Paul Balestiero is a CFP® with 26 years of industry experience, currently with LPL Financial since 2018. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Morgan Stanley DW Inc. He also operates Estate Planning Services, which he has been involved with since 2004. 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 offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Joseph Silerto is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including nearly two decades at Scottrade, Inc. prior to joining LPL Financial in 2019. His career also includes roles at National Securities Corp, National Asset Management, PRUCO Securities Corporation LLC, and the Prudential Insurance Company of America. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Beatrice Mcfarlin is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2012, after a 27-year career with Newark Public Schools. Additionally, she participates in sales of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies supported by third-party asset managers and offers a range of investment approaches, with approximately $15.5 billion in assets under management.

Ken Terranova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dina Delre is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. since 2005. In addition to her advisory role, she operates as an independent insurance agent specializing in dental and group disability income, disability, property and casualty, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved software to analyze client goals.

Robert Travis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has dedicated his career to helping clients manage their wealth through personalized strategies that reflect their individual financial goals and adapt to changing market conditions. With nearly four decades of experience, he specializes in areas including managing new wealth, personal retirement planning, portfolio management, small business strategies, and both individual and corporate investment strategies. Robert focuses on guiding business owners with $5 million to $25 million EBITDA through strategic exit planning and post-sale wealth activation. He works closely with a selective group of boutique investment banks to deliver specialized expertise and facilitate transitions from passive wealth to active wealth creation via new ventures and investments. He holds a Bachelor's degree from Michigan State University and is a graduate of the Epley School of Business as a Claire Scholar. Robert also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, he volunteers with local organizations and enjoys personal interests such as biking, boating, cooking, skiing, swimming, woodworking, and spending time with his family.

Harry Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Applebrook Homes, the United States Post Office, and PFS Investments, Inc. He is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Andrew Kelly is a Series 66-licensed financial advisor with Morgan Stanley, based in Shrewsbury, NJ, and has 11 years of industry experience. He has worked at Morgan Stanley since 2014 and currently serves at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

John Sweeney is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, at Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets from 1993 to 2009. He is based in Shrewsbury, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Mark Sherman is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Sherman holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in The Sherman Real Estate Group, a real estate investment business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Patrick Monahan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services. Outside of his advisory role, Monahan coaches youth baseball players with the NJ Intensity Baseball Program. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Jeffrey Harris is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. He joined UBS in 2020 after working at Phyton Talent Advisors from 2019 to 2020. He holds a degree from Rutgers University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans to clients’ goals and risk tolerances.

James Capuano Jr. is a financial advisor with LPL Enterprise and holds the ChFC® and Series 63 designations. He has 44 years of industry experience, including over three decades with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is involved in selling property and casualty insurance as well as servicing Medicare Supplement insurance. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

James Migliore is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Lester Auto Group/Lester Glenn. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jesus Milara is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo entities since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jerald Aloof is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 40 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology-driven tools and a broad suite of non-advisory financial services.

Brendan Vlasak is a financial advisor at Fidelity, holding a Series 66 designation. He has been with the firm since 2026. His prior experience includes roles in education and banking, with positions at Warren Township Schools, Magyar Bank, and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Mickendrow is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Equitable Advisors since 2005, including time with its predecessor, AxA Advisors. Outside of his advisory work, he volunteers as a youth football coach for Pop Warner. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to appropriate advisory models and third-party asset managers, offering a range of investment options including mutual funds, ETFs, and alternative investments, while providing ERISA fiduciary services to qualified plans.

Dennis Beaumont is a CFP®-credentialed financial advisor with 29 years of industry experience, currently affiliated with LPL Enterprise. His prior experience includes roles at The Prudential Insurance Co. of America, Pruco Securities, LLC, Brokers International Financial Services, LLC, Beautiful Mountain Group, and Allstate Insurance Co. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment approaches developed by internal and third-party strategists, offers financial planning and consulting, and facilitates insurance product sales through affiliated entities.

Michael Cantor is a financial advisor with Ameriprise in South Amboy, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.