Kevin Otskey is a financial advisor with LPL Financial in Nutley, NJ, holding a Series 66 license and 12 years of industry experience. He has worked at LPL Financial since 2023 and concurrently operates Engler Financial Services, which he has run since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management.

Joseph Engler is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2023. He has previously worked at Cadaret, Grant & Co., Inc. for 21 years and has operated Engler Financial Services since 2002. Outside of advisory services, Engler is involved in tax preparation and accounting through Engler Tax Services and is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by research and model portfolios, and it provides both discretionary and non-discretionary management options.

Jorge Vergara Jr. is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. In addition to his advisory role, he is a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Dipierno is a financial advisor with LPL Financial in Nutley, NJ, holding a Series 66 designation and bringing 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he engages in tax preparation and accounting on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.

John Donnelly is a CFP® credentialed financial advisor with 39 years of industry experience, currently with LPL Financial since 2009. Based in Nutley, NJ, he provides tax preparation and accounting services on a limited basis without charging a fee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.