George Carter is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Allied Wealth Partners and Securian Financial Services, among others. Outside of advising, he is involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Markellos Marcou is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Securities America Advisors and Securities America Inc for 17 years before joining LPL Financial. In addition to his advisory role, Marcou is also an agent selling life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and various brokerage services.

Yuma Morita is a financial advisor with Edward Jones in Denville, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morita worked at H&R Block and Lvly and has maintained ownership of Longface Productions LLC since 2002, although the company is currently dormant. Morita is also listed as an IRS Income Tax Preparer, having completed the 2025 Annual Filing Season Program for personal development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Steven Hynson is a financial advisor at Cetera with a Series 66 designation and 12 years of industry experience. Prior to joining Cetera and Wealthspring Financial Partners in 2025, he held positions at Bank of America, Merrill, and Hennion & Walsh Asset Management. He is also involved with Wealthspring Financial Partners, where he provides comprehensive financial planning and investment advice to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets.

Todd Dates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1998 and has extensive experience in wealth management. Over the years, Todd has worked with firms including Merrill, Smith Barney, and Morgan Stanley, returning to Merrill Lynch in 2016. He focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. Todd holds a bachelor's degree from Montclair State University and is a Personal Investment Advisor (PIA). Throughout his career, he has emphasized building durable client relationships based on exemplary service, accuracy, timely responsiveness, and proactive communication. He attributes much of his success to attentiveness and accessibility, serving multiple generations of clients. Residing in Wayne with his wife and two sons, Todd enjoys running, reading, and spending time with his family. Committed to community involvement, he participates in volunteer activities reflecting Merrill's tradition of engagement in the communities served.

Salvatore Restifo is a Series 65-licensed financial advisor with Cetera, where he has worked since 2005. He has 31 years of industry experience and is also a partner at Lanni Restifo LLC, a CPA firm he has been involved with since 1999. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports a range of investment strategies and custodial arrangements.

John Boeckel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments LLC, SII Investments, Inc., and Advanced Planning Group. Outside of finance, he is the founder of a cosmetic line called MISSION 1O2. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers tailored investment strategies across multiple platforms and maintains proprietary model strategies alongside access to unaffiliated managers.

Michael Somekh is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked previously at Bank of America, N.A. and Merrill. Outside of his work at Wells Fargo, he is involved with MSS Advisors LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and integrating advisory services with other financial products.

Lesley Weiner is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 43 years of industry experience. Her career includes long-term roles at Minnesota Mutual Life and Ascend Financial Services, as well as advisory work at William Paterson University. She serves as a member of the advisory council for Cotsakos College of Business and works as a notary public. Cetera operates as an SEC-registered adviser with a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Vincent Wu is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified model portfolios.

Christopher Jones is a financial advisor with Edward Jones in Passaic, NJ. He holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining the firm, his background includes various roles in the theater and entertainment industry, including work with multiple theater groups and media companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Neil Burke is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Prudential Insurance Company for 25 years. Burke is also involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients by providing financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Joyce Huggins is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide array of financial products and services.

Philip Confalone is a financial advisor with Ameriprise in Bridgewater, NJ, holding a Series 63 designation and 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and is a past president of Bridgewater Baseball and Softball Inc. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Danielle Rappa is a financial advisor with Equitable Advisors and holds a Series 66 designation. She joined the firm in 2025 and has no prior industry experience. Her background includes roles outside of finance, such as positions at Burlington Stores and Victoria's Secret. 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 third-party programs. The firm operates a hybrid referral and implementation model that utilizes multiple advisory platforms and offers both discretionary and non-discretionary investment services.

Mahesh Melwani is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Outside of his advisory role, he is involved in health insurance through Emerson Reid Disability Insurance Services. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Andrew Stolarz is a Series 66-licensed financial advisor with Morgan Stanley, based in Little Falls, NJ, and has 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario analysis as part of its planning process.

Chris Plechy is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services Inc and The Investment Center Inc for eight years and at Ameriprise Financial Services, Inc. for two years. He is also involved in tax preparation through Prestige Family Wealth Advisors and owns a consulting business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and model portfolios.