Chloe Moore is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Fidelity Investments and has a background in performing arts, including experience as an opera singer and voice teacher. She currently serves as a soprano section leader at Doylestown Presbyterian Church. 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 approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Elias Chamoun is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and BMO Nesbitt Burns. Before entering the financial industry, he was involved in Choice Refreshments Vending for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Robert Lamperti is a financial advisor with LPL Financial in Chester, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

David Nader is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Osaic since 2025. Prior to joining Osaic, he worked for Lincoln Financial Advisors Corp. for 22 years. Outside of his advisory work, he co-owns ASDN Ent., LLC, which provides marketing and brand-building services to martial arts athletes. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm employs a range of asset-allocation tools and portfolio management strategies, offering integrated brokerage and advisory services supported by various third-party platforms.

Michael Salerno is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Raymond James, he spent 14 years at Commonwealth Financial Network. Salerno is also an independent contractor for Executive Wealth & Retirement Strategies, a financial planning company operating under a DBA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through affiliations uncommon in large institutional advisors.

Leonard Mancini is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for American Portfolios Financial Services, Inc. for 21 years and OSAIC for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research, model portfolios, and various technology platforms.

Marielle Cassubhai is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with Wealth Management Advisors and ultra high net worth clients to develop and refine strategies for wealth growth, preservation, and transfer. She leverages Fidelity's resources and insights to support collaborative financial planning. She has been with Fidelity Investments since 2013, holding roles including Senior Relationship Manager, Wealth Management Senior Services Specialist II, and currently as a Wealth Management Planning Consultant. Her experience spans various aspects of wealth management and client relationship management within the firm.

Rajpreet Saran is a Financial Advisor with Merrill Lynch Wealth Management. He provides individualized financial planning and investment advice, focusing on helping clients pursue their unique financial goals through carefully tailored strategies. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, portfolio management, and small business strategies. Rajpreet holds a Bachelor's Degree in Business Administration from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach to wealth management views it as an art dedicated to assisting individuals and families in realizing their visions for the future and achieving financial well-being. Outside of his professional role, Rajpreet enjoys playing tennis and pickleball and spending time with his family. His personal philosophy centers on uncovering what matters most to clients and their families in order to create meaningful financial plans aligned with their values and aspirations.

Pierce Hyldahl is a financial advisor at Equitable Advisors with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Robert Half and Ramapo College of New Jersey. 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, offering both advisory and brokerage/insurance channels to meet client needs.

William Pretory is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. He is also active as Director of Planning at Wealthspring Financial Partners LLC and as a Wealth Management Advisor at Nisivoccia Wealth Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors, providing a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options and investment platforms, including model portfolios, third-party managers, and customized strategies.

Stephen Walker Jr. is a financial advisor with Ameriprise in Somerville, NJ, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Outside of his advisory role, he owns WX3 Practice Management, a business focused on practice management services. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Zachary Little is a Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2018, holding roles that include Senior Portfolio Advisor. Zachary is recognized for building strong, enduring relationships with families, focusing on understanding their financial history, current situation, and future goals to support their journey toward financial freedom. Zachary's expertise encompasses areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). He earned his Bachelor's degree in Finance from Rutgers University. Outside of his professional work, Zachary enjoys spending time with his family and engages in activities such as golf, fishing, baseball, cooking, football, hiking, pickleball, reading, and watching movies.

Brandon Leung is currently the Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in achieving their financial goals and ensuring peace of mind. In this role, he emphasizes a collaborative approach, working closely with clients and their families to develop personalized wealth management plans. Brandon's professional experience spans various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2021 to 2025. His background also includes positions as an Insurance Advisor at The Fortis Agency LLC, Founder and Managing Partner of Invictus Financial Partners LLC, Internal Advisor Consultant at New York Life Investment Management LLC, Financial Consultant at JPMorgan Chase, and Financial Solutions Advisor at Merrill Edge. Outside of his professional responsibilities, Brandon has interests that include food, football, social events, movies, pets, and volunteering.

Stephen Croghan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves as president of the North Hunterdon Rotary Club. He is also the owner of Three Bridges Wealth Advisors LLC, a financial planning and investment firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Meghan Casey is a financial advisor at Edward Jones with 11 years of industry experience. She joined Edward Jones in 2016 after two years with JP Morgan Securities LLC. Outside of her advisory role, she participates in management decisions for a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Timothy Stevens is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated Private Bank since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Dustin Lindley is a financial advisor with Edward Jones in Clinton, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2009 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Nikos Antivachis is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and is managing member of two insurance-related firms, Jona Income Solutions LLC and Carlton Risk Management, LLC. Outside of his advisory roles, he serves as a board member and travel/tournament director for the Branchburg Baseball Club. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple advisory platforms, third-party money managers, and unified managed accounts. The firm employs asset-allocation tools, automated rebalancing, and supports various portfolio management approaches to meet client needs.

Martine Pate is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies tailored to their unique financial goals, including legacy planning, personal retirement planning, women and wealth, and retirement income. Martine works closely with clients to create flexible strategies that adapt to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Martine holds a Bachelor's Degree from Wagner College and is designated as a Personal Investment Advisor (PIA). In addition to her professional work, she is involved in community volunteer activities, reflecting her commitment to the communities Merrill Lynch serves.

Robert Connelly is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services LLC. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by its integrated operational structure and multi-asset model portfolios.