Jason Church is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at PNC Investments, Santander Securities, LPL Financial, Edward Jones, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Patrick Morris is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory work, he serves as chairman and main organizer of the Rutgers Greg Schiano Charity Golf Classic. 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, tailoring services based on client goals, risk tolerance, and time horizon.

David Lynch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. Lynch previously established an LLC for tax purposes, which remains open but inactive. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored through a client intake process.

Maria Artemiou is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has prior work history that includes Bessemer Trust and a role at Buffalo Wild Wings. Maria was also affiliated with Rutgers Business School for four years. 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 strategies for a range of individual and institutional investors.

Leslie Shenkler is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, and previously spent 10 years with UBS Financial Services. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research sources.

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 in Warren, NJ, holding Series 63 and Series 65 registrations and having two years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Additionally, he is involved 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 serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

William Daniel is a financial advisor with Equitable Advisors in Somerset, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Cheng Ji is a financial advisor at LPL Enterprise with Series 66 credentials 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 serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolio programs, combining advisory services with brokerage and insurance products through an integrated platform.

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 at RBC Capital Markets with six years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Synergy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment objectives.

Nicholas Pontoriero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dave Lalla is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Joanna Pellecchia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 based in Princeton, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining LPL Financial in 2020. Outside of his advisory role, he is the business owner of Growing Stars, Inc., an online tutoring service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by model portfolios and research from LPL and third parties.

Andrew Pasquarelli is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked at Burlington Stores and has experience in the retail and service industries. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.