Neil Burke is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including a 25-year tenure at Prudential Insurance Company. Burke operates a non-variable insurance agency alongside his advisory role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers access to third-party asset managers and financial planning services.

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 designations and bringing 40 years of industry experience. She has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 in Saddle Brook, NJ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles in retail and hospitality sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance to match them with suitable program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

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, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in health insurance through Emerson Reid Disability Insurance Services. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, offering a diverse set of investment options and ERISA fiduciary services.

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 at LPL Financial with 26 years of industry experience and holds a Series 66 designation. His prior work includes roles at Ic Advisory Services Inc, The Investment Center Inc, Ameriprise Financial Services, Inc., STIFEL, Ryan Beck & Co., and J. B. Hanauer & Co. He is also involved in tax preparation through Prestige Family Wealth Advisors and owns a business entity called CJP Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Joseph Pagliarulo is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant before assuming his current position in 2016. In his role, Joseph partners with clients to develop plans aimed at accumulating, protecting, and distributing wealth. His approach emphasizes collaboration and aligns with his business beliefs and values centered on helping clients achieve financial freedom.

David Helfrich is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at Securian Financial Services and Minnesota Life Insurance Company. Outside of finance, he is involved as a coach and referee at Helf's Hitting Academy. 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 portfolio management, financial planning, and retirement services across various program structures and investment approaches.

Stephen Stemple is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at MSI Financial Services, Inc. He is also involved in estate planning and asset protection through ownership of Stemple Family Associated LP. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of planning programs and educational seminars while focusing on collaborative, goal-oriented planning engagements.

Wilson Adubasim is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Equitable Financial Life Insurance Co. He also has experience outside finance, having worked at South Valley BBQ & Lounge and Rutgers University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative screens, qualitative research, and an ESG eligibility framework, supported by centralized due diligence.

Ryan Hunt is a financial advisor at J.P. Morgan Securities with 23 years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley, Edward Jones, Citigroup Global Markets, and Lord, Abbett & Co. LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Troncellito is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He specializes in supporting high-net-worth clients and their families with retirement planning, investment strategy, principal and income protection, and estate planning considerations. Matthew brings over 20 years of experience in the financial services industry, including 15 years at Fidelity in various roles. His professional background includes positions at AXA Advisors, LLC as a Certified Financial Planning Professional, and at Wells Fargo Advisors as a Financial Advisor. Matthew holds a Bachelor of Science degree in Economics and maintains a California insurance license. Prior to his financial career, he was a collegiate athlete and served in the Navy. Outside of his professional work, Matthew enjoys outdoor activities such as boating, beach outings, skiing, snowmobiling, and gardening.

James Cha is a CFP®-designated financial advisor at Ameriprise with 28 years of industry experience. His career includes roles at Ameriprise Financial Services Inc., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Merrill. He holds Series 63, 65, and 66 licenses and is based in Saddle Brook, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning, utilizing proprietary research and third-party data to support tax-aware withdrawal strategies and Social Security claiming options.

James Egan is a financial advisor with Merrill, holding a Series 63 designation and 37 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he serves as an assistant varsity lacrosse coach at Glen Rock High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Olson is a financial advisor at Fidelity with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at New York Life, Nylife Securities LLC, and PRUCO Securities, LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and fund advisory services.

Scott Murnick is a CFP® professional with four years of industry experience, currently associated with Cetera. His prior roles include positions at IQVIA and the University of Miami. He also operates Murnick Financial Group, a financial services business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and affiliated partnerships.

Dipti Rath is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Securian Financial Services. Rath is also an agent/broker engaged in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Ronald Carr Jr. is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding CFP® and ChFC® designations and over 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Carr serves as a trustee for multiple irrevocable life insurance trusts and is a board member of The Village School, a private Montessori school operating as a 501(c)(3) organization. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, money-manager programs, and educational seminars, structuring financial planning engagements as annual, collaborative relationships without discretionary investment authority.