Robert Simons is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Davidson Wealth Management and Santander Securities. Outside of his advisory role, he is involved with Mon Alyssa's Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and investment committee resources to model outcomes.

Steven Mcgovern is a financial advisor with LPL Financial in Wall Township, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2001 and previously worked at Ibex Wealth Advisors, LLC from 2014 to 2017. Mcgovern is also involved in selling life and disability insurance through non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies to support diverse investment strategies.

Keith Sadlowski is a financial advisor with Cetera who holds the Series 66 designation and has eight years of industry experience. His prior work includes a 20-year tenure at BlackRock and roles at several firms including Minnesota Life, Securian Financial Services, and Mid Atlantic Resource Group. Outside of his advisory work, Sadlowski is a board member and assistant coach for the Pinelanders Youth Soccer Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Ryan Shea is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Prudential in various capacities. Outside of his advisory role, he is an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and nonprofit clients. The firm utilizes a range of advisory models, including third-party programs and discretionary management, serving both non-high-net-worth and high-net-worth clients.

James Morgart is a financial advisor with Ameriprise in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Scott Mcgimpsey is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Summit Financial Group and Summit Brokerage Services. Mcgimpsey is also the owner of Unified Planning Group, LLC, and serves as chapter president of the American Financial Education Alliance, where he teaches classes on general financial education topics such as Social Security and Medicare. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.

Janet Gaglione is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements with employers.

Jamie Chasey is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its advisory services.

Jonathan Shippee is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors for eight years and has been with LPL Financial since 2015, including a current tenure starting in 2024. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.

Maria Bailey is a financial advisor at Merrill with Series 63 and Series 65 designations and 17 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tony Bellomo Jr. is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2008. Outside of financial advising, he has a background role as an actor in a television show which may expand to speaking parts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

Antonio DiPalalma is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Royal Alliance, and Petersen Investments, Inc. He also serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

James Capen III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2009. Capen also operates as an independent contractor under the Banyan Wealth brand. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary financial planning and investment consulting, utilizing analytical tools and risk profiling to support client goals.

Amanda Ingenito is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She currently supports clients in navigating their financial planning journeys, aiming to provide guidance tailored to individual circumstances. Prior to this role, Amanda held positions at Fidelity Investments as a Relationship Manager from 2023 to 2024 and a Financial Representative from 2022 to 2023. She began her career as a Retirement Specialist at Vanguard, serving from 2021 to 2022. Throughout her career, Amanda has developed expertise in financial planning and client relationship management, focusing on assisting clients with making informed financial decisions based on their unique goals. In her personal time, she enjoys activities such as beach outings, biking, attending concerts, fitness, music, and outdoor adventures.

Joseph Stanco is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He previously held roles at Wilmington Trust, Merrill Lynch, Bank of America, and Icon Information Consultants. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

John Rauch is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Wells Fargo entities since 2012. He is also a part owner of Marinus Financial LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions including retirement, education, risk management, and specialized services like business-owner transition and special-needs planning.

Rebecca Proske is a financial advisor with Charles Schwab, holding a Series 63 designation and 29 years of industry experience. She has been affiliated with Charles Schwab and her own business, Proske Financial Management Company, since 2013. Proske Financial Management is a non-investment-related activity through which she manages office expenses for a franchise. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Donna Delgado is a financial advisor with Equitable Advisors in Spring Lake, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with Equitable Advisors since 2008, including its predecessor Axa Advisors LLC, where she also worked from 2008 to 2020. Outside of her advisory role, she is involved in property management as a landlord in Belmar, NJ. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, with an emphasis on matching clients to appropriate program models and third-party managers.

Michael Giordano is a financial advisor with Charles Schwab in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Bank of America, Merrill, and Fidelity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Joe Doles is a Financial Consultant at Fidelity Investments, where he works with clients and their families to develop personalized investment strategies. He leverages Fidelity's resources, technology, and specialists to support his clients in achieving their financial goals. With over 26 years of experience in financial services, Joe has held roles including Mutual Fund and ETF Wholesaler at BlackRock & iShares from 2015 to 2022, Mutual Fund Wholesaler at Lord, Abbett & Company from 2002 to 2015, and Customer Support Manager at Datek Online, now TD Ameritrade, from 1999 to 2002. Outside of his professional work, Joe enjoys boating, family activities, golf, skiing, and traveling.