Olivia Tiboni is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and one year of industry experience. Her career background includes roles at JPMORGAN Chase Bank, N.A., Propel + Capital One, and AllPeople Marketplace. She has also been involved with Tiboni & Tiboni, LLP and The Reeds at Shelter Haven. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm utilizes a centralized due diligence process combining quantitative and qualitative research to inform its recommendations.

Timothy Mulhern is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies.

Michelle Mc Tamney is a financial advisor with Edward Jones in Rahway, NJ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kraftware Corporation from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Patricia Donelan is a financial advisor at LPL Financial with 47 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Wells Fargo Clearing, UBS Financial Services, and Momentum Independent Network. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Scott is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. He has previously worked with Prudential Insurance Company of America, Pruco Securities LLC, and Liberty Mutual Insurance. Outside of his advisory role, he co-owns Humidor Collective Group LLC, a business focused on cigar hospitality and management. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Garrett Morrison is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his mother, assisting with her financial affairs. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models implemented through both proprietary programs and third-party managers.

Anne Marie O'Connor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and six years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank NA, and J.P. Morgan Chase. She also has experience outside finance, having worked at Barry's Bootcamp for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative research, may include an ESG framework, and benefits from broader derivatives and commodities capabilities.

Silvia Rodriguez Coda is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been associated with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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 with model-based and discretionary investment strategies.

Peter Kaloustian is a financial advisor with LPL Financial in Cranford, NJ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial Services since 2008 and had a brief tenure at Cetera in 2019. Kaloustian is also involved with Flagstar Bank N.A. alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment options, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Michael Ciorlian is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2022. Prior to his advisory role, he held various positions including work at Olde Queens Tavern and Rutgers University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Joseph Maccariello is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and the University of Delaware. He is also employed in tax services for multiple entities based in Staten Island and Springfield. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with access to multiple platforms and custodians.

Amy Cooke is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services for nine years. Outside of her advisory role, she serves as Director of Special Events for the Commercial Real Estate Women of New Jersey, where she helps plan the annual golf outing. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Gina Lessner is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Sophia Stuart Rockefeller is a Financial Advisor with Merrill Lynch Wealth Management. She supports clients in areas including family wealth management strategies, legacy planning, managing new wealth, women and wealth, and tax minimization. She holds professional designations such as Chartered Retirement Planning Counselor (CRPC) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Sophia's diverse background includes a PhD in Physical Chemistry and academic experience at Dartmouth College, where she conducted research on magnetic nanoparticles for pancreatic cancer treatment. She has served as a finance manager in the US Air Force Reserves and founded a national and international business manufacturing freeze-dried snacks. Additionally, she established the Lady Boss Women Entrepreneurial Club, a community supporting over 2,500 women entrepreneurs. Her education encompasses degrees from Belarussian State University, the National Academy of Sciences, Southern New Hampshire University, and the Community College of the Air Force, as well as a certificate program from Dartmouth College. Sophia's interests include forts and castles from the 13th to 16th centuries, reading, traveling, cats, real estate, cooking, horseback riding, and spending time with her family.

Jarred Colaiacovo is a financial advisor at Merrill with Series 65 and Series 63 credentials. He has been in the industry since 2026, with prior roles at Bank of America, PNC Bank, and Telesearch Inc. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services primarily to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Arthur Crist is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brigita Z. Rumpeters is a Wealth Management Advisor with over 30 years of experience at Merrill Lynch, where she began her career in 1989 in the Westfield, New Jersey office. She works with affluent clients, non-profit organizations, and small businesses to provide investment management and wealth preservation services. Brigita develops personalized strategies accounting for clients' risk tolerance, time horizons, liquidity needs, and investment goals. She offers a broad range of services including portfolio management, stock option analysis, retirement strategies, hedging and monetization of concentrated equity positions, life insurance analysis and funding, as well as wealth preservation and transfer services. Additionally, she provides various lending and mortgage services and advises on cash management, business lending, and retirement plans for small businesses and non-profit organizations. Brigita holds a Bachelor of Science degree in Business/Marketing from Stockton University. She has earned multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), enhancing her expertise in retirement planning and fiduciary responsibilities. Beyond her professional work, Brigita volunteers with several local non-profit organizations, including the Center for Hope. She is also an avid volleyball player, actively participating in co-ed leagues and tournaments. Brigita resides in Westfield with her husband, Artis, and their three children: Andrejs, Sintra, and Krista.

Gilbert Blitz is a CFP® professional with 39 years of industry experience, currently serving at UBS Financial Services since 1986. He is based in Warren, NJ, and holds Series 63 and Series 66 licenses. Outside of his financial advisory work, Blitz serves on several nonprofit boards, including Young Audiences New Jersey and Robert Wood Johnson University Hospital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment plans supported by proprietary research and model-based asset allocations.

Gerald Silberman is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with Metlife Securities Incorporated for seven years. Outside of his advisory role, he is involved in insurance brokerage, focusing on individual life, disability, long-term care, fixed annuities, and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using technology to analyze client goals and offers event-driven planning programs such as divorce and estate-settlement planning.

George Castellano is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2000. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.