Edward Shevac is a financial advisor with LPL Financial in Hackettstown, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial and its predecessor firm since 1999, totaling 27 years at the company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jon Thomas is a financial advisor with LPL Financial based in Easton, PA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Personal Dollar Management and Cadaret, Grant & Co., Inc., each for 32 years. He is also involved in non-variable insurance related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research while providing both discretionary and non-discretionary management options.

Stacy Goerner is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2009 to 2020 before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing options such as tax-management and responsible investing.

Edward Winters Jr. is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Winters serves as a power of attorney for his son. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary solutions, model portfolios, and access to third-party managers.

Vicki Kirkpatrick is a financial advisor at LPL Financial with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services LLC, KeyBank, and Fidelity Deposit & Discount Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Matthew Teevan is a CFP® professional with 16 years of industry experience, currently advising clients at Ameriprise Financial Services, LLC. His prior roles include positions at various Cetera affiliates, GWFS Equities/Empower, and Russell Investments Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Dennis Gerkhardt is a CFP® professional with 32 years of experience in the financial industry. He currently works at LPL Financial, joining in 2025 after previously serving at IC Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory work, he is involved in farming through Shady Pond Farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Michael Mccann is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, John Hancock Funds, and New York Life Investment Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Ashley Buhl is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, Ashley operates a part-time business called Invitations by Ashley and contributes occasional content related to health and family topics, as well as participating in a children's animal workshop. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform including capital markets and advisory solutions.

Matthew Engelau is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves on the Hackettstown Town Council and is actively involved in local governance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management and various model portfolios supported by in-house and third-party research.

Christopher Russo is a CFP® and holds a Series 66 designation, with 24 years of experience in the financial industry. He has been associated with Fidelity Investments since 2014 and currently works within Fidelity Personal and Workplace Advisors in Jersey City, NJ. Christopher is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory roles, fund advisory, and delivery of model portfolios to intermediary platforms.

Keith Smith is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at Ameriprise Financial Services, Inc. for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Angiuli is a CFP® with 28 years of experience in the financial services industry. He is currently with LPL Financial, having joined in 2024, and previously worked at Wells Fargo Advisors and Fidelity in various advisory roles. Outside of his advisory work, he is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Radogna is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his financial advisory role, he is involved in music creation and plays in a band represented by Broadcast Music Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Maria Winters is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 designation and has been affiliated with Cetera Advisors LLC since 2013. Winters also operates EM Winters Financial Services, a separate investment-related business, and is a licensed notary public. Cetera is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to multiple program structures and third-party managers.

Samantha Prusia is a financial professional with seven years of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has worked at multiple firms including Cetera Advisors and First Allied Securities. Prusia also operates EM Winters Financial Services, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with both discretionary and non-discretionary program options.

Daniel Becker is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. Prior to joining LPL, he held roles at Securities America Advisors and National Planning Corporation. Becker is also involved in tax preparation and accounting services through his enrolled agent status. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services, supported by research and technology-driven investment strategies.

William Taylor is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he maintains a social media presence focused on general finance topics unrelated to his firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, featuring options for tax management and responsible investing.

Timothy Ferguson is a financial advisor with Equitable Advisors in Columbia, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in education and hospitality. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, providing financial planning, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various sponsored programs and third-party managers to offer advisory and brokerage solutions.

Michael Glovas Jr is a financial advisor with Morgan Stanley in Easton, PA, holding a Series 66 credential and four years of industry experience. His work history is primarily with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, spanning from 2017 to the present. Outside of his advisory role, he is involved in house flipping and property management activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses to support client financial plans.