Mary Mc Govern is a Series 66-licensed financial advisor at Thrivent Investment Management with 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Wilmington Trust NA, Merrill, and Bank of America. She also worked as a caregiver for two years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan,” while keeping these services separate.

Jay Kimball is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Kimball manages an auto racing team, overseeing its administration and maintenance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Justin Aisoff is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held positions at Rummel Construction, MISOM Technologies, and served in the Arizona Army National Guard. He is also the CFO of MyStockTeacher LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Andrew Grant Sr. is a financial advisor with LPL Financial who holds a Series 66 credential and has nine years of industry experience. His career includes roles at 1st Global Advisors, Inc. and 1st Global Capital Corp., and he has been involved with Caristia, Kulsar & Wade, LLC since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technologies such as machine learning.

Benjamin Meyers is a Series 66-credentialed financial advisor with Morgan Stanley, based in Sparta, NJ, bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and proprietary models to assist clients, managing approximately $2.74 trillion in client assets.

Ava Nelson is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on personal retirement planning, women and wealth, and tax minimization to help clients pursue their financial goals with confidence. Ava holds the Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) professional designations. She earned a Bachelor's Degree as well as a Master of Business Administration (MBA) from William Paterson University. In her role, Ava emphasizes education, thoughtful planning, and personalized strategies tailored to individuals and families. Outside of work, she enjoys cooking, hiking, and soccer.

Richard John is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His professional background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside involvement in recreation management and music. He also engages in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Peter Smith III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies, serving a broad client base with both brokerage and advisory solutions.

Stephen Ingalls Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 16 years. Outside of his advisory role, he owns a fixed life insurance business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services that include financial planning, retirement consulting, and managed account solutions. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and third-party service providers.

Paul Modafferi is a Senior Financial Advisor specializing in family wealth management. He works with clients to create personalized financial strategies that reflect their unique goals and adapt to changing market conditions. Paul draws upon the investment insights of Merrill Lynch Wealth Management and the banking solutions of Bank of America to provide comprehensive guidance across areas such as education planning, legacy planning, retirement income, and tax minimization. With a focus on understanding clients’ financial situations and priorities, Paul begins each relationship by identifying key objectives and customizing approaches accordingly. He employs tools like Merrill’s Investment Personality Assessment to better tailor investment strategies. Paul holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Centenary University. Paul follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional work, he enjoys football, golfing, hiking, music, reading, spending time with family, traveling, and watching movies.

Alexander Camacho is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JPMorgan Chase and JPMorgan Securities. Outside of his advisory role, he mentors students pursuing their Project Management Professional (PMP) designation through Get it Done Consulting, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Thomas Feely is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated products, supported by a large nationwide network of financial advisors and branch offices.

David Henderson is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years at 1st Global Advisors, Inc. and 1st Global Capital Corp. Henderson has operated Caristia, Kulsar & Wade LLC since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

David Ames is a Series 63 licensed financial advisor with 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, including six years at the current Ameriprise entity in Sparta, NJ. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Crystal Springs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Keller is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Coastal Equities, International Assets Investment Management, Cetera Advisors, and operated his own firm, Keller Wealth Management Group. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Nadia Ebanks is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes positions at PFS Investments Inc. and Primerica Financial Services, as well as roles in real estate and mortgage firms. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, employing model-based investment strategies managed by third-party asset managers. The firm operates nationally with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Panagiotis Tsilios is a financial advisor at Primerica Advisors with nine years of industry experience. His background includes roles at Color Street, LLC, PFS Investments Inc., Primerica Financial Services, and Thomas and Betts. He also owns a tax preparation business called Mail In My Return. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Suzanne Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory work, she is self-employed as an actor. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

James Caristia is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with 1st Global Capital Corp. and 1st Global Advisors, Inc. Caristia is also managing member of Caristia, Kulsar & Wade, LLC, which he has been associated with since 1977. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.