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 in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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 with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Metro Exhibits. In addition to advising, he receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Seamus Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at OSAIC, American Portfolios Financial Services, Inc., and Raymond James Financial Services. Outside of advising, he has been involved with hospitality businesses such as Mother’s Ale House and River of Beer. 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 model portfolios, with an emphasis on both discretionary and non-discretionary investment strategies.

Scott Costine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. In addition to his advisory work, he is an author and has activities involving art. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a mix of discretionary and non-discretionary strategies.

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.

Matthew Weiner is a financial advisor with Ameriprise Financial Services in Saddle Brook, NJ, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, and Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Roger Francis is a CFP® professional affiliated with LPL Financial, with 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2023. Francis operates Francis Wealth Management as a DBA for his LPL business. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Diane De Oliveira is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera. Her background includes roles at Avantax Investment Services and Nisivoccia LLP, where she has been involved in financial planning and wealth advisory services. She is also the owner of Wealthspring Financial Partners LLC, a vehicle created to operate various financial services and tax practices. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party money managers across multiple program structures.

Jennifer Jimenez is a financial advisor with Merrill in Wayne, NJ, holding a Series 66 designation and three years of industry experience. She has been with Merrill Lynch and Bank of America since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Antokal is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ic Advisory Services Inc. Antokal serves as a board member of the Rotary Club of Park Ridge, NJ. 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 variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by a large network of advisors and advanced operational tools.

Karina Tantalean is a financial advisor at UBS Financial Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Halifax and TalkMarkets. Her earlier roles include positions at Rutgers University and Rutgers University Libraries. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Daniel Pollak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously held positions at Capital One Advisors and Merrill. Outside of his advisory role, he participates in collecting and occasionally selling sports cards as a hobby with his son. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers specialized capabilities in derivatives and commodities.

David Zicchinella is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior roles at Oppenheimerfunds Distributor, Inc. and Invesco Distributors, Inc. Outside of finance, he serves as secretary for the Williams Carlos Williams Center for Performing Arts and is a member of the Rutherford Historic Preservation Committee. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and specializes in delivering model portfolios using algorithmic methods.

Lee Windt is a Series 63-registered financial advisor with Mass Mutual Investors Services, bringing 33 years of industry experience. He has worked with MML Investors Services, Inc. since 1992 and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he is a managing member and sales professional at The Benefit Source, LLC, which specializes in life, health, group life, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Alexander Barnett is a financial advisor with Morgan Stanley in Little Falls, NJ, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Stifel, Nicolaus, Noods Inc., Silver City Inc., and Metropolitan Realty Group. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.