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 Series 66-registered advisor with nine years of industry experience. He is currently with LPL Financial, where he has worked since 2019, and previously was associated with 1st Global Advisors, Inc. and 1st Global Capital Corp. He is also involved with Caristia, Kulsar & Wade, LLC, a firm he has been part of since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a wide range of financial planning and investment management options, including third-party asset management and institutional platforms.

Rene Delgrosso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. Outside of his advisory role, he is involved with Pushing Up People, Inc., a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Stephen Ingalls Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Citigroup Global Markets, and Merrill. He also owns a fixed life insurance business as a sole proprietor. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with a range of investment programs and affiliated relationships.

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.

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 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 a decade at 1st Global Advisors, Inc. and 1st Global Capital Corp. Henderson is also a member of Caristia, Kulsar & Wade LLC, a CPA affiliate program he has been involved with since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

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 with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Crystal Springs. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser that serves individuals, including high-net-worth clients, institutional investors, and municipalities. The firm offers tailored financial planning and consulting services, supported by a variety of portfolio management styles, affiliated research, and municipal advisory capabilities.

Michael Keller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Coastal Equities, International Assets Investment Management, Cetera Advisors, and Citigroup Global Markets. Keller operates in Sparta, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services supported by various investment strategies and technology tools.

Nadia Ebanks is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Keller Williams Towne Square Realty. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using primarily model-driven investment strategies created by third-party asset managers.

Pamela Sutton is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved with JIA, LLC, a business entity used for tax and bookkeeping purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Deborah Dunne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Thrivent Investment Management since 2002 and has worked under Scott Siripalaka at Thrivent Financial since 2022 and Mark Kleindienst from 2012 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based planning across a broad range of topics without discretionary trading authority or 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 over 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. He has been a managing member of Caristia, Kulsar & Wade, LLC since 1977. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Fisher is a CFP® with 19 years of industry experience, currently advising at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services for ten years and has operated his own CPA practice since 1986. Fisher also serves as president of his accounting firm and manages tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Brianna Aslanian is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at LPL Financial since 2023 and previously held roles at Cadaret Grant & Co., Inc. and Infinity Wealth Management. Outside of finance, she has been a self-employed clarinet instructor for over a decade and is involved as a performing musician with several local schools and universities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with investment management executed through IARs using a variety of discretionary and non-discretionary strategies.