Hyun Berkley is a financial advisor with Edward Jones in Clifton, NJ, holding CFP®, ChFC®, and Series 66 designations and 13 years of industry experience. He has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Darius Bagan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Morgan Stanley and JB Transport. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Amanda Cain is a CFP® professional based in Ridgewood, NJ, with 22 years of industry experience. She has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Dong Wook Han is a financial advisor at Equitable Advisors with 20 years of industry experience. He has held Series 63, 65, and 66 licenses and has been with Equitable Advisors since 2009, previously working at AXA Advisors. Outside of his advisory role, he is involved in industrial fabric sales through E-GLOBAL BRIDGE INC and works as a real estate agent. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage services tailored to client goals and risk tolerance.

Annmarie Miller is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 31 years of industry experience. Her work history includes over two decades at Metlife Securities Inc. and a role at Sephora as a skin care specialist. In addition to her advisory duties, she is also an insurance agent licensed in individual life, property and casualty, health, group life, group health, fixed annuities, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools and offering event-driven planning services.

Daniel Holdt is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he serves on several nonprofit boards, including Birth Haven, the Diocese of Paterson, The ARC of Sussex County, and the Kittatinny Education Foundation. 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 third-party managers and LPL programs. The firm operates a hybrid advisory and brokerage model, tailoring services based on client goals and risk tolerance.

Kalpana Thakkar is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with business activities including 167-169 Newark Ave Realty, Dollar Strength, and Dollar Paradise. Fidelity’s Strategic Advisers LLC, where she operates, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Michael Boudway is a CFP® with 18 years of industry experience, currently advising at Cetera. His work history includes roles at Securian Financial Services, Minnesota Life Insurance Company, Allied Wealth Partners, and Alpine Wealth Planning LLC, where he is also the owner of an expense management business. He is a member of the Donville Rotary Club, engaging in community outreach activities. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer‑sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi‑manager investment platform with discretionary and non‑discretionary portfolio management, financial planning, and access to third‑party money managers.

Daniel Harada is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Strategic Financial Solutions and MassMutual Life Insurance Company. Outside of advisory work, he is also licensed as an insurance broker, focusing on individual and group life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using collaborative, software-driven analysis to develop customized recommendations.

Olivia Chiaramonte is an Investment Consultant who collaborates with clients to develop tailored financial plans aligned with their overall goals. She focuses on various milestones, including college funding, house purchases, and retirement planning, providing guidance and support throughout the process. Her professional experience includes roles as a Financial Representative at Fidelity Investments from 2024 to 2025 and as a Financial Services Representative at the same firm from 2023 to 2024. These positions have contributed to her expertise in financial planning and client service. Outside of her professional work, Olivia has personal interests in cooking and baking, fitness, music, reading, and volunteering.

Paul Damico is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has worked at Cetera, Allied Wealth Partners, Securian Financial Services, and Mass Mutual in various advisory roles. Outside of his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various specialized program options.

William Parisi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2019 and was previously with M&T Securities for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Michael Hazen is a Series 66 licensed advisor with Merrill, based in Succasunna, NJ, and has three years of industry experience. His prior roles include positions at Bank of America, ConnectOne Bank, and Capital One Bank. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Lensak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Cetera and its affiliate firms since 2021 and was previously with Voya Financial Advisors from 2014 to 2021. In addition to his advisory role, Lensak owns a business that provides income tax preparation services and operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options, supported by extensive affiliations and a nationwide network of advisors.

Anthony Torrioni is a financial advisor with LPL Financial in Caldwell, NJ. He holds Series 63 and Series 65 credentials and has 31 years of industry experience, including 24 years with LPL Financial (formerly LINSCO Private Ledger Corp). Outside of his advisory role, Torrioni is a CPA involved in tax preparation and accounting, and he serves as Treasurer on the board of the Sprout House Nursery School, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christine Weber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Santander Securities, LLC and Santander Bank before joining Primerica in 2021. Outside of her advisory role, Weber owns a retail sales company, Miscellany Overhaul, LLC, and is a managing member of THE GOAT'S HAUL, LLC. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery investment strategies created by unaffiliated asset managers and supports trade execution and custody through third parties.

Steven Oroho is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Investment Services, Nisivoccia Wealth Advisors, and Cadaret, Grant & Co., Inc., among others. Outside of financial advising, he serves on the board of a nonprofit corporation that owns local newspapers and is an elected board member at Centenary University. Cetera Investment Advisers LLC is a large, SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a broad range of program options and over $256 billion in assets under management.

Ted Davis is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at RBC Capital Markets for 11 years before joining Stifel in 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a focus on fee-based financial planning. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Laura Pechfelder is a Series 66 licensed financial advisor with 21 years of industry experience. She is currently with UBS Financial Services and previously worked at Merrill and Preferred Pediatric Orthopedic Surgery. 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 portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Christian Carbajal is a Series 66-licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held positions at various companies including Kroll Restructuring Company and Blooming Brands Inc./Bone Fish Grill. Outside of financial advising, he has worked in the hospitality sector. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.