Patrick Sullivan is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Outside of his advisory role, he works as an independent contractor officiating basketball games. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including those for registered investment companies and intermediary platforms.

Tarik Yousef is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Financial and Dish Network. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and advanced modeling tools in its planning approach.

Jacqueline Bartels is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She previously worked at Merrill for 14 years, Morgan Stanley for 2 years, and Wells Fargo Clearing for 1 year before joining Wells Fargo Advisors. Outside of her advisory role, she works as a travel advisor with Largay Travel. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, including retirement, wealth transfer, and specialized topics such as business-owner transition and special-needs analysis.

Douglas Ballard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2004 and previously spent two years at Merrill. Outside of financial advising, Ballard serves as President of the West Virginia University Foundation, where he leads board meetings and oversees chapter activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs and third-party managers, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

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 at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Metlife Securities from 2008 to 2017. He is also 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 serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, ongoing client relationships and event-driven planning services.

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, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2012, following a 27-year career in Newark Public Schools. Outside of investment advisory, she is involved in sales of loan products and home-related services for affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ken Terranova is a financial advisor with Wells Fargo Clearing based in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes six years at PGIM Investments LLC before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

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.

Andrew Kelly is a Series 66-licensed financial advisor with Morgan Stanley, based in Shrewsbury, NJ, and has 11 years of industry experience. He has worked at Morgan Stanley since 2014 and currently serves at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

John Sweeney is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, at Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets from 1993 to 2009. He is based in Shrewsbury, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

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 worked at firms including Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Prior to his current role, he also worked at Lester Auto Group/Lester Glenn and briefly at Kim Marie's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes a framework for ESG eligibility.

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.