Andrew Pasquarelli is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked at Burlington Stores and has experience in the retail and service industries. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Ryan Aiello is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jarmila Stehle is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at INVEST Financial Corp and Affinity Federal Credit Union, where she continues to maintain a role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Rekha Trivedi is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and with seven years of industry experience. She has been with Mass Mutual Investors Services since 2018 and has also worked with MassMutual since 2017. Outside of her advisory role, she is co-owner and partner of AAMA Consulting LLC, a marketing and brand-building business. MassMutual Investors Services operates as 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, focusing on collaborative, annual client relationships and event-driven planning services.

Stuart Hoch is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 22 years at Lincoln Financial Advisors Corp. prior to joining OSAIC in 2025. Outside of advisory services, he provides individual and group health products. OSAIC serves a diverse client base including retail and institutional investors and offers a range of advisory and brokerage services. The firm employs various portfolio construction tools and supports multiple managed account platforms, combining in-house and third-party resources.

David Silverman is a financial advisor with Merrill based in Highland Park, NJ. He holds Series 63 and Series 65 designations and has 29 years of industry experience. His work history includes roles at Merrill since 2010 and Bank of America, N.A. since 2012. 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 plans, corporations, and charitable organizations.

Jonathan Rothman is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016. His current role at UBS began in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Stephen Locker is a CFP® professional with 34 years of industry experience, currently serving at LPL Financial since 2017. Prior to this, he spent 11 years with National Planning Corporation. His other business activities include involvement with Lock23, LLC, a non-investment-related entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Scotto is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including roles at J.P. Morgan Securities LLC and Regulus Financial Group, LLC. Before his financial services career, he operated Villa Monte Pizzeria for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Elizabeth Sieghardt is a financial advisor with LPL Financial in Staten Island, NY, holding Series 63 and Series 66 licenses and 20 years of industry experience. She previously worked at UBS Financial Services for 19 years before joining LPL Financial in 2024. Sieghardt is also a member of The Sieghardt Family LLC, a private family investment entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Rodney Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is associated with MK Financial Group LLC in Millstone Township, New Jersey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tyler Dey is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to build disciplined, personalized financial strategies and is part of a team that provides a concierge-style experience, assisting individuals and families with investment management, retirement planning, and long-term wealth goal navigation. Tyler also collaborates with Advisors on retirement plan administration and guidance. Prior to becoming a Financial Advisor, Tyler served as a Registered Wealth Management Client Associate. In that role, he supported portfolio operations, retirement plan administration, and daily client needs. He has been with Merrill Lynch and Bank of America since 2021 and is Series 7 and 66 FINRA registered, holding the Personal Investment Advisor (PIA) designation. Tyler earned a Bachelor's Degree in Finance with a focus on investment analysis from Rider University. He received several academic honors there, including the Andrew J. Rider Award and induction into Beta Gamma Sigma. He currently resides in New Egypt, New Jersey. Personal interests include baseball, football, golfing, hiking, music, and reading.

John Capeci is a financial advisor at Edward Jones with 29 years of industry experience. He has held roles at Edward Jones since 2018 and previously worked at Funds Distributor, LLC and Mirae Asset from 2010 to 2017. Outside of his advisory role, he is involved in commercial property financial services in Fanwood, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Michael Harris Jr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Hellman Worldwide Logistics and Mack Staffing Agency, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in part-time activities related to home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Michelle Stokes is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Clearing, JPMorgan Chase Bank, and Santander Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Doreen Inserra is a financial advisor at Cetera with 25 years of industry experience and holds a Series 63 designation. Prior to joining Cetera in 2025, she worked for over a decade at Avantax Advisory Services and related entities. Outside of her advisory role, Inserra provides tax and accounting services through her own firm and serves as president and chair of the membership committee for the Staten Island chapter of the New York State Society of CPAs. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers across various program platforms.

Jayant Singh is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2018 and previously at People's United Bank from 2013 to 2018. 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.

Christine Sauer is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked within the Wells Fargo organization since 2009 across several affiliated entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients allowed to choose how to implement recommendations through various brokerage or advisory programs.

Matthew Sopher is a CFP® professional with seven years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Kestra Advisory, Morgan Stanley, and KB Financial Companies. Outside of his advisory role, he operates Sopher Financial Group, a business related to his LPL work. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio management options.

Brian Morris is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 license and 14 years of industry experience. He has been with Equitable Advisors since 2016, including a concurrent affiliation with Axa Advisors from 2016 to 2020. 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 a variety of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored through a client intake process that addresses goals, risk tolerance, and time horizon.