocations.

Adriane Conway is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise, Cadaret, Grant & Co., Inc., and Keybridge Financial, where she also maintains a business focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives and employs various investment strategies supported by research and technology.

Dennis Rose is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining LPL in 2017, he worked at National Planning Corporation for 12 years and has operated his own CPA practice since 1988. Outside of his advisory role, he serves as a CPA for various clients and is involved in multiple accounting and tax preparation activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

David Sytsma is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Tiffany Thomas is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2015. Outside of finance, she is a Pilates instructor at Purple Kisses Pole Fitness Studio in Union, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support clients’ financial goals.

Esteban Chan is a financial advisor at Equitable Advisors in Jersey City, NJ, holding Series 63 and Series 66 designations with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, including the SAM program and offerings from LPL and other TAMPs.

Rajan Arora is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and previously at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, Arora is involved in home school teaching through Public Partnerships, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jenna Faiella is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Cetera. Her work history includes roles at Avantax Investment Services, J.P. Morgan Securities, and Guardian Life. Outside of her advisory work, she is the managing member of NJ SALT 4 LLC, a salt distribution company serving residential and commercial customers. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Anthony Sarullo is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works with professionals, executives, business owners, and families to help them make informed financial decisions and build long-term wealth. Anthony's approach focuses on understanding each client's unique priorities to develop personalized strategies in investment management, retirement planning, wealth accumulation, and legacy considerations. He offers expertise in areas including corporate benefits, divorce transition planning, employee benefits planning, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Union College and carries the Personal Investment Advisor (PIA) designation. Outside of his professional role, Anthony serves as a freshman football coach at Saint Peter's Prep in Jersey City and is involved with the Union College Football community.

Eileen O'Donnell is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011. 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.

Enroy Hyles is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a large network of independent advisors.

Sleem Chang is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including J.P. Morgan Securities and Axa Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers to implement investment solutions covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Robert Dipasquale is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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 plans, corporations, and charitable organizations.

Thomas Sjonell is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked in retail and hospitality roles and was affiliated with Wine Outlet. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Siena Pike is a financial advisor at Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked with the Italy-America Chamber of Commerce and has held positions at organizations including UNFPA and the Crime Victim Center. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning programs.

Todd Perry is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Clearing in 2022. Perry is involved in several family investment partnerships and serves as trustee and co-trustee for multiple trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aidan Healy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has held various roles within JPMorgan, including at JPMorgan Private Bank. Outside of finance, he has experience working at Trump National Golf Course Westchester and as a caddiemaster. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to develop written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Brian Partridge is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 1995. He holds Series 63 and Series 65 licenses. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.