Barbara Correra Ditoro is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2000. Merrill, along 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.

David Leibowitz is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Invest Financial Corp. and Citigroup Global Markets. His current practice operates under Short Hills Financial, LLC, a DBA for his 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 Hittner is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Prior to his current position, Michael served as a financial advisor at Merrill from 2011 to 2022. He holds a California Insurance License, which supports his expertise in financial consulting and advising. Michael emphasizes forming strong relationships with his clients and their families, maintaining a deep level of trust, reliability, and competency throughout his professional practice.

Francis Gallagher Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services for 19 years. Outside of his advisory role, he is a co-owner of Kenwood Stables, a thoroughbred horse racing enterprise. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across multiple platforms that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various analytical tools.

Paul Stappas is a financial advisor at MassMutual Investors Services with 47 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and with MassMutual Life Insurance Company since 1991. He holds a Series 63 designation and owns a bookkeeping services business that provides referrals and general management. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

James Swanton is a CFP® certificant with 10 years of experience in financial advising. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as Vice President of the Clinton BNI networking group in Clinton, NJ. 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 and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Coronato is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dominic Manzo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Herbert B Mayo, PGIM Global Asset Management, and Prudential. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Lauren Bollinger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. Prior to joining Raymond James in 2018, she worked at Wells Fargo Clearing and Lord, Abbett & Co. LLC. She serves as a Finance and Investment Committee Member at the First Congregational Church of Westfield. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, combining technology and specialized advisory programs.

Lois Yim is a CFP® professional with 12 years of experience in financial advising. She is currently with OSAIC since 2023, having previously worked at Sagepoint Financial, Inc. and J.P. Morgan. Outside of her advisory role, she serves as a member of the nonprofit Revaya Legacy Inc. OSAIC Wealth serves a diverse group of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with services ranging from financial planning to third-party money manager programs, supported by a platform integrating brokerage and advisory capabilities.

Claudine Pinho is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2009. In addition to her advisory role, she is commissioned as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Christopher Wagner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered 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 supported by research and multiple portfolio management strategies.

Giselle Wright is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked previously with Newbridge Securities Corporation and Comprehensive Asset Management & Servicing, Inc., among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Dharav Vyas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. 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.

Christopher Mazza is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS and Oppenheimer & Co. Prior to his financial advisory career, he was involved in managing Griff's Place Sports Bar for seven years. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations to model financial outcomes.

Rohit Jayanthi is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., Liberty Mutual Group, and Infiniqo Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence combining quantitative and qualitative research and includes a framework for ESG eligibility.

Dominick Salvatore is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has held positions at Merrill, Northeast Wealth Planners, and Bank of America. Outside of finance, he has experience working in education at Rider University and Rowan College at Burlington County, and previously had a role with De Lorenzo’s Tomato Pies of Bucks County, LLC. OSAIC serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical and risk management tools.

Manish Kakkar is a financial advisor with Equitable Advisors in East Brunswick, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in United Healthcare’s dental and health insurance business. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory platforms and proprietary funds.

Bellaria Jimenez is a CFP® with 30 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. She has worked with Metropolitan Life Insurance, MetLife Securities, and Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she co-owns a homesteader farm stand selling agricultural goods and farm crafts. 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 financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Jason De Tata is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, and Massey Morgan Financial Solutions. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.