Jake Del Greco is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2018. Prior to that, he held positions at Private Wealth Management Group, Quick Chek Corporation, and Wake Forest University. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Moore is a CFP® designated financial advisor at Robert W. Baird & Co. in Florham Park, NJ, with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Robert W. Baird & Co. since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Robert Perrone is a financial advisor at Merrill in Florham Park, NJ, holding a Series 66 designation with six years of industry experience. He previously worked at National Financial Services LLC and Fidelity Investments before joining Merrill in 2021. 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.

Matthew Rottenberg is a financial advisor at RBC Capital Markets with 12 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining RBC in 2026. He holds Series 63 and Series 66 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Michael Coppola is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of in-house and third-party advisory models, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Mc Donald is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bank of America and Merrill. Mc Donald currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools but does not provide individual security recommendations as part of standalone planning services.

Nicholas Malcolm is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals. His expertise includes portfolio management services, tax minimization, retirement income, family wealth management strategies, and specialized areas such as college education planning and executive compensation. Nick holds a Bachelor's Degree from Kean University and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). The CPWA designation reflects his commitment to ongoing credentialing and expertise in wealth advisory services, awarded in conjunction with the Investments & Wealth Institute and The Yale School of Management. Outside of his professional role, Nick is involved in community volunteer activities in line with Merrill's tradition of service. He enjoys spending time with his wife and daughters and has personal interests in basketball, boxing, football, and golfing.

Linda Bentley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and is also associated with Pascarella Wealth Partners LLC, a financial services firm she has been involved with since 2000. In addition to her advisory role, she is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kailey Van Wingerden is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked in various roles across education and hospitality prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored recommendations delivered through a centralized consulting team.

William Scott is a financial advisor with Stifel based in Morristown, NJ, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Advisors LLC for nine years before joining Stifel in 2018. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Thomas McGee is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding Series 63 and 65 licenses and bringing 35 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2009 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Gwendolyn Canonico is a CFP® professional with 22 years of industry experience, currently advising clients through LPL Financial since 2024. Prior to joining LPL, she spent 14 years with VALIC Financial Advisors, Inc and two years at Agia. She is the author of "Special Needs Roadmaps" and conducts investment-related seminars in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bradford Mehl is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 designations and has 24 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and BNY Mellon Securities Corporation. Mehl is also president of Bell Rock Wealth Advisors LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and affiliated firms.

John Micera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management through both in-house and third-party managers.

Tyler Johnson is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has worked with firms including Allied Wealth Partners and Minnesota Life Insurance Company. Outside of his advisory work, he is a silent partner with a minority ownership interest in a family-owned restaurant in Virginia. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to model and third-party managers across multiple program structures and custodial relationships.

Brian Wong is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With a degree in Economics from Rutgers University, Brian brings a consultative approach to wealth management. He focuses on working closely with clients to develop detailed, written financial strategies tailored to their individual goals. His expertise encompasses career transitions, retirement planning, estate planning, and tax-efficient disciplined investing. Brian emphasizes collaboration with clients and their other trusted advisors, such as accountants and attorneys, to achieve long-term financial success. Outside of his professional work, Brian is an active member of the Church of Living Grace of New Jersey in Parsippany. He resides in Bedminster, New Jersey, and enjoys playing basketball and spending time with his wife, Tiffany, and their two children.

Regina Hart is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and its related entities since 2018, as well as at Investment Professionals Inc from 2012 to 2018. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Canfield is a Senior Financial Advisor at Merrill Lynch Wealth Management. His professional focus is on creating and implementing financial strategies for high net-worth individuals, their families, and businesses to help them achieve both their short and long-term goals. Jeffrey's approach to wealth management involves listening to clients' financial situations, preferences, and goals before presenting asset allocations aligned with their income and growth expectations. He engages in ongoing discussions on investments, retirement, estate planning services, and philanthropy. His client focus areas include college education planning, divorce transition planning, personal retirement planning, portfolio management services, and retirement income. He graduated in 2009 from Lafayette College with a Bachelor of Science in economics and business, with a concentration in finance. Jeffrey holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Armonk, New York and participates in community volunteering activities aligned with Merrill's tradition of community involvement.

Eileen Keenan is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2016, she worked at Citigroup Global Markets from 2007 to 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, 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 supported by firm-approved tools and modeling techniques.

Ghazi Nweiran is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Private Wealth Advisor®, and Chartered Financial Consultant®, focusing on helping clients work towards their financial freedom and fulfillment. Ghazi utilizes Fidelity's resources to develop tailored and prudent financial plans aimed at addressing clients' financial goals and managing uncertainties. Prior to his current position, Ghazi served as Vice President, Private Client Advisor at JP Morgan Chase Bank, N.A. from 2018 to 2021. He began his career as a Financial Advisor at Reddington Advisory Group, an office of MetLife, from 2015 to 2018. His experience spans across various financial advisory roles, emphasizing personalized client service and wealth management. Outside of his professional work, Ghazi is interested in family activities, fitness, football, golf, pets, and volunteering.