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Joel S
Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
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 P
CFP®, PFS™, Series 66
Parsippany, NJ
Cetera
Eric Pascarella is a financial advisor with Cetera, holding CFP®, PFS™, and Series 66 credentials and 13 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Pascarella Wealth Partners LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Matthew C
Series 66
Saddle Brook, NJ
Mass Mutual Investors Services
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 Y
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Joseph Yeboah is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held his current role since 1999 and previously worked at AXA Advisors, LLC. Yeboah is a co-founder and president of the Afra Yeboah Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage channels tailored to client goals and risk tolerance.
Robert L
Series 66
East Hanover, NJ
Wells Fargo Advisors
Robert Lopinto is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as an alternate commissioner on the Harding Township Historic Preservation Commission. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.
Thomas C
Series 66
Randolph, NJ
Equitable Advisors
Thomas Colombaris is a financial advisor at Equitable Advisors with a Series 66 license and less than one year of industry experience. His prior roles include positions at RBC Wealth Management and various other organizations, alongside his academic tenure at the University of Delaware. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm employs a hybrid referral and implementation model, combining advisory, brokerage, and insurance services tailored to client goals and risk tolerance.
Thomas F
Series 63, Series 66
Sparta, NJ
Edward Jones
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 D
Series 63, Series 65
Mountain Lakes, NJ
Wells Fargo Clearing
Steven Di Palma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Angela L
Series 63, Series 65
Lake Hiawatha, NJ
J.P. Morgan Securities
Angela Liu is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2010. 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, distribution, and investment management capabilities.
Nicholas W
Series 66, Series 63
Oakland, NJ
Fidelity
Nicholas Wisnovsky is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Nylife Securities LLC, New York Life Insurance Co, and National Securities Corporation. Outside of finance, he serves as a deckhand for Jordi Sportfishing, a fishing charter based in New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and evaluation of share classes, with notable activities including commodity pool operator registration and advisory roles for multiple registered investment companies.
Alexander P
Series 66
Ramsey, NJ
J.P. Morgan Securities
Alexander Parisis is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Ramsey, NJ. He has 10 years of industry experience, including prior roles at PNC Investments LLC and PNC Bank, N.A. He has been with J.P. Morgan Chase Bank and JPMorgan Securities LLC for the past eight years. 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 applying an ESG eligibility framework in its investment recommendations.
David A
Series 63
Sparta, NJ
Ameriprise
David Ames is a Series 63 licensed financial advisor with 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, including six years at the current Ameriprise entity in Sparta, NJ. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.
David V
Series 66
Saddle Brook, NJ
Ameriprise
David Van Schaik is a Series 66-licensed financial advisor with Ameriprise in Allendale, NJ, with 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce detailed Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Man L
Series 66
Mount Arlington, NJ
Cetera
Man Lee is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Nisivoccia LLP since 2020 and is a partner there, providing audit and consulting services for local governmental entities. Lee is also the owner of Wealthspring Financial Partners LLC, a vehicle created to operate acquired financial services and tax practices separately from the Nisivoccia LLP brand. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various investment management and consulting services through a multi-manager platform, providing access to affiliated and third-party money managers with a range of program options.
William M
Series 66
Succasunna, NJ
STIFEL
William Moynihan is a financial advisor at Stifel with 28 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside his advisory role, he is a member of the New Jersey Army National Guard and participates in community outreach with Project Self Sufficiency of Sussex County. He also assists in supervising a family contracting business during snow plow operations. 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 relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that guide client decisions.
Paul L
Series 63
Hawthorne, NJ
Ameriprise
Paul Leesman is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Leesman serves as Treasurer of the Boys and Girls Club of Hawthorne. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing tax-aware withdrawal strategies.
Leslie Ann F
Series 63, Series 66
Hamburg, NJ
Raymond James & Associates
Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Wells Fargo and Axia Financial Advisors. Her career includes multiple roles within Raymond James entities since 2018. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm offers tailored financial plans and institutional consulting, with notable expertise in public finance and municipal services.
Marina M
Series 66
Upper Saddle River, NJ
Merrill
Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America to offer access to an extensive set of products and services beyond typical managed account programs.
Dominick S
Series 66
Mount Arlington, NJ
Cetera
Dominick Sarinelli is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has held positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. Sarinelli is also a partner at Nisivoccia LLP, a firm specializing in tax and accounting services, where he has worked since 1989. Additionally, he serves as Treasurer of The 200 Club of Morris County, an organization supporting local first responders and their families. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program platforms and third-party money managers.
Eileen M
Series 66, Series 63
Saddle Brook, NJ
Mass Mutual Investors Services
Eileen Madden is a financial advisor at Mass Mutual Investors Services with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Ameriprise and MKLM. MassMutual 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, goal-focused planning engagements.
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