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 financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, First Home Bank, and Centralstar, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Kenneth Menezes is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to develop personalized strategies that reflect their values and financial goals. Kenneth’s approach includes managing discretionary investment strategies and utilizing a broad selection of Merrill model portfolios and third-party investments, as well as leveraging resources from Merrill Lynch and Bank of America to support clients' wealth management needs. His areas of focus include corporate and employee benefits planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Kenneth holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his bachelor’s degree from St. Xaviers College. Kenneth is married and resides in Dumont, New Jersey. Outside of his professional work, he enjoys playing chess, cooking, golfing, and table tennis. His daughter is a senior at Ithaca College, studying film and direction.

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 65 credentials and 35 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1990 to 2024. He operates a business entity, The Montville Group, which supports his practice and staffing. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ian Baird is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network. He is also involved with Elefant Financial, where he functions as an Investment Advisor Representative with activities including fixed annuity and insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of portfolio management strategies across multiple platform arrangements.

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.

James Kelly is a CFP® with 28 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Christian Mc Call is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop retirement strategies tailored to their goals, helping them achieve financial confidence and peace of mind throughout their retirement journey. He serves as a resource for clients on a range of financial matters including investing, retirement planning, and saving for unexpected events. Christian also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Christian's areas of expertise include college education planning, managing new wealth, personal retirement planning, and retirement income. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Villanova University. Born and raised in Wayne, New Jersey, he aligns his approach with Merrill's goal to help clients make confident decisions throughout every stage of life. Outside of his professional responsibilities, Christian enjoys golfing, running, and skiing.

John Space is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and a variety of portfolio management options.

Christopher Parisi is a financial advisor with Morgan Stanley, holding a Series 66 credential and 22 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analyses.

Eric Vogler is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Metro Exhibits, Three County Volkswagen, Montclair State University, and the Nutley School System. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-based strategies and selectively managed accounts under a wrap-fee structure. The firm focuses on curated third-party asset managers and employs an operational model that includes ongoing oversight and independent due diligence.

Seamus Nelson is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including American Portfolios Financial Services and Raymond James Financial Services. Outside of his advisory roles, he has experience in the hospitality industry with positions at establishments such as Mother’s Ale House and River of Beer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research from LPL and third-party subadvisors.

Scott Costine is a financial advisor with LPL Financial in Denville, NJ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at J.P. Morgan Securities for six years. Outside of his advisory work, Costine is also an author and an artist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research and technology.

Alan Guenzel is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He has been with Wells Fargo Advisors since 2012. Alan is the owner of Marathon Financial, LLC, a financial advisory business based in Fairfield, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Michael Mital is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cetera. He has been involved with Cetera Investment Advisors LLC since 2014 and operates Mital Financial Services as a DBA for financial advisory work. In addition to his advisory role, he prepares and files federal and state tax returns. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Frank Paulino is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Pigot is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he was a Planning Consultant at Fidelity Investments from 2024 to 2025. He also worked as a Financial Advisor at Flynn Financial Partners from 2021 to 2024. In his professional capacity, Joseph collaborates closely with clients to understand their current circumstances and future aspirations, creating customized financial plans tailored to their unique needs and long-term goals. He emphasizes building trust-based relationships with clients and their families, aiming to be a dependable and consistent resource over time. Outside of his professional work, Joseph has personal interests in baseball, camping, hiking, outdoor adventures, pets, and soccer.