Daniel Antokal is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ic Advisory Services Inc. Antokal serves as a board member of the Rotary Club of Park Ridge, NJ. 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 institutions. The firm offers a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Karina Tantalean is a financial advisor at UBS Financial Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Halifax and TalkMarkets. Her earlier roles include positions at Rutgers University and Rutgers University Libraries. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Daniel Pollak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously held positions at Capital One Advisors and Merrill. Outside of his advisory role, he participates in collecting and occasionally selling sports cards as a hobby with his son. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.

David Zicchinella is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior roles at Oppenheimerfunds Distributor, Inc. and Invesco Distributors, Inc. Outside of finance, he serves as secretary for the Williams Carlos Williams Center for Performing Arts and is a member of the Rutherford Historic Preservation Committee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and specializes in delivering model portfolios using algorithmic methods.

Lee Windt is a Series 63-registered financial advisor with Mass Mutual Investors Services, bringing 33 years of industry experience. He has worked with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he is a managing member and sales professional at The Benefit Source, LLC, which specializes in life, health, group life, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Alexander Barnett is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Stifel, Nicolaus, Noods Inc., Silver City Inc., and Metropolitan Realty Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

David Jackman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Kathy Danielson is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Merrill and Bank of America. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports tailored to clients’ financial situations.

George Fosdick is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Ramsey, NJ. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Chase Investment Services Corp. He also serves on the advisory board of a wholesale distribution business in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and utilizing firm‑approved tools and models as part of its comprehensive wealth management services.

Toni Rottingen is a financial advisor at Fidelity with 20 years of industry experience. She previously worked at TIAA-CREF and Tiaa from 2010 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and model portfolio delivery.

Brian Del Guercio is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Morningstar Investment Services LLC, Prudential Investment Management Services LLC, and PGIM Investments, LLC. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and utilizes various risk management techniques, including derivatives and tax-aware strategies.

Robert Campbell is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their changing goals and aspirations. He emphasizes collaboration, communication, and trust to build long-lasting relationships with clients and their families. Robert's professional experience includes roles at Fidelity Investments, starting as a High Net Worth Service Associate in 2021, then progressing through positions such as Financial Representative and Relationship Manager before his current role as Planning Consultant in 2025. Prior to this, he worked as a Financial Services Professional at ABMM Financial in 2022 and interned at Voya Financial Advisors in 2020. Outside of his professional career, Robert has interests in beach activities, fishing, fitness, football, golf, and spending time at the lake.

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.

Raymond Sarinelli is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the owner of Wealthspring Financial Partners LLC, an acquisition vehicle for various financial services and tax practices. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over 10,000 advisors managing more than $256 billion in assets.

Steven Chiang is a financial advisor at Merrill with 22 years of industry experience. He has been with Merrill since 2004 and holds Series 63 and Series 66 licenses. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lawrence Rosen is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns a consulting business, LJR Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to deliver tailored recommendations.

Meredith Wright is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services and UBS Financial Services. Wright operates Wright Wealth Management, LLC as a DBA for her LPL business. 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 portfolios, third-party asset management, and institutional platforms.

Christopher Franzese is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. He has also been affiliated with Franzese & Balian since 2015. 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, and institutional platforms.

Susan George is a financial advisor with Cetera, holding a Series 63 designation and 19 years of industry experience. She has worked with Cetera and its affiliated entities since 2015. In addition to her advisory role, she is also engaged as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services with a multi-manager platform and access to third-party money managers.

Michael Kurzer is a Series 66-registered financial advisor with LPL Financial, based in Totowa, NJ, and has 25 years of industry experience. He has been affiliated with LPL Financial since 2001 and is also a full member of The Kurzer Group, LLC, where he performs accounting functions. 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 portfolio programs, third-party asset management, and institutional platforms.