William Bertscha is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior roles include positions at LSEG, ICE, Oppenheimer & Co, Northwestern Mutual, Tullett Prebon Financial Services, and Tradition Securities and Derivatives. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products on an integrated platform.

Antonio Alessandra is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley in various capacities since 2012. Alessandra is based in Red Bank, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a variety of retail and institutional investment services.

Tara Bitterly is a Series 66-credentialed advisor with Morgan Stanley, based in Red Bank, NJ, where she has worked since 2015, including nine years with Morgan Stanley Private Bank, N.A. She has nine years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Jane Vamos is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2017, following an eight-year tenure at Morgan Stanley Smith Barney LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s platform, enabling access to a wide range of products and services beyond typical managed accounts.

Jacob Forman is a Financial Consultant at Fidelity Investments, where he focuses on holistic financial planning for individuals and families. He works collaboratively with clients to create personalized strategies that address their unique financial goals and needs. Jacob has been with Fidelity Investments since 2018 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and now Financial Consultant since 2022. Prior to joining Fidelity, he served as a Financial Advisor at North Star Resource Group from 2015 to 2017. He holds the Certified Financial Planner (CFP®) designation and stays informed on industry trends to provide guidance tailored to his clients' requirements.

Christian Dammann is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. He began his career in 1997 as a trader on the New York Stock Exchange before transitioning to financial advising in 2007. Christian holds multiple FINRA registrations, including Series 7, 24, 25, 31, and 67, as well as Life and Health insurance licenses. He is also designated as a Personal Investment Advisor (PIA). Christian focuses on areas such as college education planning, family wealth management strategies, portfolio management services, and retirement income. He emphasizes building trusted relationships with clients, helping them plan for life’s changes and challenges through personalized and attentive financial advice. Christian is committed to guiding clients by advising them on making informed decisions rather than simply providing information. He earned a Bachelor of Science degree in Business Management in 1997 from Southern Connecticut State University, where he was a four-year starter and team captain on the football team. Christian engages in community service, having served as president of the Red Bank Kiwanis Chapter from 2013 to 2014, contributing to fundraising efforts for local children's organizations. His personal interests include biking, fishing, football, golfing, reading, surfing, and spending time with his family.

Alejandro Sanchez Ordonez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America since 2020 and previously held positions at Capital One Bank, National Geographic, and CUNY The City College of New York. Outside of his advisory role, he is a board member and 2nd Vice-President of the Alumni Association of the City College of New York and is the founder and managing member of Brooklyn Wear Company, a clothing retailer. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Cultrera is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at Woodbury Financial Services, Ridgewood Savings Bank, Infinex Investments, and National Securities Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Yevgeniy Morozov is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC since 2012, alongside a concurrent role at JPMorgan Chase Bank, NA. From 2019 to 2022, he was also affiliated with Mz Technology Corp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Corey Spina is a financial advisor at Osaic with one year of industry experience. Prior to joining Osaic, he worked at BetMGM and MLB Network. He is also associated with Evergreen Financial Group, LLC, where he works with clients on investment planning for retirement and college savings. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Lisa Natale is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2016. Outside of her advisory role, she serves as President of the American Legion Auxiliary and Vice President of Monmouth County, a charitable organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

John Badenhop is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets beginning in 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets through a structured planning process that uses firm-approved tools and market models.

Duane Sunby Jr. is a financial advisor with LPL Financial in Shrewsbury, NJ, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL in 2021, he worked for First Discount Brokerage, Inc. for 16 years. He is also involved with NPPG, LLC and NPPG Employee Benefits LLC, which focus on employee benefits and non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Mclaughlin is a financial advisor at Primerica Advisors with 29 years of industry experience. He has been with Primerica Financial Services since 1995 and Primerica Advisors since 1996. His credentials include Series 63 and Series 65 licenses. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Spatola is a financial advisor with OSAIC, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Royal Alliance, Santander Securities, Raymond James Financial Services, and others. Outside of advising, he co-owns a temporary employment business and a printing company. OSAIC serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diversified portfolios, with services available on both discretionary and non-discretionary bases.

John Renaghan is a financial advisor at UBS Financial Services with a Series 66 license and one year of industry experience. Prior to joining UBS, he held roles at Broderick's Flower Shop, Hudson Wealth Partners, and Facilipay. He also has a background that includes work at Camp Serendipity and education-related positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management, financial planning, and access to capital markets and proprietary research.

Karl Jean Baptiste is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 22 years of industry experience. His work history includes multiple roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior experience with New York Life Insurance Company and NY Founding Hospital. He has been associated with J.P. Morgan Securities since 2012, with a brief hiatus before rejoining in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in assembling investment options.

Stanley Nartowicz is a financial advisor with Primerica Advisors in Neptune, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Jason Van Brunt is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with two investment-related rental property businesses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer platforms.

Robert Coon is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, and Wachovia Bank. Outside of advising, he is also active as an artist and musician. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services utilizing model portfolios, third-party asset management programs, and a range of financial products through its integrated platform.