Russ McNamara is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2016. He brings a comprehensive approach to his work, focusing on understanding his clients' objectives to help them develop personalized financial plans. Prior to his current role, he was a Vice President and Financial Consultant at Fidelity Investments from 2009 to 2016. His professional experience includes roles as Vice President and Branch Manager as well as Investment Specialist at Charles Schwab & Co. between 1995 and 2004, and Financial Consultant at Merrill Lynch from 1991 to 1995. He holds a California Insurance License. Outside of his professional duties, Russ enjoys family activities, fitness, golf, hiking, movies, and traveling.

Dylan Cole is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Associated Financial Planners LLC, Vista Financial LLC, and New York City Business Group. Outside of advisory roles, he owns Cole Financial Services, which provides tax and insurance-related services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies tailored to client objectives.

Christopher Kellett is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services Inc and Intellectual Capital Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing various model portfolios and research from internal and third-party sources.

Michael Deliso is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2014 to 2019 before joining Equitable Advisors in 2019. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Ritacco is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. Outside of his advisory work, he serves on the boards of the Ocean County YMCA and the Ocean County Chamber of Commerce and is involved in several business ventures including fitness facilities and medical centers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering a range of investment management and financial planning solutions supported by in-house research and proprietary capital market models.

Jacob Rosenberg is a financial advisor with LPL Financial, holding the PFS™ and Series 66 designations and bringing 26 years of industry experience. He has worked at Cetera and Milvado Wealth Advisors and maintains a role at Bernath & Rosenberg, P.C., a tax preparation and accounting firm he has been involved with for over 40 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary portfolio management supported by extensive research and technology.

Gil Hazan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013. Prior to that, he was involved with GHG Suppliers LLC from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mordechai Worch is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Outside of finance, he was involved with Mordy's Smokehouse in 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Felicia Malc is a financial advisor at Equitable Advisors with 16 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2009, previously working with Axa Advisors, LLC. Malc is also involved in other insurance-related business activities with Guardian and Mass Mutual. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid model that combines advisory and brokerage/insurance channels.

Matthew Fletcher is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and having four years of industry experience. Prior to joining Mass Mutual in 2021, he worked at MAG Aerospace and AASKI Technology. Outside of his advisory role, he umpires travel baseball games in New Jersey. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars through structured, collaborative engagements.

Saverio Sestito is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America and Ernst & Young. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Richard Shaughnessy is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at LPL Financial since 2019 and previously spent five years at Ameriprise Financial Services, Inc. His outside activities include business-related roles connected to LPL operations and a limited involvement in non-variable insurance sales. 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 offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, incorporating research-supported model portfolios and multiple investment strategies.

Jeffrey Trause is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors, LLC. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services to accommodate diverse client needs.

Caroline Steiger is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad array of capital markets services.

David Caruso is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory work, he serves as a board member and finance committee member for the Marco Island Art League in Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Secular Return Estimates and Monte Carlo simulations.

Robert McNeill Jr. is a financial advisor with Equitable Advisors in Wall, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was associated with Axa Advisors. Outside of advisory work, he is involved in healthcare insurance through Medicare and disability and long-term care insurance programs in collaboration with Coldwell Banker employees. 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Scott Mondry is a financial advisor with Edward Jones in Toms River, NJ, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and maintains additional capabilities such as a trust company and securities-based lending.

Joel Boulanger is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing two years of industry experience. Prior to his current role, he has worked in various positions including at Founders Group International and several golf clubs. Outside of his advisory work, he serves as a PGA golf instructor at Manasquan River Golf Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Wray is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Frederick Cordisco is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at UBS Financial Services for 11 years and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2023 and 2024, respectively. Outside of his advisory work, he serves as a board member at Grace and Peace Church and volunteers counseling men in recovery at America’s Keswick Colony of Mercy. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.