V Kempson III is a CFP® professional with over 41 years of industry experience. He currently works at OSAIC and has previous experience at American Portfolios Financial Services, Inc. and Kempson & Tschopp, LLC, where he is a 50% partner of a wealth strategies group focused on insurance, financial, and estate planning. Outside of finance, he is also a musician. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms and legacy programs.

Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Holdt is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves on multiple nonprofit boards including Birth Haven, the Diocese of Paterson, The ARC of Sussex County, and the Kittatinny Education Foundation. Equitable Advisors serves individual and institutional clients by offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

William Parisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes multiple tenures at LPL Financial as well as positions at M&T Securities, Santander Securities LLC, and Ifmg Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Michael Flynn is a CFP® with 17 years of industry experience, currently affiliated with Edward Jones since 2024. His prior roles include positions at Peapack Gladstone Bank, Prudential Insurance Company of America, and LPL Financial, LLC. He serves as a board member of the Westfield Area YMCA, participating in committees focused on financial development, investment, and organizational planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Robert Bruno is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005 and is also a partner at Bruno Calotta & Associates LLP, an accounting and tax practice. Outside of his advisory work, he is a partner in a family-owned office building partnership. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored 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 a range of third-party managers and investment strategies.

James Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. In addition to his advisory role, he maintains various outside insurance appointments. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers, emphasizing tailored investment solutions without sponsoring its own wrap fee program.

Elizabeta Crevar is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 10 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of multiple advisory roles, and incorporation of AI and long-term asset allocation strategies.

Joao Arruda Neto is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Charles Schwab, and PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

John Space is a financial advisor with LPL Financial in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Christianne Erickson is a financial advisor with LPL Financial in Sparta, NJ, holding a Series 66 designation and bringing three years of industry experience. She has worked with LPL Financial since 2019 and previously was associated with CKW Wealth Management and TeleSearch Staffing Solutions. Erickson is also commissioned as a notary. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Kerssen is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliated entities since 2005. Outside of his advisory role, he is a part-time musician performing at senior living facilities and serves as Music Ministry Director at Hamburg Baptist Church. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers with various program options.

Susan Perry is a financial advisor with Cetera, holding a Series 63 designation and bringing 15 years of industry experience. She has worked at Cetera and its affiliate Cetera Wealth Services since 2013 and spent seven years with Baldino & Perry Associates, Inc. In addition to her advisory role, she provides debt counseling services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Jacqueline Osborne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Primerica since 2005 and has held positions at OMH-Kingsboro Psychiatric and OMH-South Beach Psychiatric Center. Outside of her advisory role, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.