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.

Michelle Kraus is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Wells Fargo Bank, Santander Securities, and Lisa Patchell, State Farm Agent. 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 offers both brokerage and advisory solutions.

Frank Petrelli is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2024. Outside of his advisory role, Petrelli serves as a firefighter and union president for Paterson Fireman Local 202, as well as the legislative chairman for the New Jersey State Firefighters Mutual Benevolent Association. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, including third-party managed programs and discretionary portfolios, and offers ERISA fiduciary services for qualified plans.

Devon O'Brien is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has served as a lead server and assistant manager in the hospitality industry for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm offers model-driven investment implementation and access to third-party asset managers, along with financial planning and consulting services.

Joseph Benton is a Series 66-registered financial advisor with LPL Enterprise, where he has worked since 2024. He has five years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anthony Ferrara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016, alongside running FJS since 1978. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Sebastian Messina is a CFP® professional with 42 years of industry experience, currently associated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, accumulating over 14 years within Wells Fargo entities. Messina has an ownership interest in Marinus Financial, LLC, where he dedicates a significant portion of his time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Anthony Collora is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He has been with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns Collora GP, LLC, an investment-related merchant partnership, and is the sole owner of AJC Wealth Management Inc., a personal S corporation focused on individual tax planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Anthony Canderozzi is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he serves as a board member for Caregiver Volunteers of Central Jersey and is president of the Jackson Township Chamber of Commerce. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized programs including divorce planning and employer-sponsored planning.

Christopher Keegan is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Wells Fargo Bank, Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Kape is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he co-owns a charter fishing business, Right Bite Charters, LLC, in Brick, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides planning in areas including retirement, education, and business-owner transition, supported by proprietary research and tools.

Sophia Genna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at the New Jersey Innovation Institute, Forest Hill Field Club, and Rutgers University. Equitable Advisors serves individual clients across wealth spectrums, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Daniel Merkl is a financial advisor with Equitable Advisors and holds the Series 66 credential. He has been in the industry since 2026, starting his advisory career with LPL Financial Enterprise before joining Equitable Advisors. Prior to his financial services roles, he has held various positions including work in marketing and hospitality, and attended Indiana University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing third-party managers and a variety of investment vehicles.

Alex Coyle is a Planning Consultant at Fidelity Investments, where they focus on helping clients pursue their financial goals through personalized retirement planning. In this role, Alex collaborates with clients using various planning tools and resources to co-create and implement effective financial plans. Alex has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before their current position. This experience has provided Alex with a comprehensive understanding of client relationship management and financial planning services.

Vincent Benevento is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and continues at Cetera since 2024. Outside of his advisory role, he is involved in fixed insurance, including life, health, disability, annuities, and long-term care products through Hudson Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management and offers a multi-manager platform that allows advisors to implement a range of investment strategies across various program structures.

Jared Venutolo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience at Deloitte and Clemson University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Gabriel Lavigne is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Lavigne serves on the boards of several nonprofit organizations, including the Middlesex County Regional Chamber of Commerce, The Grande at Colts Neck, and Elijah's Promise in New Jersey. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a variety of programs including wrap accounts and private funds.

Sean Clarke is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Equitable Advisors, his work experience includes roles at the Naval Air Warfare Center Aircraft Division and several positions in the food service sector. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives.

Philip Livoti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 26 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years. He is also involved in real estate by referring clients to a full-time realtor and acts as a sales agent for property and casualty insurance with Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers services including financial planning, access to third-party asset managers, and participation in a wrap program.