Anthony Mea Jr. is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 63 designation and 40 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans for clients.

Jaime Banghart is a financial advisor with UBS Financial Services in Middlesex, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Bassett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Paul Tompkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Penn Mutual Life Insurance Co. He operates out of Warren, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved software and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Vincent Hylka is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2007. Hylka also sells Medicare Supplement Insurance to clients upon request. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

Susan Regan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she offers a comprehensive approach to managing wealth that begins with listening to clients' needs and ensuring every strategy is grounded in understanding their goals. She provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. Susan holds a Master's Degree from Rutgers University and a Bachelor's Degree from Seton Hall University. She is a Personal Investment Advisor (PIA) by designation. She participates in community service aligned with Merrill's tradition, volunteering with organizations such as the Eatontown Food Pantry, the Erica Lenore Diedrichsen Butterfly Memorial Foundation, and the Monmouth County Republican Club.

Victor Goh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following seven years at Bank of America Corp and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leonard Thor is a financial advisor with Ameriprise in Metuchen, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and its affiliate since 2015. Thor serves as a trustee on the board of the Brookview Commons Homeowners Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating proprietary research, third-party data, and algorithmic tools to provide tailored recommendations.

William Santoriello is a financial advisor with Primerica Advisors based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His work history includes roles at Westgate Recruiting, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he assists with property management on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Robert Beylickjian is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2017. Prior to that, he was with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined total of 18 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, enabling access to a wide array of financial products and services.

Daniel Williams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes over two decades at Prudential Insurance Company of America and Pruco Securities, LLC, alongside service in the U.S. Army Reserve. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset management programs.

Michael Santino is a financial advisor with LPL Financial and holds the PFS™ and Series 66 designations. He has 18 years of industry experience, including prior roles at National Planning Corporation and ongoing work in tax preparation and accounting with Mark A. Coller, CPA. Outside of financial services, he has worked as a DoorDash driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Jack Schreiber is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Bank of America and several other firms, with educational experience at the University of Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Peter Graham Sr. is a financial advisor with LPL Financial, holding a Series 63 credential and over 31 years of industry experience. He has been with LPL Financial since 1995 and has maintained a CPA and bookkeeping practice since 1970. In addition to his advisory role, he provides auditing, tax preparation, and financial planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Charles Tamayo Mayorga is a financial advisor with LPL Financial based in Basking Ridge, NJ. He holds Series 63 and Series 65 licenses and has eight years of industry experience, including prior work at INVEST Financial Corp. He has also been associated with Affinity FCU for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, 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 programs, combining discretionary and non-discretionary management with research-supported model portfolios and diverse investment strategies.

Steven Reina is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 20 years of industry experience, including roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Lincoln Financial Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Gregg Gold is a financial advisor with Charles Schwab in Millburn, NJ, holding Series 63 and Series 66 credentials and totaling 25 years of industry experience. His career includes roles at TD Ameritrade Inc. from 2009 to 2022 and Charles Schwab Bank, SSB since 2023. Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a blend of non-discretionary and discretionary investment guidance.

Thomas McCarthy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and J.W. Cole Advisors, Inc. Outside of advisory work, he owns Alpha Home Services, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Garrett Valentino is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services LLC and Chubb/Avenica Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Christopher Heiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan entities since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.