Matthew Purrazzella is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2016, following a prior role at Merrill from 2007 to 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Ricardo Carrion is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and a private firm, Dan Carrion LLC. 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 supported by Wells Fargo Investment Institute research and diversified investment strategies.

John Tirrell is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and with 35 years of industry experience. His work history includes roles at Wells Fargo Clearing and Citigroup Global Markets. He is a trustee for a family trust and co-owner of Tirrell GP, LLC, a merchant partnership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Michael Shevlino is a financial advisor at Fisher Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade from 2013 to 2019 before joining Fisher Investments in 2019. Fisher Investments serves a global client base that includes institutional and private investors such as pension plans, foundations, and high-net-worth individuals. The firm offers discretionary portfolio management across multiple asset classes, employing a centralized investment process that combines quantitative and qualitative research to build diversified portfolios while utilizing tax-aware strategies and risk management techniques.

John Woodle III is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Oakhurst, NJ. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Christine Mania is a financial advisor at UBS Financial Services with 30 years of industry experience. She previously worked at Morgan Stanley for 16 years before joining UBS in 2025. Mania holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as custody, underwriting, and proprietary research to tailor investment strategies.

Howard Orlick is a financial advisor at Raymond James Financial with 23 years of industry experience and holds a Series 66 designation. He has been with Raymond James Financial or its affiliates since 2002 and is also a partner at Orlick & Co., LLP, where he manages operations, client relations, and risk management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting for a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and also maintains specialized programs in municipal finance and employer-sponsored retirement plans.

Stuart Sakosits is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years at UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and employs more than 14,000 advisors, offering both brokerage and advisory solutions.

Thomas Sacharanski is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. 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 combines brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Vincent Hirsch is a Series 65-registered financial advisor with over 56 years of industry experience. He is currently with LPL Enterprise, where he has worked since 2024, and previously spent 42 years at Pruco Securities, LLC. Outside of his advisory role, Hirsch is involved in insurance sales through Hirsch Bros. Advisors LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Richard Donovan is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously spent seven years at American International Group, Inc. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer arrangements.

Chris Whalen is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cantor Fitzgerald & Co, Maxim Group LLC, and Evermay Wealth Management. Outside of his advisory role, he is involved with Whalen Research & Trading. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and multiple managed account options.

Timothy Donnelly is a financial advisor at UBS Financial Services with 44 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as President and a board member of the Wildwood Golf and Country Club and participates on the board of Shore Club LLC, a golf course and clubhouse partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor client investment strategies.

Michael Manheim is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets from 2002 to 2007. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jeffrey Kroll is a financial advisor at Wells Fargo Clearing with 56 years of industry experience. He has been with Wells Fargo since 2016 and previously worked at Prudential Equity Group, LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stuart Schlesinger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes long tenures at Securian Financial Services and Mid Atlantic Benefit Strategies. He is also co-owner of a holding company, 1800 Equity Partners LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and consulting services through a nationwide network of independent advisors.

John Cicala III is a financial advisor with Equitable Advisors in Toms River, NJ, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and services.

Laura Longhi is a financial advisor at Morgan Stanley with 12 years of industry experience and holds a Series 66 designation. She previously worked at Bank of America and Merrill from 2013 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Kimberly Stratton is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked with Cetera and affiliated entities since 2023 and also supports financial services operations at Mid Atlantic Resource Group in an administrative capacity. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to utilize model portfolios, third-party managers, or bespoke strategies, with over $256 billion in assets under management.

Paolo Cerri is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at Santander Securities, LLC, Santander Bank, NA, Family First Funding, and C&J Partnership. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.