James Scroggs is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 12 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Citigroup Global Markets. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time financial planning and ongoing portfolio management, employing a fiduciary standard across its advisory services.

Nicholas Ippolito III is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as positions at Calton & Associates, Inc. and VOYA Financial Advisors. He is also involved with VIP Wealth Management LLC, an investment-related business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Tyler Komack is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and TMC Bonds LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for PNC Bank employees. The firm utilizes algorithm-driven portfolio selection and third-party strategists to manage investments primarily in mutual funds and ETFs.

Michelle Harlan is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. She holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, she worked at firms including LPL Enterprise, Prudential Insurance Company of America, MassMutual, and Credit Agricole Corporate & Investment Bank. Outside of her advisory work, she volunteers as a coach and volunteer for Timothy Christian School athletics and participates in community organizations such as the Boys Scouts of America and the North Plainfield Business Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its regulatory assets managed on a non-discretionary basis.

Mitchell Reback is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2012 and previously worked at GMS Group from 2010 to 2012. He holds Series 63 and Series 66 credentials. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Michael Giasi is a CFA® charterholder with 25 years of industry experience. He is currently with Eagle Strategies (NY Life) and has previously worked at RiskSpan and Samuel A. Ramirez & Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its substantial non-discretionary asset management.

Brian Grande is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Guardian Life Insurance Company since 2013 and Park Avenue Securities since 2014. In addition to his advisory roles, Grande organizes skateboarding contests and demonstrations for youth through his business, Skate Nugg LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Nicholas La Torre is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked with Cetera and its related entities since 2024. Prior to his advisory role, he was employed as a data operations specialist at Malecki Financial Group, where he focused on data analysis and financial research. La Torre also served on the Roselle Park Board of Education for seven years and worked at Galloping Hill Golf Course. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Barry Klein is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Andre Doucette is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee-driven investment estimates in its financial planning process.

Stephen Putorte is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2019 and Morgan Stanley since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Langer is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2008. Outside of his advisory role, he is involved with 818 Enterprises, a non-investment-related business activity. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate advisory programs, often delivered through third-party managers and sponsored platforms.

Louis Gentile is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in activities such as discretionary portfolio management, fund advisory, and managing model portfolios for intermediary platforms.

Christopher Pellegrini is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 29 years of industry experience. His prior work includes long tenures at Prudential Investment Management Services LLC and Prudential Investments, as well as roles at Edward Jones and Square One Credit Management. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Shimon Heimfeld is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory role, he is a loan advisor involved in mortgage application processing through Funding Resources. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-oriented recommendations.

Samirah Abdul Alim is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Financial Services for 35 years and with PFS Investments Inc. for 38 years. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Vincent Livigni is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo in various capacities since 2010, as well as a brief tenure at Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm uses proprietary research and planning tools to develop recommendations, with clients choosing how to implement these through brokerage or advisory programs.

Thomas Veth is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 36 years of industry experience. He has held roles at B. Riley Wealth Management, National Asset Management, and National Securities Corp. Outside of advisory work, Veth operates a CPA firm focused on tax preparation and consulting and serves as a notary public providing complimentary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing more than $256 billion in assets.

Scott Pinheiro is a Senior Consultant with Merrill Lynch Wealth Management, bringing extensive experience to his role since joining the firm in 2015. He has been involved in the financial services industry since 1979. Scott holds a Bachelor of Science degree in Business Administration from Thomas Edison State University and professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Plan Fiduciary Advisor (CPFA) from the American College of Financial Services. Scott specializes in working with executives and retirees from major banks and insurance companies, managing client accounts typically ranging from $500,000 to $5,000,000. His expertise encompasses a disciplined financial process tailored to clients’ unique situations, including college education planning, family wealth management, retirement income, tax minimization, and socially responsible investing. As a Senior Portfolio Advisor, he also builds and manages customized investment strategies utilizing Merrill model portfolios and third-party investments. In addition to his professional work, Scott is committed to community involvement through his participation with the local Optimist Club. He resides near Princeton, New Jersey with his wife of 40 years and their Yorkshire terrier. Personal interests include cooking, fishing, golfing, reading, and traveling.

Tiffanie Salisbury is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with broad capital markets capabilities.