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.

James Caristia is a financial advisor with LPL Financial, holding a Series 66 designation and over 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. He has been a managing member of Caristia, Kulsar & Wade, LLC since 1977. 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, third-party asset management, and institutional platforms.

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.

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.

Lynn Liaskos is a financial advisor at LPL Financial with 24 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Ameriprise Financial Services, PNC Wealth Management, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Courtney Burn is a financial advisor with LPL Financial and holds a Series 66 designation. With 24 years of experience in the industry, Burn has held positions at firms including The Investment Center Inc, Emerson Reid, and Capstone Insurance and Financial Services. Outside of advisory roles, Burn is involved with Bullaro Landscaping LLC as a laborer. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various tools while overseeing significant assets and a large network of professionals.

John Fisher is a CFP® with 19 years of industry experience, currently advising at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services for ten years and has operated his own CPA practice since 1986. Fisher also serves as president of his accounting firm and manages tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Brianna Aslanian is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at LPL Financial since 2023 and previously held roles at Cadaret Grant & Co., Inc. and Infinity Wealth Management. Outside of finance, she has been a self-employed clarinet instructor for over a decade and is involved as a performing musician with several local schools and universities. 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 and model portfolio programs, with investment management executed through IARs using a variety of discretionary and non-discretionary strategies.

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.

Randall Egan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Cetera and its affiliates since 2005 and operates the Egan Wealth Management Group as a DBA. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Andrea Hauptman is a financial advisor with Cetera in Parsippany, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has held various roles since 2011, including positions at Securian Financial Services, Allied Wealth Partners, and Alianza Services Corp. Outside of her advisory work, she serves as Controller for Alianza Services Corp, an authorized Herman Miller furniture dealer. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Francis Brogan is a financial advisor with Cetera based in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with firms including Allied Wealth Partners and Securian Financial Services. Outside of advisory activities, he is also involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services delivered through a large nationwide network of independent advisors.

John Downes is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments since 2022, as well as prior positions in various fields including higher education and business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, while also providing oversight and consulting services.

Joseph Plourde is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000, including its prior affiliation as Axa Advisors LLC. Outside of his advisory role, he engages in an insurance brokerage business on a limited basis. Equitable Advisors serves a wide range of clients, 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 third-party asset management programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models without sponsoring its own wrap fee program.

Azam Chaudry is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Merrill and Bank of America, N.A. from 2016 to 2019, as well as at Sunbird Software Inc from 2019 to 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios and discretionary management while maintaining oversight of sub-advisers and addressing conflicts of interest.

V Kempson III is a CFP® professional with 41 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at American Portfolios Financial Services, Inc., Kempson & Tschopp, LLC, and Northwestern Mutual Investment Management. Outside of his advisory work, he is a musician and a 50% partner in Kempson & Tschopp LLC, which provides insurance, financial, and estate planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process is centered on model-based asset allocation and portfolio optimization, with a broad set of program options and a significant platform scale supported by a complex affiliate network.

James Hundley is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 32 years of industry experience. His background includes positions at Ic Advisory Services Inc, The Investment Center Inc, and HD Vest Insurance Agency Inc. Hundley is also a CPA and operates a tax preparation and accounting practice. 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 provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Devera is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera since 2006 and also operates Devera And Co., which he founded in 1994. In addition to his advisory work, he owns and operates a CPA business focused on tax preparation, planning, and consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Daniel Holdt is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves on multiple nonprofit boards including Birth Haven, the Diocese of Paterson, The ARC of Sussex County, and the Kittatinny Education Foundation. Equitable Advisors serves individual and institutional clients by offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.