PBF Holding Company LLC is an oil & energy company based out of ONE SYLVAN WAY, Parsippany, New Jersey, United States.

Hennion & Walsh was founded in 1990 with a single goal in mind: to become the nation’s premier provider of investment services and advocate for individual investors. As such, our disciplined, personalized approach has helped thousands of individuals grow and protect their investments. Hennion & Walsh’s heritage is being one of the nation’s leading independent specialists in municipal bonds for individual investors, but we offer a full suite of equity and fixed-income products and services including wealth management.

Sullivan County Private Investment Office located in Sullivan County New York. Private company in the Catskills.

50 Parsippany Road, Suite 301 Parsippany NJ, 07054 We Listen. We Act. We Care. Nicholas Pascarella & Co. is a wealth management firm that helps our clients with their financial planning needs. We manage client investments and perform Life Insurance, Long-term Care Insurance, and Disability Income Insurance needs analysis. We provide sophisticated investment and insurance solutions based on each individual situation, and the specific needs, goals, and circumstances of each client. We approach each client from a holistic and personal perspective in order to properly position, protect, and transfer wealth. **Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from Nicholas Pascarella & Co.

DUPHINEY FINANCIAL NETWORK is a financial services company based out of 400 MORRIS AVE SUITE 227, DENVILLE, New Jersey, United States.

Summer internship candidate as Financial Analyst trainee. Responsibilities included: tax, investment, estate, insurance and retirement planning support to Black Coral’s president.

Offering Financial Strength & Stability for Over 20 Years Since 2001, Keystone Financial Management has been unconditionally committed to strengthening and supporting the advisors and clients we serve, ensuring they have the power and the tools they need to build the financial future they envision. Whether you are an individual seeking insurance and investment advice or an advisor looking for a team that offers guidance and support, you’ll have access to an experienced network of nationally recognized financial professionals. With dozens of offices in Pennsylvania, New York, and beyond, our network of nearly 100 advisors are committed to helping clients plan for their financial futures, build their investments, and protect their assets. Each advisor brings their own unique experience, expertise, and process to their practice, along with the tools, support, and technology provided by our own broker-dealer. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity For additional information please visit our website: www.keystonefinancialmanagement.com CA Insurance License Number 0H29775 Arkansas Insurance License Number 2020136 Minnesota insurance License Number 40125747 https://www.sipc.org/ https://www.finra.org/#/

Provide comprehensive investment and compliance consulting services to corporate and individual clients through a fee based Registered Investment Advisor platform. Maintain Series 65 License Certified Fund Specialist

financial firm

• Executed cash reports for financial advisors to track client’s daily balances. • Filed paperwork in proper order for ease of access when needed by a broker or client. • Responsible for the disposal of confidential documents to ensure appropriate data security.

We use our diverse tax and legal background to provide portfolio management integrated with your tax, financial, and estate plans. And when you really think about it, taxes could be your highest expense in retirement. We are part of a nationally ranked firm (Barron’s 12th ranked firm in the country), led by an award-winning wealth advisor, Debra Taylor CPA/PFS™ , JD and Certified Divorce Financial Analyst (CDFA®). Much of our specialized work is so cutting-edge that we are nationally recognized for our portfolio management and lifetime tax planning on behalf of our clients. Indeed, our founder, Debra Taylor, is a nationally known speaker and expert on tax planning and portfolios, having authored over 400 articles. OUR SPECIALIZATIONS Tax Planning: Our proactive tax planning will be different from anything else that you have experienced. In fact, we practically wrote the book on how to deliver these services. We provide ongoing tax planning throughout the year, projecting out your lifetime taxes, and creating strategies for minimizing your tax obligation for years to come while maximizing portfolio values. Estate Planning: We work in tandem with estate planning counsel to ensure your estate plan is appropriate and coordinated with your tax and financial plan. Our deep tax knowledge and customized financial planning augment your estate plan to limit taxes,and ensure that your assets get to the right people. Team Approach: Our curated financial planning goes beyond the typical “in office” team approach. Our team extends beyond the confines of our office — we have developed relationships with vetted professionals - in an attempt to simplify the complex for our clients and strive for the best results for their families. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.

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