Stephen Gribben is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Citigroup Global Markets from 2002 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages substantial assets and offers both brokerage and advisory solutions supported by research and analytics.

Robert Junge is a Certified Financial Planner (CFP®) with 37 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Private Advisor Group, PNC Wealth Management, Wells Fargo Clearing, and Uvest Financial Services Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Edward Skarbnik is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes seven years at Citigroup Global Markets. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment approaches.

Tara Flax is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 plans to clients’ goals and risk tolerances.

Brian Sulewski is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Haris Hot is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Fulton Financial Advisors, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of advisory roles, he has been involved with Fast Track Construction Systems Inc. for three years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Brian Gallacher is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Northwestern Mutual from 2016 to 2022. Outside of his advisory work, he is involved in life and fixed annuities insurance sales and serves as a church clerk, providing administrative and financial support. 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 financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and provide written recommendations.

June Scortino is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 66 license, with 11 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Company of America, Pruco Securities LLC, Invest Financial Corporation, Osaic FA, Inc., and VOYA Financial Advisors, Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to external asset managers, and insurance services through affiliated entities.

Christian Barsi is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 66, Series 63, and Series 65 registrations. His prior experience includes roles at Citigroup Global Markets and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Eric Pressman is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2015, previously spending nine years at Merrill. Outside of finance, he offers golf lessons as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations.

Christina Zoppi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has been with the firm since 2025 and has prior experience in real estate and engineering roles. Outside of her advisory work, she owns and manages an eBay storefront and is an active real estate agent with Keller Williams Realty Metropolitan. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships utilizing firm-approved analytical tools and offers various specialized planning programs.

Jordan Trunk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a research-driven advisory process supported by centralized due diligence and offers capabilities in derivatives and commodities through specialized regulatory registrations.

John Racciatti Parker is a CFP® professional with 27 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2024, following a 15-year tenure at Morgan Stanley Smith Barney LLC. Outside of his financial advisory career, he owns and operates Feather Ridge Farm LLC, a family farm in Asbury, NJ, where he manages horse care and agricultural production. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad range of portfolio management styles and affiliated research.

Brunilda Fullowan is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Anisha Mahajan is a financial advisor at Edward Jones in Warren, NJ, holding a Series 66 designation with five years of industry experience. Her career includes roles at Allianz Global Investors and MetLife Investment Management before joining Edward Jones. Outside of advising, she is involved in venture capital and healthcare technology initiatives, including investments in early-stage healthcare companies and women's health ventures, as well as participation in a South Asian movie production company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide presence of financial advisors and branch offices.

Robert Curtis is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Curtis serves as board president for Literacy Volunteers of Somerset County, an organization that promotes adult literacy through tutoring and community programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations on topics such as retirement and estate planning. The firm offers planning and managed-account services separately, with a consolidated billing option, and does not provide discretionary portfolio management for institutional clients.

Michael Tormey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior firms include Santander Securities, Guardian Life, Equitable Advisors, and Raymond James Financial Services. Outside of his advisory role, he works as a driver for both Lyft and Uber. 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 investment management services, utilizing various portfolio strategies and technology tools to support its extensive network of over 22,800 advisors.

Wayne Chernin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he sells Medicare supplement insurance with Aetna as a referral agent. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers services such as financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Tamara Costa is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked at Fidelity brokerage Services LLC since 2018, as well as at The Law Office of James T. Elliott, LLC from 2014 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.