Leslie Shenkler is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, and previously spent 10 years with UBS Financial Services. LPL Financial is a 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research sources.

James Meindl Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at BlackRock Investments, LLC from 2014 to 2025 before joining Cetera in 2025. Since 2020, he has also been a wealth management advisor with King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary investment options.

Jeffrey Heinel is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. He is also involved with SOCIUS, LLC, a real estate rental business. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Claudia Peppard is a financial advisor at RBC Capital Markets with six years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Synergy. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment objectives.

John Dunleavy is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, Bank of America, Merrill, Royal Alliance Associates, and Lakota Capital Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Jesse Alijewicz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Cetera since 2019 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and reports over $256 billion in assets under management across more than 10,000 advisors.

Danielle Veloso is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at LPL Enterprise and previously held roles at Pruco Securities, LLC, Sys-Tech International, and KPMG. Outside of her advisory work, she manages The Garback Agency, a separate business involved in payroll, bookkeeping, and administrative functions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, model portfolio management, and access to brokerage and insurance products through an integrated platform that combines advisory services with other financial products.

Michael Sosa is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with Cetera and its affiliated entities since 2020. Outside of advisory work, Sosa serves as Director of Treasury at Proximo Spirits, Inc., where he is involved in tax and corporate projects, and he operates a tax preparation service through Premier Financial Group, LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors.

Ashley Gunther is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has prior work history at Truist Advisory Services, Truist Investment Services, Truist Bank, BB&T Bank, and PNC Bank. Additionally, she is involved in a non-variable insurance agency business in Cherry Hill, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Brooke Mcgeehan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2005, with prior experience at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a mix of in-house and third-party managers.

Jeffrey Langer is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Equitable Advisors since 1999 and also worked at Axa Advisors, LLC during the same period. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels to implement client recommendations.

Saji Philip is a financial advisor with LPL Financial based in Princeton, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining LPL Financial in 2020. Outside of his advisory role, he is the business owner of Growing Stars, Inc., an online tutoring service. 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, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by model portfolios and research from LPL and third parties.

Armando Krusell is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at TD Bank N.A. and Dicks Sporting Goods, and was a full-time student for eight years. He is also involved in non-variable insurance activities through an independent agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various asset management and brokerage products through an integrated platform.

Holly Marcin is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. She has worked at Charles Schwab since 2019 and was previously employed at Abel HR for one year. Prior to her career in finance, she was a homemaker for over two decades. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment options, supported by strategic asset allocation models and centralized operational infrastructure.

Justin Tansey is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 65 and Series 63 licenses and having three years of industry experience. He has worked with Primerica Advisors since 2022 and previously served at AllDigital Specialty and Fairleigh Dickinson University. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Anthony Amoroso is currently serving as a Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he focuses on fostering a culture that motivates advisors to reach their full potential through strategic coaching. He has extensive experience in the financial industry, having held various positions including Team Manager at Merrill from 2016 to 2025, Credit Risk Analyst at JP Morgan Chase between 2014 and 2016, and Investment Associate at Hennion & Walsh from 2013 to 2014. His professional background spans leadership, risk analysis, and investment management. Outside of his professional career, Anthony enjoys spending time at the beach, cooking and baking, engaging in family activities, and following football and soccer.

Scott Bernstiel is a financial advisor with Raymond James Financial Services Advisors, Inc. in Windsor, NJ, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, Kennedy Investment Group, and DWS Distributors. Outside of advisory work, he serves as Treasurer and Bookkeeper for Notre Dame High School Lacrosse, overseeing financial supervision. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Gerard Trapp is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. He previously worked at UBS Financial Services from 2006 until joining OSAIC in 2024. Trapp is also involved part-time with American Portfolios Financial Services in a life insurance brokerage role. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services and employs asset-allocation tools, risk assessments, and third-party platforms to construct diversified portfolios across various investment types.

Jason Peretson is a financial advisor at Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alan Friedman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.