Jason Wacaster is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors.

Christopher Touma is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2023 to 2025. In his current role, Christopher assists clients with holistic retirement planning and helps implement investment strategies tailored to their individual needs. He emphasizes taking the time to understand each client's unique goals to provide personalized financial guidance. Christopher's professional experience centers on investment consulting and financial representation, focusing on retirement planning and investment strategy implementation. Outside of work, he has interests in beach activities, boating, cars, fitness, and exploring food.

Geoffrey Cleveland Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, Wells Fargo Advisors, RBC Capital Markets, and Ferris, Baker Watts. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Rohini Raghubans is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank NA since 2002. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a range of financial products.

Eddie Jimenez is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Andrew Tomaino is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Charles Schwab since 2022, with earlier experience in education and the food service industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management, financial planning, and custody services within a large, integrated operational structure.

Robert Milligan Jr. is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Outside of his advisory work, he owns Milligan Auction Company and acts as an auctioneer for nonprofit benefits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad advisor network with specialized municipal and retirement plan consulting services.

Jerrold Bertner is a financial advisor with UBS Financial Services in Short Hills, NJ. He holds Series 63 and Series 65 designations and has 39 years of industry experience, including 24 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Africa Becerra is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2022 and was previously employed by Bank of America, N.A. from 2008 to 2022. 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 strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd Kohlhepp is a financial advisor at Wells Fargo Advisors in Short Hills, NJ, holding a Series 66 designation. He has been working in the financial industry since 2026, with prior experience at LPL Enterprise LLC and a diverse background including roles at DoorDash and Mathematica. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations, with implementation options through multiple brokerage and advisory programs.

Chi Hong Chu is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior firms include American Portfolios Financial Services, National Planning Corporation, and American General Securities. Outside of advising, he is an author and president of multiple business entities, including Cornerstone Financial Strategies Inc. and NEI Management Inc. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Richard Scialabba is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo since 2016 and was previously with Merrill from 2004 to 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, operating a large network of over 14,000 financial advisors.

Patrick Defeciani is a financial advisor at UBS Financial Services with Series 66 and Series 63 credentials. He has been with UBS since 2026 and has prior experience working at Prisco Hot Tubs and in local government roles in Clarkstown. Patrick also has a background in education, having worked at Rowan University and Clarkstown North High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities including portfolio management, financial planning, and capital markets services.

Jason Genovese is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and participation in a wrap portfolio program.

Jeremy Westaway is a financial advisor at Ameriprise in Morristown, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked at Arthurs Tavern and Scimedx Corporation, and has experience in academic and agricultural roles. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise.

Gary Tantleff is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 36 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Jack Destefano is a financial advisor at Merrill in Bridgewater, NJ, with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2011, following a year at Equitable Advisors. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Craig Sjonell is a financial advisor with LPL Financial in Scotch Plains, NJ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Sagepoint Financial, OSAIC Services, and Sunamerica Securities. He is also a Notary Public in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Connor Darville is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Broadridge, and Cornell University. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Richard Osuji is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley. Outside of his advisory role, he is involved with 1792 Wealth Advisors, a non-investment business based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and tailored SIMPLE IRA Employer Advisory program.