Joseph Xerri is a financial advisor with Wells Fargo Advisors in Morganville, NJ, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his work at Wells Fargo, he has ownership interests in Knight's Pledge Wealth Management LLC and Xerri Wealth Management LLC, both investment-related practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.

Anthony Dimaiuta is a CFP® and CFA® charterholder with 12 years of experience in the financial industry. He has worked at Fisher Investments since 2024 and previously held roles at BlackRock Investments and Royal Alliance Associates. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across multiple asset classes. The firm employs a centralized, research-driven investment process and offers a range of sub-advisory and retirement plan services.

Dennis Surmanek is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously held roles at Bank of America and Merrill. Outside of advisory work, he serves as Vice President of Staten Island BNI, a local business networking organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition planning and special-needs analysis. The firm integrates advisory services with other financial products and referral channels.

Matthew Krall is a financial advisor with Fidelity Investments, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he has experience in the restaurant and hospitality sector, including roles at Red Horse Steakhouse by David Burke, Gianni's Pizzeria, Rooney's Oceanfront Restaurant, and Luigi's Famous Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, with an emphasis on oversight and conflict-of-interest management.

Victoria Clark Stoker is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial planning and portfolio management solutions.

Jason Brito is a CFP® professional with 19 years of industry experience, currently serving with Osaic Wealth, Inc. since 2025. Prior to joining Osaic, he spent 18 years with Lincoln Financial Advisors. Outside of his advisory role, Mr. Brito is co-owner of Wealth by Design, LLC, a firm involved in offering disability insurance, fixed annuities, long-term care insurance, and traditional life insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. Its advisers provide integrated brokerage and investment advisory services, employing firm-provided asset-allocation tools and access to multiple third-party managed-account solutions.

Paul Mayer is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

William Mcdavitt is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2013, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its advisory process.

John Ventriello is a financial advisor at Merrill with Series 63 and Series 66 credentials and 41 years of industry experience. He has worked extensively at Merrill, including a long tenure from 1979 to 2017, and held a position at Morgan Stanley from 2017 to 2019 before returning to Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tricia Pape is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2018. Outside of her advisory role, she is also licensed as an insurance agent offering life, disability, long-term care, and fixed annuity products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver goal-based written recommendations.

Joseph Bonfiglio is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has held roles with various Avantax entities over three decades. He also owns an accounting and tax preparation business focused on individual tax planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual, retirement plan, corporate, charitable, and institutional investors. The firm offers diversified portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform supporting discretionary and non-discretionary strategies.

Cindy Medric Ducore is a financial advisor at Equitable Advisors with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Salvatore Marino is a CFP®-certified financial advisor at Edelman Financial Engines with 26 years of industry experience. He has been with the firm and its predecessors since 2015, including eight years at Financial Engines Advisors L.L.C. Outside of his advisory role, Marino manages a rental property in Staten Island. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining committee-driven modeling with planner delivery and online tools to offer both discretionary and non-discretionary management options.

Alexander Pritsker is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo, and PNC Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing internal and third-party portfolio managers.

Daniel Barsnica is a Series 66 licensed financial advisor with 21 years of industry experience. He joined LPL Financial in 2024 after spending 12 years with TFS Securities, Inc. 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 brokerage services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Nancy Stewart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lori Gallelli is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Ocean City Home Bank. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brad Seamon is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he is a partner in a real estate-related business focused on home maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Shaun Roberts is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Insurance Agency, Ambit Energy, and ownership of SRA Wealth Advisors, LLC. He serves as treasurer for Blue Knights International Law Enforcement Motor, managing financial records and dues collection. Cetera Investment Advisers LLC is an SEC-registered adviser offering services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Amira Ibrahim is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients’ priorities and developing strategies to help them pursue their short-, mid-, and long-term financial goals. Her services include assistance with general investing, retirement planning, and preparing for unforeseen financial needs. Amira also provides clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Amira holds a Bachelor's Degree from the University of Illinois System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Arabic. Outside of her professional work, Amira is involved with the community organization Feed My Starving Children.