Joseph Alamo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long-term roles at Avantax Advisory Services and related entities, as well as over three decades at the Office of Court Administration. In addition to advisory work, he maintains an accounting and tax practice focused on financial planning and investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports multiple program structures and custodial relationships.

Jacek Kalisz is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. 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 constructed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

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.

Michael Kosik is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in a personal trust business based in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and risk modeling techniques.

Craig Haber is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Cetera since 2017 and also operates Catarina Catarina, an internet sales business. Additionally, he serves as a business advisor for Audition Technology, a medical device company. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party managers.

Glen Gill is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. His current practice is based in Red Bank, New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a variety of investment and financial services.

Supriya Dave is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. 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.

David Perrone is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 19 years of industry experience. Perrone is also the owner of support companies and operates in the non-variable insurance space, providing clients with term, whole life, and long-term care insurance quotes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and risk profiling tools and supports a large advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.