Kenneth Turner is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 28 years of industry experience, having worked at Mass Mutual Investors Services since 2017 and previously with Walnut Street Securities, New England Securities, Metlife Securities, and Metropolitan Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using firm-approved tools and delivers recommendations without investment discretion, supporting implementation through separate brokerage or insurance arrangements.

Jacob Eisikovic is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Avantax Advisory Services and Avantax Investment Services, as well as maintaining a tax preparation and accounting practice through Eisikovic & Kane, LLP. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program structures and custodial relationships.

Amy Haig is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with the Toms River, NJ office since 1992 and has 32 years of experience in the financial services industry. In her role, she helps clients manage their personal and business finances and works closely with their accountants and attorneys to develop estate plans. Amy holds a Bachelor's degree from Gettysburg College and a Master's degree from the University of North Carolina at Chapel Hill. She is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, she holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Residing on Long Beach Island with her husband and two children, Amy participates in the communities she serves by volunteering with local organizations.

R. Michael Braender is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Grove Point Investments, H. Beck, and Minnesota Life Insurance Company. Outside of advising, he is involved as a registered representative with RMB Wealth Advisors, LLC, offering financial services to clients. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

Maureen Mcgreevy is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at CUNA Mutual Group, CUNA Brokerage Services, Inc., and United Teltech Financial Federal Credit Union. Mcgreevy is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various model portfolios and customized strategies.

Peter Piccinini is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Stifel for 10 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with account management conducted primarily by its investment adviser representatives using various strategies and tools.

Logan Murphy is a Series 66-credentialed financial advisor with two years of industry experience, currently serving at Raymond James Financial. His prior experience includes roles at OSAIC Wealth, Inc. and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ian Ruderman is a financial advisor at MassMutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MassMutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of finance, he is involved in the spirits industry as a partner in the Freehold Distilling Company and owns Whisky Guild, a company focused on whisky events and reviews. Ruderman also serves as president of a college alumni board. MassMutual Investors Services, LLC 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, emphasizing collaborative annual relationships and utilizing firm-approved analytical tools for goal-based recommendations.

Erick Simonds is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as PNC Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, with a focus on combining advisory and non-advisory financial activities.

Steven Kochenour is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Harry Appel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously spent nine years with United Planners' Financial Services. Outside of his role at Cambridge, he owns and operates Parkwood Associates, where he provides life insurance and pension consulting services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, with investment approaches tailored to client objectives and access to both proprietary and third-party strategies.

Evette Johnson is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2022. Outside of her advisory role, she has been involved with Sunbeam Preschool since 2014. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes personalized client assessment and uses a range of third-party advisory models and tools to deliver its services.

Emily Paget is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she worked at the University of Delaware and in the Smithtown School District. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and ongoing advice, using proprietary research and a centralized service team.

Karen Capen is a financial advisor at Raymond James Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2017. Outside of her advisory role, she is an independent contractor at Banyan Wealth, where she operates as a Service Associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Abraham Weiss is a financial advisor with MassMutual Investors Services in Jackson, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he is involved in the insurance brokerage business through Sterling Insurance Concepts Inc., which focuses on life and health insurance sales and ownership. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized financial planning using firm-approved software and hosts educational seminars, with planning engagements structured as ongoing, collaborative relationships.

Gregory Mack is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Moshe Green is a financial advisor with XYPN Sapphire in Jackson, NJ. He holds a Series 65 designation and has been a student since 2016. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and integrates adviser-tailored plans with oversight of AI tools and emerging digital-asset management programs.