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 based in Manasquan, NJ, holding a Series 66 credential and having 11 years of industry experience. He previously worked at Wells Fargo Advisors for eight years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Maria Bailey is a financial advisor at Merrill with Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, which enables access to a broad range of investment products and services.

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 in Brick, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2009. Capen also operates under the Banyan Wealth brand as an independent contractor. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiles and firm research to tailor recommendations while maintaining client decision authority.

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.

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 Series 66 licensed financial advisor with Equitable Advisors in Spring Lake, NJ, where she has worked since 2008. She has 17 years of industry experience, including 12 years at Axa Advisors LLC. Outside of her advisory role, she has been involved in property management in Belmar, NJ. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Justin Rhine is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Merrill, Bank of America, TD Ameritrade, and Charles Schwab. 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Leonard Ludovico is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at CUSO Financial Services, LP and Sorrento Pacific Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jeffrey Cattanach is a financial advisor at Cetera with six years of industry experience. He holds a Series 65 credential and has previously worked with Avantax Advisory Services and Fides Financial, among other firms. In addition to his advisory role, he owns and operates a separate entity providing tax preparation, consulting, and corporate tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide 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 that allows advisors to implement affiliated and third-party model portfolios, as well as bespoke strategies.

Regina Sherman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her career includes roles at IMC and PFS Investments Inc., and she is involved with Fox Hollow Vineyards and RTC Distributions. Sherman also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Eric Sweeney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Bank NA and Wells Fargo Advisors, 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and adherence to diversification principles and modern portfolio theory.

David Wyss is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS for 19 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.