Shawn Healy is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at UBS since 2018 and previously held positions at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Snyder is a financial advisor with Ameriprise in Cranford, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Snyder serves on the Board of Directors for NJ Rise, a nonprofit organization. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Sean Cribbin is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2011. Outside of his advisory role, Cribbin serves as a director and committee chair for Bike to the Beach Inc., a nonprofit community organization that raises funds and awareness for autism through cycling events. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis with a centralized due-diligence framework.

Stephen Scafidi is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with Equitable Advisors since 2016, including its predecessor AXA Advisors. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Ahmar Khan is a Series 66 licensed financial advisor with LPL Financial, based in Mountainside, NJ, and has one year of industry experience. He has also been involved with KM Artist Agency LLC dba Apostrophe Reps since 2016. 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 through a national network of representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven solutions.

John Ricker III is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018. Prior to that, he was associated with INVEST Financial Corp. and Affinity FCU. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, with options for both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Justin Williamson is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Mass Mutual Investors Services and has been with the firm since 2017. In addition to his advisory role, he works as an insurance agent specializing in individual and group life and health insurance, fixed annuities, and life settlements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-assisted planning methods and provides a range of specialized programs, including divorce planning and estate settlement services.

Thomas Ela is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently affiliated with Cetera and has been leading Ela Financial Group, Inc. since 1997. Outside of advising, he serves as a board member for a homeowners association, advising on guidelines and upkeep. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Cesare Cagnina is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he holds an outside health insurance appointment with Emerson Rogers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process.

Gabriel Eriksson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked in mortgage roles at Wells Fargo Home Mortgage and American Federal Mortgage Corp. Prior to his finance career, he worked at Montclair Golf Club at Rockspring and spent time in school from 2018 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large national network of financial advisors and branch offices, offering various advisory programs and investment solutions under a fiduciary standard.

Kevin Mccartney is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 25 years of industry experience. His career includes roles at MassMutual Life Insurance Co and MSI Financial Services, Inc. since 2005. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager services, and educational seminars.

Peter Sit is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. in various advisory roles. Outside of his advisory duties, he acts in a fiduciary capacity for the Yvonne Franzese Irrevocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Perillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Waddell & Reed, and ownership of Perillo Wealth Management LLC. He is also involved in insurance sales through various carriers affiliated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Eugene Pak is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his work at Wells Fargo, he owns and operates Kirby Advisory Group LLC, a financial advisory practice based in New Brunswick, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, along with specialized services that require specific advisor credentials.

Michael Nemeth is a financial advisor with UBS Financial Services, holding a Series 63 designation and 40 years of industry experience. He has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services while providing proprietary research and a wide range of capital markets services.

Patrick Giblin is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Outside of his advisory work, Giblin serves as treasurer for the Garden State Irish Festival Foundation, holds elected positions in local government, and participates on the boards of several community and alumni organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory solutions, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary fee-based financial planning and a broad range of capital markets offerings.

Peter Getschmann is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA, since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Matthew Goldberg is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as experience with pest control companies and employment at the College of Staten Island and Starbucks Coffee Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Nancy Bernstein is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 licenses and over 41 years of industry experience. Prior to joining UBS in 2022, she worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2014 through 2022. Outside of finance, she was president of a T-shirt business called Queen TS, which is no longer active. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining model-based asset allocations with proprietary research and institutional trading capabilities. The firm offers a range of investment and financial planning services, operating as a broker-dealer, registered investment adviser, and futures commission merchant.

Matthew Archambault is a financial advisor with Thrivent Investment Management in Cranford, NJ, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and Merrill, with additional roles at Mozzarella and La Vera Pizza & Pasta earlier in his career. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without implementation. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.