Aleksey Olovyannikov is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Primerica Advisors, Guardian Life Insurance Company, and Northeast Financial Network. Outside of finance, Olovyannikov is involved in local politics with the South Bound Brook GOP and has expressed interest in serving as an elected borough council member. He also pursues photography and assists individuals with vehicle purchases through a separate auto-assist business. UBS Financial Services serves individual, corporate, and institutional clients by offering a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Roger Cortina Hernandez is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding clients' financial goals and situations to develop tailored plans aimed at providing clear guidance and peace of mind for their financial futures. Prior to this, he worked as a Senior Premier Banker at Wells Fargo Advisors from 2014 to 2024, where he gained extensive experience in financial services and client relationship management. Roger holds a California Insurance License, which supports his ability to provide comprehensive financial planning and insurance solutions. His approach emphasizes client education and utilizes advanced tools to enhance service delivery and client satisfaction. Outside of his professional work, Roger enjoys engaging in art, attending social events with friends, watching movies, listening to music, reading, and traveling.

Christopher Miller is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he held positions in various industries including legal services, retail, and education. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Anthony Caruso is a financial advisor with Cetera, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at Securian Financial Services and Minnesota Life Insurance Company for 18 years and has been associated with Allied Wealth Partners since 2014. Outside of advising, he is a partner in a DBA firm and works as an independent real estate contractor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with various program options and access to multiple third-party money managers.

Kourtney Clarke is a financial advisor at Fidelity with 12 years of industry experience and a Series 66 designation. Her prior roles include positions at Morgan Stanley Smith Barney, Merrill, and Wells Fargo Advisors. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Mark Mauro is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and previously worked at Ic Advisory Services, Inc. and The Investment Center. Outside of his advisory role, he serves as a board member for the At Ease Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging a large network of investment adviser representatives and advanced research tools.

John Guyet is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads an advisory team focused on helping high net worth families and individuals manage their wealth and achieve their long-term financial objectives. John brings over 25 years of experience in the financial services industry, beginning his career in 1997 with asset management firms including Lord Abbett, Nuveen Investments, and Lazard Asset Management. He joined Merrill in 2021, transitioning to wealth management. His expertise encompasses a wide range of client focus areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, retirement income, and services tailored for endowments, foundations, and non-profits. John holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Stockton University. John is engaged in community service and volunteers with the Our House Foundation. Outside of work, he enjoys fishing, golfing, hiking, reading, skiing, traveling, and spending time with his family. His approach involves working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals.

Michael Jordao is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Based in Warren, NJ, Jordao has worked exclusively at UBS during his professional career. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Michael Albergo is a financial advisor with Merrill Lynch Wealth Management, specializing in institutional investment consulting, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with individuals and families to provide personalized advice and comprehensive wealth planning, focusing on building lasting relationships based on trust and tailored strategies that align with each client's goals. Michael holds a High School Diploma from Saint Augustine Prep and a Bachelor's Degree from Kutztown University of Pennsylvania. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes simplified, thoughtful planning and disciplined investment management to help clients navigate financial milestones and prepare for retirement. Outside of his professional work, Michael engages in activities such as baseball, golfing, pickleball, running, surfing, and traveling.

Josef Stark is a financial advisor at LPL Financial with 57 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Merrill. Stark has been with LPL Financial since 2023. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Agne Mir is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Bank of America, Fidelity Brokerage Services LLC, and Santander Securities, LLC. 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 plans, corporations, and charitable organizations.

Lisa Morrison is a Wealth Management Advisor with more than 38 years of experience at Merrill Lynch Wealth Management. She is known for building relationships that span two and three generations of client families across more than 25 states. Lisa’s approach emphasizes proactive financial planning, addressing clients’ likely challenges in advance to support their financial health and emotional wellbeing. Her areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Lisa holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated summa cum laude with a Bachelor’s degree in Business Administration from Centenary College. Lisa serves as Immediate Past President and current Trustee of the Greater Middlesex-Somerset Estate Planning Council, leveraging a nationwide network of subject matter experts to benefit her clients. She is active in her community through volunteer coordination for Girls on the Run and membership in the Glen Gardner Women’s Club. Lisa resides in Glen Gardner with her husband and has two adult sons. Her personal interests include biking, boating, gardening, hiking, reading, traveling, and yoga.

Robert Hikes is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2018. He has prior experience at Invest Financial Corporation and has been involved with Affinity Federal Credit Union and Affinity Investment Services, LLC for over a decade. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Tyler Christensen is a financial professional at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors. Christensen also has experience outside financial advisory, including roles in insurance and non-variable insurance agencies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach, utilizing model portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Bruce Goldman is a financial advisor at Charles Schwab with 39 years of industry experience. He has held a Series 63 and Series 65 designation and has been with Charles Schwab & Co., Inc. since 2005. Based in Jersey City, NJ, he has been part of Schwab’s advisory team for over two decades. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Michael Susini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 13 years at Morgan Stanley in various roles. 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.

Lawrence Feiler is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked for C.L. King & Associates, Inc. for a total of ten years before joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joseph Kayal is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as a brief tenure at Uber, Inc. Outside of advisory work, he is active as an insurance broker, selling life, fixed annuities, disability, long-term care, health, and property & casualty insurance. Mass Mutual 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, wrap and money-manager programs, and educational seminars.

Cynthia Pettegrove is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at PNC Investments LLC for 10 years before joining her current firm in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions and ESG considerations.

Karen Ostarticki is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. She works closely with successful professionals at or near retirement to build their desired retirement plans and next financial stages, providing tailored strategies aimed at achieving financial confidence. Karen holds a Bachelor's Degree from West Virginia University and is a Personal Investment Advisor (PIA). She collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy approaches. Her focus includes helping clients manage concentrated stock positions and transition events such as retirement, inheritance, or business sales, as well as providing access to a broad range of Bank of America services. Residing in Bedminster, New Jersey, Karen leads an active lifestyle and serves as the Membership Director for the Central New Jersey chapter of LPGA Amateurs. She is involved with local Chambers of Commerce and community organizations, including Leadership Morris and former service on the Master Association board. Family and faith are central to her daily life, and she enjoys biking, boating, football, golfing, music, and spending time with family.