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.

Joseph Serzan III is a financial advisor with Edward Jones in Spring Lake, NJ, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Ethan Stewart is a CFP®-certified financial advisor with four years of industry experience, currently with Charles Schwab & Co., Inc. He previously worked at Merrill and has held roles in both academic and entrepreneurial settings, including at Rowan University and as part of Sandscapes LLC. 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 a mix of non-discretionary and discretionary investment guidance, using multi-asset model portfolios supported by research from Schwab Center for Financial Research.

William Surdovel is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at Merrill from 1995 to 2009 before joining UBS, where he has been since 2009. Outside of his advisory work, he serves as a football official for NCAA games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and asset allocation models to tailor client plans.

Thomas Lord is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes positions at Wells Fargo, Fidelity Brokerage Services, and AAA Mid-Atlantic. He is also active as an investment advisory representative at Rockdale Financial Services, where he performs administrative duties. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management strategies, including discretionary and non-discretionary services, leveraging affiliated and third-party managers across multiple program structures.

Daniel Gamble is a financial advisor with Morgan Stanley in Avon, New Jersey, holding a Series 66 credential and 19 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, Gamble serves as an officer and trustee for local organizations including the Avon Fire Company and Avon First Aid & Rescue Squad. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning and broad investment offerings.

Marion Sommer is a CFP®-designated financial advisor with 26 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and also has experience with Metlife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning without providing investment discretion.

Joyce Wajda is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1986. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Mark Pellecchia is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Pellecchia serves as a public official on the Board of Fire Commissioners in Allenwood, NJ, and is a part-time wildland firefighter with the New Jersey Forest Fire Service. He also holds board and leadership roles at the Spring Lake Golf Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes matching clients to advisory program models and third-party asset managers and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Brehm is a financial advisor with Ameriprise in Brielle, NJ, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his primary role, he is involved in a partnership with another Ameriprise advisor at Munn and Associates. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Yitzchak Goldsmith is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 designations and bringing 18 years of industry experience. He has been with Mass Mutual and its affiliated firms since 2015. In addition to his advisory role, he is also engaged as a sales agent in life and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Daniel Grieco is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Cetera and its affiliated entities since 2010 and also operates Grieco Financial Solutions LLC. Outside of advisory work, he is employed part-time as a package loader in New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Karen Flannery is a CFP® with 16 years of industry experience, currently with Osaic Wealth, Inc. She previously worked at Lincoln Financial Advisors for 14 years and has held roles at LPL and Planahead Financial Services. In addition to her advisory work, she provides accounting and tax preparation services through her CPA practice, Flannery & Associates LLC, and serves as a trustee for a special needs trust. Osaic Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services across various financial planning and portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a multi-advisor platform with access to proprietary strategies and third-party managers.

Philip Rachmelowitz is a financial advisor with Cetera based in Lakewood, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long-term roles at Avantax Advisory Services, Avantax Investment Services, and Avantax Insurance Agency. In addition to advisory work, he operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

James Meindl Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at BlackRock Investments, LLC from 2014 to 2025 before joining Cetera in 2025. Since 2020, he has also been a wealth management advisor with King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary investment options.

Charles Sergewick is a financial advisor with Merrill based in Toms River, NJ, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Merrill since 2014 and concurrently with Bank of America, N.A. since 2015. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Fusco is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His career includes prior roles at LogicSource, Inc. and educational positions at the University of St Andrews, George School, and Peddie School. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support its financial planning process.