Pierce Hyldahl is a financial advisor at Equitable Advisors with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Robert Half and Ramapo College of New Jersey. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

William Daniel is a financial advisor with Equitable Advisors in Somerset, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Cheng Ji is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, Cheng worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jnz Capital. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolio programs, combining advisory services with brokerage and insurance products through an integrated platform.

William Pretory is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. He is also active as Director of Planning at Wealthspring Financial Partners LLC and as a Wealth Management Advisor at Nisivoccia Wealth Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors, providing a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options and investment platforms, including model portfolios, third-party managers, and customized strategies.

Stephen Walker Jr. is a financial advisor with Ameriprise in Somerville, NJ, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Outside of his advisory role, he owns WX3 Practice Management, a business focused on practice management services. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Zachary Little is a Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2018, holding roles that include Senior Portfolio Advisor. Zachary is recognized for building strong, enduring relationships with families, focusing on understanding their financial history, current situation, and future goals to support their journey toward financial freedom. Zachary's expertise encompasses areas such as college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). He earned his Bachelor's degree in Finance from Rutgers University. Outside of his professional work, Zachary enjoys spending time with his family and engages in activities such as golf, fishing, baseball, cooking, football, hiking, pickleball, reading, and watching movies.

Brandon Leung is currently the Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to assisting clients in achieving their financial goals and ensuring peace of mind. In this role, he emphasizes a collaborative approach, working closely with clients and their families to develop personalized wealth management plans. Brandon's professional experience spans various roles within the financial services industry. Prior to his current position, he served as a Planning Consultant at Fidelity Investments from 2021 to 2025. His background also includes positions as an Insurance Advisor at The Fortis Agency LLC, Founder and Managing Partner of Invictus Financial Partners LLC, Internal Advisor Consultant at New York Life Investment Management LLC, Financial Consultant at JPMorgan Chase, and Financial Solutions Advisor at Merrill Edge. Outside of his professional responsibilities, Brandon has interests that include food, football, social events, movies, pets, and volunteering.

Stephen Croghan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1993 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he serves as president of the North Hunterdon Rotary Club. He is also the owner of Three Bridges Wealth Advisors LLC, a financial planning and investment firm. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Meghan Casey is a financial advisor at Edward Jones with 11 years of industry experience. She joined Edward Jones in 2016 after two years with JP Morgan Securities LLC. Outside of her advisory role, she participates in management decisions for a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Timothy Stevens is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated Private Bank since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Dustin Lindley is a financial advisor with Edward Jones in Clinton, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at PRUCO Securities, LLC and The Prudential Insurance Company of America from 2009 to 2018 before joining Edward Jones in 2018. 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 and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Richard Panchery is a financial advisor with UBS Financial Services in Hillsborough, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at UBS since 2000. Outside of his advisory role, he is involved as a passive referral associate with the Passaic County Board of Realtors Referral Network. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Nikos Antivachis is a financial advisor with OSAIC, holding Series 63, 65, and 66 credentials and bringing 24 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and is managing member of two insurance-related firms, Jona Income Solutions LLC and Carlton Risk Management, LLC. Outside of his advisory roles, he serves as a board member and travel/tournament director for the Branchburg Baseball Club. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple advisory platforms, third-party money managers, and unified managed accounts. The firm employs asset-allocation tools, automated rebalancing, and supports various portfolio management approaches to meet client needs.

Martine Pate is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies tailored to their unique financial goals, including legacy planning, personal retirement planning, women and wealth, and retirement income. Martine works closely with clients to create flexible strategies that adapt to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Martine holds a Bachelor's Degree from Wagner College and is designated as a Personal Investment Advisor (PIA). In addition to her professional work, she is involved in community volunteer activities, reflecting her commitment to the communities Merrill Lynch serves.

Robert Connelly is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services LLC. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by its integrated operational structure and multi-asset model portfolios.

Michael Vespucci Paxson is a Financial Consultant at Fidelity Investments. He partners with clients to help them create, implement, and maintain their personal financial plans, aiming to be a trusted consultant by understanding their priorities and guiding them to suitable strategies and resources offered by Fidelity. Michael has worked with Fidelity Investments in various roles since 2015, including Financial Consultant from 2015 to 2019, Planning Consultant from 2020 to 2023, and Financial Consultant since 2023. He holds a California Insurance License.

Michael Nisivoccia is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Allied Wealth Partners and Securian Financial Services, among other firms. He is also involved in insurance product sales, including term life, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from LPL and third-party subadvisors.

Mark Oslebo is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior roles include tenures at The Investment Center Inc and Intervest International Equities Corporation. He also has non-variable insurance commission trails as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sonya Ashley is a financial advisor with Primerica Advisors in Piscataway, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 1990. Outside of advisory activities, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Wallach is a financial advisor with Cetera, holding the CFP® and PFS™ designations and the Series 66 license. He has 26 years of industry experience, including over two decades with Cetera and its affiliates since 2005. In addition to his advisory work, Wallach owns Wallach Financial Services, LLC, where he provides tax preparation and planning services. He serves as vice president of the Chi Phi fraternity and is a board member at Hunterdon Preparatory School. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a nationwide network of independent advisors.