Caroline Mc Kee is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Saiph Capital and Haymarket Media Inc. 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 additional market-facing registrations and functions, delivering its program on a non-discretionary basis.

Jordan Toma is a financial advisor with LPL Enterprise holding a Series 65 designation and 13 years of industry experience. He has worked at The Prudential Insurance Company of America since 2013 and was with Pruco Securities, LLC from 2013 to 2024 before joining LPL Enterprise. Outside of his advisory work, Jordan provides speaking engagements and workshops to schools and organizations through a separate business, I’m Just A Kid With An IEP LLC. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Gary Nesta is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Mass Mutual Investors Services in 2020, he worked in various roles including positions at Retro Fitness and Ramapo College of New Jersey. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written recommendations as part of annual, collaborative planning engagements.

Debra Bruno is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 37 years of industry experience. She previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. Additionally, she is involved in insurance sales on a non-variable basis. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technological tools for research and operations.

Daniel Rispoli is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He has worked at various Wells Fargo entities since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory work, he operates a business involved in buying and selling game and sports trading cards online. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, with clients able to implement advice through brokerage or advisory programs on an optional basis.

Roger Mahfouz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, Citi Private Advisory, Citigroup Global Markets, iA Financial Group, Evolve ETFs, and Sentry Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Donald Martine is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014 and Bank of America since 2015. Outside of his advisory role, he is involved in trade work for Peppler Funeral Home. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

James Ogrady is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill since 2013. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Livingston is a Senior Financial Advisor with 43 years of experience managing assets for wealthy individuals and non-profit organizations. He works to thoroughly understand his clients' financial needs and aligns resources to help them meet or exceed their goals. Mark assists clients in evaluating near-term concerns, planning for long-term objectives, and developing personalized financial strategies. His client focus includes family wealth management, services for endowments, foundations, non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and socially responsible investing. Mark holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Rutgers University and completed a certificate program at Paul Smith's College. Mark is involved in community activities, including mentoring the Morristown High School Investment Club and serving as Warden at St. Peter's Episcopal Church in Essex Fells, New Jersey. He has coached the Denville Blue Knights hockey team, served as chair of the construction committee at the Convent of St. John Baptist in Mendham, New Jersey, and is a member of the Park Avenue Club.

Ryan Baumbach is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2024. His prior roles include positions at PNC Financial and various engagements with the University of Maryland’s career services offices. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, distribution, and investment management capabilities.

Salal Shaikh is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior work experience includes roles at HR Directions, Prime Now LLC, and teaching at the middle and high school levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Filik is a CFP® professional with 16 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at IC Advisory Services Inc, The Investment Center Inc, and Invest Financial Corporation. Outside of his advisory work, he serves on the board of The Community Food Bank of New Jersey and is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with various tools and a broad service network.

Richard Friaglia is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. Friaglia serves as a board member for Hudson Community Enterprises, a nonprofit organization, and also works as an agent involved in the sales and service of individual and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative planning processes.

Gerard Luciano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Gail Abrams is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, National Planning Corporation, and Ic Advisory Services Inc. In addition to her advisory role, she owns and operates a legal services practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary strategies.

Linda Stallings is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1999 and also worked at the New York City Housing Authority for 22 years. Her credentials include Series 63 and Series 65 licenses. In addition to advisory work, she is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven investment strategies managed by third-party asset managers.

Kevin Mcaloon is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo and its affiliates since 2009. Outside his advisory work, he serves as Treasurer of the Crestview Swim Club, managing budgeting and cash flow. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning.

Nicholas Patti is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Alexander Vasilantone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. 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 wide range of financial planning and investment management services, supported by a large network of advisors and various advisory platforms.

Angela Von Spreckelsen is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 28 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with Merrill from 2009 to 2020. Outside of her advisory role, she is a member of K and A Von Realty LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.