Devon O'Brien is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to his advisory roles, he worked in hospitality and food service as a lead server and assistant manager at Villaggio Iccara, a position he has held since 2015. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

Joseph Benton is a financial advisor at LPL Enterprise with a Series 66 credential and five years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Benton is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset managers, and insurance products.

Anthony Ferrara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016, alongside running FJS since 1978. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Sebastian Messina is a CFP® professional with 42 years of industry experience, currently associated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, accumulating over 14 years within Wells Fargo entities. Messina has an ownership interest in Marinus Financial, LLC, where he dedicates a significant portion of his time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Jinesh Shah is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized wealth strategies tailored to each client’s evolving needs. As a Merrill Wealth Management Advisor, he focuses on structuring and aligning broader financial strategies encompassing investment management, tax efficiency, retirement planning, and risk considerations. He works with a select group of business owners and high-earning professionals to address complex financial decisions requiring coordination, clarity, and a long-term perspective. His work particularly centers on clients navigating key financial inflection points, such as liquidity events, concentrated positions, and peak earning years. Jinesh serves as a strategic advisor, collaborating with clients’ CPAs and attorneys to ensure financial decisions are coordinated across investment, tax, and estate considerations. His professional credentials include Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Jinesh holds a Bachelor's Degree from Drexel University and is proficient in English, Hindi, and Gujarati. Outside of his professional role, he enjoys hiking, music, photography, pickleball, reading, swimming, tennis, traveling, watching movies, and yoga.

Anthony Collora is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He has been with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns Collora GP, LLC, an investment-related merchant partnership, and is the sole owner of AJC Wealth Management Inc., a personal S corporation focused on individual tax planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Christopher Keegan is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Wells Fargo Bank, Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services. 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.

Brandon Kape is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he co-owns a charter fishing business, Right Bite Charters, LLC, in Brick, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides planning in areas including retirement, education, and business-owner transition, supported by proprietary research and tools.

Sophia Genna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at the New Jersey Innovation Institute, Forest Hill Field Club, and Rutgers University. Equitable Advisors serves individual clients across wealth spectrums, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

Mirian Marquina is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. 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.

Daniel Merkl is a financial advisor with Equitable Advisors and holds the Series 66 credential. He has been in the industry since 2026, starting his advisory career with LPL Financial Enterprise before joining Equitable Advisors. Prior to his financial services roles, he has held various positions including work in marketing and hospitality, and attended Indiana University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing third-party managers and a variety of investment vehicles.

Alex Coyle is a Planning Consultant at Fidelity Investments, where they focus on helping clients pursue their financial goals through personalized retirement planning. In this role, Alex collaborates with clients using various planning tools and resources to co-create and implement effective financial plans. Alex has been with Fidelity Investments since 2020, progressing through roles including Financial Representative and Relationship Manager before their current position. This experience has provided Alex with a comprehensive understanding of client relationship management and financial planning services.

Vincent Benevento is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and continues at Cetera since 2024. Outside of his advisory role, he is involved in fixed insurance, including life, health, disability, annuities, and long-term care products through Hudson Wealth Management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management and offers a multi-manager platform that allows advisors to implement a range of investment strategies across various program structures.

Anthony Caputo is a Financial Advisor and Resident Director at Merrill Lynch Wealth Management in Iselin, New Jersey. He has been with Merrill Lynch since 2012 and joined the Barry team in 2016 after working at the Merrill Advisory Center, where he developed investment strategies tailored to clients' goals and financial needs. Anthony's client focus includes areas such as college education planning, corporate benefits, executive compensation, family wealth management strategies, and tax minimization. He holds a Bachelor of Arts in International Affairs and a Master of Business Administration in International Business from Wagner College. Anthony is also designated as a Personal Investment Advisor (PIA). He communicates in both English and Italian. Outside of his professional endeavors, Anthony enjoys spending time with his family, traveling, and coaching little league and soccer. He is also actively involved in community organizations such as CYO NY Basketball, Junior Achievement of New Jersey, Ronald McDonald House Charities, South Shore Little League, and the Staten Island Youth Soccer League.

Jared Venutolo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience at Deloitte and Clemson University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies through a centralized consulting team.

Gabriel Lavigne is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025. Lavigne serves on the boards of several nonprofit organizations, including the Middlesex County Regional Chamber of Commerce, The Grande at Colts Neck, and Elijah's Promise in New Jersey. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a variety of programs including wrap accounts and private funds.

Sean Clarke is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Equitable Advisors, his work experience includes roles at the Naval Air Warfare Center Aircraft Division and several positions in the food service sector. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives.

Philip Livoti is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. He also refers clients to a full-time realtor in real estate transactions and works as a sales agent for property and casualty insurance at Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Alfred Farrell Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at PNC Investments and Santander Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven strategies.

Christopher Digregorio is a financial advisor with Ameriprise in Freehold, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Janney Montgomery Scott from 2015 to 2019 before joining Ameriprise in 2019. Outside of his advisory role, he co-owns DGAM LLC and Xcelerate Growth LLC, managing business operations and office space. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.