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 at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo and its affiliates since 2009. Outside his advisory work, he serves as Treasurer of the Crestview Swim Club, managing budgeting and cash flow. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning.

Nicholas Patti is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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.

Andrew Mallardi is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2019, following a 10-year tenure at TD Ameritrade Inc. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative screening, qualitative research, and tax-aware strategies across equity, fixed-income, and blended mandates.

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.

Marc Sheridan is a Series 66-licensed financial advisor with Equitable Advisors, based in Woodbridge, NJ, and has 18 years of industry experience. He has worked at Equitable Advisors and its predecessor firm AXA Advisors since 2008. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs.

Wendy Spinner is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 26 years of industry experience. She has been with MML Investors Services, LLC and MassMutual since 2002. In addition to her advisory role, Spinner owns a CPA and tax preparation business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Howard Golick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2018, with prior roles at INVEST Financial Corp. and Affinity Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Anthony Porchetta is a financial advisor with Mass Mutual Investors Services in Iselin, NJ. He holds Series 63 and Series 66 credentials and has 33 years of industry experience. Prior to his current role since 2017, he worked at Metlife Securities, Inc. from 2014 to 2017. 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 comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured, ongoing client relationships.

Jarrell Legagneur is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Edward Jones for two years and has a diverse background that includes roles outside the financial sector. He founded PostEden LLC, which is currently inactive. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

Anthony D'Angelo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he holds a 33% ownership interest in GAF Properties, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lauren Becht is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has been with UBS Financial Services since 2015, with a brief period of unemployment from 2019 to 2020. Lauren is based in Warren, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Vibha Patel is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jarrett Dewelde is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors. Outside of his advisory work, he coaches the St. Joseph High School Chess Team and is a member of a local business networking group. 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 channels to implement client recommendations.

Keith Balla is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. His previous roles include positions at Avantax Investment Services, 1st Global Capital Corp, and O’Connor Davies LLP. Outside of advising, he serves as the mayor of the Borough of Watchung and is president of a construction contracting company, B.M.W. Restorations, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and access to both affiliated and third-party money managers.

Ian Lynch is an International Wealth Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1997, providing financial advice to individuals, families, and businesses. Ian employs a disciplined process focused on understanding each client’s specific needs, concerns, and priorities, and works collaboratively to develop comprehensive plans aimed at achieving their financial goals. Ian's expertise includes financial and investment advisory services, retirement planning, insurance solutions, wealth transfer strategies, and portfolio management. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). As a qualified Portfolio Manager, Ian manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, often on a discretionary basis. He earned a bachelor's degree in finance from Rutgers University and resides in Warren County, New Jersey, with his wife, Christine.

Timothy Tedesco is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at MML Investors Services since 2020 and previously at Ernst & Young Investment Advisers LLP and Storms Associates. Outside of his advisory role, Timothy is involved in hockey coaching at multiple levels and owns an ice hockey camp, in addition to participating in charitable networking through Hockey Players in Business. 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, emphasizing collaborative annual planning relationships and a range of investment and event-driven planning services.

Constance Foley is a financial advisor at Merrill with over 32 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley Smith Barney, Charles Schwab, and Charles Schwab Bank. Foley serves as an advisory board member for the Women in Leadership Program at the University of New Haven. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 institutional accounts.

Sunil Bhavnani is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Bhavnani serves on the board of directors for Scientech Labs Inc., an analytical testing laboratory. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.