Joseph Mele is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Equitable Advisors since 2020, Fairleigh Dickinson University from 2018 to 2022, and Brightview from 2014 to 2018. He maintains outside insurance appointments in addition to his advisory work. 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 third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Louis Giasullo is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Charles Schwab Bank, eXp Realty, and nThrive. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Madden is a Series 66 licensed financial advisor with 13 years of industry experience. He has been with Wells Fargo Advisors since 2026, following a 10-year tenure at Raymond James & Associates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of planning services including specialized areas like business-owner transition and special-needs planning.

William Rademacher is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at NYLife Securities, LLC and Walmart. Outside of advisory work, he is also an insurance broker involved in life insurance sales through Risk and Insurance Associates. MassMutual 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, providing collaborative annual planning engagements that include strategies tailored to client goals.

Monika Nemeth is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at Morgan Stanley and AIG Funds. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Yuval Brokman is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and Jpmorgan Chase Bank NA since 2017, following two years at OppenheimerFunds. J.P. Morgan Securities LLC provides institutional consulting services including asset allocation advice, investment manager and fund searches, and customized performance reporting to corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver its services.

Michael Dietrich is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of products and services through a network of financial advisors.

Adam Kamm is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked for Painewebber Incorporated and UBS Financial Services Inc. for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he owns MB Luxury Auto 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Mitchell Feldman is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with Americas Health Brokers Inc., an insurance-related business. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Rosanna Vizzoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and manages two property-related businesses focusing on home construction and renovations. 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 combines research and analytics with a range of brokerage and advisory solutions, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Alex Perlberg is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michael Healey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles within Wells Fargo Advisors and Wells Fargo Clearing dating back to 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Sophia Gallant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Millennium Management, and Seventy2 Capital. Outside of finance, she has experience in the food and beverage industry with Trap Rock Restaurant & Brewery and Bonji Bowls. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Richard Miktus is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, HSBC Bank, and Amerivest Investment Management. He is also associated with 1792 Wealth Advisors LLC in Morristown, NJ. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, pension plans, and institutions. The firm provides tailored non-discretionary advice using analytical tools and supports municipal and public finance advisory services.

James Fahey Jr. is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management in Bedminster, New Jersey. He leverages decades of experience and his military background as a U.S. Navy veteran to serve executives, healthcare professionals, retirees, and business owners. His work focuses on navigating retirement planning, managing concentrated stock positions, equity compensation, and addressing complex wealth planning decisions. James holds multiple professional designations, including Chartered Life Underwriter (CLU), Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an Accredited Certificate from the College for Financial Planning. Additionally, Jim advises retirement plan sponsors and fiduciaries on plan governance and best practices. He is a member of professional organizations such as the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. His community involvement includes affiliations with Blair Academy, Fordham University, Lafayette College, and Lehigh University. James emphasizes providing clear, practical advice and disciplined financial guidance tailored to clients’ goals.

Daniel Botero Torres is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. His prior experience includes work at the University of Miami and Chick-Fil-A. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory programs with financial product sales.

Matthew Vamvakis is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009 and has been affiliated with the Tuck School of Business at Dartmouth since 2008. He serves as a board member and VP of Finance for the Congregation Ohr Shalom-Summit Jewish Community Center and is a director on the board and investment committee of the New Jersey Boys State Foundation, Inc. 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 in its investment recommendations.

Michael Purcell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2015. Outside of his advisory role, he owns and operates RPM Entertainment, a music business based in Union, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives.

Frederick Mastromarino is a financial advisor with Wells Fargo Clearing in Mahwah, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for family trusts and as an executor for a family estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.