Alyssa Devenny is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked at the Brick Township Municipal Utilities Authority and Professional Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a broad investable universe that includes mutual funds, ETFs, and ETPs.

Joseph Giles is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously associated with AXA Advisors until 2020. Outside of financial advising, Giles is the owner of BettrNation, Inc. and is involved in property and casualty insurance sales through the Bogle Agency Insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset management programs, utilizing a combination of proprietary and third-party solutions delivered by a large network of Investment Adviser Representatives.

Meghan Phillips is a financial advisor at OSAIC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance since 2021. Outside of finance, she owns and operates two childcare businesses, Kidematics LLC and Young Hearts LLC, which provide programs for school-aged children and childcare services for infants and young children. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Alex Wenthe is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Dorothea Zando is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses, and has 34 years of industry experience. Her prior firms include Regal Securities, Royal Alliance Associates, and AXA Advisors. Outside of advising, she is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

James Jaghab is a financial advisor with Ameriprise in Marlboro, NJ, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, Jaghab owns a business focused on buying and selling sports cards and memorabilia primarily through eBay, and he also provides consulting services as a Certified Divorce Financial Analyst for a law firm. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm’s approach integrates algorithmic automation with advisor partnership and emphasizes the use of its affiliated funds and managed accounts.

William Molloy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. from 2010 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and estate planning strategies supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Mark Aumack is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. His career also includes 30 years operating as a CPA through Mark R. Aumack, CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with more than $256 billion in assets under management across over 10,000 advisors.

Grant Douglas is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Cetera and also serves as a Wealth Management Advisor at King Financial Network, where he provides investment management and financial planning. His background includes prior roles at Commonwealth Financial Network and educational positions at the University of Delaware and Summit High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Michael Sumi is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. He also operates as an independent insurance agent selling disability, fixed annuities, property and casualty, and Medicare-related products. MassMutual 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 programs, structuring planning engagements as annual collaborative relationships using firm-approved software to analyze client goals.

Thomas La Marca is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously been affiliated with Equitable Advisors, Florida State University, and other organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes a range of investment models and third-party asset managers, offering services through a network of Investment Adviser Representatives.

William Bello is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Christopher Kinzler is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services, MassMutual Life Insurance Company, Dow Jones, and the U.S. Soccer Federation. Mass Mutual Investors Services 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, employing tools like Monte Carlo simulations to deliver detailed client recommendations.

Joseph Burgard is a financial advisor with LPL Financial in Colts Neck, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Advisors, Santander Bank and Securities, and Hornor Townsend & Kent Inc. Outside of his advisory work, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Albert Rich is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior work includes positions at Kearny Bank, INVEST Financial Corp., Investors Bank, LPL Financial, and IFMG Securities, Inc. He is based in Long Branch, NJ. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management with a range of investment program options and model strategies.

Jason Gordon is a financial advisor with Cetera, holding the CFP® and PFS™ designations and Series 63 license, with 14 years of industry experience. He has worked at Avantax Advisory Services and related entities for over a decade before joining Cetera in 2025. Outside of advisory, he is involved with Jack Oujo CPA, Inc., which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform allowing advisors to access affiliated and third-party model portfolios, supporting diverse investment strategies across discretionary and non-discretionary programs.

Daniel White is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2019 and is also owner and partner of McGuckin, Shatz & White, LLC, an accounting services firm in Ocean, NJ. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Richard Jorge is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he is also an insurance agent handling life, fixed annuities, disability, long-term care, and health insurance. 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, using firm-approved tools to provide collaborative, goal-focused recommendations.

Charles Lambert Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 28 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Since 2012, he has operated as an independent insurance agent selling dental, disability, life, and annuity products. 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, wrap and money-manager programs, and educational seminars, using firm-approved software and structured planning processes.

Joseph Ronan is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked with firms including New York Life, Morgan Stanley, and Merrill. 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 portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.