Anthony D'Angelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he holds a 33% ownership interest in GAF Properties, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Becht is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with UBS Financial Services since 2015, with a brief period of unemployment from 2019 to 2020. Lauren is based in Warren, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jenifer Parks is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as a notary in Morris County, New Jersey. 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 advisory process is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Andrew Harlan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015 and has been with Bank of America, N.A. since 2011. 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. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Daniel Kane is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Nordwand Capital, Morgan Stanley Private Wealth, and UBS Financial Services. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Jeffrey Peyser is a Series 66-licensed financial advisor with Morgan Stanley, based in Short Hills, NJ, and has 23 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Elias Chamoun is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and BMO Nesbitt Burns. Before entering the financial industry, he was involved in Choice Refreshments Vending for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Edward Macauley is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the finance industry. He serves as a team leader and focuses on building and deepening strong client relationships by helping clients navigate life transitions and manage their financial assets toward their goals. His areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, values-based and ESG investing, women and wealth, and retirement income. Edward holds a Bachelor's Degree from West Virginia University and has completed an Accredited Certificate Program at Fairleigh Dickinson University. He has earned several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Accredited Asset Management Specialist (AAMS™), and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Edward enjoys biking, fishing, football, soccer, spending time with his family, and traveling.

Jarrett Dewelde is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors. Outside of his advisory work, he coaches the St. Joseph High School Chess Team and is a member of a local business networking group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Daniel Reno is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Bank of America, N.A., Merrill Lynch Pierce Fenner & Smith, and Trademark Management Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ozlem Zor is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by proprietary research and third-party analytics.

Brian De Leon is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Credit Suisse and Bank of America. Brian is based in Summit, NJ. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Timothy Tedesco is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at MML Investors Services since 2020 and previously at Ernst & Young Investment Advisers LLP and Storms Associates. Outside of his advisory role, Timothy is involved in hockey coaching at multiple levels and owns an ice hockey camp, in addition to participating in charitable networking through Hockey Players in Business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships and a range of investment and event-driven planning services.

Yan Chen is a Financial Advisor at Merrill Lynch Wealth Management. She offers customized financial advice and solutions to a diverse client base, including individuals, small business owners, corporate executives, and professionals in the healthcare and investment sectors. Yan’s areas of expertise include retirement planning, portfolio management, tax minimization, defined benefit and contribution plan consulting, and family wealth strategies. Yan holds a Master of Business Administration (MBA) degree from CUNY and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to her financial advisory career, she practiced as a pediatric orthopedist in Shanghai and worked in strategic marketing management for medical device and pharmaceutical companies. Outside of work, Yan enjoys antiquing, cooking, gardening, hiking, interior decorating, reading, soccer, volleyball, and spending time with her family. She travels extensively, with Banff, Canada, currently her favorite destination.

Sunil Bhavnani is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Bhavnani serves on the board of directors for Scientech Labs Inc., an analytical testing laboratory. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Susan Fanburg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding a Series 63 designation and 41 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Deborah Kennedy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2000 and has worked at JPMorgan Chase Bank, N.A. since 1995. Outside of her advisory role, she serves as a trustee for the Paper Mill Playhouse, a regional not-for-profit theatre. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Tejaswi Patel is a financial advisor at LPL Financial with 30 years of industry experience. Prior to joining LPL Financial in 2024, Patel worked at Cetera Advisors LLC and First Allied Advisory Services in various capacities from 2008 to 2024. Patel holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various management approaches.

Omega Mcintosh is a financial advisor with LPL Enterprise holding a Series 66 license and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Mcintosh worked at Prudential Insurance Company of America, Pruco Securities, LLC, J.P. Morgan Securities, and Bank of America. Outside of finance, Mcintosh serves as a board member for Brooklyn Faith Seventh Day Adventist Church and works as a paralegal for the New York City Law Department. LPL Enterprise, LLC 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, utilizing model portfolios, third-party asset management, and insurance products through its integrated platform.

Erisa Bida is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2019. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.