Anna Marie Stotka is a financial advisor with OSAIC, holding a Series 63 credential and 41 years of industry experience. She previously worked at Lincoln Financial Securities Corp for 16 years before joining OSAIC in 2025. Outside of her advisory role, she is an insurance agent offering accident, health, disability, and property and casualty coverage, and she also operates a small real estate business handling occasional listings and sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple managed-account platforms. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios tailored to clients’ risk tolerances and investment preferences.

James Figurelli is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 license and one year of industry experience. His prior work includes roles outside finance, such as positions at Tac Ops Laser Tag and Spring Brook Country Club. 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 tailored to client goals and risk tolerance.

Theodore Fiolek III is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has held roles at LPL Financial since 2025 and previously worked with IC Advisory Services Inc and The Investment Center, Inc. Outside of advising, he operates a tax and financial services sole proprietorship and is a self-published author of a novel. 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 representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Eng is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2018. He focuses on developing strong client relationships by understanding clients' personal perspectives and priorities to create tailored financial strategies. Eric works to help clients pursue goals such as retirement planning, funding education, managing wealth transfers, and addressing potential health care costs. His approach emphasizes regular communication and adjustments to strategies, aiming to bring clarity and simplicity to complex financial planning. Eric’s expertise includes corporate executive services, divorce transition planning, employee benefits planning, executive compensation, and portfolio management services, among other areas. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Eric graduated from Rutgers University with a bachelor’s degree in economics. He lives in Mountain Lakes, New Jersey with his wife and two sons. Outside of work, Eric participates in community volunteering and enjoys personal interests such as biking, camping, chess, cooking, fishing, football, golfing, photography, and volleyball.

James Dellavecchia is a financial advisor with Equitable Advisors in Cranford, NJ, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked for nine years at LPL Financial. He serves as president of the Cranford Business Alliance. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, with a regulatory asset base managed across discretionary and non-discretionary platforms.

Dennis Kaffel is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 56 years of industry experience. His prior work includes long-term roles at Brill Securities, Inc. and Western International Securities, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by proprietary and third-party research.

Joseph Dandola is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Equitable Advisors since 2017, previously associated with Axa Advisors and Rich Planning Group. Outside of advising, he is involved in Madison Travel as an outside agent for travel bookings. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Gerald Reiss is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Cetera since 2007 and operates a CPA firm providing audits, financial statements, accounting, and tax services to individuals and businesses. In addition to his advisory work, he offers individual life insurance unrelated to investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse investment program options.

Melinda Bini is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her prior experience includes roles at Bank of America and Merrill from 2016 to 2024, and Northfield Bank since 2024. Outside of her advisory work, she is involved with Northfield Investment Services as an investment representative. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Bruce Goldman is a financial advisor at Charles Schwab with 39 years of industry experience. He has held a Series 63 and Series 65 designation and has been with Charles Schwab & Co., Inc. since 2005. Based in Jersey City, NJ, he has been part of Schwab’s advisory team for over two decades. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Daniel Krause is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he operates a business under the name Daniel Krause Design. 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, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by its integrated platform.

Adriane Conway is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 18 years and has been affiliated with Keybridge Financial since 2007. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and various investment strategies supported by in-house and third-party research.

David Sytsma is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Lawrence Feiler is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at C.L. King & Associates, Inc. for nearly a decade before joining LPL Enterprise in 2026. His other business activities include involvement with non-variable insurance through a related insurance agency. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and a variety of brokerage and insurance products through an integrated platform that combines adviser programs with active sales of financial products.

Joseph Kayal is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and having 9 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Eagle Strategies, and Prudential Insurance Company of America. Outside of his advisory work, he is active as an insurance broker specializing in life, fixed annuities, disability, long-term care, health, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars with a focus on collaborative, goal-based recommendations using firm-approved analytical tools.

Jenna Faiella is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Cetera. Her work history includes roles at Avantax Investment Services, J.P. Morgan Securities, and Guardian Life. Outside of her advisory work, she is the managing member of NJ SALT 4 LLC, a salt distribution company serving residential and commercial customers. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Enroy Hyles is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a large network of independent advisors.

Sleem Chang is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, Xchange Place, and Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Robert Dipasquale is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Sjonell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked in retail and hospitality roles and was employed at Stockton University for five years. He also operated a wine outlet for one year. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.