James Koerner is a CFP® professional with 14 years of industry experience, currently serving at Cetera. He has prior experience at Avantax Advisory Services and 1st Global Advisors, and has operated a tax preparation and accounting practice since 1992. Koerner is also involved in Koerner Wealthcare, LLC, which provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides access to multiple program structures and third-party money managers, managing assets exceeding $250 billion.

Matthew Siegel is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Metlife Securities from 2008 to 2017. He is also an independent insurance agent specializing in disability, life, accident, health, long-term care, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, ongoing client relationships and event-driven planning services.

Yisroel Scharfer is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at UnbeatableSale.com and Israel Bookshop Publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Beatrice Mcfarlin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2012, following a 27-year career in Newark Public Schools. Outside of investment advisory, she is involved in sales of loan products and home-related services for affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

George Feldman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Feldman serves as the treasurer for Center Players, a theater company focused on sport and leisure facilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored financial solutions.

Patrick Monahan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services. Outside of his advisory role, Monahan coaches youth baseball players with the NJ Intensity Baseball Program. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Shannon King is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Labaton Sucharow LLP and AXA Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through both proprietary and third-party platforms, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

James Migliore is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Prior to his current role, he also worked at Lester Auto Group/Lester Glenn and briefly at Kim Marie's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a framework for ESG eligibility.

Richard Quense Jr. is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior work includes roles at Securian Financial Services and Minnesota Life Insurance Company. Outside of financial services, he is employed in the food and beverage industry at Taka in Asbury Park, NJ. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and features multiple program structures with discretionary and non-discretionary management options.

Jeffrey Seidel is a financial advisor at UBS Financial Services with 11 years of industry experience. He has worked at UBS since 2017 and previously held roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he owns and operates a business providing bartending services, mixology classes, and live music performances for private events, and he participates in fundraising activities for The First Tee of the Jersey Shore, a youth nonprofit program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and a range of capital markets functions.

Jerald Aloof is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 40 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology-driven tools and a broad suite of non-advisory financial services.

Scott Allen Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Rowan University and the Borough of Surf City. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using a range of advisory models and third-party asset managers.

Jonathan Biagioli is a financial advisor with Equitable Advisors in Wall, NJ, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles in retail and service industries, including positions at Baccarat Flagship Boutique and Warby Parker. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs implemented through third-party managers and its network of Investment Adviser Representatives.

Matthew Greiner is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

Daniel Shearer is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with Zenith Marketing, which focuses on Medicare supplements. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Ryan Orsley is a financial advisor with Ameriprise in Little Silver, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Allan Proske is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2013, including First Allied Securities and First Allied Advisory Services. Outside his advisory role, he serves as board president of the nonprofit Family Resources Associates and is involved in multiple coaching and entrepreneurial ventures. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to affiliated and third-party managers across various program platforms.

Mark Amato is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MML Investors Services, Inc. and Massmutual Life Insurance Company since 2002. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-oriented planning.

Anthony Caldarise is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the extensive resources of Merrill and Bank of America to implement comprehensive financial strategies tailored to his clients' needs. His expertise encompasses various areas including retirement planning, legacy planning, family wealth management, portfolio management, individual and corporate investment strategies, and services for endowments, foundations, and non-profits. With a disciplined approach to wealth management, Anthony is committed to understanding what matters most to each client before making financial decisions. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He graduated with honors in business, focusing on finance, from Ocean County College and also earned a high school diploma from Monsignor Donovan High School. A lifelong resident of Ocean County, New Jersey, Anthony is actively involved in his community through volunteering and fundraising efforts with organizations including Hope Sheds Light, Rotary Club of Point Pleasant Beach, and Sons of the American Legion. He resides in Ocean County with his family and enjoys dancing, golfing, and spending time with them.

Gerard Cala is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2016 and previously spent four years with Axa Advisors, Llc. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.