Thomas Gawron is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Equitable Advisors since 2017, following a period at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business activities, including Professional Group Plans and an affiliated health plan. Equitable Advisors serves individual clients across wealth segments, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party solutions.

Kambiz Amirzafari is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with MacLean Agency, LLC, where he sells non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Podgurski is a financial advisor with OSAIC based in Princeton, NJ, holding a Series 66 designation and bringing nine years of industry experience. His work history includes roles at New Century Financial Group, HR Block, Royal Alliance Associates, and Veritas Investment Group, where he serves as a market analyst. Outside of financial services, he is an eBay reseller. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios across a broad range of investment types, managing accounts on both discretionary and non-discretionary bases.

Brian Prusicki is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2005. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Lawrence Lawson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside his advisory role, Lawson serves as chairman of the Fredon Township Environmental Commission and president of the Fredon Volunteer Fire Company, as well as acting as a charter organization representative for a local scout troop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Andrew Rutner is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Northwestern Mutual, Truist Financial, American Heritage Federal Credit Union, and Firstrust Bank. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers. The firm integrates financial planning with brokerage and insurance products and manages lending programs, providing clients with a comprehensive platform for wealth management.

Douglas Phillips is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its affiliated entities since 2019. Prior to that, he was employed at Foresters Financial and its advisory subsidiaries from 2011 to 2019. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Chris Whalen is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at Cantor Fitzgerald & Co., Maxim Group LLC, Liquidnet, Inc., Evermay Wealth Management, and Whalen Research & Trading. He is currently based in Colts Neck, NJ. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to third-party managers, employing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Daniel Sopher is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with LPL Financial and has worked previously at Kestra Advisory and Kestra Investment Services. His business activities include operating Sopher Financial Group as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Brett Basarab is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and began his advisory career in 2026. Prior to entering the financial industry, his work experience includes positions at Meadowbrook Country Day Camp and Cedar Hill Golf and Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes risk assessment and matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Thomas Cooper is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including KPMG, Joe Pops, and Barclays. Outside of his advisory role, Cooper is employed by KPMG in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Ebisch is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the financial services industry. Prior to joining Equitable Advisors, his work history includes roles at Johnston & Murphy, R.I.C.H. Planning, and involvement with United Way of Passaic County. He has also been active in college athletics and student affairs at Ramapo College of New Jersey. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory programs to deliver tailored investment solutions.

Earl Mckenzie is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at Cetera Wealth Services, LLC beginning in 2013. Outside of his advisory role, Mckenzie acts as an insurance agent offering fixed life, health, disability, annuities, and long-term care products, and serves as a volunteer member on the Monmouth County District Fee Arbitration Committee reviewing legal fee arbitration complaints. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Robert Cianci is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for 14 years. 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 advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

David Sears is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he is a general partner and manager of a pool services business, High Quality H2O Pool Services, and serves as a member of the board of directors for Serv Behavioral Health Systems. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Anthony Soeira is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has nine years of industry experience and has previously worked at Santander Securities, LLC, and Santander Bank, NA. He is also associated with M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Wayne Sholk is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he manages a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a municipal advisor affiliation.

Marc Ferrari is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bridgewater, New Jersey. He is a member of Cohen Howard Ferrari & Associates, a team specializing in personalized wealth management solutions for individuals, families, and business owners. Since joining Merrill in 2005 and Cohen Howard Ferrari in 2016, Marc has focused on wealth planning, asset management, and helping clients pursue their targeted financial goals through planning and risk management strategies. Marc's expertise includes asset allocation, investment selection, and developing customized financial plans. He collaborates closely with colleagues Josh Cohen and Dan Howard to provide comprehensive services such as tax-efficient strategies, education funding, insurance planning, trust and estate considerations, retirement readiness, and special needs support. He places importance on understanding each client’s life priorities to create strategies that align with their unique situations, goals, and values. Marc earned a High School Diploma from Westfield High School and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he lives in Richboro, Pennsylvania with his wife and son. Marc’s personal interests include photography, swimming, traveling, watching movies, and spending time with his family. He also participates in community activities and volunteers with local organizations.

Paolo Cerri is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Santander Securities, LLC, Santander Bank, NA, Family First Funding, and C&J Partnership. He is based in Princeton, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Scott Nadle is a financial advisor with Charles Schwab holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, following a 15-year tenure at BlackRock Investments, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and formal due diligence processes for alternative investments.