Nicholas Siragusa is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2014, with a break from 2019 to 2022 during which he also operated a vintage watch consulting business through On The Level Capital Group Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Steven Haiser is a financial advisor with Primerica Advisors in Cranford, NJ, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been associated with Primerica Advisors since 1995 and Primerica Financial Services since 2000. Outside of his advisory role, he owns Triple Eight Ventures, LLC, which provides karate and self-defense instruction. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Christopher Sclafani is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. He also offers Medicare Part C and supplement plans through United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Sandra Yates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at J.P. Morgan Securities LLC and Scottrade, Inc. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Ahmed Sourour is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including seven years at MetLife Securities and over nine years with MassMutual Investors Services. Outside of his advisory role, Sourour is involved in insurance brokerage specializing in individual and group life, health, disability, fixed annuities, and Medicare-related products. MassMutual Investors Services, LLC 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 programs, using collaborative and software-supported approaches to deliver client recommendations.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, she held positions as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Wealth Manager at HSBC India from 2012 to 2014. Her professional experience spans financial strategy development and wealth management. She holds a California Insurance License, enabling her to serve clients in insurance-related financial planning. Preksha emphasizes one-on-one conversations to better understand clients' individual goals and provide transparent guidance in financial decision-making. Outside of her professional work, Preksha engages in various personal interests including cooking and baking, attending social events with friends, watching movies, outdoor adventures, traveling, and practicing yoga.

Carmine Anzalone III is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and over 23 years of industry experience. He has been with Equitable Advisors since 2002, having also worked at Axa Advisors, LLC during a similar period. Outside of his advisory role, he assists New Jersey state employees as a pension consultant, helping with beneficiary updates, retirement options, and state medical plans. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alfred Anke Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 33 years. He is a partner at Fortune Wealth Financial Group, LLC, and also works as an insurance broker specializing in life, health, disability, long-term care, and fixed annuities. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning engagements using firm-approved analysis tools.

Michelle Courtney is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She has been with Merrill since 2015, working from Iselin, NJ. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by affiliated managers and integrates with Bank of America’s wider corporate platform.

Brandt Sullivan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior experience includes roles at Bank of America and various short-term positions in other sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Steven Fodor is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at Pinnacle Telecom Group and Kocher & Associates, alongside a long tenure at Primerica and its affiliates. He is involved with the Boys & Girls Club of Northwest New Jersey and has served as president of the JCHS Boys Lacrosse Booster Club. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies and discretionary management supported by custodial and trade execution services.

Frederick Shropshire is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of investment advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement investment models and maintains a tiered wrap-fee structure.

Joanne Lam is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Additionally, she serves as a member of the Holmdel Board of Education. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios for its clients.

Christopher Marzella is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and joined Merrill Lynch in 2012. He focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Chris has experience in helping clients manage concentrated stock positions and addressing challenges related to significant transition events such as retirement, inheritance, or the sale of a business. He also provides access to Bank of America for clients' commercial banking and financing needs and collaborates with clients' attorneys, accountants, and other advisors on estate planning services. Chris holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Baruch College. Chris resides in East Brunswick with his wife, Lisa, and their two daughters, Nicolette and Alexandra.

Daniel Buckley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is based in Staten Island, NY. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary advice as part of a broad range of advisory, brokerage, and insurance solutions.

Stephen Sassi is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Charles Schwab and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and serves a large client base through advisor-led and online platforms.

Lauren Lamartine is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding a Series 66 credential and 14 years of industry experience. She previously worked at Morgan Stanley for 15 years before joining Raymond James Financial in 2019. Outside of advising, she is involved with Iron Ridge Wealth Management, where she supports day-to-day operations and client issue resolution. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans.

Daniel Wuhrman is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, J.P. Morgan Chase, TD Bank, and Entegee, Inc. He has also been involved with Special Olympics New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other entities. The firm integrates its services with Bank of America’s broader platform, including access to various financial products and services.

Elkin Parker Jr. is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Investment Management Services and PGIM Investments before joining J.P. Morgan in 2019. Outside of advisory services, he is a joint owner of a real estate property rented on Airbnb. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.