Andre Doucette is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee-driven investment estimates in its financial planning process.

Douglas Langer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2008 and was previously associated with AXA Advisors LLC. Outside of his advisory role, he is involved with 818 Enterprises, a non-investment related business. 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 and offers both advisory and brokerage/insurance channels to execute client recommendations.

Louis Gentile is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and engages in activities such as discretionary portfolio management, fund advisory, and managing model portfolios for intermediary platforms.

Christopher Giberson is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. Prior to this, he was involved with Neptune Ale House LLC for one year. Outside of his advisory role, he serves as the executor of his parents’ Will. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eugene Sninski II is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Shimon Heimfeld is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory role, he is a loan advisor involved in mortgage application processing through Funding Resources. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-oriented recommendations.

Fillip Gershon is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a trustee for the Allaire Park Condominium Association, helping manage and maintain the office complex. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Craig Weinstock is a financial advisor with LPL Financial, holding a Series 66 license and 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corporation from 2015 to 2018. In addition to his advisory role, he owns and operates a tax preparation and accounting firm, Craig Weinstock CPA LLC. LPL Financial serves individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Amanda Pierson is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Avantax in various capacities from 2012 to 2025 before joining Cetera in 2025. Outside of her advisory role, she is involved in managing Pure Payroll LLC and serves as a trustee for her condominium association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options and access to multiple custodial relationships, managing over $256 billion in assets through a network of more than 10,000 advisors.

Anthony Dimaiuta is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Fisher Investments since 2024 and previously held roles at BlackRock Investments and Royal Alliance Associates. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized, research-driven investment process and offers a range of sub-advisory and retirement plan services.

Tricia Pape is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2018. Outside of her advisory role, she is also licensed as an insurance agent offering life, disability, long-term care, and fixed annuity products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver goal-based written recommendations.

Thomas Tonkovich is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2017, and prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he is a part-owner of the Philly Pretzel Company in Red Bank, NJ. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Daniel Barsnica is a Series 66 licensed financial advisor with 21 years of industry experience. He joined LPL Financial in 2024 after spending 12 years with TFS Securities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Cosmo Fontana is a financial advisor with UBS Financial Services in Wall, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with UBS Warburg LLC since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

Jennifer Tennsingque is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for six years before joining J.P. Morgan in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michael Hrehovcik is a financial advisor with Primerica Advisors in Manchester, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

Melissa Kennedy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Alan Login is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Efraim Yungreis is a financial advisor with LPL Financial in Lakewood, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Financial in 2018, he worked at MML Investors Services, MassMutual Life Insurance Company, and Crawford Lake Capital. He has also been involved with Beth Medrash Govoha since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management tailored to client needs.

Keith Dewey is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Equitable Advisors in 2020, he worked for Prudential Investments LLC and related Prudential entities from 2001 to 2020. He serves as an Honorary Commander at Joint Base McGuire-Dix-Lakehurst, a non-investment related role involving community engagement. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.