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 financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has held positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. Sarinelli is also a partner at Nisivoccia LLP, a firm specializing in tax and accounting services, where he has worked since 1989. Additionally, he serves as Treasurer of The 200 Club of Morris County, an organization supporting local first responders and their families. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program platforms and third-party money managers.

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 advising clients at LPL Financial in Morristown, NJ. Prior to joining LPL Financial in 2021, he held positions at Merrill and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Keller is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Coastal Equities, International Assets Investment Management, Cetera Advisors, and operated his own firm, Keller Wealth Management Group. 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, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Jordan Crowley is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial in Morristown, NJ. He has previously worked with firms including Maltin Wealth Management and Greenberg & Rapp. Crowley has also been affiliated with Eagle Rock Wealth Management and Greenberg & Rapp as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on risk profiling, modeling potential outcomes, and incorporates municipal advisory services and employer plan 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 work includes positions at PFS Investments Inc. and Primerica Financial Services, as well as roles in real estate and mortgage firms. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, employing model-based investment strategies managed by third-party asset managers. The firm operates nationally with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Pamela Sutton is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. She is also associated with JIA, LLC, a tax and bookkeeping business entity. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that includes financial planning, model portfolios, and third-party asset management.

Glenn Schwier is a financial advisor with Cetera, holding a Series 66 license and four years of industry experience. He has previously worked at Avantax Insurance Services and Nisivoccia Wealth Advisors and is a partner in the accounting firm Nisivoccia LLP, where he focuses on tax advisory and complex tax research. Schwier is also the owner of Wealthspring Financial Partners LLC, which serves as an acquisition vehicle for various financial and tax practices. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and works with over 10,000 advisors managing more than $256 billion in assets.

Joseph Hendrick is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he is involved in the sales of fixed life, health, disability, fixed annuities, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with LPL Financial, holding CFP® and Series 66 credentials, and has 12 years of industry experience. He previously worked at Raymond James Financial Services and New York Life Investments, and he is also affiliated with Morristown Wealth Management LLP. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and technology-driven solutions.

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.

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.

Joseph Proscia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Alliance Bernstein for 20 years before joining LPL Financial and First Hope Bank in 2025. 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.