ADVISOR BIO

Christopher Maiurro is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since February 2023. Christopher is registered in 15 states and holds the Series 7, Series 66, and SIE exams. Christopher specializes in providing a wide range of investment advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Dina Cullen is a financial advisor at LPL Financial LLC. Dina has been in the financial services industry since 1993. She provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Dina is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Dina is also licensed to provide investment advice in the following states: Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, and Virginia.

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ADVISOR BIO

James Michael Derosa is a financial advisor with Allstate Financial Advisors, LLC and has been in the industry since 1978. James is registered with the state of New Jersey as an investment advisor representative and has a Series 65, Series 63, Series 53, Series 24, Series 7, and Series 1 license. James also holds a Chartered Financial Consultant designation. In addition to working for Allstate Financial Advisors, LLC James is a servicing representative for BenefitMall.

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ADVISOR BIO

Jeremy Klopper is an investment advisor representative at Comprehensive Wealth Services, LLC, based in Randolph, NJ. Jeremy has been in the financial services industry since 1993 and is registered in New Jersey. Comprehensive Wealth Services, LLC specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm is a registered investment advisor and manages approximately $87 million in assets for 150 clients.

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ADVISOR BIO

John Montgomery is a financial advisor who has been working in the industry since 2019. John is a registered representative of TD Private Client Wealth LLC and provides financial planning and portfolio management services. John is also licensed to provide investment advice in Colorado, Florida, New Jersey, New York and Pennsylvania. Prior to joining TD Private Client Wealth LLC, John was employed by Edward Jones, and prior to that, Valley National Bank.

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ADVISOR BIO

Michael John Kapp is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with B. Riley Wealth Advisors, Inc. in Randolph, NJ. Before joining B. Riley Wealth Advisors, Inc., Michael was associated with B. RILEY WEALTH MANAGEMENT in Parsippany, NJ from 2010 to 2022 and previously with JESUP & LAMONT SECURITIES CORP. Michael offers a range of financial services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Michael is also able to provide educational seminars to clients.

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ADVISOR BIO

Robert Bubser is an investment advisor representative with Private Advisor Group, LLC. Robert has been in the industry for several years. His previous experience includes roles with LPL Financial LLC and MML Investors Services, LLC. Robert is registered in Florida, New Jersey and Pennsylvania. He is also licensed to sell insurance products. Robert specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.

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ADVISOR BIO

Thomas Kevin Vetter is a financial advisor with Vetter Planning. Thomas has been in the financial services industry since 2002 and has experience working with a variety of clients, including individuals, high-net-worth individuals, and small businesses. Thomas is a Certified Financial Planner® and holds the Series 6, 7, 63 and 65 licenses. Thomas specializes in financial planning, portfolio management for individuals, and selection of other advisors. Thomas is also registered to provide investment advisory services in New Jersey and New York.

SPECIALIZATIONS