John Hack is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial LLC/Private Advisor Group and Hornor Townsend & Kent Inc. Outside of his advisory roles, Hack has a football stipend position with Voorhees High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Adam Dorfman is a Series 66 licensed financial advisor with Wells Fargo Advisors in Denville, NJ, where he has worked since 2014, totaling 11 years of industry experience. Outside of his advisory role, he coaches high school fencing in Randolph, NJ. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, providing a wide range of investment and financial planning services tailored to clients meeting specific net-worth criteria.

Dennis Gerkhardt is a CFP® with 32 years of industry experience, currently associated with LPL Financial since 2025. He previously worked at Ic Advisory Services, Inc. for 19 years and The Investment Center, Inc. for 27 years. Outside of his advisory role, he is involved in tax preparation and accounting activities and operates a farm business. 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 and access to third-party asset management, and supports its investment adviser representatives with research and operational tools.

Matthew Engelau is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2006. He has 19 years of industry experience. Outside of his advisory role, Engelau serves as a member of the Hackettstown Town Council, participating in local government decisions. 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 financial planning and investment management services, utilizing a variety of strategies and technology tools to support its network of more than 22,800 advisors.

David Samuel is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior experience includes roles at Solix Inc and J Knipper & Co. He also engages in part-time sales of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients, offering model-driven investment strategies supported by third-party managers and custodial services.

Keith Smith is a CFP® with 37 years of industry experience, currently serving at LPL Financial since 2019. His previous roles include seven years at Ameriprise Financial Services and ten years at PRUCO Securities. Outside of his advisory work, Smith is involved in real estate rental related to his office location in Flanders, NJ. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Rene Delgrosso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. Outside of his advisory role, he is involved with Pushing Up People, Inc., a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Benjamin Meyers is a Series 66-credentialed financial advisor with Morgan Stanley, based in Sparta, NJ, bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and proprietary models to assist clients, managing approximately $2.74 trillion in client assets.

Michael Staufenberger is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he owns and manages Whitetail Ridge Farm in New Jersey, where he is involved in hay and corn farming as well as maintaining food plots for hunting. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Rouba Staufenberger is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Real Chemistry, The Planning Shop, Psyma International, and Adelphi Research. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ava Nelson is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on personal retirement planning, women and wealth, and tax minimization to help clients pursue their financial goals with confidence. Ava holds the Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) professional designations. She earned a Bachelor's Degree as well as a Master of Business Administration (MBA) from William Paterson University. In her role, Ava emphasizes education, thoughtful planning, and personalized strategies tailored to individuals and families. Outside of work, she enjoys cooking, hiking, and soccer.

Olga Avdaev is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. She has worked at LPL Financial since 2017 and previously spent time at Summit Risk Management, Inc. and Summit Equities, Inc. Avdaev is also involved with Duphiney Financial Network, an entity related to her LPL business. 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 portfolio programs, third-party asset management, and institutional platforms.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including J.P. Morgan Securities and Mass Mutual Investors Services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies and utilizes technology for operational and research support.

Rachel Bernard is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Lincoln Financial Advisors for nearly three decades. Bernard is involved in nonprofit work as a committee member of The Lift Collaborative, a church mission organization. OSAIC serves a wide range of clients including individuals, institutions, and charitable organizations through multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party money managers and alternative investments.

Harold Uszerowicz is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2012 and 2019. Outside of his advisory work, he is an amateur photographer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sarah Aly Mahrous is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, and previously held roles at PNC Bank from 2017 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Gregory Calotta is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2005 and was previously associated with Bruno, Calotta & Associates LLP for 28 years. Outside of his advisory role, he owns Calotta Advisory Services LLC, which provides accounting, tax, and consulting services to small businesses and individuals. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Deirdre Hartmann is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, and has been associated with Nisivoccia LLP since 2006. Hartmann is also a trustee for a family trust and an owner of Wealthspring Financial Partners LLC, a vehicle created for acquiring financial services and tax practices. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Alan Meckler is a CFP® and ChFC® credentialed financial advisor with 33 years of industry experience. He currently works at OSAIC and has previously held roles at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Meckler also serves as a board member of St. Christopher's Inn, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing firm-provided portfolio construction tools and multiple advisory platforms.

David Evans is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Investment Services and 1ST Global Advisors, and maintains a long-standing role with Nisivoccia & Co. LLP. Evans also serves as a referring partner at Nisivoccia Wealth Advisors, a firm providing financial services to clients. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.