Michelle Holahan is a financial advisor with RBC Capital Markets in Princeton, NJ, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mark Livingston is a Senior Financial Advisor with 43 years of experience managing assets for wealthy individuals and non-profit organizations. He works to thoroughly understand his clients' financial needs and aligns resources to help them meet or exceed their goals. Mark assists clients in evaluating near-term concerns, planning for long-term objectives, and developing personalized financial strategies. His client focus includes family wealth management, services for endowments, foundations, non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and socially responsible investing. Mark holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Rutgers University and completed a certificate program at Paul Smith's College. Mark is involved in community activities, including mentoring the Morristown High School Investment Club and serving as Warden at St. Peter's Episcopal Church in Essex Fells, New Jersey. He has coached the Denville Blue Knights hockey team, served as chair of the construction committee at the Convent of St. John Baptist in Mendham, New Jersey, and is a member of the Park Avenue Club.

James Austin is a financial advisor with Primerica Advisors in Colonia, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of his advisory work, he serves as the executor of his mother's estate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process to oversee portfolio management.

Salal Shaikh is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior work experience includes roles at HR Directions, Prime Now LLC, and teaching at the middle and high school levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Richard Friaglia is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2013 and previously held roles at Securian Financial Services, New England Securities, and Hornor, Townsend & Kent. He serves as a board member for the nonprofit Hudson Community Enterprises. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based planning utilizing advanced software tools and features specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Gerard Luciano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Gail Abrams is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Ic Advisory Services Inc, The Investment Center Inc, LPL Financial, and National Planning Corporation. She also owns a legal services practice through The Law Office of Gail L. Abrams. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, providing access to multiple platforms, third-party advisers, and proprietary model strategies.

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.

Kevin Mcaloon is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Advisors since 2023 and previously at Wells Fargo Clearing and Chase Investment Services Corp. Outside of his advisory role, he serves as treasurer of the Crestview Swim Club, managing budgeting and cash flow. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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.

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.

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.

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.

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.

Marc Sheridan is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2008. He has 18 years of industry experience, including tenure at AXA Advisors from 2008 to 2020. 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, utilizing both firm-offered and third-party advisory solutions.