Nicholas Simmonds is a financial advisor with Wells Fargo Clearing in Succasunna, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2009. 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 and analytics.

Mitchell Dorfman is a CFP® professional with 44 years of industry experience, currently with Wells Fargo Advisors in Denville, NJ since 2009. He also serves as an assistant fencing coach at Randolph High School. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Fred Kessler III is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He worked at AIG from 2007 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he umpires for the North Warren Little League in Blairstown, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Marcia Geltman is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has previously worked with Avantax and 1st Global Capital Corp., and served as a partner at Nisivoccia LLP, a tax and accounting firm. Outside of advising, she is active in her community as an administrator and secretary of the Randolph Chamber of Commerce and serves as a trustee for The Growing Stage, a children’s theater organization. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services with access to affiliated and third-party managers across various program structures.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Eric Wilson is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Darmstatter Inc., and Dynamic Engineering PC. Outside of advising, he serves as Vice President of WM. H. Wilson Enterprises, is Principal and President of Wilson Engineering PLLC, and manages SludgeHammerNJ, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and a wrap-fee solution primarily for individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with a focus on percentage-based tiered fees.

James Gammero is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, both from 2009 until recently joining LPL Enterprise in 2024. Gammero is also a notary public in Whippany, NJ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Emily Brown is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Based in Lebanon, NJ, her career has been focused within the Ameriprise organization. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing both advisory and brokerage solutions through its large institutional platform.

David Salisbury is a CFP® with 25 years of industry experience. He is currently affiliated with LPL Enterprise and has held roles at Prudential Insurance Company of America and Pruco Securities, LLC over the past two decades. Salisbury also operates a financial services business and works as a financial advisor focusing on property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, 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 and a range of financial planning and consulting services.

Jason Genovese is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in a wrap portfolio program.

Ethan Hundley is a Series 63 registered advisor with 28 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Ic Advisory Services Inc and The Investment Center Inc, and has operated his own firms, Hundley Advisors LLC and Hundley Burn LLC, which provide tax planning and business accounting services. Hundley is involved in nonprofit activities as treasurer of the New Jersey chapter of the National Association of Tax Professionals and serves as president of the Small Business Wellness Foundation, a nonprofit supporting small business education and resources. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and rebalancing, with a platform notable for its scale, complex affiliate network, and private-equity ownership.

Gary Tantleff is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 36 years of industry experience. He has been with UBS Financial Services since 2008. 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 provides research-driven, tailored investment solutions.

Steven Lyons is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes tenures at Raymond James Financial, Edward Jones, and operating First Hope Wealth Management since 2015. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial services.

Todd Eosso is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 16 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2015 to 2024 before joining Wells Fargo Advisors. Eosso is also involved in Gravity Management Group Inc., a business he wholly owns and actively manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Anthony Rispoli is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services, among other firms. Outside of his advisory role, he is involved with Nisivoccia LLP and is the owner of Wealthspring Financial Partners LLC, a vehicle for acquiring financial services and tax practices. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Smith is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked with firms including Avantax and Northwestern Mutual. He also serves as a Wealth Management Assistant at Nisivoccia Wealth Advisors, where he supports client service and account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm that services individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multi-manager investment platforms with diverse program options and custodial arrangements.

Timothy Mol is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and Affinity Federal Credit Union and has held previous roles at firms including Raymond James Financial Services and Merrill. He is also involved with the Netherlands Reformed Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 access, and institutional platforms.

Duncan Roberts is a financial advisor at Edward Jones in Basking Ridge, NJ, holding a Series 66 designation. He has one year of industry experience and previously worked at Brookfield Properties and KPMG LLP. Prior to his financial career, he was involved in various roles including at Clemson University Intramural Sports and Fiddlers Elbow Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Park is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at IC Advisory Services, Inc. and The Investment Center, Inc. He is based in Bedminster, New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning, portfolio management, and institutional platforms.

Donald Marvel is a financial advisor with Equitable Advisors in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Equitable Advisors and its predecessor entity Axa Advisors since 1999. Outside of advisory services, he is involved in other outside insurance business activities. Equitable Advisors serves a broad client base including individuals, 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 employs a variety of advisory programs and third-party asset managers to match clients with appropriate investment solutions.