Thomas Schaible is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors and Securities Service Network, among other firms. He is also a partner in a CPA firm and serves on the board of a nonprofit organization. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services with a range of investment solutions that include automated portfolio management and access to third-party money managers.

Douglas Heil is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Avantax in various capacities from 1992 to 2021. He owns a tax preparation business operating under DKH Tax Professionals LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Maria Mc Keon is a Senior Financial Advisor at Merrill Lynch Wealth Management, leveraging over 25 years of experience in the financial industry. She has served in various roles including senior investment banker and public finance professional at Citigroup, co-founder of an advisory firm, CFO, and financial advisor to multiple enterprises. Her practice focuses on corporate and personal investment, retirement planning, liquidity management, insurance, and lending solutions within the Bank of America platform. Maria works with businesses, institutions, non-profits, and individual investors to help them achieve their financial goals through a holistic approach. Maria holds a Bachelor's degree from Herzen University and a Master's degree in International Finance and Business from Columbia University in New York City. She holds several professional designations including Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains a nationwide advisory practice and has considerable international finance and business background from her extensive work and travel in emerging markets. Outside of her professional life, Maria is an avid traveler and engages in personal interests such as antiquing, gardening, and tennis.

Kathleen Reese is a financial advisor at LPL Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

James Altman is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Hedy Zahran is a Financial Consultant at Fidelity Investments, a position she has held since 2019. In this role, she focuses on understanding clients' goals and helping them navigate options to work towards achieving those objectives. She collaborates with clients to examine their financial plans, define their destinations, and identify appropriate paths, utilizing Fidelity's range of offerings to support meaningful progress. Prior to joining Fidelity, Hedy accumulated extensive experience in the financial sector, including roles such as Vice President at MSCI from 2011 to 2016 and at Pershing from 2008 to 2009. Earlier in her career, she held positions at Goldman Sachs, Credit Suisse, Scudder Kemper Investments, and BEA Associates, gaining a broad foundation in financial services. Hedy holds a California Insurance License, which complements her expertise in financial consulting.

James Leuenberger is a financial advisor with LPL Enterprise who holds the Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and joined LPL Enterprise in 2024. He is also involved in the sale and service of Prudential-sponsored property and casualty insurance. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

Kathleen Miller is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2013. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Glenn Schunkewitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Chester, New Jersey. In his role, he works closely with clients to identify their financial security needs and develop tailored strategies to help achieve their goals. Glenn focuses on a range of wealth management areas, including estate planning, retirement income, cash flow planning, college education funding, liquidity management, and legacy planning. He prioritizes consistent long-term portfolio performance and draws on over 40 years of experience in the fixed-income markets, with particular expertise in municipal bonds. Since beginning his financial services career in 1982, Glenn has provided guidance to multiple generations of families, assisting with complex wealth management issues. He supports clients in coordinating retirement income streams from Social Security, pensions, and investment rollovers to help maintain their desired lifestyle. Additionally, Glenn acts as a central point of contact to integrate his clients' various financial advisors, promoting a comprehensive approach to wealth management. Glenn holds a bachelor's degree in accounting and business from Albright College and holds the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations including the Bergen County Bicycle Club and the Peapack Gladstone Chamber of Commerce. Outside of work, Glenn enjoys biking, hiking, camping, reading, traveling, and spending time with his family.

William Meyer is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at West Virginia University and Pelican Shops in various roles. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

William Clinton Jr. is a CFP®-designated financial advisor with 18 years of industry experience, currently with LPL Financial since 2022. His previous roles include positions at Edward Jones and Mirae Asset Global Investments (USA) LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kyle Swift is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Fidelity Investments and has held various roles connected to Delbarton School and Virginia Tech. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to a range of clients including individuals, high-net-worth investors, and charitable organizations.

Rosario Greco is a CFP® designated financial advisor with 39 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp. for 22 years. He also maintains an agent position with Greco Nader and Associates, where he sells life insurance, fixed annuities, and long-term care products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct portfolios tailored to client needs.

Brian Reiss is a CFP®-credentialed financial advisor with Ameriprise, based in East Windsor, NJ, and has 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Chairman of the Board of Directors for the First Presbyterian Church of Hightstown. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team that delivers tailored, research-based recommendations to support clients’ retirement income planning.

Eric Taylor is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Franco Alfieri is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2012, progressing through various positions including Branch Leader from 2023 to 2025, and Vice President, Financial Consultant from 2018 to 2023. Prior to joining Fidelity, he worked as a Financial Advisor at Metlife from 2011 to 2012. Franco focuses on building relationships founded on trust and education, aiming to empower clients to make informed decisions about their financial planning. He emphasizes helping clients understand their options and considerations to feel confident and prepared for important financial moments. Outside of his professional work, Franco enjoys concerts, family activities, football, outdoor adventures, soccer, and traveling.

Thomas Smith is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax and Blue Valley Financial LLC. In addition to his advisory role, Smith owns and operates Hess and Smith, a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Karen Stark is a Wealth Management Advisor at Merrill Lynch Wealth Management in Chester, NJ. She works with individuals, families, women, and business owners to develop personalized financial strategies that align with their short-term and long-term goals. Karen’s approach emphasizes understanding each client's unique circumstances and priorities to create cohesive wealth management plans. Her focus areas include family wealth management strategies, legacy planning, portfolio management services, tax minimization, retirement income, and supporting women in wealth. Karen holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an MBA in Finance from St. John's University and a Bachelor's degree from Syracuse University. Karen is involved in her community through the Rockaway Valley Garden Club and St. Cecilia Church. Outside of work, she enjoys gardening, reading, and practicing yoga.

Alexander Vasilantone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at National Planning Corporation and Securities America Advisors before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ronald Garutti Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 30 years of industry experience. His prior experience includes roles at Cetera and Securian Financial Services. He is involved with Lifetime Financial Planning and Newroads Financial Group, entities associated with his LPL business, and also sells non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.