Timothy Van Slooten is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior roles include positions at Raymond James Financial Services, M&T Securities, and Lakeland Financial Services. He is also involved in managing several business entities including Spruce St LLC, Amy Hill LLC, and Tim/Ron LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios from LPL Research and third-party subadvisors.

Albert Merz is a financial advisor with Edward Jones in Monmouth Junction, NJ, holding Series 63 and Series 66 credentials and possessing 30 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Cynthia Spekhart is a CFP® professional with 27 years of experience in the financial services industry. She is currently with OSAIC and has prior experience at Woodbury Financial Services and Questar Asset Management. In addition to her advisory roles, she is also an attorney specializing in trust and estate law and real estate closings. OSAIC serves a diversified client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, through a broad network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer tailored investment solutions.

Dennis Surmanek is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously held roles at Bank of America and Merrill. Outside of advisory work, he serves as Vice President of Staten Island BNI, a local business networking organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition planning and special-needs analysis. The firm integrates advisory services with other financial products and referral channels.

Eamon Gibbons is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Mass Mutual Investors Services since 2010 and also has involvement in life and health insurance sales through MassMutual Life Insurance Co. Outside of advising, he operates a payroll-related LLC and receives referral fees for directing clients to payroll services. 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 programs with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Tamal Majumdar is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 registrations and 23 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked at Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Majumdar is also an insurance agent specializing in individual and group life, health, disability income insurance, fixed annuities, and property/casualty insurance. 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, wrap and money-manager programs, and educational seminars.

Michael Hand is a financial advisor at Mass Mutual Investors Services with 2 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. Prior to joining Mass Mutual in 2025, he worked at New York Life and NYLife Securities from 2023 to 2025. Outside of his advisory role, he is also an insurance broker, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services operates as 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, emphasizing collaborative, goal-oriented planning engagements.

David Douglas is a financial advisor with Primerica Advisors in Union, NJ, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, and Florida Financial Advisors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-delivery investment approach managed by third-party asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Catherine Coleman is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing financial guidance to women and families, focusing on areas such as college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. Catherine serves as a trusted partner to her clients, simplifying complex financial matters and managing detailed aspects to deliver confidence and peace of mind. Catherine holds a Bachelor's Degree from Montclair State University and has earned the professional designation of Personal Investment Advisor (PIA). Her approach centers on empowering clients by handling the complexities of their financial lives, enabling them to stay informed without the burden of day-to-day management. In addition to her professional work, Catherine is actively involved in community organizations including Big Brothers Big Sisters of America, Heartworks, Let's Talk Women's Health & Wellness, the National Eating Disorder Association, and Susan G. Komen. Her personal interests include hiking, ice skating, interior decorating, music, reading, spending time with her family, tennis, traveling, watching movies, and writing.

Joseph Bonfiglio is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has held roles with various Avantax entities over three decades. He also owns an accounting and tax preparation business focused on individual tax planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual, retirement plan, corporate, charitable, and institutional investors. The firm offers diversified portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform supporting discretionary and non-discretionary strategies.

Cindy Medric Ducore is a financial advisor at Equitable Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Alexander Pritsker is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and PNC Bank. 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, and institutions, utilizing internal and third-party portfolio managers.

Bruce Berman is a financial advisor with RBC Capital Markets based in Princeton, NJ. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at UBS Financial Services for 10 years. He serves on the board of the Institute of Leadership and Institutional Development, which provides tutoring services to underprivileged children. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Patrick Gardner is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. 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, custody, underwriting, and capital markets services through its platform.

Chitra Arora is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in managing several real estate ventures jointly owned with her spouse. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.

Damon Matzek is a Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 20 years of experience in the financial services industry to his work, focusing on helping successful individuals pursue their goals through personalized strategies. His approach involves listening to and understanding his clients' needs and aspirations to develop tailored solutions that aim to alleviate financial burdens and provide clients with more time. Before entering financial services, Damon began his professional career in the Food and Hospitality Industry, where he developed skills in customer service and teamwork by working with individuals with different skill sets to ensure the best experience for guests. He applies these experiences to his current role to enhance client interactions and service. Damon holds a Bachelor's Degree from Columbia University and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, he is an avid runner who often spends time on the road pursuing this interest.

John Depaola is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and a Series 66 license. He has eight years of industry experience, having previously worked at Park Avenue Securities, Guardian Life Insurance Company of America, and ConnectOne Bank. Outside of advising, he manages a vending machine distribution business and holds ownership roles in several entities related to his practice and insurance activities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships with a goal-oriented, software-driven planning approach.

Peter Silvis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at First Allied Advisory Services, First Allied Securities, Gitterman Wealth Management, and Triad Advisors. Outside of his advisory work, he consults for Solar Landscape. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, supporting various program structures and investment strategies.

Nancy Stewart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Gregory Marsh is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors Financial Network LLC since 2009. Marsh has a 50% ownership interest in Bruno Marsh & Associates Inc., operating as Bridgehaven Fiduciary Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services across a broad range of areas, including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels to offer tailored recommendations backed by its research and planning tools.