Cari Pakula is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Scott Allen Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Rowan University and the Borough of Surf City. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using a range of advisory models and third-party asset managers.

David Shaw is a financial advisor with Raymond James Financial, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Cetera, Allied Wealth Partners, Edward Jones, and UBS Financial Services. Outside of advisory work, he is involved in fixed insurance sales through outside carriers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Jonathan Biagioli is a financial advisor with Equitable Advisors in Wall, NJ, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles in retail and service industries, including positions at Baccarat Flagship Boutique and Warby Parker. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs implemented through third-party managers and its network of Investment Adviser Representatives.

Daniel Shearer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2005 and was previously with Axa Advisors, LLC for 15 years. Outside of his advisory role, he is involved with Zenith Marketing, focusing on Medicare supplements. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Ryan Orsley is a financial advisor with Ameriprise in Little Silver, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Kimberly Vazquez is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 66 and Series 63 licenses and previously spent 24 years at Goldman, Sachs & Co. before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery, firm-approved tools, and market scenario modeling, with a range of services including wrap programs and private fund relationships.

Robert Greco is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for ten years each. In addition to his advisory role, he is involved in the sales and service of insurance products for individuals, families, and businesses. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and offering access to third-party money managers and wrap programs.

Allan Proske is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2013, including First Allied Securities and First Allied Advisory Services. Outside his advisory role, he serves as board president of the nonprofit Family Resources Associates and is involved in multiple coaching and entrepreneurial ventures. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to affiliated and third-party managers across various program platforms.

Michael Mema is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2022. Prior to joining Fidelity, Michael held roles at Bank of America Merrill Lynch, including Vice President, Internal Product Specialist from 2016 to 2019 and Assistant Vice President, Financial Advisor from 2014 to 2016. As a CFP® professional, Michael specializes in providing comprehensive financial guidance to high-net-worth individuals and families. His expertise includes crafting tailored retirement and income plans, implementing strategic investment strategies, analyzing equity compensation, and integrating estate planning considerations for a holistic planning approach. He focuses on building long-term relationships and empowering clients with the tools needed to pursue financial success and peace of mind.

Jonathan Weitzman is a financial advisor with Cetera, holding a Series 66 designation and having two years of industry experience. His background includes roles at Ernst & Young and King Financial Network, where he currently serves as a wealth management advisor. He also holds a board fiduciary position at Fairleigh Dickinson University's Silberman College of Business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Mohammed Korany is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Bank NA and has been employed at McDonald's for over two decades. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jason Feder is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Gregory Pomerantsev is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2018, in addition to his role at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Steven Barsolona is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. Barsolona also owns Barsolona Financial, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jeffrey Shapiro is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at MetLife Securities Inc. from 2015 to 2017. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical software and provides a range of investment and educational services.

Stuart Lesser is a Series 66-licensed financial advisor at Edward Jones in Manalapan, NJ, with 17 years of industry experience. He has been with Edward Jones since 2008. He has residual interests in Vitavet Labs from sales by his late wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of over 23,700 financial advisors.

Kyle Vitale is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He has worked at LPL Financial since 2004 and was previously with WS Griffith Securities, Inc. from 2002 to 2004. He also serves in a fiduciary capacity outside of his investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Mary Elliott is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as president of MTD Capital, a factoring brokerage. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment research.

John Geoghan is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 designation and was previously with UBS Financial Services from 1992 to 2025. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.