Dominick Salvatore is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, Northeast Wealth Planners, Bank of America, and IBI Security Transport. He also has teaching experience at Rider University and Rowan College at Burlington County. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Jason De Tata is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Before joining LPL Financial in 2022, he worked at MML Investors Services and MassMutual from 2017 to 2022, as well as at Massey Morgan Financial Solutions and KCD Financial, Inc. He is involved with Avail Wealth Group LLC and Gladstone Wealth Partners, entities associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from various sources.

John Blum is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Shearson dating back to 1987. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Howard Diamond is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 40 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Macy’s, Schlesinger and Associates, and AllState Insurance Company. Outside of financial advising, he also serves as a notary public. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm utilizes a platform that integrates investment advisory programs with the sale of financial products and incorporates third-party asset management and discretionary portfolio implementation.

Anthony Novella Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked with several firms including Allied Wealth Partners and Securian Financial Services. Outside of his advisory role, he owns Strategic Benefits Group, a fixed insurance business specializing in group employee benefits. 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 and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Marybeth Sawchuk is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including over three decades with Prudential Insurance Company of America and Pruco Securities, LLC. She receives renewal commissions for servicing existing property and casualty insurance policies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

William Ianni is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. William graduated as a first-generation college graduate from New Jersey City University Honors Business College with a Bachelor of Science in Finance. William works with a select group of individuals and families, including business owners, senior executives, medical professionals, and lawyers, delivering customized financial strategies. His client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, small business strategies, tax minimization, portfolio management services, defined benefit plans, and legacy planning. He provides comprehensive financial services ranging from general investing to retirement planning and saving for the unexpected, coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions. Residing in Somerset County, William spends his personal time golfing, hiking, traveling, exploring different foods and cuisines, and spending time with friends and family. His approach centers on building trust and confidence through understanding each client's unique financial landscape, aiming to simplify financial complexities and provide support for generations to come.

Keith Latimer is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, previously spending a decade with IC Advisory Services, Inc. He serves on the Board of Directors for the Longwood University Foundation. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm integrates these services with a broad range of advisory, brokerage, and insurance solutions.

Donald Haines III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Merrill, LPL Financial, Flagstar Bank, and multiple positions within JPMorgan Chase and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael La Costa is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Northwestern Mutual and TP ICAP Corporates LLC. He also serves as a financial advisor specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Brian Mulvaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at M&T Securities from 2013 to 2021 before joining LPL Financial. He receives residual income from past group health insurance sales through his LLC, Mulvaney Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Shpend Sabani is a financial advisor at UBS Financial Services in Warren, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Gregory Stelnick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1989 and has been associated with Master Tax since 1981. Outside of his advisory role, he is involved in a real estate rental business. 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 of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management and access to model portfolios and research from multiple sources.

Neal Drasin is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Edward Jones since 1994. He holds the Series 63 and Series 65 licenses and is based in Warren, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Stevens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership in Alpha Wolf LLC, an investment-related business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Julian Montilla is currently an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2023 to 2024. His professional background also includes experience as a Finance Manager at Ciocca Dealerships from 2019 to 2021. In his role as an Investment Consultant, Julian focuses on providing clients with clear and understandable financial planning guidance. He emphasizes trust, collaboration, and a personalized approach to developing and maintaining financial plans tailored to individual goals and circumstances. Outside of his professional responsibilities, Julian's personal interests include comedy, food, music, parenthood, pets, and snowboarding.

Eric Corsini is a financial advisor with Wells Fargo Clearing in Madison, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo in various capacities since 2013. Outside of his advisory role, he owns a rental property operated via Airbnb in Lancaster, PA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emily Wingfield is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to her current roles, she held positions at J&J Snack Foods and TGI Friday's. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Natale is a financial advisor with OSAIC Wealth, Inc. in Branchburg, NJ, holding a Series 66 designation and 22 years of industry experience. His career includes nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing firm-provided tools and third-party solutions to construct diversified portfolios.

Christopher Reicen is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with 14 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.