Jason Church is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at PNC Investments, Santander Securities, LPL Financial, Edward Jones, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Patrick Morris is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory work, he serves as chairman and main organizer of the Rutgers Greg Schiano Charity Golf Classic. 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, tailoring services based on client goals, risk tolerance, and time horizon.

David Lynch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. Lynch previously established an LLC for tax purposes, which remains open but inactive. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored through a client intake process.

Leslie Shenkler is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, and previously spent 10 years with UBS Financial Services. LPL Financial is a 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research sources.

Vincent Pace is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with Metlife Securities Incorporated. Outside of his advisory role, he is also an agent with Vincent Pace/TVP LLC, engaging in insurance brokerage across individual and group life, health, property, and casualty lines. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools and a range of investment and educational programs.

Robert Hall is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2019. In addition to his advisory role, Hall is involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

James Silvester is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 registrations and having two years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Additionally, he is involved in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

Pai Su Kang is a CFP® with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2022. Prior to this, Kang worked at Hornor, Townsend & Kent, Inc. for nine years and Penn Mutual Life Insurance Company for ten years. Kang also serves as president of American Financial Alliance, Inc., a firm specializing in qualified plan design, employee benefit programs, and insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

James Schubert is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and advisory services through its expansive platform.

John Dunleavy is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, Bank of America, Merrill, Royal Alliance Associates, and Lakota Capital Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Nicholas Pontoriero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dave Lalla is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Jeffrey Ball is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Ashley Gunther is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has prior work history at Truist Advisory Services, Truist Investment Services, Truist Bank, BB&T Bank, and PNC Bank. Additionally, she is involved in a non-variable insurance agency business in Cherry Hill, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Joanna Pellecchia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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 an ESG eligibility framework.

Kenneth Shine is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients and emphasizes the use of Ameriprise-managed accounts within its advisory approach.

Kseniia Kairelshtein is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Citibank N.A. 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, providing tailored financial planning and consulting services through various portfolio management styles and affiliated research.

James Maltese serves as an International Wealth Advisor at Merrill Lynch Wealth Management, where he has spent his entire financial services career since joining the firm in 1989. Leading The Maltese Group, he provides a full range of wealth management services to corporate executives and their families, including expertise in corporate benefit programs such as equity compensation and non-qualified deferred compensation. He is a qualified Portfolio Manager and offers discretionary management through Personalized or Defined Strategies that may incorporate various investment options. James and his team focus on supporting corporate executives, business owners, and those transitioning into retirement by delivering customized financial strategies and insights. Their advisory services cover areas including executive compensation, retirement planning, legacy planning, tax minimization, liquidity management, investment management, and trust and estate planning. He earned his bachelor's degree in marketing from Villanova University and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation. Throughout his career, James has received multiple recognitions, including repeated inclusion in Barron's Top 1,200 Financial Advisors and the Financial Times 400 Top Advisors. Outside of work, he volunteers for MIPH (Making it Possible to End Homelessness) and enjoys coaching, playing acoustic guitar, and cooking.

Saji Philip is a financial advisor with LPL Financial based in Princeton, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining LPL Financial in 2020. Outside of his advisory role, he is the business owner of Growing Stars, Inc., an online tutoring service. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by model portfolios and research from LPL and third parties.

Armando Krusell is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked at TD Bank N.A. and Dicks Sporting Goods, and was a full-time student for eight years. He is also involved in non-variable insurance activities through an independent agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various asset management and brokerage products through an integrated platform.