Brandon Chiappetta is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Vestmark Advisory Solutions, Royal Alliance, and Merrill. Outside of financial advising, he has been involved in an electrical contracting business, Ace Electric Services, in a support role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kathryn Mantell is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 66 designation and has previously worked with Avantax and 1ST Global Advisors. Outside of her advisory role, Mantell serves on the executive board and as treasurer for local Boy Scouts of America councils and is treasurer of the Randolph Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to individuals, retirement plans, corporations, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Douglas Collins is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked with Avantax Investment Services and 1st Global Advisors, among other firms. Collins is a partner at Nisivoccia & Company, LLP and serves on several nonprofit and advisory boards, including the Deacon Family Foundation and the House of the Good Shepherd. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and provides access to third-party money managers through both discretionary and non-discretionary programs.

Don Giovanello Jr. is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Morristown Wealth Management. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Kevin Lanahan is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signator Investors, Inc. for 22 years prior to joining OSAIC in 2018. He serves as a board trustee for the Mendham Area Senior Housing nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of investment programs through a multi-advisor platform and maintains a complex affiliate network and private-equity ownership.

Joseph Bonadeo is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2017, he worked at Charles Schwab and Charles Schwab Bank from 1999 to 2017. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Dante Zicarelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has previously worked with M Holdings Securities, Inc., and has experience in both academic and entrepreneurial roles, including positions at Ramapo College of New Jersey and as an owner of Little Italy Pizza. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing tailored, non-discretionary planning and analytical tools. The firm supports a large advisor network and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Katherine Schneider is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, Katherine worked at Avantax and has additional experience with tax and CPA firms, including her own tax practice where she prepares tax returns and provides tax planning for individual, trust, and business clients. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary strategies.

Haris Hot is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Fulton Financial Advisors, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of advisory roles, he has been involved with Fast Track Construction Systems Inc. for three years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jordan Trunk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a research-driven advisory process supported by centralized due diligence and offers capabilities in derivatives and commodities through specialized regulatory registrations.

Frank Korszoloski IV is a CFP®-designated financial advisor with LPL Financial, based in Newton, NJ. He has 28 years of experience with LPL Financial, where he has worked since 1998. Outside of his advisory role, he is employed as a stationary engineer with Local 68 Operating Engineers. 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 portfolio programs, third-party asset management, and institutional platforms.

Tamara Costa is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked at Fidelity brokerage Services LLC since 2018, as well as at The Law Office of James T. Elliott, LLC from 2014 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Nicholas Simmonds is a financial advisor with Wells Fargo Clearing in Succasunna, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2009. 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 offers both brokerage and advisory solutions supported by research and analytics.

Mitchell Dorfman is a CFP® professional with 44 years of industry experience, currently with Wells Fargo Advisors in Denville, NJ since 2009. He also serves as an assistant fencing coach at Randolph High School. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Marcia Geltman is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has previously worked with Avantax and 1st Global Capital Corp., and served as a partner at Nisivoccia LLP, a tax and accounting firm. Outside of advising, she is active in her community as an administrator and secretary of the Randolph Chamber of Commerce and serves as a trustee for The Growing Stage, a children’s theater organization. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services with access to affiliated and third-party managers across various program structures.

Eric Wilson is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Darmstatter Inc., and Dynamic Engineering PC. Outside of advising, he serves as Vice President of WM. H. Wilson Enterprises, is Principal and President of Wilson Engineering PLLC, and manages SludgeHammerNJ, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and a wrap-fee solution primarily for individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with a focus on percentage-based tiered fees.

Surabhi Sharma is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to her current role, she worked in the healthcare and pharmaceutical sectors, including positions at John Theurer Cancer Center and several pharmaceutical companies. Primerica Advisors is a large institutional firm providing a wrap-fee asset management program primarily for individual investors and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers various portfolio models, including those allocating to cryptocurrency ETFs.

Dennis Mojares is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at M Holdings Securities, Inc. for nine years prior to joining Raymond James in 2025. Mojares is also an associate and financial advisor at Eagle Rock Wealth and Greenberg & Rapp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

John Russo is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes roles at Santander Securities, Santander Bank, PNC Wealth Management, and HSBC Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Steven Lyons is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes tenures at Raymond James Financial, Edward Jones, and operating First Hope Wealth Management since 2015. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial services.