Dominick Giovannone is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2025. He is a majority owner of Giovannone GP, LLC, a merchant partnership based in Red Bank, NJ. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, supporting a diverse range of client needs.

Christine Kane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Mary Laferriere is a Series 66-licensed financial advisor with LPL Financial and has 20 years of industry experience. Her prior roles include 12 years at CUNA Brokerage Services, Inc. and Cuna Mutual Insurance Society, as well as three years with U.S. Bancorp Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

John Grande is a CFP® professional with 30 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for five years. Prior to this, he held positions at firms including Wells Fargo Advisors and Cetera Advisor Networks. He is also Vice President of Grande Financial Services, Inc., a company he has been involved with since 1995 in a supervisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to assist clients in decision-making.

Linda Weckherlen is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in a business called Fudicia in Dio, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Ryan O Keefe is a financial advisor with Cetera located in Manasquan, NJ. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2024. Prior to his advisory role, he worked in various capacities including in the food service industry and at The Catholic University of America. Outside of his advisory responsibilities, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Bryce Campbell is an Investment Consultant at the Red Bank branch of Fidelity Investments. In this role, he focuses on understanding clients' personal and financial goals to co-create comprehensive financial plans tailored to their needs. He emphasizes a holistic approach that fosters long-lasting and trustworthy relationships with clients. Bryce has experience in the financial services industry, having held positions including Relationship Manager at Fidelity Investments from 2023 to 2024, Senior Investment Specialist at Merrill Edge from 2022 to 2023, and Client Associate at Sestito Financial Services from 2021 to 2022. Outside of his professional work, Bryce has interests in fitness, football, golf, movies, and pets.

Julie Marks is a financial advisor with Charles Schwab in Freehold, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research.

Desislava Maloney is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities 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 provides both brokerage and advisory solutions.

Pragati Gautam Sharma is a financial advisor at OSAIC with 38 years of industry experience. She holds a Series 63 designation and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Investacorp, Inc. In addition to her advisory role, she assists clients with insurance needs through an agent capacity. OSAIC serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and supports a variety of client segments including high-net-worth individuals, retirement plans, charities, and corporate clients.

Peter Pabon is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Cetera and has prior experience at Cetera Advisors LLC and Lincoln Investment Planning Inc. In addition to his advisory role, he is involved with SAFE HARBOR FINANCIAL LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Danielle Herman Knotz is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

John Abadiotakis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. 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, combining research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory.

Christopher Caputo is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at National Asset Management, National Securities Corp, and ownership of Caputo Asset Management, an expense management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Michael Giblin Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Allied Wealth Partners, Securian Financial Services, Minnesota Life Insurance, Bank of America, and Merrill. He is also registered as an agent/broker for fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program structures.

Michael Sawyer is a financial advisor with Morgan Stanley who holds Series 63, Series 66, and Series 65 credentials and has 45 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2003. Outside of advising, he is involved in managing real estate investments in Spring Lake, NJ, and Miami, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and provides comprehensive investment services through its broad platform.

Jason Mctaggart is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory role, he is involved with The Child Wellness Institute, where he reviews financial goals and funding strategies. Wells Fargo Advisors is an institutional broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad menu of planning services supported by Wells Fargo research and tools, with a focus on discrete planning engagements across various specialized areas.

Nicholas Agostinacchio is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2023, he worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years. 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 asset management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Andreach is a CFP® professional with 31 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, UBS Financial Services, and RBC/City National Bank. He serves as a board member of the Monmouth Arts Council of Red Bank, where he participates in event organization and strategic planning for the foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates both in-house and third-party managers to meet client objectives.

Anne Madden is a financial advisor at LPL Financial with 22 years of industry experience. She previously worked for Royal Alliance Associates, Inc. for 18 years before joining LPL Financial in 2024. In addition to her advisory role, she is an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.