Sarah Aly Mahrous is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at JPMorgan Chase Bank and PNC Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG criteria, and includes broader derivatives and commodities capabilities.

Daniel Murray is a CFP®-certified financial advisor with Edward Jones, based in Pompton Lakes, NJ. He has 16 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Crista Mckenna is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience and holds the Series 66 designation. Her prior roles include positions at LPL Financial and SII Investments. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk assessment tools and offers discretionary and third-party manager strategies.

John Bergen is an advisor with Mass Mutual Investors Services holding a Series 66 designation. He began his career in the financial industry in 2026 after prior experience in education and retail. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by analytics and offers specialized programs such as divorce and estate-settlement planning.

Paul Dussard is a financial advisor with Primerica Advisors in Wayne, NJ, holding Series 63 and Series 65 credentials and with 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007 and also has been involved in Western Logistics, Inc. since 2001. Outside of advisory work, he receives compensation for sales and referrals related to mortgage products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and delivers advisory services primarily through model-driven strategies created by unaffiliated asset managers.

John Langdon is a financial advisor with Cetera, holding a Series 63 designation and over 41 years of industry experience. His career includes roles at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. Langdon is involved in several nonprofit and community organizations, including board positions with the St. Joseph’s High School Foundation and the Brothers of the Sacred Heart Foundation, as well as advisory roles with charities supporting families affected by pediatric cancer. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party models, discretionary and non-discretionary account management, and various program structures.

Ryan Marshall is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Cetera and has held roles at Ela Financial Group Inc. and Cetera Wealth Services, LLC. Marshall serves as co-chair of a mentorship program at Montclair State University that supports business school students in their career development. Cetera Investment Advisers LLC provides services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, employing a multi-manager platform with discretionary and non-discretionary programs.

David Maschio is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 63 designation and 26 years of industry experience. His prior work includes positions at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning using firm-approved analytical tools without discretionary authority.

Anthony Spizzo is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is a writer and part owner of Huddle Pass Inc., a blog focused on Rutgers football, and is a member of the Bergen Highlands Rotary Club. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Hristos Gallios is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2015, including prior experience with AXA Advisors, LLC. Equitable Advisors serves a diverse range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both in-house and third-party advisory models and offers a variety of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Barry Teitelbaum is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Edward Jones since 2026. Prior to this, his career included roles at Paychex and in the fitness industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of advisors and branch offices.

Nicholas Pascarella is a CFP® with 40 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Advisors LLC since 2013 and has owned Pascarella Wealth Partners LLC since 1989. In addition to his advisory work, he is involved in the life settlement business as an insurance agent and serves as a contingent trustee. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, providing diverse program structures and ongoing client supervision.

Jonathan Depsee is a financial advisor with Primerica Advisors in East Rutherford, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles in education administration with the Washington Township School District and the Borough of Florham Park Board of Education, as well as entrepreneurial experience with Party Pix Photo Booth LLC. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services, and operates at scale with thousands of advisors and billions in assets under management.

David Siebel is a financial advisor at OSAIC with 14 years of industry experience and holds a Series 66 designation. His career includes positions at OSAIC since 2023 and SagePoint Financial since 2012. Outside of his advisory work, Siebel manages employer group-sponsored employee benefit plans for small to mid-sized companies through his role as Managing Principal at EPIC Insurance Brokers & Consultants and ownership of Siebel Consulting, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Virginia Capicchioni is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. She has a background that includes roles at Cetera, First Allied Advisory Services, and Lifelong Investments LLC. Outside of her advisory work, she is involved in lacrosse coaching and administration, serving as head coach for USA Lacrosse and president of the American Women’s Box Lacrosse Association, in addition to managing Gladiator Lacrosse LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Damien Di Taranto is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. His prior roles include positions at Northern Advisory Group, UBS, and involvement with the University of Miami. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Bellog is a Vice President and Financial Consultant at Fidelity Investments. In his role, he collaborates with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Steven has been with Fidelity Investments since 2019. Prior to this, he worked as a Financial Advisor at Morgan Stanley from 2013 to 2019. His professional experience spans several years in financial consulting and advisory services. Outside of his professional work, Steven engages in activities such as family activities, fitness, golf, outdoor adventures, snowboarding, and traveling.

Michael Blevis is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lazard Asset Management and Goldman Sachs, among other firms. He is also a financial advisor at Ela Financial Group, Inc. outside of his role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and nonprofit entities, and institutional accounts. The firm offers multiple portfolio management options, financial planning, and access to third-party money managers, operating through a large network of independent advisors.

Robert Sundermann Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 25 years and spent 37 years at IBM Corporation. Sundermann also operates Sundermann Financial Services, where he acts in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options through its network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Irene Stolarz is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves as a director for the Polish People's Home of Passaic, NJ, a social and cultural organization for the local Polish community. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques, supported by a broad range of retail and institutional investment services.