Steven Masciovecchio is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. He is involved in referral activities within his professional chapter and network. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by its Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.

Barbara Shaker is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Brady Remshak is a financial advisor with UBS Financial Services holding a Series 66 designation. He has recently started his career in the industry, joining UBS in 2025. His prior work experience includes roles outside of finance and attendance at Providence College. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client solutions.

Gordon Haas is a CFP®-certified financial advisor with seven years of industry experience. He is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Tapfin/EY. Outside of advising, he hosts a podcast focused on retirement planning through Gen-Relational Wealth. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth clients, retirement plans, and various institutional entities. The firm uses a model-driven investment approach supported by third-party portfolio strategists and offers financial planning, access to asset managers, and participation in a wrap program.

John Doran is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017, following a brief tenure at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Mark Skirbe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Algarin is a financial advisor with Equitable Advisors in Saddle Brook, NJ. He holds a Series 66 designation and has experience in financial services roles since 2014, including positions at Pinnacle Risk Solutions and Ray Catena Porsche. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of investment models and third-party managers while providing ERISA fiduciary services for qualified plans.

Vladislav Zherenovsky is a financial advisor with LPL Financial in Montvale, NJ, holding the Series 66 designation and over 20 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Wells Fargo Clearing, and Morgan Stanley Dw Inc. He is also involved in tax preparation and accounting services through Kraner, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Beena Maharjan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Advisors since 2000, with a brief period of unemployment from 2015 to 2025. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Cristian Rojas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at JP Morgan Chase Bank, NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm offers its services on a non-discretionary basis, with client decision-making authority, and is known for its broad product access through affiliations within the J.P. Morgan organization.

David Hartgers is a Series 66 licensed financial advisor with two years of industry experience, currently with Wells Fargo Advisors. He previously worked at Ameriprise Financial Services and has a background that includes coaching as the head coach for the Wyckoff Recreational Department. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Reed Smith is a financial advisor with Ameriprise in Rutherford, NJ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Northwestern Mutual, Invesco, and Prudential. Outside of finance, he was involved with Baseball Zone from 2018 to 2019. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Bryan Dunst is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Wayne, New Jersey. He provides financial advisory services to a diverse clientele including families, private and public business non-profit organizations across the United States. He assists clients in portfolio management, corporate retirement, small business strategies, personal retirement planning, tax minimization, and socially responsible investing. Bryan is known for a consultative approach focused on helping clients make informed decisions to grow and preserve wealth. Bryan holds numerous professional certifications including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Plans Specialist™ (CRPS), Certified Portfolio Manager (CPM), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has extensive experience speaking and training on financial topics such as portfolio preservation, asset allocation, effective portfolio management, and estate planning. Bryan earned a Bachelor's degree in Business Administration from Ramapo College and a Master's degree in Finance from Fairleigh Dickinson University. Outside of his professional career, Bryan is a Mensan and a Mason, and is involved with NY/NJ Blood Services. He resides in Kinnelon, New Jersey with his wife Natalie and their four sons. His personal interests include hiking, music, spending time with family, and watching movies.

Nancy Rockoff is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing and its affiliated entities since 2009. Outside of her advisory role, she serves as co-executor of her mother’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

James Lee is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate advisory models or managers, utilizing a mix of proprietary and third-party investment solutions.

Gregory Tripold is a CFP® professional with seven years of industry experience, currently associated with LPL Financial. He previously worked at Bank of America and Merrill from 2018 to 2021 and has additional experience at Paylocity and ADP. Outside of his advisory role, he is involved with Tripold Enterprises LLC, a non-investment-related 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 and access to various portfolio management strategies, supported by technology tools for operational and research purposes.

Serena Otazu is a financial advisor with Morgan Stanley in Paramus, NJ, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools to inform client strategies.

Angella Dorsch is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She is based in Wayne, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a national network of financial advisors and branch offices.

David Laster is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at Edward Jones since 2018 and previously was with Merrill from 2010 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets and supported by a nationwide network of more than 23,700 financial advisors.

Nicholas Dimitriou is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, Dimitriou is involved in independent insurance agency work and owns a business providing accounting and payroll services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of portfolio management strategies and platforms tailored to client objectives.