James Capuano Jr. is a financial advisor with LPL Enterprise and holds the ChFC® and Series 63 designations. He has 44 years of industry experience, including over three decades with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in selling property and casualty insurance as well as servicing Medicare Supplement insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

James Migliore is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Lester Auto Group/Lester Glenn. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jesus Milara is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Mickendrow is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Equitable Advisors since 2005, including time with its predecessor, AxA Advisors. Outside of his advisory work, he volunteers as a youth football coach for Pop Warner. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to appropriate advisory models and third-party asset managers, offering a range of investment options including mutual funds, ETFs, and alternative investments, while providing ERISA fiduciary services to qualified plans.

Dennis Beaumont is a CFP®-credentialed financial advisor with 29 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Brokers International Financial Services, LLC, Beautiful Mountain Group, and Allstate Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches developed by internal and third-party strategists, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

Michael Cantor is a financial advisor with Ameriprise in South Amboy, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Ketan Purohit is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Charles Schwab, UBS Financial Services, and Chase Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Karen Costagliola is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Morgan Stanley since 2013, with a brief tenure at Wells Fargo Clearing from 2017 to 2018. Outside of her advisory work, she is an independent distributor for Young Living and a consultant for Rodan and Fields, both multi-level marketing companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans based on structured discovery conversations and firm-approved planning tools.

Cari Pakula is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

David Shaw is a financial advisor with Raymond James Financial, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Cetera, Allied Wealth Partners, Edward Jones, and UBS Financial Services. Outside of advisory work, he is involved in fixed insurance sales through outside carriers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Ryan Orsley is a financial advisor with Ameriprise in Little Silver, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Kimberly Vazquez is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously spent 24 years at Goldman, Sachs & Co. before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process without providing individual security recommendations as part of standalone plans.

Robert Greco is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for ten years each. In addition to his advisory role, he is involved in the sales and service of insurance products for individuals, families, and businesses. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and offering access to third-party money managers and wrap programs.

Allan Proske is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2013, including First Allied Securities and First Allied Advisory Services. Outside his advisory role, he serves as board president of the nonprofit Family Resources Associates and is involved in multiple coaching and entrepreneurial ventures. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to affiliated and third-party managers across various program platforms.

Matthew Di Simone is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the hospitality sector and has work experience in education. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Mohammed Korany is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Bank NA and has been employed at McDonald's for over two decades. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jason Feder is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Gregory Pomerantsev is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2018, in addition to his role at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Barsolona is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. Barsolona also owns Barsolona Financial, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Tristan Manca is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with the firm since 2026 and has no prior industry experience. His background includes various roles outside finance, such as positions in education and local businesses. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension 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 third-party asset managers and endorsed advisory programs.