Ahmed Sourour is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including seven years at MetLife Securities and over nine years with MassMutual Investors Services. Outside of his advisory role, Sourour is involved in insurance brokerage specializing in individual and group life, health, disability, fixed annuities, 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, using collaborative and software-supported approaches to deliver client recommendations.

Melissa Kennedy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Alan Login is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Jay Shah is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2016, with additional experience at Borgata Casino Hotel & Spa and Wells Fargo Bank, NA. 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 backed by research from Wells Fargo Investment Institute and third-party sources.

Arron Reid is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 21 years and Lincoln Financial Advisors for two years before joining OSAIC in 2025. OSAIC serves retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through affiliated advisers and multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

James Veneziano is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial Services, Inc. from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Carmine Anzalone III is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of his advisory role, he also serves as a New Jersey State Pension Consultant, assisting state employees with pension and retirement planning. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, without sponsoring its own wrap fee program, relying on affiliations with third-party program sponsors and asset managers.

Nicholas Psathas is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services and Money at Work LLC. Outside of advising, he has ownership responsibilities in rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Abadir is a financial advisor with Ameriprise in Freehold, NJ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes ten years at Bank of America and 25 years at Merrill. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michelle Courtney is a financial advisor with Merrill in Iselin, NJ, holding a Series 66 designation and 11 years of experience with the firm. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Messina is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023 and at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns and operates a business selling comics and trading cards. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include cash-flow, retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm integrates advisory services with financial product sales and referral channels to serve its clients.

Gregory Barbaro is a financial advisor with Ameriprise in Morganville, NJ, holding a Series 66 designation and 23 years of industry experience. His prior work history includes positions at Merrill Lynch, Bank of America, and Ameriprise Financial Services. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Brandt Sullivan is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. He previously worked at Bank of America, N.A. for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Fodor is a financial advisor with Primerica Advisors in Edison, NJ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His career includes roles at Pinnacle Telecom Group and Kocher & Associates, alongside a long tenure at Primerica and its affiliates. He is involved with the Boys & Girls Club of Northwest New Jersey and has served as president of the JCHS Boys Lacrosse Booster Club. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies and discretionary management supported by custodial and trade execution services.

Colton Hurley is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2018, following positions at Robert Half and Axa Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Bridget Maillard is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding a Series 66 designation and five years of industry experience. She previously worked at EPA Financial Services Corp for five years and operated a cleaning business for three years before entering the financial services field. 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 over $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joanne Lam is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Additionally, she serves as a member of the Holmdel Board of Education. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct diversified portfolios for its clients.

Janice Milara is a financial advisor with Wells Fargo Clearing based in Red Bank, NJ. She holds a Series 66 designation and has two years of experience in the financial industry. Prior to joining Wells Fargo, she worked in healthcare organizations including Hackensack Meridian Health Ocean University Medical Center and Monmouth Medical Center. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.

Hyacinthia Roberts is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. Her career includes long-term roles at Avantax Investment Services and Avantax Insurance Agency, as well as a six-year tenure at Aetna. She is also the owner of a small accounting and tax preparation business and serves on a neighborhood advisory board focused on community surveys. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Joann Bracken is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party portfolio management teams.