Thomas Dalton is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in a real estate rental business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing research, model portfolios, and third-party management within an integrated platform.

Veronica Vorhies is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at firms including B. Riley Wealth Management, National Asset Management, Winslow, Evans & Crocker, Inc., and Morgan Stanley in various capacities over the past decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Carlos Del Rio Madero is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2025 after working for two years at Prudential Advisors, where he obtained his financial licenses and gained industry experience. Prior to his career in financial advising, Carlos worked for one of eBay's top consignors, assisting clients with million-dollar portfolios during significant liquidation events. Carlos's expertise includes divorce transition planning, employee financial health, legacy planning, liquidity management, managing new wealth, and personal retirement planning. He holds the Personal Investment Advisor (PIA) designation and is fluent in English, Spanish, and Hindi. Carlos earned his high school diploma from Passaic Valley Regional High School. In addition to his professional work, Carlos is involved in the Hispanic/Latino Organization for Leadership and Advancement and the Parents and Caregivers Network. His personal interests include dancing, football, music, reading, and tennis.

Laura Sollecito is a CFP® and holds a Series 66 license with 11 years of industry experience. She joined UBS Financial Services in 2024 after a decade of prior experience elsewhere. She is based in Paramus, NJ. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.

Matthew Nitto is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Campbell Lutyens, Levelup HCS LLC, Jefferies, Morgan Stanley, and other firms. He also worked as a self-employed fitness coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Tariq Marouf is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding a Series 66 designation and one year of industry experience. His career includes roles at Wells Fargo Bank, Truist Securities, and teaching positions at the University of Maryland and Modern American School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Melissa Lovell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining UBS in 2017. Outside of her advisory role, she serves as a trustee for family trusts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, customized investment solutions.

Mark Sauceda is a Financial Consultant at Fidelity Investments, where he leads a collaborative financial planning experience. He emphasizes a client-centric approach with personalized strategies tailored to unique goals and financial circumstances. Mark has extensive experience in the financial services industry, having served as a Senior Financial Advisor at Vanguard from 2019 to 2022 and as a Wealth Management Advisor at TIAA from 2010 to 2019.

John Nasisi is a financial advisor with Ameriprise in Hackettstown, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service designed for individuals near or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic and research-driven approaches to offer advisory, brokerage, and insurance solutions through its extensive institutional platform.

Giuseppina Geissbuhler is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Brain Balance Achievement Center from 2011 to 2016. Outside of her advisory role, she is involved in wellness and meditation as the proprietor of The Intuitive Doula and Find Your Tribe Wellness, where she supports people in meditation, breathwork, and birth preparation, and she also engages in selling clothing through a separate business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Vito Bianco is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

John Ahart is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved planning tools, serving clients both directly and through corporate financial planning agreements.

Wayne Sammartino is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 1989. He assists individuals and families in assessing and achieving their financial goals through comprehensive planning, asset allocation, and risk management. His areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. A 1980 graduate of Brown University, Wayne holds the Personal Investment Advisor (PIA) designation. He takes a holistic approach to financial advising, evaluating clients’ situations and risk tolerance to develop suitable asset allocations and portfolio strategies. He collaborates with clients’ attorneys and CPAs to implement their financial plans effectively. Wayne is also involved in the community as a youth lacrosse coach and serves on the Board of Directors for Edward Sisco Village. Additionally, he is a member of the Brown University Alumni Association. Outside of his professional work, he enjoys hiking, reading, running, and spending time with his family.

Steven Zacharczyk is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates is a large dually registered 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Sharon Murdock is a Series 66 licensed financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as Treasurer for Make Change for Carter, a charity focused on mental health awareness and support programs for first responders and schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services through its platform.

Abraham Itani is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Enterprise, he founded Itani Wealth Management LLC and has worked in wealth management and investment services firms. He also operates Itani Accounting and Tax LLC, providing tax preparation and accounting services. 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, model portfolio programs, third-party asset management, and insurance products via an integrated platform combining advisory services with product sales.

Kenneth Berk is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 63 designation and 37 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide array of advisory programs and personalized financial planning using structured tools and scenario modeling, managing approximately $2.74 trillion in client assets.

Brandon Gioia is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. for 10 years. Outside of his advisory role, he serves as Vice President and coach for the Franklin Lakes Little League Softball board. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Daniel Montalvo is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Bank of America and Merrill for 10 years. He is currently based in Hackensack, NJ. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.