Daniel Shearer is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with Zenith Marketing, which focuses on Medicare supplements. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Ryan Orsley is a financial advisor with Ameriprise in Little Silver, NJ, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Kimberly Vazquez is a financial advisor with Morgan Stanley, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. She worked at Goldman, Sachs & Co. for 24 years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm‑approved tools and serves approximately $2.74 trillion in client assets.

Robert Greco is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Securities America Advisors, Inc., Sunset Financial Services, Inc., Hornor, Townsend & Kent, LLC, and MSI Financial Services, Inc. In addition to his advisory role, he is involved in the insurance sales and service business through Greco Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is known for its scale, complex affiliate network, and a variety of investment programs delivered through multiple custodial and third-party relationships.

Allan Proske is a financial advisor with Cetera who holds a Series 63 designation and has 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2013, including First Allied Securities and First Allied Advisory Services. Outside his advisory role, he serves as board president of the nonprofit Family Resources Associates and is involved in multiple coaching and entrepreneurial ventures. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to affiliated and third-party managers across various program platforms.

Mohammed Korany is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. In addition to his financial career, he has been employed at McDonald's since 2004. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Feder is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Rasmussen is a financial advisor at Merrill with over 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1993. Outside of his advisory role, he serves as an executor for a family estate. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gregory Pomerantsev is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank, N.A. since 2018. His career also includes prior roles at J.P. Morgan Securities and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Steven Barsolona is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons. Barsolona also owns Barsolona Financial, a business entity used for tax and investment purposes. 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 a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Brian Manning is a CFP® professional affiliated with Morgan Stanley, with 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. 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 employs a structured financial planning process supported by firm‑approved tools and global investment research.

Jeffrey Shapiro is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at MetLife Securities Inc. from 2015 to 2017. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical software and provides a range of investment and educational services.

Kyle Vitale is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He has worked at LPL Financial since 2004 and was previously with WS Griffith Securities, Inc. from 2002 to 2004. He also serves in a fiduciary capacity outside of his investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Frank Fallon is a Financial Advisor at Merrill Lynch Wealth Management with over 16 years of experience in wealth management. He specializes in helping families build and protect their wealth through personalized strategies tailored to their financial goals. His areas of focus include college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Frank holds the Personal Investment Advisor (PIA) designation and has completed a non-accredited certificate program from The Chubb Institute. He approaches client relationships with prudence, integrity, and commitment, aiming to deliver results that align with each client's unique objectives. Outside of his professional work, Frank enjoys baseball, basketball, boating, boxing, chess, cooking, football, hiking, music, and spending time with his family.

Mary Elliott is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves as president of MTD Capital, a factoring brokerage. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and investment research.

John Geoghan is a financial advisor at Merrill with 33 years of industry experience. He holds the Series 63 designation and was previously with UBS Financial Services from 1992 to 2025. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Bohinski is a financial advisor with LPL Financial in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2023 and previously spent seven years with Cetera Advisors LLC. Outside of his advisory role, he is a part owner of a property and casualty insurance agency and works as an agent selling title insurance, Medicare supplement plans, and other insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad array of non-advisory financial offerings.

Richard Thomas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera and its affiliate Cetera Investment Services LLC since 2001 and also maintains a long-term role at The Provident Bank. 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 portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and oversight structures.

Christine Purcell is a financial advisor at Fidelity with 18 years of industry experience. Her background includes eight years at Heritage House Sotheby's International Realty before joining Fidelity in 2019. She holds the Series 63 and Series 66 designations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including a charitable gift fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while applying oversight controls.

Joseph Pearce is a CFP® professional with 27 years of industry experience, currently serving with OSAIC Wealth, Inc. since 2026. He previously worked at LPL Financial LLC for seven years and Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is involved in supporting his wife's interior design business in Point Pleasant, New Jersey, by managing operational tasks related to the firm's relocation and vendor coordination. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization techniques and supports a range of investment programs delivered through a complex network of affiliated broker-dealer and RIA relationships.