Matthew Trundle is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he holds ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, leveraging Wells Fargo research and tools. The firm offers tailored planning solutions across various areas including retirement, risk management, and specialized planning such as business-owner transitions and special-needs analysis.

Robert Nebelung Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials and is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Josef Stark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. Before joining LPL Financial in 2023, he worked at Wells Fargo Clearing from 2016 to 2023 and Wells Fargo Advisors LLC from 2011 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Vincent Luongo is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, performance reporting, participant education, and incorporates a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ronald Nagy is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Lucas Mistretta is a financial advisor with UBS Financial Services, holding a Series 66 designation and with 13 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Agne Mir is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC and Santander Securities, LLC. She is based in Bridgewater, NJ. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lisa Morrison is a Wealth Management Advisor with more than 38 years of experience at Merrill Lynch Wealth Management. She is known for building relationships that span two and three generations of client families across more than 25 states. Lisa’s approach emphasizes proactive financial planning, addressing clients’ likely challenges in advance to support their financial health and emotional wellbeing. Her areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Lisa holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated summa cum laude with a Bachelor’s degree in Business Administration from Centenary College. Lisa serves as Immediate Past President and current Trustee of the Greater Middlesex-Somerset Estate Planning Council, leveraging a nationwide network of subject matter experts to benefit her clients. She is active in her community through volunteer coordination for Girls on the Run and membership in the Glen Gardner Women’s Club. Lisa resides in Glen Gardner with her husband and has two adult sons. Her personal interests include biking, boating, gardening, hiking, reading, traveling, and yoga.

Nicole McCarthy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been associated with Primerica in various capacities since 1993 and currently operates Nicole J. McCarthy Advisory Services. In addition to her advisory work, she owns NJM Closing Inc., a self-employed business based in Staten Island, New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a tiered wrap-fee structure.

Matthew Lane is a financial advisor with Wells Fargo Advisors in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Raymond James Financial Services Advisors from 2016 to 2026. Lane is also the owner of Celeriter Capital, a support company based in Westfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Marco Acosta is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2009. J.P. Morgan Securities 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Thomas Mc Laughlin is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in small business operations and education, including roles at Aria Exterior Cleaning, Frank and Danny's Pizzeria, and The College of Staten Island. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robert Hikes is a CFP®-certified financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for five years and has been involved with Affinity Federal Credit Union since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

Tyler Christensen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and the University at Albany. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. 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 wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.

Andrew Mc Hale is a Series 66 licensed financial advisor with LPL Enterprise, holding three years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Fedex and Edison Nissan as well as attending St. Johns University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines investment advice with brokerage and insurance products.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at PFS Investments Inc and Primerica Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mark Lebida is a CFA® charterholder with 18 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, LLC, and Moody's Analytics. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 designation and bringing 40 years of industry experience. She was previously affiliated with Lincoln Financial Securities Corp for 16 years before joining OSAIC in 2025. Outside of advising, she works as an insurance agent offering accident, health, disability, and property and casualty insurance, and is also involved in real estate sales on a limited basis through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage, advisory, and financial planning services. The firm employs various asset-allocation tools and provides access to multiple investment platforms, including third-party money managers and unified managed accounts.

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.