Lauren Bollinger is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves on the finance and investment committee of 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, corporations, and institutional investors. The firm employs non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a broad advisor network.

Lois Yim is a CFP® professional with 12 years of experience in the financial industry. She currently works at OSAIC and has prior experience at Sagepoint Financial, Inc., J.P. Morgan Chase Bank, and J.P. Morgan Securities. Outside of her advisory role, she is a notary public and a member of the nonprofit organization Revaya Legacy Inc. OSAIC serves a broad client base including individual, high-net-worth, pension, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with diversified investment options, using firm-provided tools for asset allocation and portfolio management.

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 at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Newbridge Securities Corporation, Comprehensive Asset Management & Servicing, Inc., and Eisneramper Wealth Management. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. 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 affiliated brokerage and investment management capabilities.

Dharav Vyas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 with J.P. Morgan Securities holding a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Liberty Mutual Group, and Infiniqo Inc. 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 through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations to deliver a broad range of investment services.

Dominick Salvatore is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, Northeast Wealth Planners, Bank of America, and IBI Security Transport. He also has teaching experience at Rider University and Rowan College at Burlington County. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

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 in Branchburg, NJ, holding Series 65 and Series 63 licenses with 10 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Massey Morgan Financial Solutions, and KCD Financial, 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 advisory and brokerage services with various investment strategies delivered through a large network of representatives.

John D'Addario is a Senior Financial Advisor and co-leader of The D'Addario Group at Merrill Lynch Wealth Management. He works with individuals and businesses nationwide, focusing on comprehensive and personalized financial strategies that include tax-efficient investment planning, estate-focused personal financial planning, customized lending and credit solutions, and holistic wealth and liability management. The group emphasizes managing both assets and liabilities and supporting clients' families across all life stages. Before joining Merrill Lynch, John was a Financial Analyst at Goldman Sachs, where he supported one of the firm's trading desks through profit and loss reporting and other controller functions. He applies the analytical skills he acquired in this role to assist clients in achieving their long-term financial goals. John holds the Chartered Financial Analyst (CFA) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and is a Certified Plan Fiduciary Advisor (CPFA). He also holds FINRA Series 7 and Series 66 registrations. John earned his bachelor's degree in Finance along with a Certificate in Investment Analysis from Rider University. He contributes to the Finance & Economics Department Advisory Council at Rider University. Outside of his professional work, John has interests in cooking, golfing, hiking, music, spending time with his family, and traveling.

Thomas Cahill is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 22 years of experience serving high-net-worth individuals, businesses, and retired clients. Based in the Summit Merrill office, he focuses on long-term investment strategies tailored to clients’ financial needs and risk tolerance. His approach emphasizes asset allocation with regular rebalancing, disciplined investment decisions supported by Merrill’s professional due diligence group, and access to a broad range of investment options through the BofA Global Research platform. Tom holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Mount Saint Mary's University. He is committed to providing a high level of customer service and prioritizes portfolio performance and client satisfaction. In addition to his professional responsibilities, Tom participates in community service, volunteering with local organizations in line with Merrill’s tradition of community involvement.

John Blum is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with earlier experience at Shearson dating back to 1987. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory process.

Howard Diamond is a financial advisor with LPL Enterprise, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, Macy’s, Schlesinger and Associates, and AllState Insurance Company. Outside of his advisory work, he is also a commissioned notary public. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and affiliated insurance services.

Heather Benz is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Major League Baseball Advanced Media for 13 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a widespread network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Anthony Novella Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked with several firms including Allied Wealth Partners and Securian Financial Services. Outside of his advisory role, he owns Strategic Benefits Group, a fixed insurance business specializing in group employee benefits. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Matthew Daly is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Bloomberg and Strategic Marketing Solutions Ltd., LLC, among other firms. Daly has been with Edward Jones since 2022. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marybeth Sawchuk is a financial advisor at LPL Enterprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked since 1994 with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. Outside of her advisory role, she receives renewal commissions for servicing existing auto and homeowner insurance policies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed in-house or by third parties, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.