Man Lee is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Nisivoccia LLP since 2020 and is a partner there, providing audit and consulting services for local governmental entities. Lee is also the owner of Wealthspring Financial Partners LLC, a vehicle created to operate acquired financial services and tax practices separately from the Nisivoccia LLP brand. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and consulting services through a multi-manager platform, providing access to affiliated and third-party money managers with a range of program options.

William Moynihan is a financial advisor at Stifel with 28 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside his advisory role, he is a member of the New Jersey Army National Guard and participates in community outreach with Project Self Sufficiency of Sussex County. He also assists in supervising a family contracting business during snow plow operations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that guide client decisions.

Yamei Chang is a financial advisor with RBC Capital Markets in Hackettstown, NJ, holding a Series 66 designation and having 24 years of industry experience. She previously worked at Merrill for 11 years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Dominick Sarinelli is a Series 66 licensed financial advisor with 19 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. Outside of his advisory work, he serves as Treasurer for The 200 Club of Morris County, a nonprofit supporting local public safety members who die in the line of duty. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party managers and model portfolios.

Ronald Guenther is a Series 65-licensed financial advisor with six years of experience at Cetera and ten years at Haber & Guenther LLC. He is based in Hackettstown, NJ. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures, third-party money managers, and a diverse range of investment strategies.

Frank Ward is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Morristown, NJ since 2021. His prior experience includes roles at Merrill and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 investment adviser representatives.

Michael Keller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Coastal Equities, International Assets Investment Management, Cetera Advisors, and Citigroup Global Markets. Keller operates in Sparta, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services supported by various investment strategies and technology tools.

Jordan Crowley is a CFP® professional affiliated with Raymond James Financial with six years of industry experience. He has held advisory roles at firms including Eagle Rock Wealth Management and Greenberg & Rapp. His prior work includes positions at M Holdings Securities and Maltin Wealth Management. Crowley’s background also includes involvement with several country clubs and golf-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes analytical tools to tailor non-discretionary planning and supports its clients through advisory programs and institutional consulting.

Eric Murtha is a financial advisor with Mass Mutual Investors Services in Morristown, NJ, holding a Series 66 designation and having 25 years of industry experience. His prior experience includes eight years at Metlife Securities Inc. He is also an agent with Capital Benefits, where he is involved in insurance brokerage including individual life, property and casualty, and group benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning engagements supported by firm-approved analytical tools.

Nadia Ebanks is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Keller Williams Towne Square Realty. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using primarily model-driven investment strategies created by third-party asset managers.

Pamela Sutton is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved with JIA, LLC, a business entity used for tax and bookkeeping purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Glenn Schwier is a Series 66-licensed financial professional with five years of industry experience. He is currently with Cetera and also a partner at Nisivoccia LLP, where he oversees tax services and handles complex tax research and planning. Schwier is an owner of Wealthspring Financial Partners LLC, a vehicle created to acquire and operate financial services and tax practices separately from Nisivoccia LLP. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and financial planning services across various program structures and custodial relationships.

Joseph Hendrick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Citigroup Global Markets for seven years before joining LPL Financial in 2009. He is also involved in the sales of fixed life, health, disability, fixed annuities, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional solutions, supported by advisor tools and a broad range of financial services.

Ryan Miscik is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services and M Holdings Securities. He is also associated with Eagle Rock Wealth Management and Greenberg and Rapp as a financial advisor based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Panagiotis Tsilios is a financial advisor at Primerica Advisors with nine years of industry experience. His background includes roles at Color Street, LLC, PFS Investments Inc., Primerica Financial Services, and Thomas and Betts. He also owns a tax preparation business called Mail In My Return. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Gian Paolella is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors Inc. and New York Life Investments, among others. Paolella is also involved with Morristown Wealth Management LLP, an entity through which he conducts his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Mehaffey is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Mehaffey also serves as a trustee for the Robert and Jane Malavarca Family Trust, managing life insurance trust activities. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors, employing a multi-manager platform with various investment program options.

Joseph Proscia is a financial advisor with LPL Financial in Hope, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His background includes 20 years at Alliance Bernstein and two years at Allianz Global Investors Managed Accounts LLC. He is also involved with First Hope Wealth Management, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational tools.

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.

Melissa Norwicke is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She previously worked at Leigh Baldwin & Co., LLC for ten years and has held other roles at PFS Partners, LLC and 1st Global Advisors Inc. Outside of her advisory work, she is a notary in Stanhope, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its large network of over 22,800 advisors.