Michael Lopez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America N.A. and Buyrite of Fairview. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Weiss is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in providing financial advice and wealth management services to affluent individuals, families, businesses, endowments, and foundations. In his current role, he employs a client-centric planning approach, focusing on improving the quality of his clients' lives through tailored financial strategies that address wealth accumulation, preservation, and transfer. Larry holds a Bachelor's degree from Michigan State University and attended the MBA – Finance program at Monmouth University. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His professional approach emphasizes ongoing and honest communication, and he often collaborates with clients' other advisors, such as attorneys and accountants, to coordinate wealth and estate management strategies when requested. In addition to his professional work, Larry is active in philanthropic and civic organizations. He is the founder and co-chair of Katrina Klean Up Krewe, a volunteer group assisting in the rebuilding of New Orleans and the Gulf Coast. His personal interests include golfing, music, traveling, and yoga.

Eric Vogler is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Metro Exhibits, Three County Volkswagen, Montclair State University, and the Nutley School System. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-based strategies and selectively managed accounts under a wrap-fee structure. The firm focuses on curated third-party asset managers and employs an operational model that includes ongoing oversight and independent due diligence.

Robert Cohen is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he operates an independent insurance agency specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC 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 programs, using firm-approved software to analyze client goals and provide written recommendations.

Andreas Pietschnig is a financial advisor at Edward Jones with seven years of industry experience. He has previously worked at Merrill, JP Morgan Chase Bank, NA, and TD Bank. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branches.

Samantha Kay is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Prior to her financial services career, she held positions at New City Kosher Deli, Orange County Choppers, and RevFlo Inc. Outside of her advisory role, she serves as the head cheerleading coach at Albertus Magnus High School. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Larsen is a CFP®-designated financial advisor with J.P. Morgan Securities, where he has worked since 2013. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Douglas James is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is the owner and president of DMJ Planning LLC, a support company, and Group Benefit Consultants LLC, which provides non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Sandra Becks is a financial advisor at OSAIC with 43 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, she spent 37 years at Lincoln Financial Advisors Corporation. Outside of her advisory role, she serves as Co-Chair of the Endowment Committee at Mother Bethel AME Church and as Co-Chair of the Economic Development Committee for the Philadelphia Alumnae Chapter of Delta Sigma Theta Sorority. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of financial advisers. The firm offers integrated brokerage and advisory services with a range of investment strategies and third-party solutions.

Michael Mital is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cetera. He has been involved with Cetera Investment Advisors LLC since 2014 and operates Mital Financial Services as a DBA for financial advisory work. In addition to his advisory role, he prepares and files federal and state tax returns. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Noah Marshall is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Chestnut Ridge, NY. He has been with Thrivent Financial since 2026 and has prior experience at Ameriprise and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on various planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Felice is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® designation and the Series 66 license, with four years of industry experience. Prior to joining Mass Mutual, he worked at Pitney Bowes and has held various roles in different industries. He is also active as an independent insurance agent, selling and servicing life insurance, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships and offers a variety of investment programs and educational seminars.

Lewis Orenstein is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Joseph Palermo is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining RBC in 2020. He is a member of the Board of Directors for a townhouse community association in Hawthorne, NJ. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through multiple advisory programs and a combination of in-house and third-party portfolio management.

Richard Crews is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at UBS Financial Services Inc. and Biltmore International Corporation. He serves as a director for the Yale Football Association, a nonprofit focused on fundraising for Yale football. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Mark Minutolo is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill for over 27 years, including a break from 2017 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Jimenez is a financial advisor with Merrill in Wayne, NJ, holding a Series 66 designation and three years of industry experience. She has been with Merrill Lynch and Bank of America since 2010. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meghan Dakan is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials, with 23 years of industry experience. She worked at UBS for seven years before joining LPL Financial in 2021. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Bashar Hakim is a financial advisor with LPL Enterprise in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent nearly three decades with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Medicare insurance sales through Medicare Advisor Hub LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Christopher Stewart is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients achieve their financial goals using the resources of one of the nation's largest wealth management firms. Stewart emphasizes consistent communication and dedicated service to develop meaningful relationships and serve as a trusted resource for his clients. Before joining Merrill Lynch, Stewart spent a decade as an attorney representing large corporations, insurance companies, and various business enterprises. Although he does not provide legal advice in his capacity as a financial advisor, he applies the discretion and attention to detail gained during his legal career to his financial advisory work. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and portfolio management services. Stewart holds a Bachelor's Degree and a Juris Doctorate Degree from Rutgers University and Rutgers Law School, respectively. He attended on a full athletic scholarship as part of the Men's Division 1 Soccer Program and remains involved with Rutgers Men's Soccer as an alumni mentor and Era Representative. He is a Chartered Financial Consultant (ChFC) and a Personal Investment Advisor (PIA). Residing in Norwood with his wife Julia and their daughter Charlotte, Stewart enjoys playing soccer, music, and traveling. He also chairs Rutgers Men's Soccer mentorship activities.