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 at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he has worked in various positions including at the Naval Air Warfare Center Aircraft Division and has experience in the food service sector. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm emphasizes financial planning and retirement consulting, offering a range of asset management programs delivered through a network of advisers and third-party asset managers.

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.

Alfred Farrell Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Investments, Santander Securities LLC, Santander Bank NA, and Merrill. Farrell is based in Eatontown, 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, including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms.

Christopher Digregorio is a financial advisor with Ameriprise in Freehold, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Janney Montgomery Scott from 2015 to 2019 before joining Ameriprise in 2019. Outside of his advisory role, he co-owns DGAM LLC and Xcelerate Growth LLC, managing business operations and office space. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Michael Kosik is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in a personal trust business based in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and risk modeling techniques.

Glen Gill is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. His current practice is based in Red Bank, New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a variety of investment and financial services.

Asgher Ali is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Citibank, Universal Protection Services LLC, and Cell Tell Wireless. 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 supported by research and analytics.

Michael Soto is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked in various roles outside finance, including positions in the restaurant and assisted living sectors. Soto also manages an advisory business through DGAM LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Stephen Kroll is a financial advisor at Wells Fargo Clearing with 22 years of industry experience and holds a Series 66 designation. He has been with 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bahaa Botros is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of financial planning and consulting services alongside access to third-party asset managers.

John Mccormack Jr. is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Commonwealth Financial Network, Wells Fargo Clearing, and Chase Investment Services. He also spends a small portion of his time involved in fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm delivers tailored, non-discretionary planning and supports both advisory programs and institutional consulting through a large network of advisors.

Michael Bosi is a financial advisor with Ameriprise in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Ameriprise in 2025, he worked for Voya Investment Management and its affiliates from 2014 to 2025. He serves on the Board of Directors and as Rear Commodore for the Navesink Maritime Heritage Association. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Marilyn Pozzuto is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and personalized investment strategies. She focuses on building long-lasting relationships to help clients pursue their financial goals. Her professional experience includes roles as a Financial Advisor at Merrill Lynch from 2017 to 2022 and as a Wealth Strategy Associate at UBS Financial Services from 2011 to 2017. Throughout her career, she has drawn on both professional and personal experiences to provide thoughtful guidance to clients.

Christopher Armstrong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, and National Asset Management before joining Cetera in 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse investment management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and supervisory structures.

Julian Rodriguez is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he has worked at S&P Global and Seton Hall University among other roles. He is also the owner of J&J Automation Solutions, a startup focused on developing automation solutions for business owners. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers, offering clients a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Marianne Verpent is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has worked at Charles Schwab since 1986 and has been with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base of 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 guidance through multi-asset model portfolios and a structured process for alternative investments.