Dean Tarta is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has previously worked at LPL Financial, IC Advisory Services, The Investment Center, TD Bank, and HomeBridge Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, delivering tailored strategies using a range of custody and platform arrangements.

Darren Armetta is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, following six years at Bank of America and Merrill. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael McCabe is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He applies a goal and needs-based holistic approach to assist individuals, families, and businesses in pursuing their financial objectives. His work involves thorough planning conversations with clients and utilizing Fidelity's information, technology, and tools to support their financial success. Michael's strategy focuses on planning areas including investment planning, tax-efficient investing, income planning, and legacy planning considerations. Prior to joining Fidelity, he gained experience as a wholesaler and financial services education consultant at Allstate Financial Services from 2017 to 2021, served as a field sales associate at State Farm from 2014 to 2017, and worked as a registered representative at MetLife from 2009 to 2014. Outside of his professional role, Michael's personal interests include spending time at the beach, attending concerts, caring for pets, skiing, traveling, and practicing yoga.

Christopher Kostecki is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he co-owns Vintage Moments LLC, a china tableware rental business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations through a non-discretionary approach supported by an in-house manager solutions team.

Devin Mc Dermott is a financial advisor with OSAIC, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining OSAIC, he worked at Haven Technologies for six years and FAST for two years. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of financial services and employs a variety of tools and third-party platforms to support portfolio construction and management.

Brian Trause is a financial advisor with Equitable Advisors in Point Pleasant, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with Athos Benefits Consulting, which focuses on group benefits. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a range of third-party asset managers.

Yonathan Youshei is a financial advisor at Morgan Stanley in Toms River, NJ, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at the Torah Academy of Boston, Johns Hopkins Business School, and Metropolitan Commercial Bank. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Stacie Ann Lites is a financial advisor at Fidelity with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2023. Her prior roles include positions at Allstate and Shipt Inc. 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. The firm is notable for its use of systematic methodologies and its role as a commodity pool operator and advisor to multiple registered investment companies.

Thomas Croom III is a financial advisor with Primerica Advisors in Tinton Falls, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. Outside of advisory work, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, employing BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.

Joseph Palone is a Series 66-licensed advisor at Merrill with 11 years of industry experience. He has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Hart is a financial advisor at Morgan Stanley Wealth Management with credentials including Series 65 and Series 63 licenses. He has been with Morgan Stanley since 2022, with prior experience in education and other businesses dating back to 2014. His background includes roles at Monmouth University, Wagner College, and entrepreneurial ventures in construction and the restaurant industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Brian Patterson is a financial advisor with Equitable Advisors, holding a Series 66 credential and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1998. Outside of his advisory role, Patterson is involved as a coach with the Ocean Surge Travel Baseball Association and owns Ascendancy Insurance Solutions LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Alan Salowe is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 51 years of industry experience. His career includes long-term roles at Securian Financial Services, Mid Atlantic Benefit Strategies, and Mid Atlantic Resource Group, among others. He is also a partner in a fixed insurance sales business and serves as a board member of the MARG Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charities, and institutions. The firm offers a variety of portfolio management and planning services through a multi-manager platform that includes both affiliated and third-party investment managers.

Helen Eglentowicz is a financial advisor with Merrill, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. She has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Marilyn Delauro is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

David Lo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with AXA Advisors until 2020. His other business activities include work with various outside insurance carriers and Zenith Marketing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to deliver client recommendations.

George Masefield is a financial advisor with Equitable Advisors in Toms River, NJ, holding Series 63 and Series 66 credentials. He has 21 years of industry experience, having worked at Equitable Advisors since 2005 and previously at Axa Advisors. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

John Glusko is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as the primary point of contact for clients, handling daily service needs such as opening new accounts, processing money movement requests, and establishing trusts. He aims to develop professional and personal relationships with his clients’ families to ensure they fully utilize the services offered by Fidelity Private Wealth Management. John has been with Fidelity Investments since 2005, holding various positions including Sr Relationship Manager, Branch Service Manager, Regional Operations Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Trading Desk Representative at Charles Schwab from 2000 to 2005.

Dominick Giovannone is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he has a majority ownership in a merchant partnership, GIOVANNONE GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce, using proprietary research and planning tools.

Christine Kane is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo firms since 2009, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.