Mark Feldman is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales for Senor Sangria, promoting a line of flavored wines. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with notable activities in affiliated insurance and trust services.

Irina Shante is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1993, including a long tenure at Pruco Securities, LLC. Outside of her advisory work, she is involved in property and casualty insurance related to auto, condo, and umbrella coverage through Plymouth Rock. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Jake Powelson is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Quickcheck and Best Cellars Wine and Spirits. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, consulting, and access to third-party managers.

Benjamin Keim is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and Fidelity Investments. Outside of his advisory work, he has been involved with business ventures such as LVG Food Corporation and Center Court Management LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Ronald Garutti Jr. is a CFP® credentialed financial advisor with over 31 years of industry experience. He currently works at LPL Financial and previously held roles at Cetera and Securian Financial Services. In addition to his advisory duties, he is involved in selling life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Stephen Gribben is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and the Somerset Hills School District, as well as work at Hamilton Farm Golf Club. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Howard Golick is a financial advisor with LPL Financial in Basking Ridge, NJ, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with INVEST Financial Corp. and Affinity Fcu. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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.

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.

Lauren Becht is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with UBS Financial Services since 2015, with a brief period of unemployment from 2019 to 2020. Lauren is based in Warren, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jenifer Parks is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. In addition to her advisory role, she serves as a notary in Morris County, New Jersey. 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 advisory process is IPS-driven and based on modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Andrew Harlan is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015 and previously at Bank of America and New England Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Kane is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Nordwand Capital, Morgan Stanley Private Wealth, and UBS Financial Services. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Vibha Patel is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2014. 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.

Elias Chamoun is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and BMO Nesbitt Burns. Before entering the financial industry, he was involved in Choice Refreshments Vending for over a decade. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Edward Macauley is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the finance industry. He serves as a team leader and focuses on building and deepening strong client relationships by helping clients navigate life transitions and manage their financial assets toward their goals. His areas of expertise include college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, values-based and ESG investing, women and wealth, and retirement income. Edward holds a Bachelor's Degree from West Virginia University and has completed an Accredited Certificate Program at Fairleigh Dickinson University. He has earned several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Accredited Asset Management Specialist (AAMS™), and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Edward enjoys biking, fishing, football, soccer, spending time with his family, and traveling.

Jarrett Dewelde is a financial advisor with Equitable Advisors in Somerville, NJ, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2002, including its prior iteration as Axa Advisors. Outside of his advisory role, Dewelde coaches the St Joseph High School chess team. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.