Cleon Cato is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing, he worked at J.P. Morgan Securities for 11 years and has been involved in several business ventures including early childhood education and property management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Elizabeth Coronato is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Claudine Pinho is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2009. In addition to her advisory role, she is commissioned as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Christopher Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by research and multiple portfolio management strategies.

Christopher Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS and Oppenheimer & Co. Prior to his financial advisory career, he was involved in managing Griff's Place Sports Bar for seven years. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations to model financial outcomes.

Dominick Salvatore is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, Northeast Wealth Planners, Bank of America, and IBI Security Transport. He also has teaching experience at Rider University and Rowan College at Burlington County. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Manish Kakkar is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is involved in United Healthcare dental and health insurance activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions based on client goals, risk tolerance, and time horizon.

Dino Viggiano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Jason De Tata is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Before joining LPL Financial in 2022, he worked at MML Investors Services and MassMutual from 2017 to 2022, as well as at Massey Morgan Financial Solutions and KCD Financial, Inc. He is involved with Avail Wealth Group LLC and Gladstone Wealth Partners, entities associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from various sources.

John Blum is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Shearson dating back to 1987. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Robert Gregory is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his role at Wells Fargo, he has ownership interests in Marquis Wealth Advisors LLC and Aaron Elliot Inc, both investment-related businesses based in Chatham, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Howard Diamond is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 40 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Macy’s, Schlesinger and Associates, and AllState Insurance Company. Outside of financial advising, he also serves as a notary public. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm utilizes a platform that integrates investment advisory programs with the sale of financial products and incorporates third-party asset management and discretionary portfolio implementation.

Anthony Novella Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked with several firms including Allied Wealth Partners and Securian Financial Services. Outside of his advisory role, he owns Strategic Benefits Group, a fixed insurance business specializing in group employee benefits. Cetera Investment Advisers LLC 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 portfolio management options and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Marybeth Sawchuk is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including over three decades with Prudential Insurance Company of America and Pruco Securities, LLC. She receives renewal commissions for servicing existing property and casualty insurance policies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Tracy Ann Mills is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Outside of her advisory role, she owns and operates Tray Chic, LLC, a product distribution business, and also works as a delivery driver for Uber Eats. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Ianni is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. William graduated as a first-generation college graduate from New Jersey City University Honors Business College with a Bachelor of Science in Finance. William works with a select group of individuals and families, including business owners, senior executives, medical professionals, and lawyers, delivering customized financial strategies. His client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, small business strategies, tax minimization, portfolio management services, defined benefit plans, and legacy planning. He provides comprehensive financial services ranging from general investing to retirement planning and saving for the unexpected, coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions. Residing in Somerset County, William spends his personal time golfing, hiking, traveling, exploring different foods and cuisines, and spending time with friends and family. His approach centers on building trust and confidence through understanding each client's unique financial landscape, aiming to simplify financial complexities and provide support for generations to come.

Keith Latimer is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, previously spending a decade with IC Advisory Services, Inc. He serves on the Board of Directors for the Longwood University Foundation. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm integrates these services with a broad range of advisory, brokerage, and insurance solutions.

Edward Jefferys is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when advising plans, and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Donald Haines III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Merrill, LPL Financial, Flagstar Bank, and multiple positions within JPMorgan Chase 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael La Costa is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at Northwestern Mutual and TP ICAP Corporates LLC. He also serves as a financial advisor specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.