John Lee Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes over a decade at First Allied Advisory Services and its related entities before joining Cetera. Outside of his advisory work, he is the sole proprietor of Lee Retirement Services, an insurance-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

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 with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent nine years at Metlife Securities. Siegel also operates as an independent insurance agent focusing on disability, life, accident, health, long-term care, and property & 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, with planning engagements structured as annual, collaborative relationships that utilize firm-approved software tools.

Yisroel Scharfer is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at UnbeatableSale.com and Israel Bookshop Publications. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

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 with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, Shannon worked at AXA Advisors LLC and Labaton Sucharow LLP, and also held a position at Monmouth University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.

Scott Allen Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Rowan University, Mondelez International, and Walmart. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers to deliver both advisory and brokerage solutions.

David Shaw is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Edward Jones and Securian Financial Services, among others. In addition to advisory work, he is involved in fixed insurance sales as an independent contractor with Allied Wealth Partners and as an agent for Premier Brokerage Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Daniel Shearer is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2005, previously associated with Axa Advisors. Outside of his advisory role, he is involved with Zenith Marketing, focusing on Medicare supplement insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple asset managers and offering both advisory and brokerage channels.

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.

Mohammed Korany is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Outside of finance, he has maintained a long-term position at McDonald’s since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broad range of financial products including insurance-related vehicles.

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.

Daniel Rasmussen is a financial advisor at Merrill with over 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1993. Outside of his advisory role, he serves as an executor for a family estate. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Manning is a CFP® professional affiliated with Morgan Stanley, with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and global investment research.

Anthony Caldarise is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing clients with comprehensive wealth management solutions that connect all facets of their financial lives. Anthony works with clients to prepare for significant life events such as retirement or college, as well as to secure their future through long-term care and life insurance protection. His disciplined approach combines his professional experience with the extensive resources of Merrill and Bank of America. Anthony has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a High School Diploma from Monsignor Donovan High School and an Associate's Degree from Ocean County College, where he graduated with honors in Business focusing on finance. A lifelong resident of Ocean County, New Jersey, Anthony is actively involved in his community. He volunteers and fundraises for organizations such as Hope Sheds Light, Rotary, and the 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 in Toms River, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors. Equitable Advisors serves a diverse client base including 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 asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.