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.

Joseph Giles is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and 25 years of industry experience. He has been with Equitable Advisors since 2001, having previously worked at Axa Advisors, LLC for 19 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and leverages third-party asset managers and sponsored advisory programs.

Bryan Blutstein is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise in 2024, he worked at Pruco Securities, LLC from 2009 to 2024 and has operated Blutstein Insurance and Financial Services since 2010. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, model portfolios, and access to brokerage and insurance products through an integrated platform.

Parker Nickelsen is a financial professional with the Series 66 designation currently affiliated with Mass Mutual Investors Services. He has one year of industry experience and prior work history that includes roles at Fritzies Wine & Liquor and Grinta Equipment. Outside of finance, he has ongoing involvement with Gambler Ridge Golf Course and community activities in Borough Seaside Park. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs including divorce and estate-settlement services and conducts educational seminars.

Joseph Perri is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LP Financial LLC, Royal Alliance Associates, and Cetera Advisor Networks. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Kenneth Dammann is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of advising, he manages rental properties in Red Bank and Belford, New Jersey. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its product offerings.

Jeffrey Wrightson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Royal Alliance, Petersen Investments, Inc., and Wells Fargo Advisors LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Taylor is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Buckman Advisory Group and Buckman Buckman and Reid. Taylor also provides investment advisory services through Private Portfolio Partners, an independent registered investment advisor. 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, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management and supporting diversified strategies with research from LPL Research and third-party subadvisors.

Martin Walsh is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through both individual and corporate financial planning agreements.

Richard Gumina is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates a business coaching and development service in New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Charles Giordano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Ameriprise Financial Services, Inc. for six years. Giordano also operates Giordano Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Skolnik is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Wealth Enhancement Advisory Services, LPL Financial LLC, Ameriprise Financial, and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment solutions.

Alicia Rivera is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, with prior roles at UBS Financial Services Inc. and Morgan Stanley. Rivera is a co-owner of Rivtech Portable Cinemas, a seasonal entertainment business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ethan Dzenis is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Equitable Advisors. His background includes roles at Partners Admin, LLC and prior work in education and club management. Outside of finance, he has held positions at San Diego State University, Spring Lake Golf Club, and Manasquan High School. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Justine Hughes is a financial advisor at Cetera with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at several firms, including Securian Financial Services and Mid Atlantic Resource Group. Outside of her advisory role, she volunteers with the Marlboro Township Veterans and Volunteers Committee and serves as bingo chairperson at St. Thomas the Apostle Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, providing advisors with access to affiliated and third-party portfolio management options across various program structures.

Michelle Kraus is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Wells Fargo Bank, Santander Securities, and Lisa Patchell, State Farm Agent. 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.

Devon O'Brien is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in hospitality and food service as a lead server and assistant manager at Villaggio Iccara, a position he has held since 2015. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

Joseph Benton is a financial advisor at LPL Enterprise with a Series 66 credential and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Benton is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset managers, and insurance products.

Anthony Ferrara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016, alongside running FJS since 1978. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Sebastian Messina is a CFP® professional with 42 years of industry experience, currently associated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, accumulating over 14 years within Wells Fargo entities. Messina has an ownership interest in Marinus Financial, LLC, where he dedicates a significant portion of his time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.