Jed Goldberg is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial, having joined in 2026, and previously worked at Park Avenue Securities and Guardian Life Insurance Co. from 2019 to 2026, as well as The Ayco Company from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Terence McMahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Jason Taub is a financial advisor with Ameriprise in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Stifel from 2007 to 2018 before joining Ameriprise Financial Services, Inc. and later Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Diane Lopes is a Series 66 licensed financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and 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 investment strategies.

Marcus Tomaino is a CFP® professional with 11 years of industry experience, currently serving at Raymond James & Associates since 2014. He holds a Series 66 license and is based in Bedminster, NJ. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs.

Brian Sherman is a CFP® professional affiliated with LPL Enterprise, LLC, with 31 years of industry experience. His background includes roles at MissionSquare Investment Services, Lorenzo CPA LLC, Avantax, and Merrill, among others. He also owns an accounting and tax preparation business. LPL Enterprise serves a diverse client base—including individuals, high-net-worth investors, retirement plans, and charitable entities—by providing investment advisory and brokerage services through a network of investment adviser representatives, primarily using model-driven investment strategies.

Christopher Russo is a financial advisor at Osaic Wealth with a Series 66 designation. He has experience working at Marsh McLennan and Duff & Phelps prior to joining Osaic Wealth. 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 with a focus on model-based asset allocation and portfolio optimization.

Orlando Campos Jr. is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Merrill. Campos is based in New York, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm follows an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christine Benson is a financial advisor at Merrill with eight years of experience at the firm and a Series 66 designation. Prior to joining Merrill in 2018, she spent fourteen years with Raised Family. Outside of her advisory role, she is a fitness instructor at Hackettstown Dance Fitness. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, and various institutional investors using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Palmer is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following tenures at Wachovia Bank and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by extensive research and analytics and manages assets of approximately $671 billion.

Brad Nettune is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has more than 25 years of experience in wealth management, advising high-net-worth individuals, families, family offices, pensions, and endowments. His practice focuses on customized financial solutions, particularly executive services such as restricted stock sales, 10b5-1 trading plans, and wealth preservation strategies. He has expertise in trust and estate planning, philanthropic strategies, and intergenerational wealth transfer. Brad joined Merrill Lynch in 2015 after previous roles at Morgan Stanley, UBS, and as Managing Director at Bear Stearns. He earned a bachelor's degree from Lynchburg College and holds FINRA Series 7 and 63 registrations. Brad lives in Short Hills, New Jersey, with his four children. His personal interests include baseball, basketball, football, golfing, hiking, ice hockey, running, skiing, spending time with family, and traveling.

Samuel Bond is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 designations and two years of industry experience. His prior experience includes roles at Wells Fargo Bank, N.A., and Wells Fargo, alongside a period of full-time education. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions based on research and diversification principles.

Alana Kyprianou is a financial advisor with Wells Fargo Clearing in Short Hills, NJ. She holds a Series 66 designation and has six years of industry experience. She has been with Wells Fargo Clearing Services since 2019 and has worked at Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines proprietary research and third-party analytics to offer diversified investment options and provides a range of brokerage and advisory solutions.

Gregory Burke is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. Gregory works closely with clients to develop flexible strategies that address their full financial picture and adapt to changing market conditions. His areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and retirement income. Gregory holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Kean University. In addition to his professional work, Gregory participates in community activities in keeping with the Merrill tradition of service. He volunteers with local organizations and has personal interests that include basketball, boating, camping, cooking, gardening, hiking, ice hockey, skiing, spending time with his family, and traveling.

John Cusate is a financial advisor at UBS Financial Services in Warren, NJ, with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 proprietary research and capital markets solutions.

Robert Buckman is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Securities, LLC. He also has a part-time involvement with Prudential’s Property and Casualty division in Basking Ridge, NJ. 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’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Katherine Noonan is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs & Co. for nine years and Barclays Capital Inc. for four years. She is currently based in Summit, NJ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with centralized due diligence, incorporating ESG criteria and offering access to broader derivatives and commodities capabilities.

Eric Penna is a financial advisor with Ameriprise in East Brunswick, NJ, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, using a centralized consulting team to deliver written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients and offers a range of advisory, brokerage, and insurance solutions through affiliated entities.

Ralph Costanza is a financial advisor with Merrill in Summit, New Jersey, holding a Series 63 designation and over 57 years of industry experience. He has been with Merrill Lynch and Bank of America since 2012. Outside of his advisory role, he serves as an advisory board member for the Fred J Brotherton Charitable Foundation. 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 investors, and charitable organizations.

Robert Di Dio is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for 13 years before joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates ESG factors where applicable.