Judith Kasen Windsor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of her advisory role, she serves as a trustee for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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.

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.

Robert Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. His prior firms include LPL Enterprise LLC, Northwestern Mutual, and Equitable Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richard Defuccio is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He has ownership interests in Marquis Wealth Advisors LLC and Corwil, Inc., entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, integrating advisory services with banking and other financial products.

James Veneziano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc., Chase Investment Services Corp., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Carmine Anzalone III is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of his advisory role, he also serves as a New Jersey State Pension Consultant, assisting state employees with pension and retirement planning. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, without sponsoring its own wrap fee program, relying on affiliations with third-party program sponsors and asset managers.

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 with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of experience with the firm. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandt Sullivan is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. He previously worked at Bank of America, N.A. for one year. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melvin Taylor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, Taylor is an author of several science fiction books and is involved in promoting his publications through his own publishing company. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and integrates advisory services with multiple financial product offerings and referral channels.

Alma Garista is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has a background that includes five years at TD Bank N.A. and experience in retail and banking sectors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Jung M Kim is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Frederick Shropshire is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and affiliated firms since 1995. Prior to his current role, he worked at Allied Universal for 11 years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers and supported by custodial and trade execution services.

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.

Hyacinthia Roberts is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. Her career includes long-term roles at Avantax Investment Services and Avantax Insurance Agency, as well as a six-year tenure at Aetna. She is also the owner of a small accounting and tax preparation business and serves on a neighborhood advisory board focused on community surveys. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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 with 21 years of industry experience, currently with Edelman Financial Engines. He holds the Series 66 designation and has worked at several firms, including Merrill, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling and planner delivery with online tools, offering diversified portfolios and both discretionary and non-discretionary advisory services.

Lauren Lamartine is a Series 66-licensed financial advisor with Raymond James Financial, based in Basking Ridge, NJ, and has 15 years of industry experience. She previously worked at Morgan Stanley from 2004 to 2019 before joining Raymond James Financial in 2019. Outside of advisory services, 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. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to guide client decisions.