Michael Blevis is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lazard Asset Management and Goldman Sachs, among other firms. He is also a financial advisor at Ela Financial Group, Inc. outside of his role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and nonprofit entities, and institutional accounts. The firm offers multiple portfolio management options, financial planning, and access to third-party money managers, operating through a large network of independent advisors.

Robert Sundermann Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 25 years and spent 37 years with IBM Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, utilizing both discretionary and non-discretionary management alongside model portfolios and research services.

Marie Errico is a financial advisor with UBS Financial Services in Ridgewood, NJ, holding a Series 63 designation and bringing 41 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Taylor Mosera is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing, Bain & Company, Ernst & Young (EY-Parthenon), Goldman Sachs, and served in the United States Army. He is also a 50% owner of Hillcrest Capital Advisors, Inc., an investment-related business based in Wyckoff, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Andy Suh is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles in educational and investment-related services, such as PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is involved in sales related to mortgage products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies with third-party asset managers and provides trade execution and custody services through Pershing.

Nicholas Thompson is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include consulting at Thompson & Thompson Consulting Inc. and involvement with educational institutions such as Fairleigh Dickinson University and Cedar Stars Academy. He also served with the Morris County Youth Soccer Association for six years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Domenick Saglimbeni is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Avantax Advisory Services and Avantax Investment Services and is a partner at the CPA firm PKF O'Connor Davies, where he provides accounting and auditing services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with discretionary and non-discretionary options.

Jose Vicente Jr. is a CFP®-designated financial advisor with Ameriprise, bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of NJ2CA, LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Michael Sadowski is a CFP®-designated financial advisor with LPL Financial, bringing four years of industry experience. Before joining LPL Financial in 2025, he worked at Wells Fargo Advisors for five years. His prior background includes roles outside the financial sector, such as involvement with the Boy Scouts of America in Northern New Jersey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from in-house and third-party sources.

William Bajakian is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and with Primerica Advisors since 1990. Bajakian is registered with Series 63 and Series 65 licenses. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Nicholas Wisnovsky is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Nylife Securities LLC, New York Life Insurance Co, and National Securities Corporation. Outside of finance, he serves as a deckhand for Jordi Sportfishing, a fishing charter based in New Jersey. 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 manages model portfolios across mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and evaluation of share classes, with notable activities including commodity pool operator registration and advisory roles for multiple registered investment companies.

Alexander Parisis is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Ramsey, NJ. He has 10 years of industry experience, including prior roles at PNC Investments LLC and PNC Bank, N.A. He has been with J.P. Morgan Chase Bank and JPMorgan Securities LLC for the past eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Crystal Springs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Peter Sears is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Sears also operated PSGDesign from 2014 to 2023. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Nationwide Advisory Services and Nationwide Insurance Company. Outside of her advisory work, she is involved with the American Safety Council in a referral capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Neil Burke is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Prudential Insurance Company for 25 years. Burke is also involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Ryan Hunt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and LPL Financial. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.