Melissa Norwicke is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Leigh Baldwin & Co., LLC for 10 years and PFS Partners, LLC for 5 years. Norwicke is also commissioned as a notary. 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 supported by model portfolios, research, and technologies such as machine learning.

Suzanne Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory work, she is self-employed as an actor. 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 operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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.

James Caristia is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with 1st Global Capital Corp. and 1st Global Advisors, Inc. Caristia is also managing member of Caristia, Kulsar & Wade, LLC, which he has been associated with since 1977. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Steve Grossbard is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 registrations and has 37 years of industry experience. He has previously worked at Prudential Insurance Company of America and First Allied Advisory Services. Outside of his advisory role, Steve is a self-defense coach and conducts self-defense seminars several times a month. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including wrap accounts and educational seminars.

Peter Kalin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Securities and Provident Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Matthew Tripodi is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and co-create financial plans aligned with their goals. He has professional experience as a Workplace Planning Consultant at Fidelity from 2022 to 2026 and served as a High Net Worth Service Associate at Fidelity from 2021 to 2022. Through these roles, he has worked closely with clients to provide personalized financial guidance tailored to their unique situations.

Courtney Burn is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, she worked with firms including The Investment Center Inc, Ic Advisory Services Inc, and Premier Energy Group. Outside of her advisory role, she is involved with Bullaro Landscaping LLC as a laborer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Cary Fliegler is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware risk management strategies.

Jack Grondin is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked with M HOLDINGS SECURITIES, Inc. and at Trump National Golf Club Bedminster. Outside of his advisory role, he is involved with Eagle Rock Wealth Management and Greenberg and Rapp Financial Group, supporting financial planning and insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Jordon Havens II serves as a Senior Resident Director at Merrill Lynch, leading the Sparta, NJ complex and heading the HBM Group, a planning team dedicated to servicing wealth management clients. With 25 years of experience in the financial industry, Jordon's expertise spans managing individual wealth through complex market cycles, constructing comprehensive financial and estate plans, and focusing on client segments including small business owners, executives, healthcare professionals, and retirees seeking income planning. Before joining Merrill Lynch Wealth Management in 2006, Jordon managed high-net-worth fixed income portfolios and worked in various roles including wholesaling for Oppenheimer and advising retail and institutional clients in New York City. He began his career at The Vanguard Group in Scottsdale, Arizona. Jordon holds a Bachelor's Degree in Finance from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. Originally from Fishkill, NY, Jordon lives in Randolph, NJ with his wife, three children, and three Labrador retrievers. Outside of his professional commitments, he participates in activities such as golf, competitive fishing, cooking, and dog training. He is involved with organizations including ASPCA, the NRA, 11th Hour Dog Rescue, Camp Bow Wow Foundation, and serves as a softball coach for Girls Town Rec & Travel.

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.

Michael Bostedo is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services and Provident Bank prior to his current roles. Outside of advising, he is a partner and co-owner of Bostedo Construction, LLC, where he manages financial aspects of the business with his father. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to both affiliated and third-party money managers.

William Weiss is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1997. Weiss serves as Vice President on the board of the Morristown Rotary Club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Anna Perasso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her prior work includes roles at Avantax, HSBC Securities, JPMorgan Securities, and TIAA. She is also a partner and senior advisor at the Center For Financial Strategies LLC, where she works directly with clients on financial planning and wealth advice. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services.

Rahn Singer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1ST Global Capital Corp. Singer is also a CPA and owner of Rahn J. Singer, CPA LLC, a firm he has operated since 1987. Outside of advising, he serves on the board of the National Kitchen & Bath Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, managing over $256 billion in assets.

Robyn Jensen is a CFP®-certified financial advisor with Edward Jones, based in Hackettstown, NJ. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she owns a vacation home in Chincoteague, VA, which is occasionally used as a rental property but is not currently rented. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, mutual funds, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Joseph Plourde is a financial advisor with Equitable Advisors in Verona, NJ, holding a Series 66 designation and possessing 25 years of industry experience. He has worked at Equitable Advisors since 2000 and previously at Axa Advisors LLC for 20 years. Outside of his advisory role, he is involved part-time in an insurance brokerage business. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Azam Chaudry is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Merrill and Sunbird Software Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with noted use of systematic methodologies and regulatory oversight.

Sharif Marzouk is a financial advisor with Equitable Advisors in Morris Plains, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he owns and operates a property and casualty insurance agency and is involved in a car trading hobby through a separate business entity. 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 a network of third-party asset managers and LPL programs. The firm utilizes a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.