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.

Joseph Giles is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Diane Lassota Carter is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. prior to her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Blutstein is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He previously worked at Pruco Securities, LLC and operates Blutstein Insurance and Financial Services alongside his advisory role. He is involved in the sales and service of Medicare Supplement Insurance through a separate business activity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers and insurance products through affiliated entities.

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.

Tanner Preston is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and previously worked at S&P Global. Outside of advisory work, he is involved as an insurance agent providing fixed insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and advisory services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Joann Polis is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been working since 2001. She collaborates closely with Candice in developing and implementing investment strategies tailored to their clients' needs. Joann's expertise includes college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Joann holds a Master's Degree from Monmouth University and a Bachelor's Degree from Gettysburg College. She also carries the Personal Investment Advisor (PIA) designation. She focuses on helping clients achieve their financial goals through a disciplined and personalized approach to wealth planning, assisting individuals in understanding their complete financial picture to overcome obstacles and reach their objectives. Residing in Middletown, New Jersey, Joann lives with her husband and three daughters. Outside of her professional commitments, she enjoys boating, dancing, spending time with her family, and practicing yoga.

Joseph Perri is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior roles include positions at Royal Alliance Associates, Cetera Advisor Networks, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 network of over 22,800 advisors and extensive operational resources.

Thomas Williams is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with Axa Advisors for five years. Outside of his advisory role, he is involved as a laborer in a small aesthetics business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement consulting, and asset management services. The firm utilizes a variety of advisory programs and third-party asset managers to deliver tailored investment solutions.

Thomas Noon is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Provident Bank, Lakeland Financial Services, Raymond James Financial Services, and INVEST Financial Corp. prior to his current role. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

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 licenses and bringing 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 broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. He previously worked at Buckman Advisory Group and Buckman Buckman and Reid before joining LPL Financial in 2021. Taylor also provides investment advisory services through Private Portfolio Partners, an independent registered investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services implemented through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

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.

Matthew Villani is a Series 66 credentialed financial advisor with 19 years of industry experience. He has worked at Bank of America and Merrill from 2006 to 2025 before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.