Brandon Laday is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at ICG Next, JB Hunt, Monster Energy Inc., and the University of Alabama. He is involved with ICG Next, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Craig Reid is a financial advisor with Equitable Advisors in Toms River, NJ, holding a Series 66 designation and 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of his advisory role, he is involved with Titan Agency, a property and casualty business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory models and fiduciary services.

David Wren is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. He has worked at Cetera ADVISORS LLC since 2013 and at Safe Harbor Wealth Partners LLC since 2026. Outside of financial advising, he serves on the boards of two condominium associations and is involved in real estate development as a partner. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform, including access to affiliated and unaffiliated third-party managers and various program structures.

Mark Vandzura is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2014, previously associated with Axa Advisors, LLC. Vandzura also serves as a trustee for family and non-family trusts, managing transactions for assets within those trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance and matching them to appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Morris Mayerfeld is a CFP® with 38 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to that, he was with Cadaret, Grant & Co., Inc. for 26 years and has operated Mayco Financial Services since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Joseph Giles is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously associated with AXA Advisors until 2020. Outside of financial advising, Giles is the owner of BettrNation, Inc. and is involved in property and casualty insurance sales through the Bogle Agency Insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset management programs, utilizing a combination of proprietary and third-party solutions delivered by a large network of Investment Adviser Representatives.

Meghan Phillips is a financial advisor at OSAIC with Series 65 and Series 63 credentials and four years of industry experience. She is also the owner of two childcare businesses, Kidematics LLC and Young Hearts LLC, which provide programs and care for children ranging from six weeks to school age. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a broad range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Alex Wenthe is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Dorothea Zando is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. Her prior roles include positions at Regal Securities, Royal Alliance Associates, and AXA Advisors. She is also a notary in Sea Girt, NJ. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

William Molloy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. from 2010 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and estate planning strategies supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Mark Aumack is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. His career also includes 30 years operating as a CPA through Mark R. Aumack, CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with more than $256 billion in assets under management across over 10,000 advisors.

Michael Sumi is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with MassMutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Additionally, he operates as an independent insurance agent selling disability, fixed annuities, property and casualty, and Medicare-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using a collaborative, goal-driven approach with a range of tools for analysis and planning.

Thomas La Marca is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously been affiliated with Equitable Advisors, Florida State University, and other organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes a range of investment models and third-party asset managers, offering services through a network of Investment Adviser Representatives.

William Bello is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Christopher Kinzler is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services, MassMutual Life Insurance Company, Dow Jones, and the U.S. Soccer Federation. 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 offers financial planning, asset management, and educational seminars, employing tools like Monte Carlo simulations to deliver detailed client recommendations.

Jason Gordon is a financial advisor with Cetera, holding the CFP® and PFS™ designations and Series 63 license, with 14 years of industry experience. He has worked at Avantax Advisory Services and related entities for over a decade before joining Cetera in 2025. Outside of advisory, he is involved with Jack Oujo CPA, Inc., which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform allowing advisors to access affiliated and third-party model portfolios, supporting diverse investment strategies across discretionary and non-discretionary programs.

Daniel White is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2019 and is also owner and partner of McGuckin, Shatz & White, LLC, an accounting services firm in Ocean, NJ. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Richard Jorge is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he is also an insurance agent handling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide collaborative, goal-focused recommendations.

Charles Lambert Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 28 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 2012, he has operated as an independent insurance agent selling dental, disability, life, and annuity products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved software and structured planning processes.

Joseph Ronan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at New York Life for seven years and Morgan Stanley Smith Barney LLC for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a nationwide network of investment adviser representatives.