Robert Green is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written client summaries.

Paul Costello is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2016, aside from a brief retirement in 2023-2024. He is the owner of PLC Consulting LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm utilizes proprietary research and planning tools to develop recommendations, providing a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning.

Daniel Epps is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Peter Mitrakos is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Todd Eosso is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 16 years of industry experience. He worked at Stifel Nicolaus & Co Inc from 2015 to 2024 before joining Wells Fargo Advisors. Eosso is also involved in Gravity Management Group Inc., a business he wholly owns and actively manages. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth criteria, utilizing proprietary research and tools to develop personalized recommendations.

Bassel Saliba Jr. is a Series 66-licensed financial advisor with Merrill, based in Iselin, NJ. He has been with Merrill since 2026 and previously held roles in transportation and logistics, as well as various positions in education. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a wide range of client types.

Joseph Scorsone is a Financial Advisor with Merrill Lynch Wealth Management who works with executives, business owners, and families to help them make informed decisions about their finances. His approach is planning-driven, starting with clients' priorities and building investment strategies that align with their goals, timelines, and risk tolerance. Joseph focuses on areas such as retirement planning, tax-efficient investing, estate and legacy goals, and managing concentrated stock positions. He began his career in 2007 and joined Merrill in 2014. Joseph holds the Chartered Retirement Planning Counselor (CRPC) designation, the Personal Investment Advisor (PIA) credentials, and has Series 7 and 66 FINRA registrations. He completed an Accredited Certificate Program from the College for Financial Planning and is fluent in both English and Italian. Joseph resides in Roseland, New Jersey, with his wife, Eleonora, and their three daughters. Outside of his professional work, he enjoys music, traveling, and cooking.

Vincent Jule is a financial advisor with Mass Mutual Investors Services, holding over 53 years of experience in the industry. He previously worked at MetLife Securities Inc. for 30 years and has been with MassMutual Life Insurance Co. since 2016. In addition to his advisory role, he is also an insurance agent specializing in individual life, health, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, typically structuring client engagements as annual collaborative relationships that emphasize goal-based recommendations.

Laura Agard is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and Prudential Insurance Company of America. Outside of her advisory role, she is president of The Black Steep LLC, a tea and beverage company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Hubert Obrien is a financial advisor at Cetera with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, Obrien is an insurance agent offering fixed life, health, disability, annuities, and long-term care insurance through his own business and other fixed insurance agencies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Erik Wehner is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services and Carmine Anzalone III. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Thomas Gawron is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Equitable Advisors since 2017, following a period at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business activities, including Professional Group Plans and an affiliated health plan. Equitable Advisors serves individual clients across wealth segments, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party solutions.

Timothy Mol is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and Affinity Federal Credit Union and has held previous roles at firms including Raymond James Financial Services and Merrill. He is also involved with the Netherlands Reformed Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Gregory Bruno is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was with UBS Financial Services from 2011 to 2017. Outside of his advisory role, he serves as an executor and power of attorney for family members in New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Prusicki is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2005. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Lawrence Lawson is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside his advisory role, Lawson serves as chairman of the Fredon Township Environmental Commission and president of the Fredon Volunteer Fire Company, as well as acting as a charter organization representative for a local scout troop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service that provides retirement income planning focused on dependable income and tax-aware withdrawal strategies.

John Bertolini is a financial advisor with LPL Financial in Westfield, NJ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at Royal Alliance and The Prudential Insurance Company of America. He is also employed outside the investment advisory business at Westfield CPAs. 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 portfolio programs, third-party asset management, and institutional platforms.

Michael Stickler is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he also performs notary services as an independent contractor. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning arrangements.

Michael Bianco is a financial advisor with Edward Jones in Chatham, NJ, holding a Series 66 designation and ten 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 offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Renee Wainberg is a financial advisor with Morgan Stanley in Short Hills, NJ, holding Series 63 and Series 66 licenses with 13 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques such as Monte Carlo simulations in its financial planning process.