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.

Alipio Figueroa is a Branch Leader at Fidelity, a position he has held since 2023. He leads a team of financial professionals dedicated to understanding clients' goals, dreams, and aspirations, emphasizing education and clear communication to simplify complex financial topics. His approach aims to build strong relationships grounded in confidence and trust, ultimately providing clients with peace of mind and fulfillment. His professional experience spans multiple roles in the financial services industry, including Financial Consultant at Fidelity Investments from 2022 to 2023, Private Client Advisor at J.P. Morgan Chase from 2021 to 2022, Branch Manager at TD Ameritrade from 2014 to 2021, Investment Consultant at TD Ameritrade from 2009 to 2014, and Financial Advisor at Smith Barney from 2004 to 2009. Outside of his professional career, Alipio enjoys baseball, biking, fitness, golf, and snowboarding.

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.

Aarushi Pathak is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her previous roles include positions at JP Morgan Chase Bank, Prudential Insurance Company of America, and Pruco Securities LLC. She has been with Merrill and Bank of America since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, and institutions. The firm provides model-based and discretionary investment strategies constructed by internal and third-party teams, supported by comprehensive trade execution and account administration.

Anthony Karabas is a financial advisor with Mass Mutual Investors Services, holding the Series 63 designation and bringing 37 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. In addition to his advisory role, Karabas is licensed as an agent selling life, health, property and casualty, disability, Medicare-related products, fixed annuities, long-term care insurance, and group life insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning approach using analytical tools, offering various programs including investment management and educational seminars.

Michael Russo is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously at Bank of America and Merrill from 2009 to 2016. Russo also owns the Mike Anthony Group and serves as trustee, executor, and power of attorney for several family members in investment-related matters. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Vidhi Sonani is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS and Kearfott Corporation. In addition to her advisory role, she is a licensed realtor with United Real Estate North Jersey, assisting clients with buying and selling homes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented financial planning using firm-approved tools and offers event-driven planning programs including divorce and estate settlement services.

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.

Rochelle Forster is a financial advisor with Equitable Advisors in Edison, NJ, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she is a member of Dergalis Associates, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory programs, including third-party asset managers and firm-offered solutions, focusing on matching clients with appropriate investment models based on personal and plan information.

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.

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.

Gerald Marino is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 15 years of industry experience. He has been associated with Royal Alliance Associates since 2011. Outside of advising, Marino works as a tax preparer for Maiorano & Associates, Inc., preparing individual tax returns. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

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.