Gary Motyczka is a financial advisor with LPL Financial in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and with seven years of industry experience. He has worked with LPL Financial since 2018 and has prior experience at Affinity Federal Credit Union and Bandsaw Tire Warehouse. 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 services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Edward Shevac is a financial advisor with LPL Financial in Hackettstown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) for 27 years since 1999. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Josef Stark is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Wells Fargo Clearing for seven years and Merrill for five years. 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 portfolios, third-party asset management, and institutional platforms, supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Zamira Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to help clients pursue their long-term financial goals. She works closely with families, professionals, and small business owners, collaborating with other trusted professionals such as attorneys and accountants to provide a comprehensive view of each client's financial situation. Her approach emphasizes customized solutions that go beyond portfolio management to include wealth transfer and estate planning. With over 15 years of experience in the finance industry, Zamira holds a bachelor's degree in Finance from Fairleigh Dickinson University. She maintains a range of securities registrations through FINRA, including Series 7, 9, 10, 63, and 65, as well as multiple insurance licenses such as Life, Accident and Health, Variable Life, Variable Annuity, Property and Casualty, and certification in Long Term Care. Her background also includes experience in human resources and accounting, and she is well-versed in Medicare, assisting clients in navigating related complexities. Zamira holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional career, Zamira lives in Randolph, NJ with her husband David and their two children. She spends her free time gardening, running for charitable causes, volunteering in her children's activities, hiking, skiing, enjoying music, and traveling. Fluent in both English and Spanish, Zamira brings a broad perspective to her client relationships.

Justin Winkelman is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance Company, Mutual of Omaha Investor Services, and H. Beck Inc./Grove Point Investments. Outside of advising, he is also active as an insurance broker with Integrous Financial LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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 uses detailed client data and firm-approved analytical tools to deliver written recommendations, emphasizing collaborative, ongoing financial planning relationships.

Scott Buchanan is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior work includes serving in the United States Army on active duty from 2014 to 2022 and a brief tenure at Summit Financial LLC in 2022. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Joseph Cataldo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Raymond James since 2019 and previously spent 11 years at Morgan Stanley. He is also the owner of Iron Ridge Wealth Management Group and Cataldo Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals, and it supports a broad advisor network with additional specialized services in municipal finance and retirement plan advisory.

Frank Mastrosimone is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 49 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Royal Alliance Associates, Inc. Outside of advising, he occasionally assists his wife with her real estate transactions through Weichert Realtors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Maychl Agaybi is a financial advisor with LPL Enterprise LLC holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, Agaybi has held roles in retail and other sectors including JD Sports and Big Lots. He is also involved in a non-variable insurance agency outside of his advisory duties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Melissa Farfan is a financial advisor with LPL Enterprise, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Foresters Financial Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a broad network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

John Hanson is a Series 66 licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2019. Prior to UBS, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Outside of his advisory work, he serves on the board of Rigging Consultants, Inc., a privately held company specializing in suspended scaffolding rental and sales. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, blending institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Thomas Dartnell is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at firms including Avantax and 1ST Global Advisors. In addition to his advisory role, he is a partner at Nisivoccia LLP, a certified public accounting firm, and is involved as an owner and investor in Wealthspring Financial Partners LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures and custodial relationships.

Ronald Hunter is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial since 2015. His prior experience includes roles at Gladstone Wealth Group, Independent Financial Group, First Allied Advisory Services, and FFP Advisory Services. Outside of his advisory work, he is involved in tax preparation and accounting through Somerset Tax Advisory and also works as an independent producer for non-variable insurance with Peak Pro Financial. 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 broad range of advisory and brokerage services, utilizing a variety of investment strategies and operational tools across its extensive advisor network.

Anthony Mea Jr. is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 63 designation and 40 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans for clients.

Stacy Goerner is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2009 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing options such as tax-management and responsible investing.

Paul Tompkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Penn Mutual Life Insurance Co. He operates out of Warren, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved software and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Michael Digiovanni is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Prudential Insurance Company of America, Pruco Securities, Vestwell, Betterment, and ADP. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Charles Tamayo Mayorga is a financial advisor at LPL Financial with nine years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at INVEST Financial Corp. He is also involved with Affinity FCU, where he has been active since 2015. 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 portfolio programs, and third-party asset management, utilizing both discretionary and non-discretionary investment strategies.

Wesley Storr is a financial advisor with Ameriprise in Cedar Knolls, NJ, holding a Series 66 designation and three years of industry experience. He previously worked at Beck Consulting & Associates and Avantik. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gerard Raho is a financial advisor with Edward Jones in Mendham, NJ, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-founder of Michael Gerard Designs, a flatware design business, and serves as Vice President of the Mendham Business Association in a largely ceremonial capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor and branch network, as well as offering affiliated trust and securities-based lending services.