Brian Partridge is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 1995. He holds Series 63 and Series 65 licenses. 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 and profit-sharing plans, corporations, and charitable organizations.

Carmine Dellanno is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial plans for major life goals including retirement, home purchases, and college expenses. He also assists clients in creating investment strategies tailored to their goals, risk tolerance, and investment preferences. Carmine has held multiple roles at Fidelity Investments, progressing from Investment Solutions Representative 1 (2022-2023), to Investment Consultant (2023-2025), and currently Financial Consultant since 2025. Prior to Fidelity, he worked as an Investment Specialist at Merrill Edge in 2022 and as a Teller at TD Bank in 2021. Outside of his professional work, Carmine enjoys baseball, football, golf, family activities, and social events with friends.

John Braniff II is a Financial Advisor with Merrill Lynch Wealth Management, where he works as part of the Harbor Group. He assists clients with a variety of financial goals, employing a custom financial planning process and a proactive service model. His client focus areas include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, and Tax Minimization. John begins his advisory process by understanding clients' individual goals and analyzing their current financial situation. He then creates and continuously updates personalized plans tailored to their needs. His team leverages Merrill Lynch and Bank of America family office services to develop custom solutions across retirement planning, education savings, wealth transfer, and other financial objectives. The Harbor Group has been recognized by Forbes on its "Best-in-State Wealth Management Teams" list for 2023 through 2026. John holds an Economics degree from Boston College and maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys music, skiing, and spending time with his family.

Theodora Portelos is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and over 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Portelos serves on the board of the Greek Orthodox Metropolis of New Jersey Philoptochos, a charitable nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across various investment and planning services.

Geoffrey Mann is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

William Meagher is a financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Merrill since 1982 and has been affiliated with Bank of America, N.A. since 2011. Merrill serves a wide range of clients including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage custody services. The firm integrates these services with Bank of America affiliates and emphasizes managed accounts and manager selection supported by its Chief Investment Office and platform oversight.

Casey Wieczorek Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at Tradition Asset Management LLC and Candor Wealth Advisors LLC. Outside of his advisory role, he manages property investments through Main Street Chester Properties, LLC and Trey Mainstreet Associates, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services.

Sudeshna Kapoor is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. She has worked at Prudential Insurance Company of America, Pruco Securities, LLC, Edward Jones, and previously at Amrita. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. Their model-driven investment approach includes financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

William Conklin is a CFP® professional at OSAIC with 33 years of industry experience. He worked for 25 years at Signator Investors, Inc. before joining OSAIC in 2018. Outside of his advisory role, he serves as a member of the Open Space Committee in Ringwood, NJ. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs, emphasizing model-based asset allocation and portfolio optimization supported by technology and multiple management strategies.

James Lewy is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other 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 a network of over 22,800 advisors.

Teresa Johnson Lowe is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she is an owner of a private rental property, which is managed by her spouse. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Ernest Mathewson is a CFP® credentialed financial advisor with 33 years of industry experience. He is affiliated with Cetera and has been with Cetera Wealth Services, LLC since 2013. Mathewson is also involved with Financial Network, a financial services business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors across multiple program structures.

Gabriela Tamakloe is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked at Money at Work, LLC, Drew University, Leslie Law Firm, LLC, and Kristin Sostowski. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Tarantino is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Morgan Stanley in various capacities over the past decade. Outside of his advisory role, he is involved with multiple wealth management entities associated with LPL Financial. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm employs proprietary research and planning tools to develop recommendations, offering clients discretion over implementation through brokerage or advisory programs.

Donald Rosenthal is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Richard Miskewitz is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heritage Investment Partners, LLP and Citigroup Global Markets. Miskewitz also engages in the sale of non-variable insurance products, including long-term care, universal and term life insurance, and fixed annuities. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of investment strategies and institutional platforms.

David Roberts is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with various entities within the JPMorgan organization since 2009, including JPMorgan Chase Bank and J.P. Morgan Securities. 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 advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and combining quantitative screens with qualitative research.

Robert Lobel is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides financial planning and investment advisory services to clients, leveraging his expertise as a Personal Investment Advisor (PIA). He holds a Bachelor's Degree from Muhlenberg College. Robert applies his education and professional designation to assist clients in managing their financial portfolios and achieving their investment goals.

Martin Mercurio is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2010. Mercurio is also involved with Beacon Financial Group in an investment-related capacity. 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.

Meredith Doty is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, she was employed at Prudential Advisors and completed a role at Loyola University Maryland. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with recommendations supported by a manager solutions team and incorporating ESG eligibility frameworks.