Alan Katz is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked at Concourse Financial Group Securities Inc and Signator Investors Inc. Outside of his advisory role, Katz serves as a past president and lifetime board member of Temple Sinai of Dresher. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including model portfolios, third-party managers, and customized strategies.

Gregory Massey is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include work at PMM Financial Group and multiple insurance carriers, including Waddell & Reed, Inc. He also serves as an independent sales agent for Kingdom Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, utilizing various portfolio management approaches and supported by operational and research tools.

Albert D'amico is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. His prior work includes positions at Bank of America, Morgan Stanley, and Elliott-Lewis Corporation. In addition to his advisory work, he teaches courses in Business Policy and Principles of Finance at Rowan University. 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.

Alex Fels is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with clients to develop strategies aligned with their short-, mid-, and long-term financial goals. Alex's approach involves understanding each client's unique priorities to provide tailored advice in areas such as investing, retirement planning, and wealth transfer. Alex's expertise includes college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. He holds the designation of Personal Investment Advisor (PIA) and earned his Bachelor's degree from New York University. Originally from Bucks County, Pennsylvania, Alex spent twelve years living and working in Brooklyn, New York, before moving to Princeton, New Jersey, with his wife and their Australian Shepherd-Dachshund mix. He enjoys baseball, basketball, cooking, football, golfing, music, reading, skiing, spending time with his family, and writing.

Sunil Seth is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in owning rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its financial planning process.

Robert Dunn is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sean Henry is an advisor at LPL Enterprise with Series 65 and Series 66 licenses and three years of industry experience. He previously worked for Obiant Incorporated for ten years before joining LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

James Baratta is a financial advisor with Merrill in Pennington, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include extensive tenure at Cantor Fitzgerald & Co., where he worked for over a decade before joining Merrill and Bank of America. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Bruno is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Ameriprise in Telford, PA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary, customized advice and offers a broad range of advisory, brokerage, and insurance solutions.

Pablo Araya Chacon is a financial advisor at Merrill with three years of industry experience and holds the Series 66 credential. His prior work includes roles at the Credit Union of New Jersey and Bank of America. Outside of his advisory duties, he operates an online reselling business through eBay. 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 institutions.

Michael Spina is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and is based in Pennington, NJ. Spina has been with Merrill since 2005. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment management is supported by multiple program strategies and a comprehensive manager selection process, with integration across Bank of America affiliates.

Rose Ochido is a financial advisor at Merrill with 22 years of industry experience. She has held her current role since 2010 and holds a Series 66 designation. 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, pension plans, corporations, and charitable organizations.

James Foote III is a financial advisor with LPL Financial in Newtown, PA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include two decades at OneAmerica Securities and American United Life. He also serves as a retirement plan service manager at Citizens & Northern Bank. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Pranav Garikapati is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes various roles outside the finance industry, as well as positions at J.P. Morgan and Rutgers New Brunswick. 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 supported by internal and third-party managers for a broad range of clients, including individuals, high-net-worth clients, and institutional investors.

Kelley Smith is a financial advisor at Morgan Stanley with 7 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, with prior experience at TD Bank and La Salle University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Domenic Maruca is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, he was a student from 2015 to 2019. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Abisola Fadayomi is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Alpine Brokerage, and Foresters Equity Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities, utilizing a model-driven investment approach with access to third-party asset managers and wrap programs. The firm also offers affiliated insurance and trust services and operates as a broker-dealer.

Aaron Borstein is a CFP®-credentialed financial advisor with Ameriprise in Doylestown, PA, bringing 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Borstein is the sole owner and president of Lakefront Living, Inc., a consulting business, and is involved in managing a sandwich franchise through an LLC. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations primarily for individuals approaching or in retirement.

Jacob Aaronson is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Merrill and Toll Brothers Mortgage Company. Outside of finance, he is involved with Plumsted Grill, a restaurant and bar where he serves as an employee. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Timothy Jayne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 26 years of industry experience. His prior work history includes positions at Bank of America, Merrill, and UBS Financial Services. Outside of advising, he serves as a non-public arbitrator in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.