Charles Head is a financial advisor at Fidelity with 37 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes over 16 years at Tiaa and a year at The Vanguard Group, Inc. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and multi-manager structures.

Sergio Pessoa is a financial advisor with Mass Mutual Investors Services in Monmouth Beach, New Jersey, holding CFP® and ChFC® designations and over 23 years of industry experience. He has been with Mass Mutual and its affiliated firms since 2002. Outside of his advisory role, Sergio is involved in several entrepreneurial ventures, including co-owning a family coffee retail business and managing third-party administration services for qualified retirement plans. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented client relationships.

Yosef Pick is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses, and has three years of industry experience. Prior to joining LPL Enterprise, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2017 to 2026. Outside of his advisory role, he provides IT support for his wife's e-commerce business. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a wrap program, along with affiliated trust custody, insurance services, and lending programs.

Anna Jasicki is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011, following a brief tenure at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market-based modeling techniques.

Cory Case is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, following a prior role at AXA Advisors, LLC. Outside of his advisory work, he is a member of BNI in Manahawkin, NJ. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

Roy Schoenfeld is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 14 years of industry experience, having previously worked at Merrill, Bank of America, and OSAIC. Outside of advising, he offers disability insurance and fixed annuities and works as a delivery driver. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Shannon Schiavo is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2009. Outside of her advisory role, Schiavo is involved in beekeeping as a non-investment-related business activity. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Scanapicco is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience with Citigroup Global Markets and Wells Fargo Clearing. Outside of his advisory work, he is involved with Jellie Belle Holdings LLC, a company engaged in movie productions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning and broad retail and institutional investment solutions.

Nicholas Cherekjian is an Investment Solutions Representative III with experience at Fidelity Investments and Wells Fargo Advisors. His roles have included Investment Solutions Representative I and High Net Worth Associate at Fidelity, as well as Executive Office Case Advisor at Wells Fargo Advisors. He also held a position as an Actuarial Intern at Crum and Forster. Nicholas focuses on providing client service by listening to understand each client's unique goals, values, and concerns before formulating strategies. He aims to simplify complex financial concepts, offer clear guidance, and build trust through transparency and consistent follow-up. His approach emphasizes education and collaboration to empower clients to make decisions aligned with their objectives. Outside of his professional work, Nicholas enjoys fitness, hiking, outdoor adventures, running, snowboarding, and surfing.

Barry Gottlieb is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2010 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools with oversight from its Global Investment Committee.

Alexis Jaeger is a financial advisor at Primerica Advisors with seven years of industry experience. She holds the Series 63 and Series 65 credentials. Outside of her advisory role, she owns an online clothing business called His Kingdom Apparel. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes a model-delivery strategy supported by third-party asset managers and focuses on scaled advisory services through a large network of advisors.

Michael Cohen is a financial advisor with Osaic, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018, with prior experience at Signator Investors, Inc. and NEL Equity Services Corporation. Cohen is also president of MRC Wealth Management Inc., where he sells fixed life, disability, long-term care, and health insurance products. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Michael Ayerov is a Series 66-registered financial advisor with J.P. Morgan Securities in Manasquan, NJ, where he has worked since 2012. He has 21 years of industry experience, including prior roles at Merrill and Morgan Stanley. He serves as a board member on the fundraising committee for Chabad Lubavitch of Western Monmouth County, a nonprofit organization promoting Jewish life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Neil Montesano is a financial advisor with LPL Financial holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Montesano is also involved with Boland-Montesano Financial Group LLC, a non-investment business entity. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and technological tools.

Vicki Pace is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, with prior experience at Janney Montgomery Scott. Outside of her advisory role, she is involved with Pronto Gift Baskets, a retail and online store in West Chester, Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Austin Cioffi is a financial advisor with Mass Mutual Investors Services in Wall Township, NJ. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at National Holdings Corp and National Securities Corporation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning.

Anthony Mignone is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with the Ashar Group, a life settlement business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third-party managers, with a focus on tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Volpe is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Nicolaus & Co Inc for nine years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to support client financial strategies.

David Cash Alston is a financial advisor at Edward Jones with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America/Merrill Lynch and LPL Enterprise. Outside of his advisory role, he serves as deputy treasurer for Sage Well Compliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of wealth levels and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products through a nationwide network of advisors.

Agnieszka Kolbusz is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process uses structured discovery conversations and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.