Scott Allen Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Rowan University and the Borough of Surf City. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using a range of advisory models and third-party asset managers.

David Shaw is a financial advisor with Raymond James Financial, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Cetera, Allied Wealth Partners, Edward Jones, and UBS Financial Services. Outside of advisory work, he is involved in fixed insurance sales through outside carriers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Jonathan Biagioli is a financial advisor with Equitable Advisors in Wall, NJ, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles in retail and service industries, including positions at Baccarat Flagship Boutique and Warby Parker. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs implemented through third-party managers and its network of Investment Adviser Representatives.

Matthew Greiner is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

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.

Michael Mema is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2022. Prior to joining Fidelity, Michael held roles at Bank of America Merrill Lynch, including Vice President, Internal Product Specialist from 2016 to 2019 and Assistant Vice President, Financial Advisor from 2014 to 2016. As a CFP® professional, Michael specializes in providing comprehensive financial guidance to high-net-worth individuals and families. His expertise includes crafting tailored retirement and income plans, implementing strategic investment strategies, analyzing equity compensation, and integrating estate planning considerations for a holistic planning approach. He focuses on building long-term relationships and empowering clients with the tools needed to pursue financial success and peace of mind.

Jonathan Weitzman is a financial advisor with Cetera, holding a Series 66 designation and having two years of industry experience. His background includes roles at Ernst & Young and King Financial Network, where he currently serves as a wealth management advisor. He also holds a board fiduciary position at Fairleigh Dickinson University's Silberman College of Business. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

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.

Mark Amato is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MML Investors Services, Inc. and Massmutual Life Insurance Company since 2002. Mass Mutual Investors Services, LLC 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, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-oriented planning.

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.

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.

Stuart Lesser is a Series 66-licensed financial advisor at Edward Jones in Manalapan, NJ, with 17 years of industry experience. He has been with Edward Jones since 2008. He has residual interests in Vitavet Labs from sales by his late wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of over 23,700 financial advisors.

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.