Michael Pimpinelli Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. Prior to joining Mass Mutual, he worked at Abercrombie & Fitch for two years and has experience from Seton Hall University. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Joseph Mccusker is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and Metlife Securities Inc. from 1974 to 2017. Outside of his advisory work, he serves as an independent insurance agent for small group and individual health insurance plans and is president of his condominium association. MassMutual 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 financial planning, asset management, and educational seminars, utilizing detailed client assessments and firm-approved software to develop investment recommendations.

Eric Rose is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a network of Investment Adviser Representatives and offers a variety of advisory programs, including third-party asset manager referrals and firm-offered models such as the SAM program.

Richard McCabe Jr. is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 credentials and has 23 years of industry experience. His prior work includes 14 years at METLIFE Securities Inc. He also operates as an insurance agent assisting clients with life, disability, long-term care, fixed annuities, property and casualty, and health insurance, as well as helping clients interested in selling their life insurance policies. MassMutual 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 and offers asset management, wrap and money-manager programs, and educational seminars.

Christopher Bunsa is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Preqin, Moody’s Analytics, Columbia Management Investment Distributors, and Fidelity Investments Institutional Services Company. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management solutions through a network of Investment Adviser Representatives and third-party program sponsors.

Mario Digiacomo is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. He has been with Merrill and its affiliate Bank of America N.A. since 2012. Merrill, together with 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 strategies for a range of investors including individuals, high-net-worth clients, and institutional entities.

James Cunningham is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MetLife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved with Force Financial Associates as a financial educator and with Force Benefits Consultants and Insurance Solutions LLC in insurance sales. 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, using collaborative, client-focused planning supported by firm-approved analytical tools.

Mark Thompson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing Services LLC and PineBridge Securities LLC. He holds partial ownership in Marinus Financial LLC and sole ownership of MKThompson LLC, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various life stages and specialized needs, delivering tailored recommendations through Wells Fargo research and tools.

James Carle is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985 and currently holds the positions of Senior Vice President and Senior Financial Advisor. James holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James specializes in helping clients develop and review personalized investment management strategies with an emphasis on proper asset allocation and diversification. His expertise covers a range of client focus areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He also serves on the Retirement Planning Financial Advisory Board at Merrill and is a 529 Program Coordinator. James earned a Bachelor’s degree in Business Management from Franklin & Marshall College. He lives in Bernardsville, New Jersey, where he is active in the community. He has served as President of the Board of the St. John's on the Mountain Nursery School, participated on the Board of the Somerset Hills Little League, and coached multiple youth sports. James is also a lector at Our Lady of Perpetual Help Church and has served on the School Advisory Committee for The School of St. Elizabeth.

Donna Cleveland is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at TD Wealth Management Services Inc. and Cetera Investment Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with more than 14,000 advisors.

John Mc Caffery is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His prior work includes roles at Deloitte & Touche LLP and TP ICAP plc, as well as an academic period at James Madison University. 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 offers financial planning, asset management, and educational seminars using firm-approved software and structured annual planning engagements.

Colin Rath is a financial advisor with Ameriprise in Freehold, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Rath serves on the Board of Directors of Virtual Letip Monmouth County, where he acts as Treasurer. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering tailored written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team supporting its network of advisors.

Erin Mckane is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Manjula Alagani is a financial advisor with LPL Enterprise holding a Series 66 designation and has been working in the industry since 2026. Prior to her current role, she was with Equitable Advisors, LLC, and has over a decade of experience at H&R Block. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services including trust custody and insurance product sales.

Gregory Davidson is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2009 as well as City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers, offering integrated solutions including tax management and responsible investing options.

Thomas Donlon is a Series 66-licensed financial advisor with Merrill, based in Iselin, NJ, and has three years of industry experience. His prior roles include positions at Bank of America and Raistone Capital. He also has a background that includes work at Lebanon Valley College and Six Flags Great Adventure. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Tabak is a financial advisor with LPL Enterprise, holding a Series 63 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC for six years and spent two decades at A&Y Royal Insurance BKGE, Inc. Tabak has no notable outside activities disclosed beyond his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation, offers access to third-party asset managers, and delivers financial planning and consulting through a large network of investment adviser representatives.

Theresa Fragale is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Kohl’s, and HomeGoods. Outside of her advisory role, she is employed part-time as a hostess at The Elbow Room and as a customer service associate at Kohl’s. 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 financial planning and asset management services through a large network of advisors and utilizes advanced research and operational tools to support its advisory platform.

Edward Guerin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2014 to 2025. Outside of his advisory role, he is the owner and partner of Learn & Play Basketball LLC and serves as board member and treasurer of the nonprofit MAXSTRONG, which supports families affected by pediatric cancer. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Louis Argenziano is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, and JP Morgan Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the country.