John W Racciatti Parker

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

Douglas Robb Jr. is a financial advisor at ABC Wealth Inc with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including CUSO Financial Services, Lincoln Financial Distributors, and LPL Financial. He also operates a sole proprietorship as an insurance agent. ABC Wealth Inc is an independent investment adviser serving primarily individual clients with discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and uses sub-advisors and third-party managers to tailor portfolios to clients’ goals, providing financial planning at no additional cost.

Robert Stickel is a CFP® and CPA with 29 years of experience in the financial advisory industry. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to that, he held positions at Avantax Advisory Services and Avantax Investment Services Inc for over two decades. In addition to his advisory work, Stickel provides tax preparation, accounting, and insurance services including Medicare supplement, life, disability, and long-term care insurance. RLS Financial Services offers financial planning and portfolio management primarily to individuals and high-net-worth clients. The firm emphasizes fundamental research and manages wrap fee accounts alongside non-wrap accounts, operating mainly on a non-discretionary basis to allow clients to retain decision-making authority.

Marjorie Rand is a CFP® with eight years of experience in financial planning and over three decades of experience owning and operating an accounting and tax preparation practice. She founded Rand Financial Planning, LLC in 2018, where she provides comprehensive financial planning services. Rand also owns Marjorie L. Rand, CPA, P.C., which offers accounting and tax preparation services, a role she maintains alongside her advisory work. Rand Financial Planning, LLC is an independent, fee-only advisory firm serving individuals and families with comprehensive financial planning that addresses tax, cash flow, retirement, investment allocation, estate, and insurance considerations. The firm offers annual fixed-fee planning engagements and provides investment recommendations without discretionary management or custody of client assets.

Randolph Fisher Jr. is a financial advisor with Artemis Wealth Advisors in Flemington, NJ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Tucker Asset Management, Regal Financial Group, and PRUCO Securities. Outside of advisory work, he provides seasonal tax preparation services without commission. Artemis Wealth Advisors offers investment management and financial planning services to individuals and high-net-worth clients, integrating multiple analytical methods and a variety of investment strategies. The firm also incorporates tax planning and preparation into its comprehensive suite of financial planning services.

Michael Marino is a CFP® professional with 29 years of industry experience, currently serving as the sole advisor at The Financial Planning Center, LLC. His prior roles include positions at Lotus Investment Advisors, Empire Asset Management Company, Divine Asset Management, LPL Financial, and Guardian Life. Outside of his advisory work, Marino is president of the Washington Township Police Foundation, a nonprofit supporting the local police department. The Financial Planning Center, LLC is an independent registered investment adviser serving individuals, families, and business owners with discretionary and non-discretionary portfolio management and comprehensive financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop personalized investment policies and provides ongoing fiduciary oversight and consolidated reporting.