Dominick Palumbo is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, with prior experience at Wells Fargo Bank, N.A., and PNC Investments. Outside of his advisory role, he serves as Treasurer for the Algonquin Theatre in Mansquan, NJ, where he participates in financial oversight and community support activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

John Weber Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked previously at Kestra Financial Services, Inc. and Nationwide Provident. Weber also operates a non-variable insurance business through Weber Wealth Management, LLC. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to research and model portfolios.

Blake Benton is a Series 66-credentialed advisor with Equitable Advisors, where he has worked since 2023. He has three years of industry experience. Outside of financial advising, Benton has worked as a bar staff employee at Beach Tavern. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Marisa Margarites is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2018 and has worked within the Raymond James Financial Services network since 2016. Margarites serves as a board member for the Belmont Condominium Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Paul Desmond is a ChFC®-designated financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked with LPL Financial. In addition to his advisory work, he owns Wealth Insight Group Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Lucy Digioia is a financial advisor at Cetera with 34 years of industry experience and holds a Series 66 designation. She has previously worked at Voya Financial Advisors and has been affiliated with Cetera Wealth Services since 2021. Outside of her advisory role, she is also engaged as a driver for Uber. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Jacquelyne White is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Lawrence Buccheri is a financial advisor at Cetera with over 40 years of experience in the industry. He holds Series 63 and Series 65 licenses and has held leadership roles at multiple firms, including serving as CEO and managing partner of Mid Atlantic Resource Group, LLC. He is active in his community as a director of the Monmouth Museum Board of Trustees and participates in board and advisory roles related to business and professional education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies across various program structures.

Francis Laub Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors since 2008, following a concurrent period at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives, relying on both proprietary and third-party investment solutions.

Edward Skibicki Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. He is also president of Skibicki Capital, a private business involved in investment-related activities and insurance/benefits. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through independent financial professionals and proprietary models, with institutional features such as advisor transition support and documented business relationships that include legal and accounting services.

Yoshua Tejada Torres is a financial professional with Cetera and holds a Series 66 designation. He has been with Cetera and related entities since 2025 and has additional work experience as a full-time charter bus driver. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, managing over $256 billion in assets across more than 10,000 advisors.

Lisa Sninski is a financial advisor at LPL Financial with five years of industry experience. She previously worked at Wells Fargo Clearing for four years and Valente and Accos. LLC for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Marina Iskandar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. She is part of Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients, providing investment management and advisory services through a combination of fundamental research and quantitative analysis. The firm is notable for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies.

James Leblo is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Innovative Wealth Partners and Rensselaer Polytechnic Institute. Outside of finance, he was involved with Martelles Tiki Bar and the Brick Township Recreation Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of third-party and proprietary advisory models and offers ERISA fiduciary services through credentialed representatives.

Abraham Brukirer is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at H&R Block, Park Avenue Securities, Guardian Life Insurance, Beth Medrash Govoha, and Yeshiva HaGrach. Outside of advising, he is involved in tax preparation and agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Patrick Pacillo is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2009. In addition to his role at Wells Fargo, he is the sole owner of Pacillo Wealth Management, LLC, a financial advisory business based in Belmar, NJ, and holds a majority interest in Pacillo GP, LLC, a merchant partnership in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. It offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Joseph Rusbarsky is a financial advisor with Cetera in Freehold, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Santander Securities, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Matthew Wojcik is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at UBS Financial Services for over two decades before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Outside of his advisory role, he is the sole proprietor of Whoa Joe LLC, a real estate business based in The Villages, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates tools like Monte Carlo simulations and secular return estimates to support its planning process.

Benjamin Kaplowitz is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 12 years of experience in the financial industry, he specializes in developing personalized financial strategies tailored to the unique needs of his clients. He assists clients with areas including family wealth management, liquidity management, retirement planning, philanthropic planning, portfolio management, small business strategies, and tax minimization. Benjamin holds a Bachelor's Degree and a Master's Degree from Beth Medrash Govoha and carries the designation of Personal Investment Advisor (PIA). He follows Merrill's tradition of community participation and spends time volunteering with organizations in his local community. Outside of his professional work, Benjamin has interests in baseball, basketball, running, and writing. He works one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

James Jackson Jr is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with various Wells Fargo entities since 2010. Outside of finance, he operates Darkechilde Photography, providing event photography services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.