Benjamin Irizarry is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Silver Edge Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional offerings.

Joseph Lombardo Jr. is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a blend 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 a range of capital markets and research resources to support tailored client solutions.

Ethan Locker is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Distributors, LLC for five years and has held various roles in financial services and other sectors since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Siarra Siebel is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to her current role, she held various positions including private tutoring and a role with the Morris County Sheriff's Office Crime Scene Investigation unit. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages a broad range of client assets and delivers services that include estate planning and institutional offerings.

Joseph Wirtshafter is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at KPMG LLC for three years. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

Russell Rabadeau is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Westfield, NJ. He previously worked at Wells Fargo Clearing and New York Life Investment Management LLC. Rabadeau is also president of Rabadeau Wealth Group, a support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work, along with specialized advisory programs.

James Dill is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Nicholas Moretti is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he has engaged in purchasing and leasing a residential condominium. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach is based on structured discovery and firm-approved tools, supporting clients with various investment and estate planning strategies.

Camillo Matteucci is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Robert Shapiro is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2011 and previously worked at IC Advisory Services, Inc. from 2006 to 2010. Outside of his advisory work, he operates Diversified Financial Consultants LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and portfolio management services with access to both proprietary and third-party investment strategies.

Robert Murray is a financial advisor at LPL Financial in Bedminster, NJ, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Gilbert & Calabrese LLC, Apex Fund Services, and Blackstone 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Matthew Compton is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their long-term goals, utilizing insights from Merrill and banking services from Bank of America. Matthew holds a Bachelor's Degree in Business Administration with a focus on Financial Planning from Liberty University, where he graduated Summa Cum Laude. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). He participates in community service activities in accordance with Merrill's tradition of community involvement.

Matthew Power is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2024, he worked at UBS Financial Services from 2012 to 2024. Outside of his advisory work, he serves on the finance committee for Holy Trinity Roman Catholic Church in Westfield, NJ. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with banking, lending, and trust offerings through a large network of financial advisors.

Joseph Marinaccio is a CFP® with 19 years of industry experience currently affiliated with Raymond James & Associates. His prior positions include roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He serves as an acting trustee for a family trust. 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 offers financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Marc Sukoneck is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the Board of Directors for The Arc of Union County and acts as Treasurer for the Randolph Baseball Diamond Club. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decisions.

Julie Hafler is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing three years of industry experience. She has worked at Jefferies LLC and Jpmorgan Chase Bank, N.A. before joining her current firm. Outside of finance, she has been involved with the Greater Miami Jewish Federation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

Richard Fortune is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and over 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 34 years at Metlife Securities Inc. Outside of his advisory role, Fortune serves as treasurer and chairperson of the finance committee for The Center of Great Expectations, a nonprofit human services organization. Mass Mutual Investors Services 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, employing a collaborative, annual planning approach that uses firm-approved analytical tools and does not include investment discretion.

William White is a financial advisor with Merrill in Short Hills, NJ, holding a Series 66 designation and 28 years of industry experience. He has worked with Merrill since 2009 and concurrently with Bank of America, N.A. since 2011. 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. The firm serves individuals, high-net-worth clients, and institutional investors using model-based and discretionary strategies developed by internal and third-party managers.

Robert Dalia is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2011, concurrently associated with Bank of America since 2012. Outside of his advisory role, he serves on the advisory board and as a committee member for the Shepards of Youth Charitable Trust, a nonprofit organization focused on education for underserved populations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Evan Gates is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at John Wiley & Sons Inc, OneAmerica Securities, American United Life, and Honeywell International Inc. He is involved in a life settlement business through Ashar Group, working jointly with a partner on these transactions. Equitable Advisors serves individuals, corporate and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory programs and third-party asset managers, focusing on personalized client assessments and offering various investment vehicles including mutual funds, ETFs, and alternative investments.