Mary Pascarella is a CFP®-certified financial advisor with 34 years of industry experience. She has been with LPL Financial since 2018 and previously worked at Cetera Advisors LLC and Nicholas Pascarella & Co. In addition to her advisory role, she is involved as an insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a broad network of investment adviser representatives.

Dominic Alfieri is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial advisory field and more than 22 years at Merrill Lynch. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is a qualified Portfolio Manager. Dominic graduated from the Accredited Certificate Program at Fairleigh Dickinson University. He focuses on retirement and estate planning strategies including risk management, strategic and tactical asset allocation, and portfolio management services. Dominic works with the Alfieri/Stark Wealth Management Group to help clients, including successful business owners and individuals, plan for their long-term financial goals using a goals-based approach. His expertise includes college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Dominic volunteers his time for charitable organizations such as Habitat for Humanity and the Boys and Girls Clubs of Northern New Jersey. In his free time, he enjoys traveling, reading, golfing, and spending time with his family.

Giuseppe Sellitto is a financial advisor at Morgan Stanley with 17 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. He holds Series 63 and Series 65 designations and is based in Morristown, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and models to assist clients in developing their financial plans.

Krina Patel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, with previous experience at Santander Securities and Axa Equitable. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates both quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

John Hack is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial LLC/Private Advisor Group and Hornor Townsend & Kent Inc. Outside of his advisory roles, Hack has a football stipend position with Voorhees High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Laster is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at RBC Capital Markets since 2014 and previously at City National Bank from 2017 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Frederick Moss is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1983, also working at Bank of America since 2011. Outside of his advisory role, he serves as a fiduciary holding power of attorney in a non-investment-related capacity. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Potter is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2017, progressing through various positions including Planning Consultant, Relationship Manager, and Financial Representative. Throughout her career at Fidelity, Kathleen has worked closely with individuals and families to develop financial plans that align with their goals and values. Her approach involves personalized and transparent guidance to support clients in making confident financial decisions at different stages of life. Kathleen is committed to partnering with clients to help protect, grow, and enjoy their wealth with clarity and peace of mind.

Justin Brenner is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at The Ohio State University, Burlington, RBC Capital Markets, and YOGIBO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Ryan Smith is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Equitable Advisors LLC, Sanford C Bernstein & Co, Alliance Bernstein L.P., J.P. Morgan Securities, Prudential Insurance Company of America, and AXA Advisors. Outside of his advisory work, he volunteers as an assistant lacrosse coach in Madison, NJ. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combined advisory and brokerage platform that includes both non-discretionary and discretionary investment solutions, supported by centralized custody and operational resources.

Stephen Gunby is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Cetera and its related entities since 2005 and operates a public accounting firm providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with discretionary and non-discretionary program options.

Joseph Troy is a financial advisor with Ameriprise in Florham Park, NJ, holding a Series 66 designation and 19 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, utilizing a written Recommendation Report and ongoing advice to support dependable income and tax-aware withdrawal strategies.

Robert De Rienzo is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, Citigroup Global Markets, Merrill, and multiple positions within Morgan Stanley entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm employs structured planning tools and manages extensive client assets while providing services through a combination of advisory and brokerage capabilities.

Maria Myers is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has been with Merrill, where she has worked since 1989. 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.

Paul Critchley is a financial advisor at Cetera with 11 years of industry experience. He holds the CFP® and PFS™ designations as well as a Series 63 license. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Advisory Services from 2021 to 2025, and he has been involved with Odell & Critchley, P.C. since 2009, where he serves as Vice President and Secretary. In addition to his advisory work, he manages tax, accounting, and IRS representation services at Odell & Critchley, P.C. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Athar Khalil is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NA, and JPMorgan Securities LLC. Morgan Stanley Wealth Management serves both individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Robert Brown is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley, Citigroup Global Markets, and RBC Capital Markets. He is based in Florham Park, NJ. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

James Farrell is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 designations with 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously worked at Santander Investment Securities Inc. from 2017 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Andrew Turner is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ethan Saidel is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with LPL Financial since 2017 and previously worked at J.P. Morgan Securities and JPMorgan Chase. Outside of his advisory role, Saidel is involved in selling non-variable life insurance and fixed annuities. 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, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.