Jeffrey Mattonelli is a CFP® with seven years of industry experience, currently affiliated with LPL Financial in Princeton, NJ. His career includes positions at Van Leeuwen & Company and Lincoln Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Virag Shah is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at LPL Financial in Princeton, NJ. He has worked at LPL Financial and Van Leeuwen & Company, LLC since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research.

Joshua Salkin is a financial advisor at LPL Financial with a Series 66 designation and experience gained since 2024. His background includes roles at Blue Owl Capital, Van Leeuwen and Company (now part of LPL), and involvement with Seton Hall University. Outside of finance, he has experience working with Metedeconk National Golf Club and in the food service industry. 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 supported by model portfolios, research, and various technology tools.

Heena Dhruv is a financial advisor with LPL Financial based in Princeton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at Van Leeuwen & Co., Bank of America, First Manhattan Co, and AXA Equitable. She is involved with Van Leeuwen & Company, LLC, an entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Kenneth Van Leeuwen is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has worked at LPL Financial since 2016 and has operated his own firms, Van Leeuwen & Co., LLC and Van Leeuwen & Company, LLC, since 1997 and 2006 respectively. Additionally, he serves on the LPL PAC Advisor Advisory Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.