Brett Macbain is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC and Santander Bank, NA. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Tobias Bickford is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, he serves as a board member of The Bickford Foundation, a charitable family-run organization in New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Michael Russo is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously at Bank of America and Merrill from 2009 to 2016. Russo also owns the Mike Anthony Group and serves as trustee, executor, and power of attorney for several family members in investment-related matters. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Devon Blakeman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Israel A. Englander & Co., JP Derivatives, and Hudson Wealth Management LLC, where he also serves as Director of Compliance. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.

Michael Johnson is a Senior Financial Advisor with the TWN Wealth Management Group at Merrill Lynch Wealth Management. He works closely with clients to advance their financial goals by leveraging products and services from Merrill and Bank of America. His responsibilities include portfolio advising, personal wealth planning, and analysis, with a particular focus on the Merrill Alternative Investments platform. Michael's expertise encompasses a range of client focus areas such as divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, small business strategies, and tax minimization. He holds the Professional Investment Advisor designation and earned a bachelor's degree with a double major in Mathematics and Psychology from Amherst College. Outside of his professional activities, Michael participates in the Ridgewood High School Alumni Association. He resides in Red Bank, New Jersey, and values spending time with family and friends through outdoor activities including boating, hiking, biking, and paddle boarding.

Christopher Kizis is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in real estate management through co-ownership of CK Property Management LLC and CTKPWM, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Valerie Pamphile is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. 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, supported by structured discovery processes and advanced modeling tools.

Albert Del Maestro Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Vice President and board member of the Manasquan River Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Marina Tranchina is the Market Leader at Fidelity Investments, overseeing a team of financial planning professionals and leaders across six locations in New Jersey: Marlton, Princeton, Manalapan, Red Bank, Bridgewater, and Morristown. She and her teams assist clients in co-creating and executing financial plans aimed at helping clients achieve their financial goals with confidence. Tranchina has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011. Her positions have included Market Leader since 2022, Vice President and Branch Leader from 2017 to 2022, Assistant Branch Leader in 2017, Financial Consultant from 2012 to 2016, Investment Consultant from 2011 to 2012, and Financial Representative in 2011. Prior to joining Fidelity, she worked as a Registered Client Associate at Merrill Lynch from 2007 to 2011.

Bryan Blutstein is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC from 2009 to 2024 and has operated Blutstein Insurance and Financial Services since 2010. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolios, and access to brokerage and insurance products through an integrated platform.

Parker Nickelsen is a financial professional with the Series 66 designation currently affiliated with Mass Mutual Investors Services. He has one year of industry experience and prior work history that includes roles at Fritzies Wine & Liquor and Grinta Equipment. Outside of finance, he has ongoing involvement with Gambler Ridge Golf Course and community activities in Borough Seaside Park. 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, and charitable organizations. The firm offers a range of planning programs including divorce and estate-settlement services and conducts educational seminars.

Joseph Perri is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 39 years of industry experience. His prior roles include positions at LP Financial LLC, Royal Alliance Associates, Inc., and Cetera Advisor Networks 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kenneth Dammann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of advising, he manages rental properties in Red Bank and Belford, New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its product offerings.

Jeffrey Wrightson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Royal Alliance, Petersen Investments, Inc., and Wells Fargo Advisors LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Taylor is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Buckman Advisory Group and Buckman Buckman and Reid. Taylor also provides investment advisory services through Private Portfolio Partners, an independent registered investment advisor. 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 range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management and supporting diversified strategies with research from LPL Research and third-party subadvisors.

Martin Walsh is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both individual and corporate financial planning agreements.

Richard Gumina is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates a business coaching and development service in New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Charles Giordano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Ameriprise Financial Services, Inc. for six years. Giordano also operates Giordano 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Skolnik is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Wealth Enhancement Advisory Services, LPL Financial LLC, Ameriprise Financial, and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs to individuals 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 offers a range of retail and institutional investment solutions.

Alicia Rivera is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, with prior roles at UBS Financial Services Inc. and Morgan Stanley. Rivera is a co-owner of Rivtech Portable Cinemas, a seasonal entertainment business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.