Louis Gallipoli II is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 65 credential and has a background that includes ownership and management of a tax preparation and accounting firm, Gallipoli & Gallipoli, PC, as well as involvement in various business activities. He also serves as treasurer for a local soccer club, Jersey Shore United FC, providing organizational advice during its startup phase. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, incorporating both affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Christopher Arditi is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Santander Securities, and PNC Bank. Outside of his advisory role, he is involved administratively in Sparks Zumba LLC, a fitness class business. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Barbieri is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated models rather than institutional pension or profit-sharing plan management.

Joseph Sarbello is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Keegan is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018. His prior experience includes roles at Bank of America and Merrill. 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.

Mark Likes is a financial advisor with LPL Financial in Toms River, NJ, holding Series 63 and Series 66 credentials and 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. and maintains a tax preparation and accounting practice, as well as involvement in mortgage and real estate services through a separate lending entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven investment strategies.

David Scureman is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2024. Prior to joining LPL, he spent eight years at Wells Fargo Advisors. Outside of his advisory role, he is a co-owner of Freedom Financial Partners, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory services, leveraging model portfolios, third-party research, and various investment strategies.

Alexander Joice is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2001, previously associated with Axa Advisors. Outside of his advisory role, Joice is an associate at Titan Agency LLC, involved in the sale of auto and homeowner's insurance. 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 a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

John Deliso is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999, following a prior affiliation with Axa Advisors. Outside his advisory role, he serves as a trustee and board member of the Bayshore Medical Center Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a variety of sponsored and endorsed platforms.

Anthony Girgis is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he volunteers as a substitute lunch aide at Westminster Nursery School in Toms River, NJ, and serves as co-trustee of family trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that leverages external programs and offers both advisory and brokerage channels.

Lindsay Cusick is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked at AxA Advisors during the same period. 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 asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jonathan Panigel is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing new wealth, personal retirement planning, and portfolio management services. He has a longstanding passion for investing and wealth planning that dates back to high school and is dedicated to helping clients achieve their financial goals. Jonathan holds the Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Yeshiva Mayen Hatalmud. Since joining Merrill Lynch, he has developed close relationships with his clients, focusing on guiding them to live their best possible financial lives. Outside of his professional work, Jonathan enjoys a variety of personal interests including baseball, basketball, football, ice hockey, music, running, softball, traveling, and spending time with his family.

Thomas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Outside of his financial advisory work, Quinn owns and operates Expressive Image Photography, a business he has run since 1992. 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 asset managers. The firm uses a hybrid referral and implementation model to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Carbone is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Merrill since 2014 and at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Luppo is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 credential. His prior roles include positions at Bank of America Merrill Lynch, Gilder Gagnon Howe & Co LLC, and BLV Securities. Outside of financial advising, he has worked as a casino host for Caesars Entertainment. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies, and serves as an advisor to multiple registered investment companies.

Tara Hoff is a Series 66-licensed financial advisor with five years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at Merrill, Gilbane Building Company, and Rutgers Business School. Prior to her advisory career, she spent eight years in education across elementary, middle, and high school levels. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Mario Paniscotti is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. He is also involved with BKE Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Jonathan Deliso is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Nicholas Mills is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Equitable Advisors since 2004, previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as a board member of the Manasquan River Marlin and Tuna Club. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering advisory and brokerage services through LPL programs and third-party asset managers.

Zachariah Ivins is a financial advisor at Merrill Lynch Wealth Management with nearly two decades of experience in financial services. He operates a client-first practice structured like a private family office, coordinating investment management, estate and trust planning, business succession strategies, tax-efficient approaches, and lending and banking services. His work focuses on integrating various aspects of clients' financial lives to help them achieve their goals. Zachariah specializes in serving business owners planning for growth, succession, or the sale of their company; estate and trust clients aiming to preserve and pass on wealth; and families and individuals undergoing transitions such as liquidity events, career changes, retirement, or divorce. He primarily serves clients in Monmouth County, New Jersey, New York City, and across much of the United States. He holds a Personal Investment Advisor (PIA) designation and earned a high school diploma from Shore Regional High School. Outside of his professional work, Zachariah has interests that include antiquing, boating, cooking, fishing, music, spending time with family, tennis, and traveling.