Scott Whisten is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Allianz Global Investors U.S. LLC for 16 years before joining Edward Jones in 2022. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Fuentes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Del Campo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Kane is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ameriprise in Maplewood, NJ. He has worked with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Dibrino is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at OSAIC, American Portfolios Financial Services, Inc., First Allied Advisory Services, SII Investments, Oppenheimer, and Morgan Stanley Dw Inc. He is also involved in insurance sales of non-variable products. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services and technology support.

John Maiello is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, he was self-employed for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Todd Vander Veer is a CFP®-credentialed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Washington Mutual. 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, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Eric Piesnikowski is currently a Vice President and Financial Consultant at Fidelity, a role he has held since 2011. He works with clients to help them achieve their financial goals. Prior to this position, he was an Investment Representative at Fidelity from 2010 to 2011. Earlier in his career, Eric served as a Financial Advisor at John Hancock from 2008 to 2010. Eric holds the Certified Financial Planner (CFP4) designation. His professional background includes extensive experience in financial consulting and investment representation. No additional information about his education, personal interests, or community involvement was provided.

Kenneth Growney is a ChFC® with 38 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a board member of the Adphi Fraternity and chairs the audit committee of the Cornwall Yacht Club. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software for goal analysis and offers a range of programs including asset management and educational seminars.

John Ginn is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, initially serving as an Investment Consultant before advancing to his current role in 2016. In this capacity, he is dedicated to enhancing the financial well-being of his clients. His professional background spans the private, public, and non-profit sectors, including experience as a US Equity Sales Trader at Citi from 2008 to 2012 and service as a Captain in the United States Marine Corps from 1998 to 2007. This diverse experience informs his approach to understanding the varied needs of his clients and providing guidance on navigating financial events. John emphasizes building trust with his clients and their families to offer direction for both planned and unexpected life circumstances.

John Grill is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Outside of his advisory work, he is employed at a local recreation center working the gym desk. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships that utilize firm-approved software for analysis and recommendations.

Martin Diamond is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2020. He previously worked at UBS Financial Services Inc. for 12 years. Outside of his advisory role, he acts as a trustee for an investment-related trust. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Peter Von Halle is a ChFC® credentialed financial advisor at LPL Financial with 36 years of experience. His prior roles include ten years at Lincoln Financial Securities Corporation and over four decades operating the VonHalle Brokerage Group, which he continues to manage alongside his current position. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide network of representatives. The firm offers comprehensive advisory and brokerage services, including financial planning and access to third-party asset managers and institutional platforms.

Edward Byrne is a Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. His expertise encompasses bond trading, financial market analysis, and comprehensive wealth management strategies tailored for individuals and families. Edward's global experience includes a five-year period in Japan specializing in bond trading, providing him with a unique perspective on investment strategy, risk management, and market dynamics. He holds FINRA Series 7, 9, 10, 63, and 66 registrations and the Chartered Retirement Planning Counselor (CRPC) designation, supporting his commitment to delivering disciplined planning and informed decision-making to his clients. Edward focuses on building, preserving, and transitioning wealth through personalized service backed by his extensive fixed-income market knowledge. A lifelong resident of New Jersey, Edward lives in Bergen County with his family. He is involved in his community through support of organizations such as the Friends Of The County Animal Shelter (FOCAS) in Hasbrouck Heights, NJ. Outside of work, Edward enjoys football, genealogy, music, softball, swimming, and traveling.

Robert Suchocki is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 38 years of industry experience. He has worked at Wells Fargo since 2016. Outside of his advisory role, he mentors young entrepreneurs through the Institute for Entrepreneurial Leadership and assists with operations at Vilardo’s Deli. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Olga Avdaev is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. She has worked at LPL Financial since 2017 and previously spent time at Summit Risk Management, Inc. and Summit Equities, Inc. Avdaev is also involved with Duphiney Financial Network, an entity related to her LPL business. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Borsello is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Merrill for 20 years before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. He also serves as a FINRA arbitrator. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Jordan Stevens is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2026, he spent time at UBS Financial Services and has a varied background including roles at Biy Y, Precision Combustion Inc., and Houlihan Lawrence Wareck D'Ostilio. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, focusing on structured financial planning through approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning both directly and through corporate agreements.

Alvin Vinson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cetera Investment Advisers, LLC since 2017 and with Cetera Financial Specialists LLC since 2005. Outside of his advisory role, he serves as a board member for a cooperative housing organization, where he works on building improvements and maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Jackson is a financial advisor at Morgan Stanley with 18 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley and its Private Bank since 2017, following a brief tenure at PNC Investments and PNC Bank. Outside of his advisory role, he serves as an officer for the Midland Park Soccer Association in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 offers comprehensive planning supported by firm-approved tools and analyses.