Anthony Codispoti is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Morgan Stanley, he worked at UBS Financial Services for 11 years. Outside of finance, he is the sole proprietor and head instructor of The Phoenix Way, a martial arts facility in Shrewsbury, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 provides services that include investment advisory, estate planning, and access to various financial products.

Steven Goldsmith is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 29 years before joining LPL Financial in 2019 and then OSAIC Wealth, Inc. in 2026. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and leverages technology and multiple platforms to support client portfolios.

Philip Arnheiter is a financial advisor at LPL Financial with over 41 years of industry experience. He holds a Series 63 designation and has worked at several firms including Morgan Stanley, Wells Fargo Advisors, and Capitol Securities Management. Outside of his advisory role, he is involved in acting through his venture Friendly Faces and operates as a charter boat captain. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Al Raia is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to the present. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and provides planning support using proprietary research and tools.

Vincent Hirsch is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities, using model-driven investment implementation and access to third-party asset managers and programs.

Samuel Harris is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Hornor, Townsend, & Kent LLC and within the sports and entertainment sector at Philadelphia Union - Keystone Sports and Entertainment LLC. Charles Schwab & Co., Inc. serves 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Brett Macbain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Santander Securities and Santander Bank, serving for nine and twenty years respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Tobias Bickford is a Series 66 licensed advisor at Fidelity with two years of industry experience. His prior roles include positions at Loyola University Maryland and the Peddie School. He serves as a board member of the Bickford Foundation, a family-run charitable organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

Leif Pettersen is a financial advisor with LPL Financial, holding a Series 66 license and 25 years of industry experience. He has been with LPL Financial since 2008, previously working at Ameriprise from 2002 to 2008. Pettersen also operates an independent wealth management business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Paul Ranieri is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network, Inc. Outside of advisory work, he is also an insurance agent specializing in fixed annuities, equity indexed annuities, and life insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and uses various asset-allocation and portfolio construction tools to provide customized investment solutions.

Michael Rytelewski is a CFP®-designated financial advisor with five years of industry experience, currently affiliated with Cetera. He has previously worked with Avantax Investment Services and operates Oujo Wealth Strategies. Outside of financial advising, he manages Mavs Performance Institute LLC, where he trains athletes and other clients in strength training and nutrition. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform providing diverse program options across discretionary and non-discretionary authorities.

Brian Fullman is a financial advisor with LPL Financial in Manasquan, NJ, holding Series 63 and Series 66 licenses and 33 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and had shorter tenures at OSAIC and WS Griffith Securities, Inc. He also serves as a notary in Brick, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad array of financial products.

Paul Dinunzi is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses. He has nine years of industry experience and has worked at Wells Fargo since 2014. 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, utilizing research from Wells Fargo Investment Institute and third-party databases.

Gregory Martin is a financial advisor with Ameriprise in Howell, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to generate tailored recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Devon Blakeman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Israel A. Englander & Co., JP Derivatives, and Hudson Wealth Management LLC, where he also serves as Director of Compliance. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.

Michael Johnson is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Johnson also serves as a trustee of the Ridgewood High School Alumni Association, where he is involved in marketing and strategic planning. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring, with tax-focused capabilities and integration with Bank of America’s broader financial platform.

Christopher Kizis is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in real estate management through co-ownership of CK Property Management LLC and CTKPWM, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Valerie Pamphile is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. 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 including tailored financial planning, supported by structured discovery processes and advanced modeling tools.

Albert Del Maestro Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as Vice President and board member of the Manasquan River Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Marina Tranchina is the Market Leader at Fidelity Investments, overseeing a team of financial planning professionals and leaders across six locations in New Jersey: Marlton, Princeton, Manalapan, Red Bank, Bridgewater, and Morristown. She and her teams assist clients in co-creating and executing financial plans aimed at helping clients achieve their financial goals with confidence. Tranchina has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2011. Her positions have included Market Leader since 2022, Vice President and Branch Leader from 2017 to 2022, Assistant Branch Leader in 2017, Financial Consultant from 2012 to 2016, Investment Consultant from 2011 to 2012, and Financial Representative in 2011. Prior to joining Fidelity, she worked as a Registered Client Associate at Merrill Lynch from 2007 to 2011.