Lorena Wehle is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America–Merrill Lynch since 2018, with prior roles at Jack Conway and Radius World Wide. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Kunal Shah is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Morgan Stanley Investment Management, CITIBANK, and Mizuho Securities USA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Laura Riley is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding the ChFC® designation and Series 63 license. She has 32 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1998. In addition to her advisory role, she is involved in sales related to life, property/casualty, health, and group insurance products. 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, wrap programs, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

Robert Bunsa Jr. is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the finance committee of St. Matthew Episcopal Church, overseeing budget and expenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to models or discretionary managers based on personal and plan information.

Brian Flood is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Securities LLC since 2008. Outside of his advisory work, he has been involved with GR Renegades Softball from 2020 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Maria Muth is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with LPL Financial and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Maria also practices as a CPA and is involved in tax preparation and accounting through her firm, Mauro & Co., PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and institutional platforms.

Nicholas Pisciotti is a financial advisor with J.P. Morgan Securities in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2009 and JPMorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he serves as a personal power of attorney for family members, managing their affairs independently of his firm. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Stephen Johnson Sr. is a CFP® with 26 years of experience in the financial industry. He has worked with Cetera since 2007, including roles at Cetera Investment Services LLC and Columbia Bank. Outside of his advisory work, he serves as a fixed income investment consultant on a voluntary basis for the Center for Vocational Rehabilitation. Cetera Investment Advisers LLC is a large SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Ross Marchitto is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at various divisions of J.P. Morgan since 2016, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG criteria, offering clients tailored investment recommendations supported by affiliates within J.P. Morgan Wealth Management.

Vinny Gurnani is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management, retirement planning, and personal legacy and estate planning strategies. He supports clients by developing personalized financial strategies tailored to their long-term goals, focusing on areas such as college education planning, divorce transition planning, family wealth management, retirement income, and investment consulting for defined contribution plans. Prior to his career in wealth management, Vinny served as a Chief Financial Officer in the corporate sector for two decades. He holds a bachelor's degree from the University of Bombay and has earned the Professional Investment Advisor (PIA) designation. Vinny emphasizes long-term retirement and legacy planning and integrates his accounting background and corporate experience into his financial management and investment strategy implementation. He also participates in community volunteering in line with Merrill’s tradition of service.

Eric Kalma is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Margolis is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at J.P. Morgan Securities since 2010 and at Jpmorgan Chase Bank, N.A. since 2016. Margolis serves as a trustee and investment committee member for the Kessler Foundation, a rehabilitation research and employment funding organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and may incorporate an ESG eligibility framework.

Francis Viglione is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 27 years of industry experience, previously working at Metlife Securities Inc. for 19 years before joining Mass Mutual. Viglione serves as acting treasurer for The Grace Foundation of New York, a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, detailed planning engagements using firm-approved tools and educational seminars.

Robert Amato is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Comnet Telecom Supply and Total Relocation Services, as well as employment at Queens College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Gregory Gallucci is a Series 66 licensed financial advisor with 21 years of industry experience. He has worked at Merrill since 2017 and at Bank of America, N.A. since 2020, with prior experience at North South Capital, LLC. Outside of advising, he owns Fophie, a food services marketplace LLC. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Walters is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has previously worked at Raymond James Financial Services Advisors Inc. and has been associated with Sweatt & Walters Associates LLC since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation styles.

Jose Madera Reyes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. Outside of his advisory work, he is a licensed notary in Iselin, 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a broad range of advisory and non-advisory financial services.

Jack Patach is a financial advisor with Ameriprise in Holmdel, NJ, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Cion Investments and the University at Albany. He is also involved in managing an advisory business through DGAM LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Sandra Perez is a Series 66-registered advisor with Merrill in Iselin, NJ, and has 16 years of industry experience. She has been with Bank of America N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Paul Deehan is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has been with LPL Financial since 2009 and has worked at Guardian Life Insurance Company since 2003. In addition to his advisory work, he maintains active law licenses in New Jersey and New York and performs part-time legal work in New Jersey. 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, supported by advanced research and operational tools.