John Capeci is a financial advisor at Edward Jones with 29 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Funds Distributor, LLC and Mirae Asset from 2010 to 2017. Outside of his advisory role, he is involved in commercial property financial services in Fanwood, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Michael Harris Jr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Hellman Worldwide Logistics and Mack Staffing Agency, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in part-time activities related to home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Michelle Stokes is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, Wells Fargo Bank, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Doreen Inserra is a financial advisor at Cetera with 25 years of industry experience and holds a Series 63 designation. Prior to joining Cetera in 2025, she worked for over a decade at Avantax Advisory Services and related entities. Outside of her advisory role, Inserra provides tax and accounting services through her own firm and serves as president and chair of the membership committee for the Staten Island chapter of the New York State Society of CPAs. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers across various program platforms.

Jayant Singh is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Bank, N.A. and People's United Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christine Sauer is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds the Series 66 designation and has worked within the Wells Fargo organization since 2016, including a recent transition to Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, covering diverse planning areas such as retirement, education, and business-owner transition planning.

Matthew Sopher is a CFP® professional with seven years of industry experience. He currently works at LPL Financial and previously held roles at Kestra Advisory, Morgan Stanley, and other firms. Sopher operates a financial planning business under the name Sopher Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brian Morris is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and its predecessor firms intermittently since 2011, as well as at AllianceBernstein L.P. for one year. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves matching clients to various advisory models and third-party asset managers, with a focus on a range of investment options and ERISA fiduciary services for qualified plans.

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 at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for NJ Rise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized, tax-aware retirement planning through a collaborative, non-discretionary process informed by proprietary research and third-party data.

Sean Cribbin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2011 and serves as a director at Bike to the Beach Inc., a community-focused organization that combines cycling and charitable efforts to support individuals overcoming obstacles. He also chairs a regional committee for Bike to the Beach, a nonprofit raising funds and awareness for autism through cycling events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Stephen Scafidi is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Equitable Advisors since 2016, including its predecessor firm AXA Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models, including third-party managers and proprietary programs, to match clients with appropriate investment solutions.

Ahmar Khan is a Series 66-credentialed advisor with LPL Financial, based in Mountainside, NJ, with one year of industry experience. He has been affiliated with LPL Financial since 2024 and has a decade of experience with KM Artist Agency LLC, doing business as Apostrophe Reps. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports its network of investment adviser representatives with a range of advisory and brokerage services, including access to third-party asset managers and technologically advanced research tools.

John Ricker III is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at INVEST Financial Corp. and Santander Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 model portfolios and third-party asset managers.

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 20 years of industry experience. He has been with Equitable Advisors since 2005, including its prior affiliation with Axa Advisors. Outside of his advisory role, he maintains an appointment related to health insurance through Emerson Rogers. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized client risk assessment and utilizes a range of third-party asset managers and advisory platforms in its investment approach.

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 36 years of industry experience. His prior positions include long tenures at Ic Advisory Services, Inc. and The Investment Center, Inc. He also serves in a fiduciary capacity for the Yvonne Franzese Irrevocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging a large network of investment adviser representatives and various advisory platforms.