Glenn Schunkewitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Chester, New Jersey. In his role, he works closely with clients to identify their financial security needs and develop tailored strategies to help achieve their goals. Glenn focuses on a range of wealth management areas, including estate planning, retirement income, cash flow planning, college education funding, liquidity management, and legacy planning. He prioritizes consistent long-term portfolio performance and draws on over 40 years of experience in the fixed-income markets, with particular expertise in municipal bonds. Since beginning his financial services career in 1982, Glenn has provided guidance to multiple generations of families, assisting with complex wealth management issues. He supports clients in coordinating retirement income streams from Social Security, pensions, and investment rollovers to help maintain their desired lifestyle. Additionally, Glenn acts as a central point of contact to integrate his clients' various financial advisors, promoting a comprehensive approach to wealth management. Glenn holds a bachelor's degree in accounting and business from Albright College and holds the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations including the Bergen County Bicycle Club and the Peapack Gladstone Chamber of Commerce. Outside of work, Glenn enjoys biking, hiking, camping, reading, traveling, and spending time with his family.

Jenilee Hill is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. She has been with RBC Capital Markets LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide tailored portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Sean Donnelly is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Hobart and William Smith Colleges. Donnelly is also an employee of JPMorgan Bank, where he offers a range of banking products and services. 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. Their services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Melissa Norwicke is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She previously worked at Leigh Baldwin & Co., LLC for ten years and has held other roles at PFS Partners, LLC and 1st Global Advisors Inc. Outside of her advisory work, she is a notary in Stanhope, NJ. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its large network of over 22,800 advisors.

John Regan is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in the music industry at Downtown Music for six years and at Venue Crawl for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary financial models.

Stuart Perlmutter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2018. His other business activities include involvement in tax planning and family limited partnerships. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party managers and offers integrated solutions including alternative investments and lending arrangements.

Suzanne Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory work, she is self-employed as an actor. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kenneth Vostal is a Certified Financial Planner (CFP®) with 31 years of experience in the financial services industry. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015, and previously spent seven years at Citigroup Global Markets. He is part of Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

John Penn is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes a year at Oppenheimer & Co, Inc. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Alan Demattia is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley and Merrill. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored by advisors using proprietary research and tools, with discretionary implementation options through various brokerage and advisory programs.

William Clinton Jr. is a CFP® with 18 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Edward Jones, Barclays Capital, Goldman Sachs Wealth Services, Merrill, and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ellen Stuart is a financial advisor at Edward Jones with nine years of experience at the firm and prior experience working for school districts in Livingston and Chatham, New Jersey. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kyle Swift is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill, he worked at Fidelity Investments for three years. He has also been involved with Delbarton School in various roles over multiple years. 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 plans, corporations, and charitable organizations.

Sara Jean De Palma is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and having nine years of industry experience. She has worked at Morgan Stanley since 2020 and previously held positions at Park Ave Securities and Guardian. Outside of her advisory role, she bartends and waitresses at local establishments including Lakeside Tavern and Muldoon's. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a variety of investment offerings across retail and institutional markets.

James Caristia is a financial advisor with LPL Financial, holding a Series 66 designation and over 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with 1st Global Capital Corp. and 1st Global Advisors, Inc. He has been a managing member of Caristia, Kulsar & Wade, LLC since 1977. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Spellman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2000. He specializes in retirement and investment income strategies, focusing on business executives, physicians, and retirees. As a partner of the GCCA Group, an 11-person team managing approximately $2 billion in client balances, Michael contributes to delivering personalized financial services backed by the resources of Merrill Lynch. Michael began his academic journey at Rutgers College on a track-and-field scholarship, earning a bachelor's degree in political science. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his expertise in areas such as tax minimization, wealth accumulation, asset preservation, retirement income planning, and wealth distribution. Outside of his professional work, Michael enjoys long-distance running, Rutgers football games, and fishing. He and his wife, Jessica, who is an Associate Professor of Anesthesiology at Columbia University, live in Essex Fells and spend time with their twin sons.

Peyton Sardanis is an Investment Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Peyton worked as a Financial Representative at Fidelity Investments from 2023 to 2025. In their current position, Peyton focuses on understanding clients' current and future financial goals to help them feel confident and comfortable in achieving those goals. They aim to build an open and collaborative relationship with clients, working as a team to reach financial objectives. Outside of their professional work, Peyton has interests in cooking and baking, fitness, outdoor adventures, parenthood, pets, and running.

Thomas Murphy is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 credential and has worked at several firms including Merrill, Bank of America, and UBS Financial Services. His career spans roles in multiple major financial institutions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

Brandon Hernandez is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, PRUCO Securities, and Locust Point Capital. Prior to his financial industry career, he spent six years working in the Livingston School District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Lawrence Bahneman is a Financial Advisor at Merrill Lynch Wealth Management with more than 30 years of experience in the financial services industry. He provides personalized, relationship-driven guidance to help clients make informed decisions, build lasting financial security, and align their wealth with their priorities. His approach encompasses understanding each client's unique goals, family dynamics, and long-term vision to deliver thoughtful strategies supporting them through every stage of life. Mr. Bahneman specializes in assisting successful individuals and families with financial decision-making and gaining confidence about their future. Beyond investment management, he serves as a personal family resource, coordinating complex financial decisions that impact clients' lives, families, and long-term legacy. His expertise includes retirement income and Social Security strategies, tax-efficient wealth transfer, estate planning considerations, insurance and risk management evaluation, as well as collaboration with CPAs, attorneys, and other trusted professionals to provide a comprehensive approach. He holds a Bachelor's Degree from Kings College and has earned professional designations as a Chartered Life Underwriter (CLU) and Personal Investment Advisor (PIA). Outside of his professional work, Mr. Bahneman is involved in his community through Grace Church On The Mount in Netcong, NJ. He also enjoys various recreational activities including baseball, basketball, boating, bowling, football, golfing, ice hockey, pickleball, traveling, and watching movies.