James Farrell is a financial advisor with Ameriprise based in Ringwood, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones and Axa Advisors LLC before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering annual, non-discretionary written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Michael Pett is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Gallaway is a financial advisor with Cetera, holding the CFP® designation and a decade of industry experience. He has worked with several firms, including Cetera ADVISORS LLC and First Allied Advisory Services. Outside of advisory work, he owns and operates David M. Gallaway Tax Service, providing non-CPA accounting and tax preparation services, and also works as an independent contractor in mortgage and banking through Mortgage Network Solutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple third-party managers through a multi-manager platform with discretionary and non-discretionary options.

David Mihlon is a CFP® and CFA® with 22 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at PARK Financial Group, Cadaret, Grant & Co., Inc., and Equitable Advisors. Mihlon is also involved in non-variable insurance related to his investment activities. 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, supported by extensive operational and research tools.

Joel Schaefer is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, he worked at Prudential Financial for six years and has experience with IBM and Accenture. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software tools and also provides event-driven planning services such as estate settlement and employer-sponsored programs.

Dallas Herold is a CFP®-certified financial advisor with Edward Jones, based in Cedar Knolls, NJ, and has 11 years of industry experience. He has been with Edward Jones since 2015. Outside of advisory services, he is involved in managing Herold Brothers, LLC, a real estate investment business, and receives royalties from Amazon and Apple Books. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Rashmi Jain is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and Valley National Bank. Jain is also involved with Digitech Consulting LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, including an ESG eligibility framework, supported by centralized due diligence.

Katiana Carter is a Financial Advisor with Merrill Lynch Wealth Management. She works with professionals, executives, and business owners to develop personalized financial strategies focused on wealth accumulation, retirement planning, investment management, and long-term goals. Katiana emphasizes creating clarity and confidence, aligning financial plans with what matters most to each client. She holds a Bachelor's Degree from Howard University and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Katiana is a member of the Bank of America LGBTQ+ Employee Network and the Merrill Black Professional Group. Outside of her professional role, Katiana participates in the Greater Newark LifeCamp community initiative. Her personal interests include basketball, camping, gardening, music, painting, softball, watching movies, and yoga.

Joseph Wiesenfeld is a financial advisor with UBS Financial Services, based in Airmont, NY, and holds 22 years of industry experience. He has been associated with UBS Securities LLC and UBS PaineWebber Services Inc. since 1986. Outside of his advisory role, he is a partner in TRI STATE PACKERS, LLC, a company involved in dry food packaging. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based portfolio management.

Scott Struble is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked across multiple divisions of Morgan Stanley since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning supported by firm-approved tools and analyses.

Thiago Nunes Antonio is a financial advisor with Merrill, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Merrill in 2022, he worked at Kearny Bank and spent several years involved in academic and other roles. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Anthony Montagna II is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 21 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 10 years. Montagna also operates Montagna Wealth Management LLC, where he serves as branch manager and portfolio manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor its non-discretionary investment consulting.

Joseph Moriarty Jr. is a Series 66–licensed financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Equitable Advisors, First Home Bank, Centralstar, and Morgan Stanley. He is also involved in managing Professional Group Plans providing non-variable insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Kenneth Menezes is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to develop personalized wealth strategies that align with their financial priorities and family dynamics. His services encompass areas such as corporate and employee benefits planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Kenneth works alongside other professionals, including estate planning attorneys and tax experts, to coordinate comprehensive estate and legacy plans. He holds a Bachelor's Degree from St. Xaviers College and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kenneth's approach centers on understanding what matters most to clients and creating strategies to help them pursue their financial goals. Kenneth has been married since 2000 and resides in Dumont, New Jersey. He enjoys playing chess, golfing, cooking, and table tennis in his personal time.

Michael Staufenberger is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at STIFEL since 2022 and previously spent six years at The Vanguard Group, Inc. in various roles. STIFEL serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, supporting client decision-making across multiple financial areas.

Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Vincent Petracco is a CFP® with five years of experience at Mass Mutual Investors Services and MassMutual Life Insurance. Prior to his financial advisory career, he operated Petracco & Son's Deli for eleven years. He is also involved with the Crohn's & Colitis Foundation as a member of its Emerging Leaders, participating in fundraising events. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative planning relationships and offers a range of programs including educational seminars and specialized planning services.

Robert Plishka is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1990 to 2024. He operates a business entity, The Montville Group, for managing his associate producer and business expenses, and also handles a small number of assigned risk auto insurance policies through NJ Paip. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach with access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Ian Baird is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network. He is also involved with Elefant Financial, where he serves as an Investment Advisor Representative and is engaged in fixed annuity and insurance sales. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Ginger Montagna is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Montagna also owns Montagna Wealth Management LLC, where she serves as an independent contractor managing branch operations and client financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports institutional consulting and portfolio management through a large advisor network.