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Brianna A
Series 65, Series 63
Wantage, NJ
LPL Financial
Brianna Aslanian is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at LPL Financial since 2023 and previously held roles at Cadaret Grant & Co., Inc. and Infinity Wealth Management. Outside of finance, she has been a self-employed clarinet instructor for over a decade and is involved as a performing musician with several local schools and universities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with investment management executed through IARs using a variety of discretionary and non-discretionary strategies.
Michael B
Series 66
Sparta, NJ
Cetera
Michael Bostedo is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services and Provident Bank prior to his current roles. Outside of advising, he is a partner and co-owner of Bostedo Construction, LLC, where he manages financial aspects of the business with his father. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to both affiliated and third-party money managers.
Randall E
Series 63, Series 65
Kinnelon, NJ
Cetera
Randall Egan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Cetera and its affiliates since 2005 and operates the Egan Wealth Management Group as a DBA. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
V K
CFP®, Series 63, Series 66
Sparta, NJ
OSAIC
V Kempson III is a CFP® professional with 41 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at American Portfolios Financial Services, Inc., Kempson & Tschopp, LLC, and Northwestern Mutual Investment Management. Outside of his advisory work, he is a musician and a 50% partner in Kempson & Tschopp LLC, which provides insurance, financial, and estate planning services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process is centered on model-based asset allocation and portfolio optimization, with a broad set of program options and a significant platform scale supported by a complex affiliate network.
Austin H
Series 66
Sparta, NJ
Edward Jones
Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 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 manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
William P
Series 63, Series 65
Kinnelon, NJ
LPL Financial
William Parisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes multiple tenures at LPL Financial as well as positions at M&T Securities, Santander Securities LLC, and Ifmg Securities, Inc. 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, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.
Michael F
CFP®, Series 66, Series 63
Newton, NJ
Edward Jones
Michael Flynn is a CFP® with 17 years of industry experience. He is currently with Edward Jones and previously worked at Peapack Gladstone Bank, The Prudential Insurance Company of America, and LPL Financial. Flynn serves as a board member of the Westfield Area YMCA, participating in committees focused on financial development, investment, and community engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive network of advisors and branches, as well as its fiduciary standard and comprehensive wealth management capabilities.
Robert B
Series 63, Series 65
Kinnelon, NJ
Cetera
Robert Bruno is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005 and is also a partner at Bruno Calotta & Associates LLP, an accounting and tax practice. Outside of his advisory work, he is a partner in a family-owned office building partnership. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and investment strategies.
Elizabeta C
Series 63, Series 66
Bloomingdale, NJ
Fidelity
Elizabeta Crevar is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.
Joao A
Series 66
Hamburg, NJ
Fidelity
Joao Arruda Neto is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Charles Schwab, and PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.
John S
Series 63, Series 65
Sparta, NJ
LPL Financial
John Space is a financial advisor with LPL Financial in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Christianne E
Series 66
Sparta, NJ
LPL Financial
Christianne Erickson is a financial advisor with LPL Financial in Sparta, NJ, holding a Series 66 designation and bringing three years of industry experience. She has worked with LPL Financial since 2019 and previously was associated with CKW Wealth Management and TeleSearch Staffing Solutions. Erickson is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Eric K
Series 63, Series 66
West Milford, NJ
Cetera
Eric Kerssen is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Cetera and its affiliated entities since 2005. Outside of his advisory work, Kerssen is involved in music ministry, serving as a music ministry director at Hamburg Baptist Church and performing as a musician at senior living facilities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary account management.
Susan P
Series 63
Warwick, NY
Cetera
Susan Perry is a financial advisor with Cetera, holding a Series 63 designation and bringing 15 years of industry experience. She has worked at Cetera and its affiliate Cetera Wealth Services since 2013 and spent seven years with Baldino & Perry Associates, Inc. In addition to her advisory role, she provides debt counseling services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.
Jacqueline O
Series 63, Series 65
Newton, NJ
Primerica Advisors
Jacqueline Osborne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Primerica since 2005 and has held positions at OMH-Kingsboro Psychiatric and OMH-South Beach Psychiatric Center. Outside of her advisory role, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.
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