Sleem Chang is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and AXA Advisors. Chang has worked with Equitable Advisors in two separate periods, totaling eight years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to align clients with appropriate advisory models, often implemented through third-party managers and advisory platforms.

Aaron Paglia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with Axa Advisors. Paglia also has involvement in an outside insurance business. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Michael Pine is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Sheehy III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at LPL Financial since 1993 and operates Sheehy Associates, an insurance agency selling life, health, and annuity products. 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, supported by research tools and a large advisor network.

Sharon Harshbarger Kucera is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct relationships and corporate financial planning agreements.

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.

Richard Laskin is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked with Cetera since 2017 and has held roles at SII Investments, Inc. and Brunswick Wealth Management, LLC. Outside of his advisory duties, Laskin serves as president of Brunswick Wealth Management LLC, where he is involved in tax preparation, accounting, financial services, and fixed insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and various program structures.

Michael Stewart is a CFP®-certified financial advisor with 25 years of industry experience, currently with UBS Financial Services in Princeton, NJ, where he has worked since 2009. He served as a trustee for The Parish of Our Lady Sorrows - St. Anthony, advising on parish financial stewardship from 2011 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by research and model-based asset allocations.

Tony Kelly is a CFP® with 16 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at King Financial Network since 2015 and Commonwealth Financial Network from 2015 to 2025. Outside of his advisory work, he serves as Director of Financial Planning at King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and a mix of discretionary and non-discretionary authorities.

Matthew Gaeta is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. His prior roles include positions at Rockdale Financial Services, Cetera Advisors, and Wells Fargo Clearing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Jonathan Barrett is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Equitable Advisors in Woodbridge, NJ. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Barrett serves on multiple nonprofit boards, including Help The Children Hear and the Dominican Republic Relief Organization, and is an adjunct professor at Seton Hall University, where he lectures to juniors and seniors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a combination of proprietary programs and third-party asset managers to deliver personalized advisory solutions across a broad range of investment products.

Robert Edelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior firms include Bank of America and Merrill. Outside of advising, he operates a small online resale business on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, combining proprietary and third-party models to accommodate various client needs.

Margaret Kelleher is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has been with Ameriprise since 2006, including her current role beginning in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Paul Simonetti is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he served 18 years in the New Jersey Army National Guard. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and has a large nationwide network of financial advisors and branch offices.

Michael Chrzanowski is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. Prior to joining Merrill, he was employed at UBS Financial Services from 2015 to 2019 and was involved with E&R Tree Service from 2019 to 2021. 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 and profit-sharing plans, corporations, and charitable organizations.

Anthony Liberatore is a Financial Consultant specializing in holistic financial planning. He holds the CERTIFIED FINANCIAL PLANNER® designation and works with individuals and families to develop tax-efficient investment strategies, retirement plans, income protection solutions, and long-term care planning. Anthony aims to serve as a lifelong resource not only for his clients but also for their extended networks. Anthony has been with Fidelity Investments since 2022, progressing through roles as a Financial Representative, Investment Consultant, and Planning Consultant before his current position. His experience spans multiple facets of financial consulting, allowing him to provide comprehensive support tailored to his clients' needs. Outside of his professional responsibilities, Anthony has interests that include the beach, cars, concerts, movies, music, and pets.

Rusty Todd is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Bleakley Financial Group and has held positions outside the financial industry in the restaurant and hospitality sectors, including roles at Itsurwiener Restaurant and Bar and Deal Lake Bar + Co. He also has experience in private lifeguarding and golf club operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds.

Syeda Muzahir is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America, N.A., PNC Bank, and ShopRite/Wakefern. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Creem is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2017, following a year at Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as power of attorney for his father. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Timothy Desantis is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include insurance-related vehicles and bank deposit sweep programs.