Joseph Giles is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is the owner of BettrNation, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

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.

Ryan Desarno is a financial advisor with Wells Fargo Clearing based in Oakhurst, NJ, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

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 with Equitable Advisors holding Series 63 and Series 66 credentials and two years of industry experience. His background includes time at Florida State University and roles in recreational and educational organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed platforms, delivering both advisory and brokerage solutions.

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 worked at Equitable Advisors since 2019 and previously spent one year with Axa Advisors, LLC. Outside of his advisory role, he is an owner and partner at McGuckin, Shatz & White, LLC, an accounting services firm. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

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.

Deborah Privetera is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Safe Harbor Financial. She also serves as a co-executor for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management and financial planning services.

William Egan III is a CFP®-designated financial advisor with 44 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, having previously worked at Metlife Securities, Inc. He serves as chairman of the House Committee for Food and Beverage at Springlake Golf Club. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

Andrew Mahnken is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Bank, N.A. and WELLS FARGO Advisors, LLC. Outside of finance, he has a 25% ownership stake in a pizza restaurant called Killer Pies in Asbury Park, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a wider range of financial products including insurance-related vehicles and bank deposit sweep options.

Jordan Sirota is a financial advisor with LPL Financial who holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at CETERA Advisor Networks and Mid Atlantic Resource Group, among other firms. Outside of advising, he has experience in life and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various technology tools.