Brian Davis is a CFP® with 29 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and has held positions at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Prior to his current role, he gained five years of experience at Wells Fargo Advisors and has worked at Wells Fargo Bank since 2010. 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, leveraging research and analytics to support its investment decisions.

Paul Jetter is a CFP® with 34 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has worked at the firm since 2014. Prior to that, he held positions at Private Portfolio Partners, LLC, New England Securities, and Osaic FA, Inc. In addition to his advisory work, Jetter provides financial planning and fixed-fee advice through Insight Private Advisors, LLC, operating as Archway Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by technology tools.

Louis Paolillo is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade Investment Management and TD Ameritrade, Inc. Outside of his advisory role, Paolillo is a volunteer basketball coach and also works as a bartender. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Colin Hollingsworth is a Senior Financial Advisor based in Red Bank, New Jersey. He began his career as a Financial Advisor in 2018 and transitioned his practice to Merrill in 2023. Born and raised in Monmouth County, Colin serves corporate executives, business owners, and families, assisting them in growing and structuring their wealth. His approach emphasizes teamwork, collaborating with specialists throughout Bank of America and Merrill to provide clients with multiple perspectives, identify gaps and efficiencies in wealth management, and develop customized strategies to address the complexities of their financial situations. Colin's expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, and tax minimization. Colin earned his bachelor's degree from Rutgers, The State University of New Jersey in 2018 and is a first-generation college graduate who worked full time during his studies. He holds multiple professional credentials, including the Certified Financial Planner (CFP) certification and the Certified Plan Fiduciary Advisor (CPFA) designation. He is a member of Business Network International and is involved with the Alzheimer's Association. Colin and his partner, Carly, reside in Monmouth County with their son, Jack.

Jacob Rosenberg is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining LPL Financial in 2025, Rosenberg worked for Cetera and its affiliates for over 25 years and operates Bernath & Rosenberg, P.C., a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, combining custom strategies with third-party asset management and institutional platforms.

Anthony Tomaro Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 12 years of industry experience. His prior firms include LPL Financial and IC Advisory Services Inc. He is involved in mortgage and non-variable insurance services through related business activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent Financial Professionals with a range of discretionary and non-discretionary strategies.

Gil Hazan is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013. Prior to that, he was involved with GHG Suppliers LLC from 2019 to 2023. J.P. Morgan Securities provides institutional consulting services to 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.

Thomas Lucia is a financial advisor with Mass Mutual Investors Services, holding the Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. and New England Securities. Outside of his advisory role, he serves as a notary public for the state of New Jersey. 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, and educational seminars, with a focus on collaborative, goal-based planning and a range of event-driven planning services.

Ashley Lucien is a financial advisor at Merrill with 16 years of experience, including 8 years at Bank of America, N.A. She holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sergio Modernel is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Xcelerate Growth LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated companies, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Mordechai Worch is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2012. Outside of finance, he was involved with Mordy's Smokehouse in 2018. J.P. Morgan Securities LLC provides institutional consulting services to 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.

William Franko is a financial advisor with Mass Mutual Investors Services in Wall Township, NJ, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2017 and previously held roles at ELANA General Insurance, LLC, ELANA Settlement Architects, and ELANA Advisory Services. Outside of his advisory work, he owns and operates William Franko Tax and Accounting Services, providing tax preparation and accounting services. 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, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Joseph Rosen is a financial advisor with Merrill in Red Bank, NJ. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes roles at Bank of America, Lululemon, Seamless Contacts, Warby Parker, and M&T Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jacqueline Mazza is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo in various capacities since 2012, including her current role at Wells Fargo Clearing 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Robert Baxter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including seven years at Wells Fargo Advisors LLC. 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 roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marisela Torres Hernandez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, along with 12 years at the Division of Child Protection and Permanency. She is based in Red Bank, NJ. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Felicia Malc is a financial advisor with Equitable Advisors in Point Pleasant, NJ, holding a Series 66 designation and 17 years of industry experience. She has worked with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. In addition to her advisory role, she is involved in other outside insurance business activities with Guardian and Mass Mutual. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory services employ a range of third-party asset managers and proprietary solutions, emphasizing client-specific risk assessment and program matching.

Catherine Mannes is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 12 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Meenu Sharma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her career includes roles at Wells Fargo Bank, Santander Bank, and HD Vest Investment Services. 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.

Matthew Fletcher is a financial advisor with Mass Mutual Investors Services in Brick, NJ, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior roles include positions at MAG Aerospace and AASKI Technology. Outside of his advisory work, he umpires travel baseball games in New Jersey. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.