Mitchell Feldman is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Americas Health Brokers Inc. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers services such as financial planning, access to asset managers, and insurance product sales through affiliated entities.

Rosanna Vizzoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and manages two property-related businesses focusing on home construction and renovations. 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 combines research and analytics with a range of brokerage and advisory solutions, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Michael Wade is a Series 66-licensed financial advisor with LPL Financial in Chester, NJ, bringing 12 years of industry experience. He previously worked at 1st Global Advisors, Inc. and 1st Global Capital Corp for five years and has been involved with Caristia Kulsar Wade LLC since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by a large network of advisors and a variety of investment strategies and operational tools.

Kurt Kleinle is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Fahey Jr. is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management in Bedminster, New Jersey. He leverages decades of experience and his military background as a U.S. Navy veteran to serve executives, healthcare professionals, retirees, and business owners. His work focuses on navigating retirement planning, managing concentrated stock positions, equity compensation, and addressing complex wealth planning decisions. James holds multiple professional designations, including Chartered Life Underwriter (CLU), Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an Accredited Certificate from the College for Financial Planning. Additionally, Jim advises retirement plan sponsors and fiduciaries on plan governance and best practices. He is a member of professional organizations such as the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. His community involvement includes affiliations with Blair Academy, Fordham University, Lafayette College, and Lehigh University. James emphasizes providing clear, practical advice and disciplined financial guidance tailored to clients’ goals.

Daniel Botero Torres is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes positions at the University of Miami and several educational institutions. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, employer-sponsored retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

Yi Qin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. Yi has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2009 to 2017. Outside of his advisory role, Yi is involved as a sales agent in health and property/casualty insurance through independent agencies. 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 uses firm-approved tools and collaborative planning processes to deliver written recommendations focused on investment strategies rather than specific products.

Michael Tillberg is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2020 and previously spent 12 years at Scottrade, Inc., with brief roles at Wells Fargo Bank and Wells Fargo Clearing. 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.

Steven Mahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, Intervest International Equities Corp, and First Command. Outside of his advisory work, he serves as president and vice president on the boards of two nonprofit organizations in Mackenbach, Germany. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Glass is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Allstate, and the Children's Dental Center of Monmouth. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach primarily utilizes model-driven portfolios developed by LPL’s Research Department and third-party strategists, and offers access to a variety of financial planning and consulting services.

Joshua Leski is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at Equitable Advisors, Fiddlers Elbow Country Club, and Trump National Golf Course. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Daniel Becker is a CFP® professional with 24 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2022. His prior experience includes 15 years at National Planning Corporation and roles at Securities America Advisors and Securities America, Inc. Additionally, Becker is involved in tax preparation and accounting as an enrolled agent. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Alan Tangreti is a CFP® professional affiliated with Morgan Stanley, with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and methodologies such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

Marsha Stevens is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Morgan Stanley from 2014 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

Alan Meckler is a CFP® and ChFC® credentialed financial advisor with 33 years of industry experience. He currently works at OSAIC and has previously held roles at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Meckler also serves as a board member of St. Christopher's Inn, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing firm-provided portfolio construction tools and multiple advisory platforms.

William Taylor is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he maintains a social media presence focused on general finance topics unrelated to his firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, featuring options for tax management and responsible investing.

Daniel Piccirillo is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Bank USA and The Prudential Insurance Company of America. In addition to his advisory role, he is involved with Paradigm Governance Partners LLC, where he prepares financial information including audited financial statements. 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’s investment implementation is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Joseph Nelligan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a financial quarterback for his clients, employing a comprehensive approach to wealth management that starts with attentive listening to understand each client's unique goals. Leveraging the investment insights of Merrill and the banking services of Bank of America, Joseph integrates various aspects of his clients' financial lives to provide tailored strategies. Joseph's expertise encompasses college education planning, divorce transition planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Drexel University. Committed to community involvement, Joseph follows Merrill's tradition of participating in the communities served and volunteers with the Delaware Valley Alzheimer's Association. Outside of his professional life, he enjoys golfing, music, spending time with his family, and traveling.

George Cuevas II is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 registrations and has 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch for 10 years before joining Raymond James and associated firms in 2021. He is also the CEO of Maverick Wealth Advisors LLC, an entity established for tax and bookkeeping purposes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Rebecca Hayevy is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Merrill since 2016. 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.