Scott Whisten is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Allianz Global Investors U.S. LLC for 16 years before joining Edward Jones in 2022. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Fuentes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Del Campo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Maplewood, NJ. He has worked with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Dibrino is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Outside of his advisory role, he is involved in non-variable insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

John Maiello is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, he was self-employed for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Todd Vander Veer is a CFP®-credentialed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Washington Mutual. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

John Grill is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Outside of his advisory work, he is employed at a local recreation center working the gym desk. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships that utilize firm-approved software for analysis and recommendations.

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 financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years and has operated the Von Halle Brokerage Group since 1983. Outside of his advisory work, he is involved in selling various types of insurance, including life, disability, and Medicare supplemental insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven investment approaches.

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 CFP®-certified financial advisor with 15 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, she worked at Summit Risk Management, Inc. and Summit Equities, Inc. from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with support from internal and third-party research.

Daniel Martin is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2016. Prior to that, he worked at Gitterman Wealth Management and Triad Advisors. In addition to his advisory role, Martin is an independent insurance agent for various companies through his business, D.R. Martin and Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and multiple custody platform arrangements.

Knut Lundberg is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including Ic Advisory Services Inc, The Investment Center Inc, Factius Financial Strategies, and Commonwealth Financial Network. Outside of his financial advisory work, Lundberg serves as a board member of the Swiss SkiClub of New York. 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 range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and diversified investment strategies.

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 in Wayne, NJ, holding a Series 66 designation with 10 years of industry experience. He has been with Merrill since 2016 and concurrently associated with Bank of America, N.A. since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated within Bank of America’s corporate platform, enabling access to a broad range of products and services.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at Lakeland Financial Services Agency, Raymond James Financial Services, and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and utilizes both discretionary and non-discretionary management approaches.

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.