Edward Skarbnik is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement–driven and incorporates modern portfolio theory, with a broader range of financial products than many institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Brian Sulewski is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

June Scortino is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Invest Financial Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Christian Barsi is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions using research and analytics grounded in diversification principles and modern portfolio theory.

Oi Ching Wong is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and five years of industry experience. Wong has worked at LPL Enterprise and The Prudential Insurance Company of America since 2024 and previously held positions with Pruco Securities LLC and MetLife. Outside of advising, Wong is involved in mortgage and real estate services as an agent with Weichert Realtors. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with sales of financial products.

Gustavo Martinez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025. His professional experience includes roles as an Advisory Consultant at TIAA from 2020 to 2023, Supervision Principal at Merrill Lynch between 2018 and 2020, Trust Team Manager at Merrill Lynch - Bank of America from 2017 to 2018, and Vice President Financial Solutions Advisor at Merrill Lynch - Bank of America from 2015 to 2017. Martinez holds a California Insurance License. He focuses on understanding clients' financial goals to develop customized plans that prioritize those objectives, creating tailored roadmaps based on individual preferences. Outside of his professional work, he has personal interests in soccer and traveling.

Kris Baran is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Best Buy for five years and TopGolf for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Michael Gallina is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products, including mortgage loan products and home security and automation services, through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, employing BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.

Lamar Robinson is a Wealth Management Senior Relationship Manager at Fidelity Investments. In his role, he serves as the primary point of contact for clients, assisting multiple generations of families by facilitating conversations about wealth and investment planning. He is dedicated to providing personalized service tailored to individual client needs and preferences, and coordinates with Wealth Management Advisors when deeper planning support is required. Robinson has been with Fidelity Investments since 2006, progressing through roles from Relationship Manager to Senior Relationship Manager, and currently serving as a Senior Relationship Manager since 2019. His experience encompasses wealth management and client relationship management. Outside of his professional career, Lamar Robinson has interests in baseball, fishing, fitness, food, outdoor adventures, and running.

Jeffrey Winston is a Financial Consultant at Fidelity Brokerage Services, LLC, where he has been providing personalized financial planning and guidance since 2020. He works with clients to understand their unique goals and builds tailored strategies to bring clarity and confidence to their financial lives. Before joining Fidelity, Jeffrey held various roles in the financial services industry, including Financial Advisor at Merrill Lynch from 2015 to 2020, Field Region Director at Ameriprise Financial from 2007 to 2008, Vice President at Merrill Lynch from 2002 to 2006, First Vice President at Prudential Securities from 1999 to 2002, and First Vice President at Morgan Stanley Dean Witter from 1993 to 1999. He holds a California Insurance License. Outside of his professional work, Jeffrey has interests in art, playing musical instruments, parenthood, volunteering, and writing.

John Racciatti Parker is a CFP® professional with 27 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2024, following a 15-year tenure at Morgan Stanley Smith Barney LLC. Outside of his financial advisory career, he owns and operates Feather Ridge Farm LLC, a family farm in Asbury, NJ, where he manages horse care and agricultural production. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad range of portfolio management styles and affiliated research.

Liet Han is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes five years at J.P. Morgan Securities. Outside of his advisory role, he owns and manages a business, LCH LLC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Curtis is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Curtis serves as board president for Literacy Volunteers of Somerset County, an organization that promotes adult literacy through tutoring and community programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations on topics such as retirement and estate planning. The firm offers planning and managed-account services separately, with a consolidated billing option, and does not provide discretionary portfolio management for institutional clients.

Wayne Chernin is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he sells Medicare supplement insurance through referrals for Aetna. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by proprietary research, model portfolios, and third-party asset managers.

Justin Parisi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in sectors including automotive sales and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in its research processes.

Melissa Swayne is a Wealth Management Senior Relationship Manager with Fidelity Investments, a position she has held since 2026. In this role, she works with clients to understand their financial situations and goals, aiming to develop personalized financial plans. She emphasizes trustworthiness and transparency in her client relationships. Melissa has nearly 30 years of experience in financial services. Her previous roles at Fidelity included Planning Consultant from 2020 to 2026 and Relationship Manager from 2019 to 2020. Prior to joining Fidelity, she worked as a Client Associate at Merrill Lynch from 2007 to 2018 and operated as a Virtual Bookkeeper from 1998 to 2007. Earlier in her career, she was a Small Business Loan Officer and SBA Lender at ATT Capital Corp from 1991 to 1998 and an Auditor for the Resolution Trust Corporation from 1989 to 1991.

Fred Kessler III is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He worked at AIG from 2007 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he umpires for the North Warren Little League in Blairstown, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

James Gammero is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. In addition to his advisory work, he is a notary public in Whippany, NJ. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs, supported by an integrated platform that combines adviser programs with the sale of insurance and other financial products.

Emily Brown is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Based in Lebanon, NJ, her career has been focused within the Ameriprise organization. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing both advisory and brokerage solutions through its large institutional platform.

David Salisbury is a CFP® with 24 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he was employed for over two decades. Salisbury is also involved with David Salisbury Insurance & Financial Services LLC as a sole member. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with the sale of financial products, including insurance through an affiliated agency.