Shaun Roberts is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Insurance Agency, Ambit Energy, and ownership of SRA Wealth Advisors, LLC. He serves as treasurer for Blue Knights International Law Enforcement Motor, managing financial records and dues collection. Cetera Investment Advisers LLC is an SEC-registered adviser offering services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.

Nicholas Siragusa is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2014, with a break from 2019 to 2022 during which he also operated a vintage watch consulting business through On The Level Capital Group Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and tools to develop tailored recommendations.

Christopher Sclafani is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and MassMutual. He also offers Medicare Part C and supplement plans through United Healthcare. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

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.

Arron Reid is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 21 years and Lincoln Financial Advisors for two years before joining OSAIC in 2025. OSAIC serves retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through affiliated advisers and multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Nicholas Psathas is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. His background includes roles at Money at Work LLC and NYC by Water. He has also been involved with Staten Island Orioles Baseball and Fairleigh Dickinson University. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and municipal entities, offering tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Mark Abadir is a financial advisor with Ameriprise in Freehold, NJ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes ten years at Bank of America and 25 years at Merrill. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Anthony Messina is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023 and at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns and operates a business selling comics and trading cards. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with financial product sales and referral channels to serve its clients.

Gregory Barbaro is a financial advisor with Ameriprise in Morganville, NJ, holding a Series 66 designation and 23 years of industry experience. His prior work history includes positions at Merrill Lynch, Bank of America, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Colton Hurley is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2018, following positions at Robert Half and Axa Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Joanne Lam is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Additionally, she serves as a member of the Holmdel Board of Education. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios for its clients.

Joann Bracken is a financial advisor with Merrill in Red Bank, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Daniel Buckley is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is based in Staten Island, NY. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary advice as part of a broad range of advisory, brokerage, and insurance solutions.

Joseph Pascarella is a Series 63-licensed financial advisor with LPL Financial in Red Bank, NJ, bringing 33 years of industry experience. He has been with LPL Financial and its predecessor, LINSCO/Private Ledger Corp., since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of portfolio management approaches and research resources.

Madelaine Brooks is a financial advisor with LPL Enterprise and holds the Series 63, Series 66, and Series 65 designations. She has 23 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Brooks is based in Holmdel, New Jersey. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, and access to third-party asset management, combining adviser programs with the sale of various financial products and integrated lending services.

Mikhail Khochinsky is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Rosalie Maiorano is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. She has been affiliated with Royal Alliance Associates since 2005. Outside of her advisory role, Maiorano operates tax preparation businesses, including RVM Tax Services and Maiorano & Associates, Inc., providing personal income tax and accounting services. OSAIC serves a diverse client base comprising individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services across multiple platforms, utilizing various asset allocation tools, automated rebalancing, and offers access to both proprietary and third-party investment solutions.

Eric Flynn is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.