Jason Church is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at PGIM Investments and PNC Investments, among others. J.P. Morgan Securities provides 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 performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and ESG frameworks.

Patrick Morris is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to and during his tenure at Equitable Advisors since 1999, he was affiliated with AXA Advisors, LLC. Outside of his advisory role, Morris serves as chairman and main organizer of the Rutgers Greg Schiano Charity Golf Classic, a charitable event. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs without sponsoring its own wrap fee program.

David Lynch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Lynch previously established an LLC intended for tax purposes, which remains dormant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement a variety of investment solutions.

Maria Artemiou is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2021 and previously held a position at Bessemer Trust in 2019. Outside of finance, she spent four years associated with Rutgers Business School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Shenkler is a financial advisor with LPL Financial in Princeton, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 27 years of industry experience. Prior to joining LPL Financial in 2022, Leslie worked at UBS Financial Services for 10 years, Merrill for 6 years, and Citigroup Global Markets for 4 years. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and technology tools.

Vincent Pace is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with Metlife Securities Incorporated. Outside of his advisory role, he is also an agent with Vincent Pace/TVP LLC, engaging in insurance brokerage across individual and group life, health, property, and casualty lines. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools and a range of investment and educational programs.

Robert Hall is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2019. In addition to his advisory role, Hall is involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

James Silvester is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022 and previously held roles at Ryan O'Shurak State Farm and Green Power Energy. Outside of advisory work, Silvester is engaged in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and also delivers event-driven planning services such as divorce and estate-settlement planning.

William Daniel is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Daniel serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes client information gathering and risk assessment to match clients with advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Cheng Ji is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Cheng worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jnz Capital. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through its network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of non-securities products and services.

James Schubert is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and advisory services through its expansive platform.

Claudia Peppard is a financial advisor with RBC Capital Markets in Princeton, NJ. She holds a Series 66 designation and has seven years of industry experience, including prior roles at UBS Financial Services and Synergy. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party investment managers.

Nicholas Pontoriero is a financial advisor with LPL Financial based in Edison, NJ, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. His prior work includes four years at Morgan Stanley Dw Inc. before joining Linsco Private Ledger in 2006. Pontoriero also operates under the DBA Liberty Global Wealth Management. 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 financial planning and portfolio management services, utilizing a broad network of investment adviser representatives and multiple investment strategies.

Dave Lalla is a financial advisor with LPL Financial in Edison, NJ, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked with LPL Financial since 2009, following roles at Chase Investment Services Corp. and Quick & Reilly, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and a wide network of over 22,800 advisors.

Joanna Pellecchia is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with J.P. Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broader derivatives and commodities capability.

Kseniia Kairelshtein is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Citibank N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and consulting services through various portfolio management styles and affiliated research.

Christopher Ashton is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2005 and is a third-generation financial advisor. Christopher and his father formed The Ashton Group to offer clients a broader array of services and focused attention. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor designation. Christopher's expertise spans portfolio management, individual and corporate investment strategies, college education planning, divorce transition planning, family wealth management, legacy planning, personal retirement planning, and retirement income. He is a qualified Portfolio Manager capable of managing personalized or defined strategies that may include individual stocks, bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm's Investment Advisory Program. Christopher holds a Bachelor's Degree from Rutgers University, where he was a four-year letter winner on the Track and Field team. Prior to his financial services career, he obtained property, casualty, life, and health insurance licenses. He lives in Tewksbury, New Jersey, with his wife and two daughters, maintaining a small farm. Christopher is an Eagle Scout and actively participates in local community and philanthropic groups. His personal interests include adventure sports, basketball, boating, camping, fishing, football, hunting, skiing, soccer, and spending time with his family.

James Maltese serves as an International Wealth Advisor at Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 1989. Leading The Maltese Group, he provides a full range of wealth management services to corporate executives and their families, including expertise in corporate benefit programs such as equity compensation and non-qualified deferred compensation. He is a qualified Portfolio Manager and offers discretionary management through Personalized or Defined Strategies that may incorporate various investment options. James and his team focus on supporting corporate executives, business owners, and those transitioning into retirement by delivering customized financial strategies and insights. Their advisory services cover areas including executive compensation, retirement planning, legacy planning, tax minimization, liquidity management, investment management, and trust and estate planning. He earned his bachelor's degree in marketing from Villanova University and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. Throughout his career, James has received multiple recognitions, including repeated inclusion in Barron's Top 1,200 Financial Advisors and the Financial Times 400 Top Advisors. Outside of work, he volunteers for MIPH (Making it Possible to End Homelessness) and enjoys coaching, playing acoustic guitar, and cooking.

Saji Philip is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Ameriprise Financial Services and Equitable Advisors. Outside of his advisory role, Philip is a business owner of Growing Stars, Inc., an online tutoring service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Andrew Pasquarelli is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he held various roles including employment at Burlington Stores and Ryan's Pub Manayunk. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party sponsors and endorsed advisory programs to deliver investment solutions.