Dennis Rose is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 12 years with National Planning Corporation. In addition to advising, he is a CPA actively involved in tax preparation and accounting services through multiple entities, including roles servicing entertainment industry clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services supported by proprietary and third-party research, serving clients through a national network of investment adviser representatives.

John Emerick III is a financial advisor at Charles Schwab with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Ameritrade and Charles Schwab in various capacities since 2014. He maintains a New Jersey insurance license, though he does not conduct other insurance-related business. Charles Schwab 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 offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by proprietary research and a centralized operational structure.

Christa Trust is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and has also worked at Couto DeFranco and HD Vest Investment Services since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Janice Whiting is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 66 designations and 17 years of industry experience. She has worked across several Wells Fargo entities since 2010. 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, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored client recommendations.

Louis Gorini is a Financial Advisor with Merrill Lynch Wealth Management, focusing on delivering tailored financial guidance to individuals and families. He collaborates closely with clients to define their goals and develop portfolio strategies aimed at achieving those objectives, providing ongoing advice and adapting plans as circumstances evolve. With expertise in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, and personal retirement planning, Louis supports clients through the complexities of wealth management. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Seton Hall University. Louis resides in Monmouth County and is engaged in his community. His personal interests include baseball, basketball, bowling, cooking, football, pickleball, spending time with his family, traveling, and watching movies.

Stephen Bannon is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and 14 years of industry experience. His career includes two tenures at UBS Financial Services, from 2014 to 2019 and from 2022 to present, with a three-year period at Merrill in between. He is connected to a family-owned business, CBD Hair Studio LLC, which provides salon services but in which he does not have an active management role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor portfolios to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Valbona Capri is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in providing tailored financial guidance and wealth management solutions for women, professional athletes, entertainers, and non-profit organizations. Valbona's approach centers on personalized financial planning, focusing on family wealth management strategies, philanthropic planning, small business strategies, and socially responsible investing, including ESG investing. Valbona holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, the Personal Investment Advisor (PIA) designation, and the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) certification. She earned her bachelor's degree from St. John's University. Valbona is involved with professional organizations such as the Certified Financial Planner, Cherie Blair Foundation Mentoring, the National Association of Women Business Owners, NexGen Leadership Council, Sports & Entertainment Accredited Wealth Management Advisor, and the Women's Exchange at Merrill. Outside of her advisory role, Valbona actively participates in community initiatives, including the Cherie Blair Foundation, FulFill Food Bank, Girl Scouts of the Jersey Shore, and serves as a volunteer coach for Manalapan Recreation. She has served as a guest lecturer at Rutgers University on portfolio theory and mentors women entrepreneurs domestically and internationally. As a fitness advocate, she engages in endurance challenges such as marathons, triathlons, and obstacle course races, and enjoys sports including golf, basketball, beach volleyball, and softball.

Jonathan Iaione is a Series 66-licensed financial advisor with Morgan Stanley in Red Bank, NJ, with eight years of industry experience. He has been with Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. from 2023 to present. Prior to joining Morgan Stanley, he worked at New York University from 2014 to 2018. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services ranging from retirement planning to investment advisory through a broad platform.

Zhe Ding is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other firms. He is also involved in non-variable insurance marketing through Ritter Insurance Marketing and a Prudential-sponsored insurance agency. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform.

Joseph Presa is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Charles Schwab since 2007. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Jason Delgado is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for 11 years. Delgado is based in Red Bank, NJ. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with options for rebalancing, tax management, and responsible investing.

Miriam Lerdo is a financial advisor at Morgan Stanley with 44 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its predecessor entities since 2008. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning agreements.

Stephen Mcpherson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

T.J. Lauch serves as Vice President Private Wealth Management Advisor, focusing on assisting families with multi-generational wealth through holistic planning and trusted relationships. He has been with Fidelity Investments since 2011, progressing from Vice President, Financial Consultant to Vice President, Executive Planning Consultant, and currently holds his current role since 2023. His professional experience encompasses wealth management and financial consulting. T.J. holds a California Insurance License, supporting his advisory services. Outside of his professional work, he engages in personal interests such as beach activities, biking, concerts, family activities, parenthood, and running.

Frank Hellriegel is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo in 2018, he worked at PNC Investments for nine years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and demographics.

Vincent Campasano is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Edward Mccay is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Ameriprise Financial Services, Inc. He is based in Wall Township, NJ. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Cevasco is a financial advisor with LPL Financial and holds the Series 63 and Series 66 designations. He has 31 years of industry experience, including 28 years at Cadaret, Grant & Co., Inc., and has been with LPL Financial since 2023. Outside of advising, he provides accounting and tax preparation services through his firm, Cevasco & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Stephen Mayrose is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 credential and bringing 26 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 utilizes structured planning tools including Global Investment Committee’s return estimates and Monte Carlo simulations to model outcomes.

Louis Bruno III is a financial advisor with Osaic Wealth, Inc. based in Red Bank, NJ. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining Osaic, he worked at Fidelity Investments and Fidelity Brokerage Services LLC for a combined 13 years. Osaic Wealth, Inc. serves a diverse clientele including individual, high-net-worth, institutional, and charitable investors through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers.