ADVISOR BIO

Brian Frederick Brown is a registered Investment Advisor Representative with Investment Partners Asset Management in Metuchen, NJ. Brian has been in the financial services industry since 2001. Previously, Brian worked for T.R. Winston & Company, LLC, Investment Partners, Inc., and First Investors Corporation. Brian holds Series 6, 7, 63, 65, 99 and SIE licenses. Brian provides financial planning services and portfolio management services for businesses and individuals. Brian works with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

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ADVISOR BIO

Caroline Barrera is a registered representative with J.P. Morgan Securities LLC. Caroline has been in the securities industry since 2012. Caroline is registered in California, Connecticut, Florida, New Jersey and New York. Caroline holds the Series 6, SIE and Series 63 licenses. Caroline's previous experience includes a position at WELLS FARGO ADVISORS, LLC.

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ADVISOR BIO

Charles Millas is a financial professional with over 10 years of experience in the industry. Charles is currently registered with J.P. Morgan Securities LLC and has been with the firm since January 2020. Charles has also been registered with Chase Investment Services Corp. Charles specializes in providing financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, and institutions. Charles holds Series 6, 7, 63, 66, and SIE licenses.

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ADVISOR BIO

Christina Sharkey is a registered investment advisor representative with Investment Partners Asset Management. Christina is actively involved in the industry and has a Series 65 license. Christina holds a specialization in providing financial planning services to individuals, corporations, charitable organizations, pension plans, and other investment advisors. Christina has experience with a variety of investment products and strategies and is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Colin Joseph Gaven is a registered investment advisor representative with Commonwealth Financial Network. Colin Joseph Gaven has been in the securities industry since March 19, 2022. Colin Joseph Gaven's office is located at 3 Amboy Avenue, Metuchen, New Jersey, 08840. Colin Joseph Gaven is also registered with the state of New Jersey.

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ADVISOR BIO

Daniel Sopher is a financial advisor with LPL Financial LLC, with over 8 years of experience in the financial services industry. Daniel is registered to provide investment advice in 25 states, including New Jersey, Texas, California, Florida, and New York. Daniel is also registered as a Registered Representative with the state of New Jersey. Daniel is a Certified Financial Planner and has earned the Series 66, Series 7, and SIE exams. Daniel has previously worked for KESTRA INVESTMENT SERVICES, LLC and KESTRA ADVISORY SERVICES, LLC.

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ADVISOR BIO

Daniel Sopher is an active investment advisor and broker-dealer with over 30 years of experience in the financial services industry. Daniel is a registered representative with LPL Financial LLC, a leading independent broker-dealer, and an investment advisor representative. He is also registered to provide investment advice in several states, including New Jersey, Pennsylvania, and Texas. Daniel has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. He offers a wide range of financial services, including investment management, financial planning, and insurance. Daniel is committed to providing his clients with personalized service and a deep understanding of their needs. He is also dedicated to staying up-to-date on the latest market trends and investment strategies.

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ADVISOR BIO

David Perrone is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Metuchen, NJ. David has been working in the financial services industry since 2007. David is a Series 7, 9, 10, 66 licensed advisor and holds a current registration in 30 states. In addition to providing investment advice, David also helps clients with insurance needs. David's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Dawn Cammarano is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Dawn has been in the industry since November 12, 2017 and is active in both the broker-dealer and investment advisor channels. Dawn holds the Series 66, Series 7, and SIE licenses and is registered in 10 states. Dawn offers financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Devin D. Ausbon is a registered representative with J.P. Morgan Securities LLC. Devin is licensed to provide securities advice in Connecticut, New Jersey, and New York. Devin has been in the industry since December 2021. Devin specializes in investment company products, variable contracts, and financial planning. Devin works at the J.P. Morgan Securities LLC branch in Metuchen, New Jersey.

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