Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked with Nationwide Advisory Services, Inc. and Nationwide Insurance Company for over two decades. Outside of her advisory role, she is affiliated with the American Safety Council in a referral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

John Boeckel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at LPL Financial, Grove Point Investments LLC, SII Investments, Inc., and Advanced Planning Group. In addition to his advisory work, he is the founder of a cosmetic line called MISSION 1O2. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a range of platforms and proprietary model strategies.

Vincent Ragone is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2015 to 2021 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Marshall III is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill since 2010 and concurrently affiliated with Bank of America, N.A. since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Lipp is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and a range of capital markets services.

Lesley Weiner is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 43 years of industry experience. Her career includes long-term roles at Minnesota Mutual Life and Ascend Financial Services, as well as advisory work at William Paterson University. She serves as a member of the advisory council for Cotsakos College of Business and works as a notary public. Cetera operates as an SEC-registered adviser with a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Christopher Jones is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Prior to joining Edward Jones, he held various roles in the theater and entertainment sectors, including positions at the Goodman Theatre, Chicago Shakespeare Theatre, and Paramount Theatre. Outside of finance, he has been involved in talent, entertainment, and media services through his own ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Neil Burke is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including a 25-year tenure at Prudential Insurance Company. Burke operates a non-variable insurance agency alongside his advisory role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers access to third-party asset managers and financial planning services.

Pasquale Giannella is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at PNC Investments from 2000 to 2017 and at Gladstone Wealth Partners until 2025. Giannella provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor firm. 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, supported by a large network of investment adviser representatives.

Vincent De Paola Jr. is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Laurel Wilson is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial in 2024, she worked at Gaber & Associates LLC, Trustco Bank, and Key Bank. Outside of her advisory role, she is involved in tax preparation and accounting services and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a diverse investment approach.

Joseph Scibetta is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in financial services since 1997, dedicating his entire career to Bank of America and its predecessor firms. Joseph focuses on serving dentists, entrepreneurs, and multiple generations of families, assisting them in simplifying and managing various aspects of their financial lives. With over two decades of experience, Joseph specializes in areas such as family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He develops customized investment portfolios and works closely with clients to create personalized financial strategies tailored to their long-term goals. Joseph holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree in economics from New York University. Outside of his professional role, Joseph enjoys cooking, gardening, golfing, and spending time with his family. He is also engaged in community volunteering, reflecting the Merrill tradition of participating in the communities they serve.

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Mark Rosalimsky is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management with a career in financial services dating back to 1984. He collaborates with a team of specialists to provide comprehensive guidance on clients' financial affairs with a focus on personalized investment advice. Mark has extensive expertise in insurance, small business 401k, and pension plan design. He engages clients through a collaborative and educational process, emphasizing frequent communication and service standards. Mark earned a Bachelor of Arts in Economics from the State University of New York at Binghamton. He holds professional designations including Chartered Life Underwriter (CLU®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Northern New Jersey, Mark is active in his community, having served on Boards and Committees of local schools and synagogues. He is a long-distance runner who has completed three marathons and has coached his children's youth sports teams.

Gabriel Toledo is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Charles Schwab in Paramus, NJ, where he has worked since 2022. His prior experience includes roles at Bank of America, Merrill, AXA Advisors, JP Morgan Chase & Co., and the University of Delaware. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Joyce Huggins is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with Merrill since 2013. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Danielle Rappa is a financial advisor with Equitable Advisors in Saddle Brook, NJ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles in retail and hospitality sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance to match them with suitable program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

Mahesh Melwani is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in health insurance through Emerson Reid Disability Insurance Services. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, offering a diverse set of investment options and ERISA fiduciary services.

Chris Plechy is a financial advisor at LPL Financial with 26 years of industry experience and holds a Series 66 designation. His prior work includes roles at Ic Advisory Services Inc, The Investment Center Inc, Ameriprise Financial Services, Inc., STIFEL, Ryan Beck & Co., and J. B. Hanauer & Co. He is also involved in tax preparation through Prestige Family Wealth Advisors and owns a business entity called CJP Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Frank Riolo is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2021. 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.