Michael Bostedo is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services and Provident Bank prior to his current roles. Outside of advising, he is a partner and co-owner of Bostedo Construction, LLC, where he manages financial aspects of the business with his father. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to both affiliated and third-party money managers.

Joseph Plourde is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000, including its prior affiliation as Axa Advisors LLC. Outside of his advisory role, he engages in an insurance brokerage business on a limited basis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset management programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models without sponsoring its own wrap fee program.

V Kempson III is a CFP® professional with 41 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at American Portfolios Financial Services, Inc., Kempson & Tschopp, LLC, and Northwestern Mutual Investment Management. Outside of his advisory work, he is a musician and a 50% partner in Kempson & Tschopp LLC, which provides insurance, financial, and estate planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process is centered on model-based asset allocation and portfolio optimization, with a broad set of program options and a significant platform scale supported by a complex affiliate network.

Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Holdt is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves on multiple nonprofit boards including Birth Haven, the Diocese of Paterson, The ARC of Sussex County, and the Kittatinny Education Foundation. Equitable Advisors serves individual and institutional clients by offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Michael Flynn is a CFP® with 17 years of industry experience. He is currently with Edward Jones and previously worked at Peapack Gladstone Bank, The Prudential Insurance Company of America, and LPL Financial. Flynn serves as a board member of the Westfield Area YMCA, participating in committees focused on financial development, investment, and community engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive network of advisors and branches, as well as its fiduciary standard and comprehensive wealth management capabilities.

James Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. In addition to his advisory role, he maintains various outside insurance appointments. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers, emphasizing tailored investment solutions without sponsoring its own wrap fee program.

Joao Arruda Neto is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Charles Schwab, and PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

John Space is a financial advisor with LPL Financial in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Christianne Erickson is a financial advisor with LPL Financial in Sparta, NJ, holding a Series 66 designation and bringing three years of industry experience. She has worked with LPL Financial since 2019 and previously was associated with CKW Wealth Management and TeleSearch Staffing Solutions. Erickson is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacqueline Osborne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Primerica since 2005 and has held positions at OMH-Kingsboro Psychiatric and OMH-South Beach Psychiatric Center. Outside of her advisory role, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Allan Gottesman is a financial advisor with Raymond James & Associates in Boonton Township, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2004, including 16 years with its affiliate, and previously worked at J. B. Hanauer & Co. from 2002 to 2004. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.