Glen Gill is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. His current practice is based in Red Bank, New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a variety of investment and financial services.

Lindsay Cusick is a financial advisor at Equitable Advisors with a Series 66 designation and 15 years of industry experience. She has worked at Equitable Advisors and its predecessor, AxA Advisors, since 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

John Lynde is a financial advisor at Cetera with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and operating the Wealth Insight Group, a financial services business he founded in 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Robin Deflice is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. He has worked at LPL Financial since 2025 and previously operated Deflice Financial Group since 2002, alongside a 24-year tenure at Cadaret, Grant & Co., Inc. Deflice Financial Group also functions as a notary. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported strategies.

Stephen Kroll is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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.

Michael Bosi is a financial advisor with Ameriprise in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Ameriprise in 2025, he worked for Voya Investment Management and its affiliates from 2014 to 2025. He serves on the Board of Directors and as Rear Commodore for the Navesink Maritime Heritage Association. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Marilyn Pozzuto is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and personalized investment strategies. She focuses on building long-lasting relationships to help clients pursue their financial goals. Her professional experience includes roles as a Financial Advisor at Merrill Lynch from 2017 to 2022 and as a Wealth Strategy Associate at UBS Financial Services from 2011 to 2017. Throughout her career, she has drawn on both professional and personal experiences to provide thoughtful guidance to clients.

Christopher Armstrong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, and National Asset Management before joining Cetera in 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse investment management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and supervisory structures.

Conor Egan is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 19 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company. He serves as a partner in Egan Lynch Financial Group, LLC, and is a director of the non-profit organization People's Pantry Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning and investment programs, including recently introduced standalone Divorce Planning services and event-driven planning for estates and employer-sponsored benefits.

Marianne Verpent is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has worked at Charles Schwab since 1986 and has been with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance through multi-asset model portfolios and a structured process for alternative investments.

Richard Vergona is a financial advisor with Raymond James Financial in Shrewsbury, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Morgan Stanley Smith Barney for 19 years before joining Raymond James in 2019. Outside of his advisory role, he is an employee at The Cutrupi Group LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Anthony Viskovic is a Series 66-licensed financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes, firm-approved tools, and investment modeling techniques.

Pamela Lipnicky is a financial advisor at Fidelity with 16 years of industry experience. She holds a Series 66 designation and has been with various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios, including fund advisory and model portfolios.

John Buckley is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he teaches an "Investing for Beginners" adult education course through the Public Schools of Edison Township. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of financial advising, he owns and operates Expressive Image Photography, a business active since 1992. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments, with a focus on fiduciary services for qualified plans.

Patrick Connelly is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, previously working at MetLife Securities from 2009 to 2017. Outside of his advisory role, he operates as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. 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, and educational seminars, delivering collaborative, annual planning engagements that utilize firm-approved analytical tools.

Tara Hoff is a Series 66-licensed financial advisor with five years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at Merrill, Gilbane Building Company, and Rutgers Business School. Prior to her advisory career, she spent eight years in education across elementary, middle, and high school levels. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Gary Bitterly is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an executor and trustee for investment-related estates and trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Jay Gilston is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes roles at firms such as Mass Mutual, Ameriprise, and CUNA Brokerage Services. Outside of his advisory work, he is also involved in fixed insurance sales and life settlement services. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual investors, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management options and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Mario Paniscotti is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation from 2015 to 2017. He is also involved with BKE Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.