J. Ronald Lynch Jr. is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co. Inc. from 2014 to 2022. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Manitou Homeowners Association in Wayne, New Jersey. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining algorithmic modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joseph Cupoli is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, Cetera Wealth Services, Fidelity Investments, and Securian Financial Services. Outside of finance, he worked at Uber Eats for two years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes ongoing advice and a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

William Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 34 years of industry experience. His prior roles include positions at Citizens Securities, Cetera, Wells Fargo Clearing, and PNC Investments. 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 supported by extensive technology and a broad platform of investment strategies, overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Bernard Kashmann is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and having 47 years of industry experience. His prior work history includes positions at City National Bank and J. B. Hanauer & Co. He serves on the boards of a nonprofit camp and a synagogue, advising on operational and personnel matters. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies through a combination of in-house and third-party investment managers.

Fiona Cullen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of finance, she has been involved with Java Love Coffee Roasting Company and worked at Park West Tavern. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process combining quantitative and qualitative research and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliates.

David St. Louis is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., Andrew Garrett Inc., and S.W. Bach & Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Abraham Itani is a financial advisor with LPL Enterprise in Cedar Grove, NJ, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously operated Itani Wealth Management LLC for seven years and has managed an accounting and tax services firm since 2001. His outside activities include ownership of a property and casualty insurance agency and ongoing tax preparation and accounting services through his LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Scott Mack is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses based on forward-looking capital market assumptions.

Andrew Wayne is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Wayne has ownership interests in multiple investment-related entities, including a private investment venture group based in New York. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Peter Jackowitz is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he co-owns JACKOWITZ GP, LLC, a merchant partnership, and serves as vice-president of a townhouse community in West Orange, NJ. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services, including specialized planning for business-owner transitions and other niche areas. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options.

Lisa La Vecchia is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and team leader of LC & Associates in the Morristown office in Florham Park, New Jersey. She leads a multigenerational team that assists families in building, protecting, and transferring their wealth to people and causes important to them. Lisa's approach centers on personalized, comprehensive wealth management strategies tailored to each client's goals. With over 30 years of experience, Lisa has expertise in areas including retirement income, legacy and business succession planning, liquidity management, college education planning, family wealth management strategies, socially responsible and ESG investing, and small business strategies. She draws upon the investment capabilities of Merrill and Bank of America to support clients through financial life transitions such as retirement, inheritance, or business sales. Lisa is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a bachelor's degree from Bucknell University. Lisa is actively involved in her community, serving as Board Chair and Chair of the Financial Development Committee for the Greater Somerset County YMCA and previously serving on the Executive Leadership Committee of the Merrill Lynch Northern NJ Women's Exchange. She has participated in fundraising for AIDS/Lifecycle and Make-A-Wish New Jersey. Outside of work, she enjoys biking, cooking, gardening, golfing, music, reading, spending time with family, watching movies, and practicing yoga.

Adam Greenstein is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns and manages an S-Corp named SERA Edgewood Inc. 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 variety of financial planning and investment management services through a large network of advisors and employs both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Anthony Caruso is a financial advisor with Cetera, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at Securian Financial Services and Minnesota Life Insurance Company for 18 years and has been associated with Allied Wealth Partners since 2014. Outside of advising, he is a partner in a DBA firm and works as an independent real estate contractor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with various program options and access to multiple third-party money managers.

Elizabeth Goldsworthy is a financial advisor at Charles Schwab with 16 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm integrates brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Mark Mauro is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and previously worked at Ic Advisory Services, Inc. and The Investment Center. Outside of his advisory role, he serves as a board member for the At Ease Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging a large network of investment adviser representatives and advanced research tools.

Nicholas Campanile is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Morris Plains, NJ. He has 18 years of industry experience, including seven years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

John Guyet is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads an advisory team focused on helping high net worth families and individuals manage their wealth and achieve their long-term financial objectives. John brings over 25 years of experience in the financial services industry, beginning his career in 1997 with asset management firms including Lord Abbett, Nuveen Investments, and Lazard Asset Management. He joined Merrill in 2021, transitioning to wealth management. His expertise encompasses a wide range of client focus areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, retirement income, and services tailored for endowments, foundations, and non-profits. John holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Stockton University. John is engaged in community service and volunteers with the Our House Foundation. Outside of work, he enjoys fishing, golfing, hiking, reading, skiing, traveling, and spending time with his family. His approach involves working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals.

Michael Jordao is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Based in Warren, NJ, Jordao has worked exclusively at UBS during his professional career. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Ira Bauman is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James & Associates, Morgan Stanley, and UBS Financial Services. He also serves as a trustee for an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

Christopher Dorsi is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding the Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with RBC Capital Markets since 2009 and also has experience at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and brokerage.