Wesley Storr is a financial advisor with Ameriprise in Cedar Knolls, NJ, holding a Series 66 designation and three years of industry experience. He previously worked at Beck Consulting & Associates and Avantik. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas McCarthy is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including IC Advisory Services Inc, The Investment Center Inc, and J.W. Cole Advisors, Inc. Outside of advisory work, he is the owner of Alpha Home Services, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, leveraging a large network of advisors and a variety of strategic and tactical investment options.

Sterling Quick Jr. is a financial advisor with Wells Fargo Clearing in Short Hills, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Garrett Valentino is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services LLC and Chubb/Avenica Inc. Outside of finance, he has a long-term involvement with Proskate, a venture spanning over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a specialized group of Wealth Advisors, focusing on non-discretionary, customized asset allocation advice and investment manager searches supported by centralized due diligence and a forward-looking investment approach.

Gary Selecky is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was with RBC Capital Markets for seven years. Outside of his advisory role, he serves as a FINRA arbitrator and participates as a poll worker for the Essex County Board of Elections. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jeanna Markovich is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and other sources to guide portfolio construction.

Christopher Heiser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with various entities within JPMorgan Chase since 2011, including J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Samuel Dicocco is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Equitable Advisors and Axa Advisors, LLC, as well as an academic position at Penn State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools, with recommendations delivered in a non-discretionary model.

Thomas Bongiorni is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Mass Mutual Life Insurance Company since 2018. In addition to his advisory role, he is involved as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.

Michael Lee is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. His prior work includes roles at Equitable Advisors and AXA Advisors, as well as ownership of MSL Capital Management Group, a business operated under Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets through a network of more than 10,000 advisors.

Ryan Quillen is a financial advisor with LPL Financial, holding a Series 66 credential and 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services, Inc. and The Investment Center, Inc. for nearly two decades each. He serves on the board of the Montgomery Basketball Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and institutional platforms with a model portfolio and third-party subadvisor approach.

Violet Mtisi is a financial advisor with Wells Fargo Advisors in Short Hills, NJ, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her career includes positions at Wells Fargo Clearing since 2016, as well as prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Violet has an ownership interest in rental property in Burlington, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage and advisory programs.

Tonya Conroy is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2012. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Thomas Morrissey Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Outside of his advisory role, he operates a furniture business and works as a greeter at Whiteface Mountain in New York, providing information to skiers about conditions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes use of firm-approved tools and market simulations.

Michael D'antico III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Thrivent, he held positions at the State of New Jersey, County of Somerset, and Atlantic Ambulance Corp. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Zachary Stabile is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Ultimate Ripz, eBay, and various educational institutions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver a range of advisory models and fiduciary services.

Audra Lisoski is a financial advisor at LPL Enterprise with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Additionally, she is a New Jersey Notary Public. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust-related services.

Erika Zuluaga serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides advisory and wealth management services to a diverse client base that includes affluent families, professionals, business owners, and corporate executives and employees. Her experience encompasses a wide range of financial planning areas, including retirement income strategies, portfolio management, and services tailored for defined benefit plans, endowments, foundations, and non-profits. Erika's expertise supports clients through various stages of their financial journeys, including divorce transition planning. Erika's professional background is complemented by her education and credentials. She holds a Master's degree from Saint Joseph's University and a Bachelor's degree from LaSalle University. Additionally, she has earned multiple professional designations, such as Certified 401(k) Professional, Chartered Retirement Planning Counselor™, and Personal Investment Advisor. Erika is also involved in community activities, supporting organizations including the Christopher Doto Memorial Scholarship Foundation and participating with the Delaware Valley Youth Athletic Association and Saint Pio Catholic School.

Michael Dunleavy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Santander Securities, LLC and Santander Bank, NA. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Murray Bell is a financial advisor with Morgan Stanley Wealth Management in Short Hills, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates proprietary tools and market outcome simulations.