Caroline Mc Kee is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Saiph Capital and Haymarket Media Inc. 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 its program on a non-discretionary basis.

Jordan Toma is a financial advisor with LPL Enterprise holding a Series 65 credential and 13 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in speaking engagements through his business, I'm Just A Kid With An IEP LLC, which offers seminars and workshops to schools and organizations. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services through both 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, delivering investment advice primarily through its investment adviser representatives.

Nikolas Keszthelyi is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes positions at Joyce Honda and Zumiez Inc. Equitable Advisors serves a wide range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, with a significant focus on non-discretionary asset management and collaboration with affiliated managers.

Adnan Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and at Wells Fargo Bank NA since 2016. Additionally, Khan has a business interest in RR Solutions, LLC, which provides sales, marketing, and technology solutions to internet and cable companies through outsourcing. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Gary Nesta is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Mass Mutual Investors Services in 2020, he worked in various roles including positions at Retro Fitness and Ramapo College of New Jersey. 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, utilizing firm-approved software tools to deliver written recommendations as part of annual, collaborative planning engagements.

Debra Bruno is a financial advisor at LPL Financial with 37 years of industry experience. She previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. She holds a Series 63 designation. Outside of her advisory role, she is involved in insurance sales of non-variable products and manages an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Rispoli is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He has worked at various Wells Fargo entities since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory work, he operates a business involved in buying and selling game and sports trading cards online. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, with clients able to implement advice through brokerage or advisory programs on an optional basis.

Donald Martine is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014 and Bank of America since 2015. Outside of his advisory role, he is involved in trade work for Peppler Funeral Home. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

James Ogrady is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Livingston is a Senior Financial Advisor with 43 years of experience managing assets for wealthy individuals and non-profit organizations. He works to thoroughly understand his clients' financial needs and aligns resources to help them meet or exceed their goals. Mark assists clients in evaluating near-term concerns, planning for long-term objectives, and developing personalized financial strategies. His client focus includes family wealth management, services for endowments, foundations, non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and socially responsible investing. Mark holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Rutgers University and completed a certificate program at Paul Smith's College. Mark is involved in community activities, including mentoring the Morristown High School Investment Club and serving as Warden at St. Peter's Episcopal Church in Essex Fells, New Jersey. He has coached the Denville Blue Knights hockey team, served as chair of the construction committee at the Convent of St. John Baptist in Mendham, New Jersey, and is a member of the Park Avenue Club.

James Austin is a financial advisor with Primerica Advisors in Colonia, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of his advisory work, he serves as the executor of his mother's estate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process to oversee portfolio management.

Ryan Baumbach is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2024. His prior roles include positions at PNC Financial and various engagements with the University of Maryland’s career services offices. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Salal Shaikh is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior work experience includes roles at HR Directions, Prime Now LLC, and teaching at the middle and high school levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Filik is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ic Advisory Services Inc and The Investment Center Inc, as well as Invest Financial Corporation. Outside of his advisory role, he serves as a board member for The Community Food Bank of New Jersey. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Reuel Field is a financial advisor with Primerica Advisors in Bloomfield, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014 and previously worked at AeroTek. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and operates Reuel Field & Associates, LLC for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Richard Friaglia is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. Friaglia serves as a board member for Hudson Community Enterprises, a nonprofit organization, and also works as an agent involved in the sales and service of individual and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative planning processes.

Gerard Luciano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Gail Abrams is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, National Planning Corporation, and Ic Advisory Services Inc. In addition to her advisory role, she owns and operates a legal services practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary strategies.

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.