Jeffrey Shapiro is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at MetLife Securities Inc. from 2015 to 2017. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical software and provides a range of investment and educational services.

Thomas Laporta is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Bank of America, Merrill, Santander Securities, and Sovereign Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures across multiple custodial relationships.

Stuart Lesser is a Series 66-licensed financial advisor at Edward Jones in Manalapan, NJ, with 17 years of industry experience. He has been with Edward Jones since 2008. He has residual interests in Vitavet Labs from sales by his late wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of over 23,700 financial advisors.

John Bohinski is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2023 and previously spent seven years with Cetera Advisors LLC. Outside of his advisory role, he is a part owner of a property and casualty insurance agency and works as an agent selling title insurance, Medicare supplement plans, and other insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad array of non-advisory financial offerings.

Michael Dominguez is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within Fidelity and its affiliates since 2006, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments firm, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages various advisory and fund services, including oversight of affiliated sub-advisers.

Joseph Pearce is a financial advisor with LPL Financial holding the CFP® designation and Series 63 license. He has 27 years of industry experience, with prior roles at Ameriprise Financial Services, Inc. and OSAIC Wealth, Inc. Outside of his advisory work, he supports operations for an interior design firm owned by his wife in Point Pleasant, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing models, third-party managers, and customized strategies across various asset classes.

Ryan Goodwin is a financial advisor at Morgan Stanley with five years of industry experience. His prior work includes roles at Bank of America, Merrill, and Amazon. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning services that utilize firm-approved tools and modeling techniques to support tailored client strategies.

Duhan Malali is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 14 years of industry experience. He has worked at firms including Wells Fargo and Cetera Investment Services. Outside of advisory work, he is involved with Swept Inc, a social media platform business where he manages accounting and operational decisions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kenneth Chan is a financial advisor with LPL Financial based in Morganville, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He is also involved with Gladstone Advisors, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Steven Schifino is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at Merrill from 2022 to 2025 and spent five years at AT&T prior to entering the financial sector. Schifino holds a Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources to support diversified investment strategies.

Laura Bozek is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2011, with additional experience at Wells Fargo Advisors and Santander Securities LLC. Outside of her advisory role, she serves as power of attorney for her father. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Quense is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes roles at Mid Atlantic Benefit Strategies and Allied Wealth Partners, among others. He is also active as an agent/broker in fixed insurance sales with several firms. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program structures.

Quinn Im is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, Quinn served at The Investment Center, Inc. and IC Advisory Services, Inc. He is also the sole proprietor of Charis Wealth Management and has maintained a personal interest in photography for over 25 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with diverse non-advisory financial services.

Thomas Wieczerak is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. His career includes long-term roles at Provident Mutual, New England Securities, and Metlife Securities Inc. He also works as an independent insurance agent specializing in dental and group disability income, life and health products, long-term care, and Medicare-related products. 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Brendan Foley is a financial advisor with Wells Fargo Advisors in Cranbury, NJ, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a public notary in New Jersey. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations based on Wells Fargo research and tools.

Christopher Kelly is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Equitable Advisors since 2011, with prior experience at Axa Advisors, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party program sponsors, offering mutual funds, ETFs, separately managed accounts, and select alternative investments, including ERISA fiduciary services for qualified plans.

Brian Thompson is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Citizens Securities, Ameriprise Financial Services, and TD Private Client Wealth. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach with discretionary authority granted for certain portfolios and offers financial planning, access to third-party asset managers, and additional services including affiliated trust custody and insurance products.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Keith Onto is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2013, including time under its former name, Axa Advisors. Outside of his advisory role, he is involved in health insurance sales through Zenith Marketing Group Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives using both proprietary and third-party advisory solutions.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management 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 tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.