Peter Kalin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Securities and Provident Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

William Ford is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as treasurer for his high school reunion and a local youth basketball club, and he is a member of the Elks Organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers. The firm employs a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Dorothy Tagliente is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she serves as a trustee for the Kromko Family Trust, which is transitioning to a family LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Rachel Peddle is a Vice President, Financial Consultant at Fidelity Investments, a position she has held since 2024. She brings 24 years of industry experience to her role, where she applies a consultative approach to help clients understand their financial health and work toward their individual goals. Prior to her current position, Rachel served as a Financial Consultant at Fidelity from 2018 to 2023. She also held roles as Vice President at Capital Markets Orinda Funds and Senior Advisor Consultant at Oppenheimer Funds, as well as a Registered Representative at Charles Schwab. Rachel's professional background spans various facets of financial consulting and investment management, providing her with a broad perspective on client needs and market dynamics. She utilizes Fidelity's tools and resources to assist clients in becoming better investors and striving for financial success. Outside of her professional work, Rachel is interested in family activities, fitness, hiking, outdoor adventures, parenthood, and traveling.

Paul Lupo is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Damien Caillault is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He is currently with Raymond James & Associates and previously worked for nine years at Stifel Nicolaus & Co Inc. Outside of his advisory role, he manages a leisure equipment rental business in New Jersey. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and draws on multiple portfolio management styles and affiliated research.

Steven Goldstein is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as an executor for an estate in Springfield, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs and tailored financial planning services to individuals and institutional clients, utilizing structured planning tools and a variety of investment offerings.

Nicholas Picone is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services, where he sells a tax program. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Matthew Tripodi is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and co-create financial plans aligned with their goals. He has professional experience as a Workplace Planning Consultant at Fidelity from 2022 to 2026 and served as a High Net Worth Service Associate at Fidelity from 2021 to 2022. Through these roles, he has worked closely with clients to provide personalized financial guidance tailored to their unique situations.

Jacqueline Hettesheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with a brief tenure at Raymond James & Associates. Outside of finance, she was involved in the restaurant business for ten years. 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, distribution, and investment management capabilities.

Andrew Katchen is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Morgan Stanley Private Bank. His current role at RBC follows his time at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Richard Ray is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mario Milelli is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management. He is a qualified Portfolio Manager who provides traditional financial advice and guidance, helping clients pursue their objectives through personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In his role, Mario manages strategies on a discretionary basis through the firm's Investment Advisory Program. With over 30 years of experience, Mario offers expertise in college education planning, divorce transition planning, institutional consulting, retirement planning, portfolio management, and investment strategies for both individuals and corporations. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Mario earned bachelor's degrees from both the Pennsylvania State University System and the University of Maine System. Mario resides in Denville, New Jersey with his wife and two daughters. He is fluent in English, Italian, and Spanish. Outside of his professional work, he enjoys gardening, music, soccer, spending time with his family, and traveling. He is involved with the Morris County Hispanic Chamber of Commerce.

Courtney Burn is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, she worked with firms including The Investment Center Inc, Ic Advisory Services Inc, and Premier Energy Group. Outside of her advisory role, she is involved with Bullaro Landscaping LLC as a laborer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Glenn Weiss is a financial advisor at Stifel with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory work, Weiss serves as Financial Secretary for Temple Shalom, a religious nonprofit organization. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Jennifer Gethins is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and several mortgage-related firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Erika Evleth is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked at Cheddar News and the MLB/NHL Network. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Madeline Rosa is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she teaches yoga classes through her independent consulting business, Pranamami LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cary Fliegler is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware risk management strategies.

Jeffrey Peifly is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with RBC Capital Markets and City National Bank, where he has worked since 2017. Prior to that, he held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves on the Board of Trustees for the Morris Museum in Morristown, NJ. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through both in-house and third-party investment managers.