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.

Tyler Christensen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and the University at Albany. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.

Andrew Mc Hale is a Series 66 licensed financial advisor with LPL Enterprise, holding three years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Fedex and Edison Nissan as well as attending St. Johns University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines investment advice with brokerage and insurance products.

Georgeanne Moss is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Lawrence Feiler is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at C.L. King & Associates, Inc. for nearly a decade before joining LPL Enterprise in 2026. His other business activities include involvement with non-variable insurance through a related insurance agency. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and a variety of brokerage and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

Cynthia Pettegrove is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Investments LLC for 10 years before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Norman Collier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Cetera and Everest Wealth Management since 2010 and is also a shareholder in Everest Tax Consulting, Inc., an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

Rachel Foti is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she works closely with clients to develop customized financial plans tailored to their family's unique needs, emphasizing ongoing communication and strategic plan improvement. Her professional experience includes roles as an Associate Producer and Paraplanner at The Garback Agency in 2025, and as an Associate Producer at Dennis R. Hahn Financial and Insurance Services from 2017 to 2025. Earlier in her career, she worked as a Registered Phone Representative at Merrill Lynch from 2015 to 2017. Rachel holds a California Insurance License. Outside of her professional work, Rachel is involved in family activities and social events with friends. She also enjoys snowboarding and traveling.

Sudeshna Kapoor is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

James Lewy is a CFP® professional with 38 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Goggin is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, his work history includes roles in automotive and ecommerce businesses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory programs with insurance products and lending services.

Jason Natale is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at M&T Securities, Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Polina Novozhilova is a CFP®-designated financial advisor at Charles Schwab with two years of industry experience. She has been affiliated with Charles Schwab and Charles Schwab Bank since 2023. Charles Schwab 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, offering a blend of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach.

Lilly Peng is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she was affiliated with Bank of America, N.A. Lilly has also engaged in homemaking since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brent Mccollin is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining LPL Enterprise, he worked for New Jersey Transit for 13 years and is also involved with ESS Education Management & Staffing Solution. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and brokerage and insurance products through an integrated platform supported by a network of investment adviser representatives.

Kyle Fogarty is a CFP® and ChFC® with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns a rental property in Stockton, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of nearly 24,000 financial advisors offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James B Daley Jr. is a financial advisor with UBS Financial Services in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 1995 and has prior experience at Prudential Bache Securities dating back to 1987. Outside of advisory work, he is president of a restaurant business and serves on the board of Camp Fatima, an organization providing free camps for special needs children and young adults. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research to tailor investment plans based on clients’ goals and risk tolerance.