Patrick Doran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience working closely with families, corporate executives, and retirees to provide dependable financial guidance tailored to their unique needs. Patrick’s approach centers on personalized service, thorough analysis and research, multigenerational support, and attentive listening to help clients develop lifelong financial wellness. Throughout his career, Patrick has focused on helping clients answer essential questions related to retirement planning, lifestyle support, investment alignment, and financial habits across generations. He emphasizes identifying opportunities and risks by researching market environments, analyzing potential setbacks, and providing detailed financial health reports. His expertise includes personal retirement planning, portfolio management services, and retirement income strategies. Patrick holds a bachelor’s degree from Seton Hall University and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Randolph with his wife and three children and enjoys spending time with his family, gardening, reading, and working out.

Richard Friaglia is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2013 and previously held roles at Securian Financial Services, New England Securities, and Hornor, Townsend & Kent. He serves as a board member for the nonprofit Hudson Community Enterprises. 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, and charitable organizations. The firm offers collaborative, goal-based planning utilizing advanced software tools and features specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Gerard Luciano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 from Wells Fargo Investment Institute and third-party sources.

Alexander Vasilantone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. 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 wide range of financial planning and investment management services, supported by a large network of advisors and various advisory platforms.

Mark Feldman is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales for Senor Sangria, promoting a line of flavored wines. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with notable activities in affiliated insurance and trust services.

Irina Shante is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1993, including a long tenure at Pruco Securities, LLC. Outside of her advisory work, she is involved in property and casualty insurance related to auto, condo, and umbrella coverage through Plymouth Rock. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Jake Powelson is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Quickcheck and Best Cellars Wine and Spirits. 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 primarily uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, consulting, and access to third-party managers.

Ronald Garutti Jr. is a CFP® credentialed financial advisor with over 31 years of industry experience. He currently works at LPL Financial and previously held roles at Cetera and Securian Financial Services. In addition to his advisory duties, he is involved in selling life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Gribben is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and the Somerset Hills School District, as well as work at Hamilton Farm Golf Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Howard Golick is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with LPL Financial since 2018 and previously spent five years at INVEST Financial Corp. He has also been affiliated with Affinity FCU for over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, while supporting advisors with research tools and various non-advisory financial activities.

Lauren Becht is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with UBS Financial Services since 2015, with a brief period of unemployment from 2019 to 2020. Lauren is based in Warren, NJ. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jenifer Parks is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing for a combined total of 19 years, following a prior role at Prudential Equity Group. She is also a notary in Morris County, New Jersey. 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 from Wells Fargo Investment Institute and third-party sources.

Timothy Tedesco is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Ernst & Young Investment Advisers LLP and Redcom. Outside of finance, he is involved in youth and amateur ice hockey as a coach and owner of an ice hockey camp, and he serves as chapter president of a hockey networking and charity organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured, collaborative planning engagements using proprietary software tools and also provides event-driven planning services such as divorce and estate-settlement planning.

Sunil Bhavnani is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Bhavnani serves on the board of directors for Scientech Labs Inc., an analytical testing laboratory. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Omega Mcintosh is a financial advisor with LPL Enterprise holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Mcintosh worked at Prudential Insurance Company of America and Pruco Securities, with earlier roles at J.P. Morgan Securities and Bank of America, among others. Outside of finance, Mcintosh serves as a board member for Brooklyn Faith Seventh Day Adventist Church and works as a paralegal for the New York City Law Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and additional services such as affiliated trust custody and insurance product facilitation.

Rahn Singer is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Advisory Services, and 1ST Global Capital Corp. Singer is also a CPA and owner of Rahn J. Singer, CPA LLC, a firm he has operated since 1987. Outside of advising, he serves on the board of the National Kitchen & Bath Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, managing over $256 billion in assets.

Robyn Jensen is a CFP®-certified financial advisor with Edward Jones, based in Hackettstown, NJ. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she owns a vacation home in Chincoteague, VA, which is occasionally used as a rental property but is not currently rented. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, mutual funds, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Emma Poalillo is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Jack Oujo CPA, Inc DBA Oujo Wealth Strategies, Avantax Investment Services Inc, and Gilmartin Financial, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Cameron Thorkildsen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Gateway Group One and The Golf Zone. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Robert Lamperti is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Outside of his advisory role, he is involved in a non-variable insurance business in Sparta, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad array of financial planning and asset management services, supported by a large network of investment adviser representatives and a range of proprietary and third-party investment strategies.