Neil Burke is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has six years of industry experience, including a 25-year tenure at Prudential Insurance Company. Burke operates a non-variable insurance agency alongside his advisory role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven portfolios developed by LPL’s Research Department and third-party strategists and offers access to third-party asset managers and financial planning services.

Pasquale Giannella is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at PNC Investments from 2000 to 2017 and at Gladstone Wealth Partners until 2025. Giannella provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor firm. 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, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Vincent De Paola Jr. is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Laurel Wilson is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial in 2024, she worked at Gaber & Associates LLC, Trustco Bank, and Key Bank. Outside of her advisory role, she is involved in tax preparation and accounting services and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a diverse investment approach.

Joseph Scibetta is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in financial services since 1997, dedicating his entire career to Bank of America and its predecessor firms. Joseph focuses on serving dentists, entrepreneurs, and multiple generations of families, assisting them in simplifying and managing various aspects of their financial lives. With over two decades of experience, Joseph specializes in areas such as family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He develops customized investment portfolios and works closely with clients to create personalized financial strategies tailored to their long-term goals. Joseph holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree in economics from New York University. Outside of his professional role, Joseph enjoys cooking, gardening, golfing, and spending time with his family. He is also engaged in community volunteering, reflecting the Merrill tradition of participating in the communities they serve.

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Mark Rosalimsky is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management with a career in financial services dating back to 1984. He collaborates with a team of specialists to provide comprehensive guidance on clients' financial affairs with a focus on personalized investment advice. Mark has extensive expertise in insurance, small business 401k, and pension plan design. He engages clients through a collaborative and educational process, emphasizing frequent communication and service standards. Mark earned a Bachelor of Arts in Economics from the State University of New York at Binghamton. He holds professional designations including Chartered Life Underwriter (CLU®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Northern New Jersey, Mark is active in his community, having served on Boards and Committees of local schools and synagogues. He is a long-distance runner who has completed three marathons and has coached his children's youth sports teams.

Gabriel Toledo is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Charles Schwab in Paramus, NJ, where he has worked since 2022. His prior experience includes roles at Bank of America, Merrill, AXA Advisors, JP Morgan Chase & Co., and the University of Delaware. Charles Schwab 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 a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Joyce Huggins is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. She has been with Merrill since 2013. 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, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Danielle Rappa is a financial advisor with Equitable Advisors in Saddle Brook, NJ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles in retail and hospitality sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance to match them with suitable program models or discretionary managers, utilizing both proprietary and third-party advisory solutions.

Mahesh Melwani is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in health insurance through Emerson Reid Disability Insurance Services. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party managers, offering a diverse set of investment options and ERISA fiduciary services.

Chris Plechy is a financial advisor at LPL Financial with 26 years of industry experience and holds a Series 66 designation. His prior work includes roles at Ic Advisory Services Inc, The Investment Center Inc, Ameriprise Financial Services, Inc., STIFEL, Ryan Beck & Co., and J. B. Hanauer & Co. He is also involved in tax preparation through Prestige Family Wealth Advisors and owns a business entity called CJP Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Frank Riolo is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

George Feneis is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at City National Bank, Morgan Stanley, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

William Wu is a financial advisor with LPL Financial and holds the CFP® and Series 66 designations. He has 19 years of industry experience, including roles at Merrill and Kramer Financial Group, LLC, where he has provided financial planning and consulting services since 2009. Wu also teaches workshops on cash flow and budgeting through the Financial Planning Association. 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, including financial planning and access to model portfolios and third-party asset managers.

Joseph Pagliarulo is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant before assuming his current position in 2016. In his role, Joseph partners with clients to develop plans aimed at accumulating, protecting, and distributing wealth. His approach emphasizes collaboration and aligns with his business beliefs and values centered on helping clients achieve financial freedom.

David Fierro is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Steven Posluszny is a financial advisor at UBS Financial Services with 42 years of industry experience, including 33 years at UBS. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as trustee for an irrevocable trust established for his father. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.

Joe Marraccino is a Series 66-credentialed financial advisor with 11 years of experience, currently practicing at Wells Fargo Advisors in Nyack, NY. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Ryan Hunt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and LPL Financial. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.