Mariam Kikilashvili is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Her prior work experience includes roles at Jesse M. Branson: Allstate Insurance and Kevin Fallon - State Farm Insurance Agent. Outside of finance, she has worked with Amazon Flex. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Coughlin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at PNC Investments, Santander Bank, Santander Securities, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through unique regulatory registrations.

Paul Modafferi is a Senior Financial Advisor specializing in family wealth management. He works with clients to create personalized financial strategies that reflect their unique goals and adapt to changing market conditions. Paul draws upon the investment insights of Merrill Lynch Wealth Management and the banking solutions of Bank of America to provide comprehensive guidance across areas such as education planning, legacy planning, retirement income, and tax minimization. With a focus on understanding clients’ financial situations and priorities, Paul begins each relationship by identifying key objectives and customizing approaches accordingly. He employs tools like Merrill’s Investment Personality Assessment to better tailor investment strategies. Paul holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Centenary University. Paul follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional work, he enjoys football, golfing, hiking, music, reading, spending time with family, traveling, and watching movies.

Richard Gaba is a financial advisor with Cetera, holding a Series 66 designation and 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. Cetera Investment Advisers LLC is a nationally registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Jan Sedlacek is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation, along with Series 63 and Series 65 licenses. His work history includes long tenures at Penn Mutual, Securities America, and Cornerstone Financial Group, where he also serves as president engaged in insurance sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization techniques and is notable for its scale, complex affiliate network, and recent consolidation activity.

Damien Paumi is a CFP®-credentialed financial advisor with 25 years of industry experience. He is currently with Cetera and has held roles at Avantax Investment Services and Nisivoccia LLP. Paumi serves as President of The 200 Club of Morris County, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Dinesh Mahtani is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has been associated with Primerica Financial Services since 2000 and PFS Investments Inc. since 2013. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by third-party asset managers and maintains approximately $15.5 billion in assets under management.

Connor Geary is a financial advisor with LPL Financial who holds a Series 66 designation and has been in the industry since 2026. His prior work experience includes positions at Wintrust Life Finance and Albertsons Companies. Outside of finance, he has participated in community activities such as the Lavallette Beach Patrol. 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 wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Jannicelli is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities since 2012. He also has a longstanding affiliation with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Joel Saperstein is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2001. Outside of advising, he is involved in sales related to life, health, group life, and group 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, using firm-approved software tools to develop goal-based recommendations without discretionary investment authority.

Eric Pascarella is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He has been with Cetera since 2013 and also leads Pascarella Wealth Partners LLC, a financial services firm he has operated since 2012. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Matthew Corrigan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 22 years of industry experience, including positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is the owner of a rental property. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes tailored to client goals.

Joseph Yeboah is a financial advisor at Equitable Advisors with 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is the co-founder and president of the Afra Yeboah Foundation. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and works with third-party asset managers and advisory programs, covering a broad range of investment options and fiduciary services.

Robert Lopinto is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. He serves as an alternate on the Harding Township Historic Preservation Commission in New Vernon, NJ. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Thomas Colombaris is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at RBC Wealth Management and the University of Delaware. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves matching clients to program models or discretionary managers, utilizing a range of investment options and offering ERISA fiduciary services to qualified plans.

Thomas Feely is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated products, supported by a large nationwide network of financial advisors and branch offices.

Steven Di Palma is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at A. G. Edwards & Sons, Inc. 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 integrates research and analytics from Wells Fargo Investment Institute in its investment approach while offering both brokerage and advisory solutions.

Angela Liu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and also has tenure with JPMorgan Chase Bank, PNC Wealth Management, and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a systematic research process.

Nicholas Wisnovsky is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he works as a deckhand for Jordi Sportfishing, a fishing charter business in New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and delivery of model portfolios built using proprietary research, quantitative analysis, and systematic methodologies.

Alexander Parisis is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with J.P. Morgan Securities. His prior roles include positions at PNC Investments LLC and PNC Wealth Management from 2016 to 2018. He is based in Ramsey, NJ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and offers capabilities including ESG eligibility frameworks and broader derivatives and commodities services.