BPP Wealth Solutions, LLC

Debra Schatzki is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at BPP Wealth Solutions, LLC. She has worked at Mutual Securities, Inc. since 2015 and has been with BPP Wealth Solutions since 2013. Outside of her advisory role, she is the author of the book *Chaos to Joy* and serves as Board President of the Greater Middlesex/Somerset County Estate Planning Council. BPP Wealth Solutions provides financial planning and investment management services to individuals, trusts, pension plans, and charitable organizations. The firm emphasizes asset allocation, diversification, and volatility management, often using independent managers to tailor portfolios according to clients’ risk tolerances and needs.

Alyssa McMahon is a CFP® and CFA® with 19 years of industry experience. She is currently a managing director and Security Income Planner at BPP Wealth Solutions, LLC. Prior to joining BPP Wealth Solutions, she worked at The Pillar Strategies, Triad Advisors, and Prestige Wealth Management Group. Alyssa is also a licensed insurance agent. BPP Wealth Solutions provides financial planning and investment management services to individuals, trusts, pension plans, and other entities. The firm emphasizes asset allocation, diversification, and volatility management, offering customized portfolios monitored through regular reviews and utilizing independent professional managers, mutual funds, ETFs, individual securities, and private placements for accredited investors.

Linda Kalata is a financial advisor with BPP Wealth Solutions, LLC, holding Series 63 and Series 66 licenses and 34 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America, N.A. She is based in Denville, NJ. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm’s investment approach focuses on asset allocation, diversification, and volatility management, with portfolios tailored to clients’ risk tolerances and regularly reviewed.

Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.