Gaetano Guerra Jr. is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he volunteers teaching religion to students at St Veronica Church in Freehold, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Tiffany Zausch is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brian Moriarty is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors, Bank of America, N.A., and Merrill. In addition to his advisory role, Moriarty is involved in general insurance sales through Evergreen Financial Group, LLC. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, providing access to third-party money managers and wrap programs.

Carmen Memoli is a financial advisor at Cetera with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Avantax Advisory Services and her own accounting firm, Memoli & Company P.C. Memoli is active in her community through multiple treasurer and board member roles in local school districts, political organizations, and public authorities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisors with access to affiliated and third-party investment strategies across various program structures.

Scott Waldron is a financial advisor at Fidelity with a Series 66 designation and approximately 1 year of industry experience. His prior work includes positions at Northwestern Mutual Investment Services LLC and various roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delegates day-to-day management to sub-advisers while maintaining oversight.

Christopher Sula is an Investment Consultant at Fidelity Investments as of 2024. He brings over a decade of professional experience to his current role. Prior to joining Fidelity Investments, Christopher served as a Managing Director at BTIG from 2011 to 2023. His approach emphasizes building trust and confidence with clients by providing knowledge and personalized strategies. Christopher focuses on helping clients make informed financial decisions through an individualized and goal-based approach, aiming to co-create holistic plans aligned with their financial goals. Outside of work, Christopher enjoys activities such as beach outings, golf, running, and skiing.

Craig Laday is a financial advisor with LPL Financial based in Wall Township, NJ, holding a Series 63 designation and bringing 38 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 32 years before joining LPL Financial in 2019. Outside of his advisory role, Laday owns a limited liability company that provides additional protection for watercraft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kyle Abbot is a financial advisor at Edward Jones with 14 years of industry experience. He previously worked at Santander Securities, LLC and Merrill. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brian Galarza is a financial advisor at Merrill with 20 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 licenses. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mena Ayad is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, serving as a Financial Consultant before his current position. Prior to joining Fidelity, Mena worked at Vanguard from 2015 to 2020 in various roles including Financial Advisor, High Net Worth Brokerage Investment Professional, and Brokerage Investment Professional. Mena holds an MBA in Finance from Rutgers University and is a Certified Financial Planner (CFP4). He is licensed in insurance in California. He focuses on assisting clients in working towards their financial goals by building long-term relationships and paying attention to detail. Outside of his professional career, Mena enjoys family activities, fitness, football, parenthood, and traveling. He is also involved in serving in his church.

James Yuka Jr. is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Atlas Private Wealth Advisors and Charles Schwab. He is based in Point Pleasant, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research from internal and third-party sources.

Brittany Forte is a financial advisor with LPL Financial in Manchester, NJ, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Power Tool Company, and PNC Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

James Quirk is a financial advisor with Equitable Advisors in Holmdel, NJ, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, Quirk works as an on-field official for the National Football League. 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 channels to tailor services based on client goals, risk tolerance, and time horizon.

Stephen Borriello Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at the NY Daily News in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Mclafferty is a CFP® and ChFC® credentialed advisor with 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory role, he serves as a board member of the Woodbridge Chamber of Commerce and is involved in nonprofit activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary model strategies.

David Ricker is a financial advisor with UBS Financial Services in Point Pleasant, NJ, holding a Series 66 designation and over 22 years of industry experience. He has worked at Merrill since 2003. Outside of his advisory role, he is involved part-time as a beer tender at Icarus Brewing in Brick, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Patrick Mcdevitt is a financial advisor at Morgan Stanley with 11 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 2018. Prior to that, he had a brief tenure at JP Morgan Chase in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and a discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

Lori Attanasio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Financial Planning Concepts and Doft & Co., Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Moshe Feinstein is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. His prior roles include positions at NYLife Securities, Bais Reuven Kamenitz, and Thera Era LLC. He is also the owner of Good Hands Financial Planning LLC and serves as an insurance agent with Good Hands Financial. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative, software-driven approach to financial planning and offers specialized programs including estate settlement and divorce planning.

Richard Campanella is a financial advisor with Morgan Stanley in Toms River, NJ, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley since 2008 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to assist in financial planning.