Michael Barbieri is a financial advisor with Primerica Advisors in Brick, NJ, holding Series 63 and Series 65 registrations. He has 30 years of industry experience, all with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory services, he is involved in selling home security and automation products and loan products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies and manages approximately $15.5 billion in assets through a network of nearly 3,700 advisors and over 1,800 offices.

Joseph Sarbello is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at National Planning Corporation, Cetera Advisors LLC, Citigroup Global Markets, and Advest, Inc. He is also associated with MidAtlantic Wealth Management, Ltd. as an investment-related business entity for tax purposes. 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 portfolio programs, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Anthony Canderozzi is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he serves as a board member for Caregiver Volunteers of Central Jersey and is president of the Jackson Township Chamber of Commerce. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning.

Mark Likes is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc. and Cadaret, Grant & Co., Inc. Outside of advising, he is involved in tax preparation and accounting, holds a notary commission in New Jersey, and has interests in mortgage and real estate services. 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 financial planning and advisory services through a large network of advisors and utilizes various investment models and technology tools to support client portfolios.

Karl Lorch is a financial advisor with Mass Mutual Investors Services, holding over 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 34 years. In addition to his advisory role, Lorch operates as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software tools to develop tailored financial strategies.

David Scureman is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors and LPL Financial. Outside of his advisory role, he is a co-owner of Freedom Financial Partners, LLC, a non-investment related business entity. 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, supported by both discretionary and non-discretionary strategies.

Alexander Joice is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Outside of his advisory role, he is an associate at Titan Agency LLC, involved in the sale of auto and homeowner's insurance. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing third-party TAMPs and LPL-sponsored advisory programs, while offering a range of investment options including mutual funds, ETFs, and select alternative investments.

John Deliso is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory duties, Deliso serves as a trustee and board member for the Bayshore Medical Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients. The firm utilizes various advisory models and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Anthony Girgis is a financial advisor with Equitable Advisors in Toms River, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2007. Outside of his advisory work, he volunteers as a substitute lunch aid at Westminster Nursery School and serves as co-trustee of family trusts. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, providing services that include ERISA fiduciary offerings and a range of investment products without relying on proprietary wrap fee programs.

Lindsay Cusick is a financial advisor at Equitable Advisors with a Series 66 designation and 15 years of industry experience. She has worked at Equitable Advisors and its predecessor, AxA Advisors, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

John Lynde is a financial advisor at Cetera with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and operating the Wealth Insight Group, a financial services business he founded in 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Robin Deflice is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He founded Deflice Financial Group in 2002 and previously worked at Cadaret, Grant & Co., Inc. from 2001 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.

Conor Egan is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 19 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company. He serves as a partner in Egan Lynch Financial Group, LLC, and is a director of the non-profit organization People's Pantry Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning and investment programs, including recently introduced standalone Divorce Planning services and event-driven planning for estates and employer-sponsored benefits.

Jonathan Panigel is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing new wealth, personal retirement planning, and portfolio management services. He has a longstanding passion for investing and wealth planning that dates back to high school and is dedicated to helping clients achieve their financial goals. Jonathan holds the Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from Yeshiva Mayen Hatalmud. Since joining Merrill Lynch, he has developed close relationships with his clients, focusing on guiding them to live their best possible financial lives. Outside of his professional work, Jonathan enjoys a variety of personal interests including baseball, basketball, football, ice hockey, music, running, softball, traveling, and spending time with his family.

Thomas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of financial advising, he owns and operates Expressive Image Photography, a business active since 1992. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments, with a focus on fiduciary services for qualified plans.

Patrick Connelly is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, previously working at MetLife Securities from 2009 to 2017. Outside of his advisory role, he operates as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, annual planning engagements that utilize firm-approved analytical tools.

Christopher Carbone is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Merrill since 2014 and at Bank of America, N.A. since 2015. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Luppo is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 credential. His prior roles include positions at Bank of America Merrill Lynch, Gilder Gagnon Howe & Co LLC, and BLV Securities. Outside of financial advising, he has worked as a casino host for Caesars Entertainment. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds strategies, and serves as an advisor to multiple registered investment companies.

Tara Hoff is a Series 66-licensed financial advisor with five years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at Merrill, Gilbane Building Company, and Rutgers Business School. Prior to her advisory career, she spent eight years in education across elementary, middle, and high school levels. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Mario Paniscotti is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at National Planning Corporation, Cetera Advisors LLC, and Citigroup Global Markets. He is also involved with BKE Wealth Management, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, leveraging a large network of advisors and a variety of investment strategies and technological tools.