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.

Gavin Danitz is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and no prior industry experience. His background includes roles in education at multiple institutions, including The College of New Jersey and various schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved software and provides specialized planning services such as divorce and estate-settlement planning.

Christopher Sall is a financial advisor at Fisher Investments with three years of industry experience. He holds a Series 65 designation and previously worked at Retirement Planners of America and ADP. Fisher Investments serves a diverse global clientele, including institutional and private clients such as pension plans and high-net-worth individuals. The firm provides discretionary portfolio management with a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios, employing various risk management and tax-aware strategies.

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.

Dipal Patel is a Planning Consultant at Fidelity Investments. In this role, he works with clients to understand their priorities and collaborates with them to create customized financial plans that address their specific needs, goals, and circumstances. He has been with Fidelity Investments since 2022. Prior to this, Dipal held positions at Merrill Edge from 2011 to 2022, including Financial Solutions Advisor and Vice President. His experience spans over a decade in financial advisory roles.

Matthew Siegel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with MassMutual Life Insurance Company since 2016 and spent nine years at Metlife Securities prior to joining his current firm. In addition to his advisory role, Siegel operates as 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 that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap accounts, money-manager programs, and educational seminars, focusing on collaborative, annual financial planning engagements.

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 in Freehold, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2012, after a 27-year career with Newark Public Schools. Additionally, she participates in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies supported by third-party asset managers and offers a range of investment approaches, with approximately $15.5 billion in assets under management.

Harry Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Applebrook Homes, the United States Post Office, and PFS Investments, Inc. He is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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 previously worked at Bank of America, Merrill, and Lester Auto Group/Lester Glenn. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Brendan Vlasak is a financial advisor at Fidelity, holding a Series 66 designation. He has been with the firm since 2026. His prior experience includes roles in education and banking, with positions at Warren Township Schools, Magyar Bank, and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

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.

Daniel Shearer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2005 and was previously with Axa Advisors, LLC for 15 years. Outside of his advisory role, he is involved with Zenith Marketing, focusing on Medicare supplements. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

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.