Peter Silvis is a financial advisor with Cetera in Iselin, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at First Allied Advisory Services, Triad Advisors, and MSI Financial Services. Outside of his advisory work, he consults for Solar Landscape. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Alexander Zebrowski is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at UBS and Jpmorgan Chase Bank, N.A. Outside of his advisory roles, he was involved with Montclair Golf Club for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Mariela Maquilon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Bank NA since 2010 and has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Abdul is a financial advisor with Charles Schwab and Co., Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Schwab, he worked at TD Ameritrade and Northwestern Mutual. Outside of his advisory work, he has experience driving for ride-sharing services. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning and managed account services. The firm offers a combination of non-discretionary and discretionary investment management with a multi-asset, model-driven approach and a centralized operational structure.

Nicholas Siragusa is a financial advisor with Wells Fargo Advisors in Staten Island, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill and has had two separate tenures at Wells Fargo Advisors. Outside of his advisory work, he owns and operates a vintage watch consulting business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized niche services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and client letters, with implementation optional through the firm’s brokerage or advisory programs.

Jason Klein is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 17 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Allied Wealth Partners and Securian Financial Services. Outside of his advisory work, he serves as Treasurer of the Temple Shalom Men's Club in Bridgewater, NJ. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through various program structures and custodial relationships.

Judith Kasen Windsor is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 credentials and over 28 years of industry experience. She has been with Wells Fargo Advisors since 2022, following previous roles within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of her advisory work, she serves as a trustee for a family-related trust. 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 institutions. The firm provides a broad range of planning services through its advisors, who develop tailored recommendations using internal research and tools, with flexible implementation options for clients.

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.

Sandra Yates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Scottrade, Inc. She has been with Raymond James & Associates since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Steven La Ferriere is a financial advisor with Merrill and holds a Series 66 designation. He has four years of industry experience, including roles at Bank of America and MassMutual Life Insurance Company. He serves as a director for the Summit/New Providence Rotary Club, coordinating community programs and volunteer opportunities, and is a member of the Madison Pool Ad Hoc Committee, working on preserving local recreational facilities. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. Prior to this role, she held positions as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Wealth Manager at HSBC India from 2012 to 2014. Her professional experience spans financial strategy development and wealth management. She holds a California Insurance License, enabling her to serve clients in insurance-related financial planning. Preksha emphasizes one-on-one conversations to better understand clients' individual goals and provide transparent guidance in financial decision-making. Outside of her professional work, Preksha engages in various personal interests including cooking and baking, attending social events with friends, watching movies, outdoor adventures, traveling, and practicing yoga.

Eugene Borg Jr. is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Janney Montgomery Scott and Securities America Advisors. Outside of his advisory work, he is active in the Pottersville Volunteer Fire Company where he serves as a firefighter and finance committee chairperson, and he is treasurer of the local New Jersey State Firemans Association chapter. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of advisors. The firm offers integrated brokerage, advisory services, and managed account solutions with a multi-platform approach that utilizes proprietary asset-allocation tools and third-party managers.

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.

Melvin Taylor is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory work, Taylor is the author of several science fiction books and is involved in promoting his publications through related business ventures. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing Wells Fargo research and planning tools.