Samuel Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Hornor, Townsend, & Kent LLC and within the sports and entertainment sector at Philadelphia Union - Keystone Sports and Entertainment LLC. Charles Schwab & Co., Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Brett Macbain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Santander Securities and Santander Bank, serving for nine and twenty years respectively. 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 including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Tobias Bickford is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, he serves as a board member of The Bickford Foundation, a charitable family-run organization in New Jersey. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Leif Pettersen is a financial advisor with LPL Financial, holding a Series 66 license and 25 years of industry experience. He has been with LPL Financial since 2008, previously working at Ameriprise from 2002 to 2008. Pettersen also operates an independent wealth management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Alipio Figueroa is a Branch Leader at Fidelity, a position he has held since 2023. He leads a team of financial professionals dedicated to understanding clients' goals, dreams, and aspirations, emphasizing education and clear communication to simplify complex financial topics. His approach aims to build strong relationships grounded in confidence and trust, ultimately providing clients with peace of mind and fulfillment. His professional experience spans multiple roles in the financial services industry, including Financial Consultant at Fidelity Investments from 2022 to 2023, Private Client Advisor at J.P. Morgan Chase from 2021 to 2022, Branch Manager at TD Ameritrade from 2014 to 2021, Investment Consultant at TD Ameritrade from 2009 to 2014, and Financial Advisor at Smith Barney from 2004 to 2009. Outside of his professional career, Alipio enjoys baseball, biking, fitness, golf, and snowboarding.

Paul Ranieri is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. Outside of advisory work, he is also an insurance agent specializing in fixed annuities, equity indexed annuities, and life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and uses various asset-allocation and portfolio construction tools to provide customized investment solutions.

Michael Rytelewski is a CFP®-designated financial advisor with five years of industry experience, currently affiliated with Cetera. He has previously worked with Avantax Investment Services and operates Oujo Wealth Strategies. Outside of financial advising, he manages Mavs Performance Institute LLC, where he trains athletes and other clients in strength training and nutrition. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform providing diverse program options across discretionary and non-discretionary authorities.

Paul Dinunzi is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses. He has nine years of industry experience and has worked at Wells Fargo since 2014. 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Gregory Martin is a financial advisor with Ameriprise in Howell, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to generate tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Devon Blakeman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Israel A. Englander & Co., JP Derivatives, and Hudson Wealth Management LLC, where he also serves as Director of Compliance. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.

Michael Johnson is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Johnson also serves as a trustee of the Ridgewood High School Alumni Association, where he is involved in marketing and strategic planning. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring, with tax-focused capabilities and integration with Bank of America’s broader financial platform.

Christopher Kizis is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in real estate management through co-ownership of CK Property Management LLC and CTKPWM, 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, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Valerie Pamphile is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, supported by structured discovery processes and advanced modeling tools.

Albert Del Maestro Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Vice President and board member of the Manasquan River Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Marina Tranchina is the Market Leader at Fidelity Investments, overseeing a team of financial planning professionals and leaders across six locations in New Jersey: Marlton, Princeton, Manalapan, Red Bank, Bridgewater, and Morristown. She and her teams assist clients in co-creating and executing financial plans aimed at helping clients achieve their financial goals with confidence. Tranchina has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011. Her positions have included Market Leader since 2022, Vice President and Branch Leader from 2017 to 2022, Assistant Branch Leader in 2017, Financial Consultant from 2012 to 2016, Investment Consultant from 2011 to 2012, and Financial Representative in 2011. Prior to joining Fidelity, she worked as a Registered Client Associate at Merrill Lynch from 2007 to 2011.

Joseph Giles is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has been with Equitable Advisors since 2001, having previously worked at Axa Advisors, LLC for 19 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and leverages third-party asset managers and sponsored advisory programs.

Diane Lassota Carter is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. prior to her current role. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Blutstein is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He previously worked at Pruco Securities, LLC and operates Blutstein Insurance and Financial Services alongside his advisory role. He is involved in the sales and service of Medicare Supplement Insurance through a separate business activity. 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 utilizes model-driven investment strategies and offers access to third-party asset managers and insurance products through affiliated entities.

Parker Nickelsen is a financial professional with the Series 66 designation currently affiliated with Mass Mutual Investors Services. He has one year of industry experience and prior work history that includes roles at Fritzies Wine & Liquor and Grinta Equipment. Outside of finance, he has ongoing involvement with Gambler Ridge Golf Course and community activities in Borough Seaside Park. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs including divorce and estate-settlement services and conducts educational seminars.

Joseph Perri is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Royal Alliance Associates, Cetera Advisor Networks, and Ameriprise. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational resources.