Ricardo Rivers is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Rivers serves on the investment committee at Franklin & Marshall College and is treasurer of the Manalapan Business Association. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Peter Mittnacht is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee or co-trustee in a trust-related investment role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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.

Cinzia Laurenza is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2017, following a one-year tenure at Professional Passport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

George McMullen is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management based in the Princeton, NJ office. He has been active in the financial industry since 2000 and joined Merrill Lynch in 2002. George holds Series 7, 63, and 65 FINRA registrations, along with New Jersey Life, Health, and Long-Term Care insurance licenses. Throughout his career at Merrill Lynch, George has focused on providing personalized financial strategies tailored to the unique opportunities and challenges faced by each client. He collaborates with a team of specialists to address evolving client needs, offering expertise in areas such as tax-efficient asset management, retirement income, estate planning, trust services, and education funding. George also facilitates access to customized credit options through Bank of America. His approach emphasizes integrity and transparency, aiming to build long-term trust with clients while balancing a close client experience with the resources of Merrill Lynch Wealth Management and Bank of America Private Bank. George earned a High School Diploma from Kent County High School. He is affiliated with the Knights of Columbus. Outside of his professional role, his personal interests include ice skating, rock climbing, swimming, and tennis.

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.

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.

Andrew Mallardi is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2019, following a 10-year tenure at TD Ameritrade Inc. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware strategies across equity, fixed-income, and blended mandates.

Anthony Peluso is a financial advisor at Fidelity with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Brokerage Services LLC, NewBridge Securities Corporation, Bank of America, and Merrill. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Ronald Garutti Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 30 years of industry experience. His prior experience includes roles at Cetera and Securian Financial Services. He is involved with Lifetime Financial Planning and Newroads Financial Group, entities associated with his LPL business, and also sells non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicole Drasin is a CFP®-certified financial advisor with Edward Jones in Warren, NJ, bringing seven years of industry experience. Before joining Edward Jones in 2019, she was involved with Gallant Entertainment, Inc. as a musician and performed in a drumline for New York Giants football games and other private events. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of advisors and branch offices.

Richard Hopkins is a Series 66 licensed financial advisor with 19 years of experience, currently serving at Thrivent Investment Management in Princeton, NJ. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Hopkins serves as a commissioner on the Board of Fire Commissioners for Montgomery Township Fire District #2, overseeing tax levies and expenses for the district. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses across various planning topics. The firm separates its planning services from portfolio management and does not accept discretionary trading authority for its Dedicated Planning Service.

Marc Sheridan is a Series 66-licensed financial advisor with Equitable Advisors, based in Woodbridge, NJ, and has 18 years of industry experience. He has worked at Equitable Advisors and its predecessor firm AXA Advisors since 2008. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs.

Wendy Spinner is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 26 years of industry experience. She has been with MML Investors Services, LLC and MassMutual since 2002. In addition to her advisory role, Spinner owns a CPA and tax preparation business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Rodney Johnson I is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Bank of America and The Prudential Insurance Company of America. He is also the owner of Roxicyni Trading LLC, where he trades commodity contracts using his own funds. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Anthony Porchetta is a financial advisor with Mass Mutual Investors Services in Iselin, NJ. He holds Series 63 and Series 66 credentials and has 33 years of industry experience. Prior to his current role since 2017, he worked at Metlife Securities, Inc. from 2014 to 2017. 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 comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured, ongoing client relationships.

Roy Schoenfeld is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, having previously worked at Merrill, Bank of America, and OSAIC. Outside of advising, he offers disability insurance and fixed annuities and works as a delivery driver. Mass Mutual Investors Services operates as 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, emphasizing collaborative, annual planning engagements with clients.

Jarrell Legagneur is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Edward Jones for two years and has a diverse background that includes roles outside the financial sector. He founded PostEden LLC, which is currently inactive. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

Anthony D'Angelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he holds a 33% ownership interest in GAF Properties, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.