John Fisher is a CFP® with 19 years of industry experience, currently advising at Cetera since 2025. He has held roles at Avantax Advisory Services and Avantax Investment Services for ten years and has operated his own CPA practice since 1986. Fisher also serves as president of his accounting firm and manages tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Brianna Aslanian is a financial advisor at LPL Financial with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Cadaret Grant & Co., Inc. and Faith Center for the Arts. Outside of her advisory role, she is active as a musician and clarinet instructor and holds teaching positions at several educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, supported by extensive operational and research tools and a broad suite of non-advisory financial activities.

Jordon Havens II serves as a Senior Resident Director at Merrill Lynch, leading the Sparta, NJ complex and heading the HBM Group, a planning team dedicated to servicing wealth management clients. With 25 years of experience in the financial industry, Jordon's expertise spans managing individual wealth through complex market cycles, constructing comprehensive financial and estate plans, and focusing on client segments including small business owners, executives, healthcare professionals, and retirees seeking income planning. Before joining Merrill Lynch Wealth Management in 2006, Jordon managed high-net-worth fixed income portfolios and worked in various roles including wholesaling for Oppenheimer and advising retail and institutional clients in New York City. He began his career at The Vanguard Group in Scottsdale, Arizona. Jordon holds a Bachelor's Degree in Finance from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. Originally from Fishkill, NY, Jordon lives in Randolph, NJ with his wife, three children, and three Labrador retrievers. Outside of his professional commitments, he participates in activities such as golf, competitive fishing, cooking, and dog training. He is involved with organizations including ASPCA, the NRA, 11th Hour Dog Rescue, Camp Bow Wow Foundation, and serves as a softball coach for Girls Town Rec & Travel.

Michael Bostedo is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services and Provident Bank prior to his current roles. Outside of advising, he is a partner and co-owner of Bostedo Construction, LLC, where he manages financial aspects of the business with his father. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to both affiliated and third-party money managers.

Joseph Plourde is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000, including its prior affiliation as Axa Advisors LLC. Outside of his advisory role, he engages in an insurance brokerage business on a limited basis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset management programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models without sponsoring its own wrap fee program.

Azam Chaudry is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Merrill and Sunbird Software Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with noted use of systematic methodologies and regulatory oversight.

V Kempson III is a CFP® professional with over 41 years of industry experience. He currently works at OSAIC and has previous experience at American Portfolios Financial Services, Inc. and Kempson & Tschopp, LLC, where he is a 50% partner of a wealth strategies group focused on insurance, financial, and estate planning. Outside of finance, he is also a musician. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple advisory platforms and legacy programs.

James Hundley is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 32 years of industry experience. His background includes positions at Ic Advisory Services Inc, The Investment Center Inc, and HD Vest Insurance Agency Inc. Hundley is also a CPA and operates a tax preparation and accounting practice. 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 provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Daniel Holdt is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves on multiple nonprofit boards including Birth Haven, the Diocese of Paterson, The ARC of Sussex County, and the Kittatinny Education Foundation. Equitable Advisors serves individual and institutional clients by offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Steven Oroho is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Investment Services, Nisivoccia Wealth Advisors, and Cadaret, Grant & Co., Inc., among others. Outside of financial advising, he serves on the board of a nonprofit corporation that owns local newspapers and is an elected board member at Centenary University. Cetera Investment Advisers LLC is a large, SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a broad range of program options and over $256 billion in assets under management.

Michael Flynn is a CFP® with 17 years of industry experience, currently affiliated with Edward Jones since 2024. His prior roles include positions at Peapack Gladstone Bank, Prudential Insurance Company of America, and LPL Financial, LLC. He serves as a board member of the Westfield Area YMCA, participating in committees focused on financial development, investment, and organizational planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

James Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. In addition to his advisory role, he maintains various outside insurance appointments. 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 asset-management programs through a network of Investment Adviser Representatives and third-party managers, emphasizing tailored investment solutions without sponsoring its own wrap fee program.

Joao Arruda Neto is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo, Charles Schwab, and PNC Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Heidi Wohlleb is a Series 66 licensed financial advisor with 18 years of industry experience. She currently works at Cetera and has prior experience at Avantax Advisory Services, 1st Global Advisors, Inc., and Nisivoccia & Company, LLP, where she has been active since 1989. In addition to her advisory role, she is involved with several related financial services entities, including serving as an advisor at Nisivoccia & Company, LLC and owning Wealthspring Financial Partners LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, with access to both affiliated and third-party managers and various program structures.

John Space is a financial advisor with LPL Financial in Sparta, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Scott Costine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 35 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Chase Investment Services Corp. In addition to his advisory work, he is an author and has activities involving art. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a mix of discretionary and non-discretionary strategies.

Roger Francis is a CFP® professional affiliated with LPL Financial, with 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2023. Francis operates Francis Wealth Management as a DBA for his LPL business. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Christianne Erickson is a financial advisor with LPL Financial in Sparta, NJ, holding a Series 66 designation and bringing three years of industry experience. She has worked with LPL Financial since 2019 and previously was associated with CKW Wealth Management and TeleSearch Staffing Solutions. Erickson is also commissioned as a notary. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Raymond Sarinelli is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the owner of Wealthspring Financial Partners LLC, an acquisition vehicle for various financial services and tax practices. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over 10,000 advisors managing more than $256 billion in assets.