Tyler Christensen is a financial professional at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors. Christensen also has experience outside financial advisory, including roles in insurance and non-variable insurance agencies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach, utilizing model portfolios developed by LPL’s Research Department and third-party strategists, and offers access to various financial planning and consulting services.

Andrew Mc Hale is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been employed at FedEx and Edison Nissan. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Peter Katz is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has worked at several firms including Ameriprise and LPL Financial. He has also been involved with Cedar Hill Country Club and Yum! Brands in prior roles. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved analysis tools, with optional implementation through separate brokerage or insurance arrangements.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014. Prior to that, she was with PFS Investments Inc and Primerica Financial Services. 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.

Mark Lebida is a CFA charterholder with 18 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at firms including Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, Moody’s Analytics, TIAA-CREF, Charles Schwab, and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics from Wells Fargo Investment Institute and third parties to inform its investment approach.

Ethan Stagg is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Bank of America, Henkel Corporation, and Corbin Advisors. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Smith is a CFP® with 16 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

David Wurst is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He also serves as an executor for estate administration matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Nathan Smith is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill since 2017, with additional experience at Morgan Stanley, Briad Restaurant Group, Certified Financial Services, Columbia Bank, and Fairleigh Dickinson University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bonnie Park is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 25 years of industry experience. She has worked at UBS Financial Services for 23 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

James Figurelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Tac Ops Laser Tag and Spring Brook Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory programs, emphasizing client information gathering, risk assessment, and matching to program models or discretionary managers.

Theodore Fiolek III is a financial advisor with LPL Financial based in Edison, NJ. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services Inc and The Investment Center, Inc. He is also a sole proprietor of a tax and financial preparation business and the author and self-publisher of a novel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Susan Blomster is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Clearing for ten years before joining Merrill. 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 strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for nine years before joining Equitable Advisors. Dellavecchia serves as president of the Cranford Business Alliance, a community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutions. The firm uses a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Gary Jones is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Jones and Jones Consulting LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services with a fiduciary standard and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Craig Zaikov is a Senior Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. He works with high net worth individuals to develop personalized financial strategies and portfolios aimed at achieving their long-term financial goals. His areas of expertise include liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income planning. Craig holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of Virginia and completed his high school education at Cresskill High School. Craig is also committed to community involvement, volunteering with local organizations, and enjoys basketball, golfing, skiing, and spending time with his family.

Mark Villani is a Financial Consultant at Fidelity Investments, a position he has held since 2020. Prior to this role, he worked as a Financial Solutions Advisor at Bank of America-Merrill Lynch from 2011 to 2020. With many years of experience as a financial consultant, Mark focuses on developing financial strategies tailored to his clients' goals and aspirations. He emphasizes the importance of building trust and understanding his clients and their families to support sound financial planning. Outside of his professional work, Mark enjoys board games, concerts, football, outdoor adventures, and spending time with his pets.

Joseph Dandola is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC and Rich Planning Group. Outside of financial advising, he is involved with Madison Travel as an outside agent handling travel bookings. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers services through a network of Investment Adviser Representatives and primarily utilizes third-party asset managers and advisory programs for model implementation.