Rouba Staufenberger is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Real Chemistry, The Planning Shop, Psyma International, and Adelphi Research. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Peter Von Halle is a ChFC® credentialed financial advisor at LPL Financial with 36 years of experience. His prior roles include ten years at Lincoln Financial Securities Corporation and over four decades operating the VonHalle Brokerage Group, which he continues to manage alongside his current position. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide network of representatives. The firm offers comprehensive advisory and brokerage services, including financial planning and access to third-party asset managers and institutional platforms.

Ava Nelson is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on personal retirement planning, women and wealth, and tax minimization to help clients pursue their financial goals with confidence. Ava holds the Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) professional designations. She earned a Bachelor's Degree as well as a Master of Business Administration (MBA) from William Paterson University. In her role, Ava emphasizes education, thoughtful planning, and personalized strategies tailored to individuals and families. Outside of work, she enjoys cooking, hiking, and soccer.

Richard Mitchell is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes seven years at Wells Fargo Clearing and a year at Ameriprise Financial Services, Inc. He serves on the Board of Directors for the Morris Automated Information Network in a non-voting advisory capacity. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, delivering personalized, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Olga Avdaev is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. She has worked at LPL Financial since 2017 and previously spent time at Summit Risk Management, Inc. and Summit Equities, Inc. Avdaev is also involved with Duphiney Financial Network, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Daniel Martin is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Morgan Stanley from 2003 to 2013, First Allied Advisory Services, and Gitterman Wealth Management. He is also the owner of an independent insurance agency, D.R. Martin and Associates, based in Ridgewood, NJ. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Knut Lundberg is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Ic Advisory Services Inc, The Investment Center Inc, Factius Financial Strategies, Commonwealth Financial Network, and Ameriprise. Lundberg serves on the board of the Swiss SkiClub of New York, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms with a broad selection of investment strategies, supported by advanced operational and research tools.

Michael Al Moustafa is a Series 65-licensed advisor with Cetera and has one year of industry experience. He previously held roles at Kept Companies Inc., SKC & Company, LLP, Murphy, Miller & Baglieri, LLP, Blue Water Divers, and Berson and Corrado. Outside of advisory work, he is the owner and founder of an accounting and tax services business serving his personal clients. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager investment platform with discretionary and non-discretionary portfolio management, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm supports various program structures and offers access to affiliated and third-party money managers, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Michael Post is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, also serving at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including J.P. Morgan Securities and Mass Mutual Investors Services. 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 with a variety of investment strategies and utilizes technology for operational and research support.

James Fontanella is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 31 years of industry experience. He has been with Cetera and its affiliates since 2005 and operates his own accounting and tax preparation business serving small businesses and individuals. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with access to multiple investment strategies and managers.

Nikolas Butkov is a financial advisor with Ameriprise in West Orange, NJ, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of advisory work, he is involved in independent insurance brokering specializing in universal life insurance. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to generate written recommendation reports, focusing on clients with Ameriprise-managed accounts and utilizing algorithmic tools overseen by a dedicated team.

Afaf Zaher is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 65 designations. Her career includes roles at Bank of America, Merrill, and PNC Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Jeffrey Wilson is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a board member of the Ridgewood Symphony Orchestra, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, and institutional clients. The firm utilizes a variety of investment solutions, including model portfolios and third-party management, supported by technology tools for operational and research purposes.

Tiziana Maganuco - Van Peenen is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2013, previously serving as a Planning Consultant from 2021 to 2023, Relationship Manager from 2014 to 2021, and Financial Representative from 2013 to 2014. Prior to joining Fidelity, Tiziana held various positions at TD Bank from 2007 to 2013, including Assistant Store Manager and Financial Services Representative. With 18 years of experience in the financial industry, Tiziana focuses on goal-based planning to help clients navigate life transitions and prepare financially for the future. She utilizes the resources available at Fidelity to support clients in building trust and confidence as they work toward their financial objectives. Outside of her professional work, Tiziana enjoys skiing and traveling.

Parker Gundeck is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004, the same year he joined Merrill Lynch. Parker works with individuals, families, and businesses to develop strategies and provide advice by understanding their short- and long-term financial objectives. He specializes in areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and values-based ESG investing, women and wealth, and retirement income. Parker holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Parker graduated from Penn State University with a degree in Finance from The Smeal College of Business Administration. He lives in Wyckoff, NJ with his wife Kathleen and their three children: Parker, Addison, and Evan.

Ellen Bialek is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, previously employed by A. G. Edwards & Sons, Inc. from 2005 to 2008. Outside of her advisory role, she serves as treasurer for a rental property owned by her spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a range of brokerage and advisory solutions while serving over 14,000 financial advisors and managing roughly $671 billion in assets.

Rachel Bernard is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 29 years. Bernard is a committee member of The Lift Collaborative, a nonprofit associated with her church that supports mission work. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Russell Grimm is a financial advisor with Edward Jones in Wyckoff, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Grimm serves on the board of trustees for SCARC Guardianship Services and acts as treasurer for CARC Guardianship Services, both organizations providing guardianship support for individuals with developmental disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Harold Uszerowicz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing and Ryan Beck & Co. Outside of his advisory role, he is an amateur photographer. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.