Brandon Chiappetta is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Vestmark Advisory Solutions, Royal Alliance, and Merrill. Outside of financial advising, he has been involved in an electrical contracting business, Ace Electric Services, in a support role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joseph Maglaque is a Series 66 credentialed financial advisor at Stifel with 18 years of industry experience. He has worked at Stifel and its predecessor firm, Stifel Nicolaus & Co Inc, since 2012. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Donald Ruggieri is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and having 51 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when advising clients.

Michele Cestone is a financial advisor at RBC Capital Markets with a Series 66 credential. Michele has recently entered the industry, having worked previously at Morgan Stanley and spent several years as a student. Outside of finance, Michele works as a caddie at Hamilton Farm Golf Club, providing on-course advice and customer service to golfers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

William Ryan is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Fernando Valente is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004 and previously worked at WS Griffith Securities, Inc. from 2002 to 2004. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting its network of over 22,800 advisors.

Emily Pistone is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. Her prior roles include positions at UBS Financial Services, Signature Bank, JPMorgan Chase, and TD Bank. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services supported by research from the Wells Fargo Investment Institute.

Kathryn Mantell is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 66 designation and has previously worked with Avantax and 1ST Global Advisors. Outside of her advisory role, Mantell serves on the executive board and as treasurer for local Boy Scouts of America councils and is treasurer of the Randolph Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to individuals, retirement plans, corporations, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Douglas Collins is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Before joining Cetera in 2025, he worked for Avantax and 1st Global Advisors, and he has been a partner at Nisivoccia & Company, LLP since 2000. Collins serves on multiple boards, including the Deacon Family Foundation and The House of the Good Shepherd, and is an advisory board member for Lakeland Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create customized strategies, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Clifford Virgin III is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and over 38 years of industry experience. His career includes positions at UBS Financial Services and City National Bank. He serves as treasurer for Friends of Montclair NJ Baseball and is a board member of The 100 Club of Montclair New Jersey, an organization supporting families of fallen public safety personnel. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering customized advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and provides integrated capital markets capabilities.

Jessica Kelton is a CFP® credentialed advisor with four years of industry experience, currently serving at J.P. Morgan Securities. Her prior roles include positions at Raymond James Financial Services and AllianceBernstein. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to offer customized, non-discretionary advice.

Mark Dzamba is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2009, working across its affiliated entities. His other business activities include fiduciary services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Tomko is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Equitable Advisors in 2021, he worked at National Securities Corp from 2014 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Scott Hunter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and families, offering long-term partnership to help steward wealth, navigate complex financial situations, and support client priorities over time. His approach focuses on building enduring relationships, applying comprehensive strategies that consider markets, risk, taxes, legacy, and family dynamics. Scott's role encompasses financial and cash flow strategy creation, portfolio construction and management, and guiding clients through significant financial decisions. Scott began his financial advisory career in 2001 after graduating from Rutgers University. He has worked at firms including Tucker Anthony and UBS prior to joining Merrill Lynch in 2008. He holds several professional designations including Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also registered for Series 7 and 66 and holds a life insurance license. Outside his professional work, Scott lives in Morris County, New Jersey, with his wife and three children. He enjoys coaching youth sports, cooking, and volunteers as a CrossFit® Level 1 coach. He is involved in his local community through volunteer leadership and staff roles for Habitat for Humanity and the Park Youth Lacrosse Program.

Joseph Mellusi is a CFP® professional with 13 years of experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 66 licenses and is based in Summit, NJ. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Keith Schoch is a financial advisor with Equitable Advisors in Morristown, NJ. He holds Series 65 and Series 66 licenses and has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Schoch has been with Equitable Advisors since 2005. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Robert Haderer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in wealth management and individualized portfolio development, managing personalized or defined strategies on a discretionary basis. His strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Robert began his career with Merrill in 1994. He focuses on areas such as family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation. He graduated from Villanova University with a Bachelor's degree in Commerce and Finance. Robert is involved in community activities and volunteers with organizations in his local community.

Erin Burke is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 14 years of industry experience. She previously worked at Lord Abbett from 2015 to 2018 before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Don Giovanello Jr. is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Morristown Wealth Management. 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, supported by extensive advisor tools and a broad non-advisory financial services network.

Robert Mrozek is a Planning Consultant at Fidelity Investments, where he collaborates with clients at various stages of their financial lives. He aims to help each client work toward their individual financial objectives by creating customized financial planning experiences. Robert has worked in the financial services industry since 2020. Prior to his current role, he was a Retirement Specialist at PGIM from 2022 to 2025, a Client Relationship Specialist at Charles Schwab from 2021 to 2022, and a Financial Services Representative at Merrill Edge from 2020 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Robert has interests in baseball, beach activities, cooking and baking, football, and traveling.