Jason Genovese is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Securities. 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 employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in a wrap portfolio program.

Gary Tantleff is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 36 years of industry experience. He has been with UBS Financial Services since 2008. 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 provides research-driven, tailored investment solutions.

Jack Destefano is a financial advisor at Merrill in Bridgewater, NJ, with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2011, following a year at Equitable Advisors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Richard Osuji is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley. Outside of his advisory role, he is involved with 1792 Wealth Advisors, a non-investment business based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and tailored SIMPLE IRA Employer Advisory program.

Todd Eosso is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 16 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2015 to 2024 before joining Wells Fargo Advisors. Eosso is also involved in Gravity Management Group Inc., a business he wholly owns and actively manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Timothy Mol is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and Affinity Federal Credit Union and has held previous roles at firms including Raymond James Financial Services and Merrill. He is also involved with the Netherlands Reformed Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 access, and institutional platforms.

Lawrence Lawson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside his advisory role, Lawson serves as chairman of the Fredon Township Environmental Commission and president of the Fredon Volunteer Fire Company, as well as acting as a charter organization representative for a local scout troop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Michael Bianco is a financial advisor with Edward Jones in Chatham, NJ, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Duncan Roberts is a financial advisor at Edward Jones in Basking Ridge, NJ, holding a Series 66 designation. He has one year of industry experience and previously worked at Brookfield Properties and KPMG LLP. Prior to his financial career, he was involved in various roles including at Clemson University Intramural Sports and Fiddlers Elbow Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Park is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at IC Advisory Services, Inc. and The Investment Center, Inc. He is based in Bedminster, New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning, portfolio management, and institutional platforms.

Daniel Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining Raymond James in 2022, he worked for UBS Financial Services from 2011 to 2022. Barrett is also associated with 1792 Wealth Advisors in Morristown, NJ, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical modeling, and it offers specialized municipal and public-finance services not commonly found among large institutional advisors.

Donald Marvel is a financial advisor with Equitable Advisors in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Equitable Advisors and its predecessor entity Axa Advisors since 1999. Outside of advisory services, he is involved in other outside insurance business activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of advisory programs and third-party asset managers to match clients with appropriate investment solutions.

Brian Kaplan is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Brian worked as Vice President Financial Advisor at Chase Investments Services Corp. and as a Municipal Bond Specialist at Hennion and Walsh, Inc. With over 17 years of experience in the financial industry, Brian focuses on helping clients develop straightforward financial plans tailored to their individual goals. He collaborates with clients to educate them on financial concepts and create efficient, structured plans aimed at achieving both long and short term financial objectives. Brian holds a California Insurance License.

Thomas Cooper is a Series 66–licensed financial advisor with LPL Financial, based in Warren, NJ, and has one year of industry experience. His prior work includes roles at KPMG and Barclays, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools like machine learning.

Robert Foley is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked with Cambridge since 2016, following prior roles at OSAIC and Signator Investors. Foley is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and proprietary model strategies.

Wayne Sholk is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he manages a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional 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 municipal advisor affiliation.

Marc Ferrari is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bridgewater, New Jersey. He is a member of Cohen Howard Ferrari & Associates, a team specializing in personalized wealth management solutions for individuals, families, and business owners. Since joining Merrill in 2005 and Cohen Howard Ferrari in 2016, Marc has focused on wealth planning, asset management, and helping clients pursue their targeted financial goals through planning and risk management strategies. Marc's expertise includes asset allocation, investment selection, and developing customized financial plans. He collaborates closely with colleagues Josh Cohen and Dan Howard to provide comprehensive services such as tax-efficient strategies, education funding, insurance planning, trust and estate considerations, retirement readiness, and special needs support. He places importance on understanding each client’s life priorities to create strategies that align with their unique situations, goals, and values. Marc earned a High School Diploma from Westfield High School and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he lives in Richboro, Pennsylvania with his wife and son. Marc’s personal interests include photography, swimming, traveling, watching movies, and spending time with his family. He also participates in community activities and volunteers with local organizations.

Carmela Carfora is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer partnerships.

Justin Anuario is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Ic Advisory Services, Inc. and The Investment Center. He also serves as a FINRA arbitrator, participating on arbitration panels related to investment disputes. 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 provides advisory and brokerage services through a large network of representatives, offering a variety of financial planning and asset management solutions alongside non-advisory financial services.

Eric Carlson is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, accumulating 21 years of industry experience. He is based in Bernardsville, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, delivering tailored Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.