Michelle Kraus is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Wells Fargo Bank, Santander Securities, and Lisa Patchell, State Farm Agent. 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.

Oscar Manrique is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years before joining Raymond James in 2026. He is also the sole owner of Castleton Wealth Management, an investment-related business based in Staten Island, NY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm provides non-discretionary, tailored investment consulting using analytical tools and supports a broad network of advisors in addressing various client needs.

Frank Petrelli is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2024. Outside of his advisory role, Petrelli serves as a firefighter and union president for Paterson Fireman Local 202, as well as the legislative chairman for the New Jersey State Firefighters Mutual Benevolent Association. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, including third-party managed programs and discretionary portfolios, and offers ERISA fiduciary services for qualified plans.

Devon O'Brien is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has served as a lead server and assistant manager in the hospitality industry for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm offers model-driven investment implementation and access to third-party asset managers, along with financial planning and consulting services.

Joseph Benton is a Series 66-registered financial advisor with LPL Enterprise, where he has worked since 2024. He has five years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Anthony Ferrara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016, alongside running FJS since 1978. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Sebastian Messina is a CFP® professional with 42 years of industry experience, currently associated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, accumulating over 14 years within Wells Fargo entities. Messina has an ownership interest in Marinus Financial, LLC, where he dedicates a significant portion of his time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Michael Eisenbraun is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for the Institute for Basic Research, is treasurer of the New Jersey State Society of Physician Assistants, and volunteers as an Emergency Medical Responder with the Little Silver EMS. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Jinesh Shah is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized wealth strategies tailored to each client’s evolving needs. As a Merrill Wealth Management Advisor, he focuses on structuring and aligning broader financial strategies encompassing investment management, tax efficiency, retirement planning, and risk considerations. He works with a select group of business owners and high-earning professionals to address complex financial decisions requiring coordination, clarity, and a long-term perspective. His work particularly centers on clients navigating key financial inflection points, such as liquidity events, concentrated positions, and peak earning years. Jinesh serves as a strategic advisor, collaborating with clients’ CPAs and attorneys to ensure financial decisions are coordinated across investment, tax, and estate considerations. His professional credentials include Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Jinesh holds a Bachelor's Degree from Drexel University and is proficient in English, Hindi, and Gujarati. Outside of his professional role, he enjoys hiking, music, photography, pickleball, reading, swimming, tennis, traveling, watching movies, and yoga.

Anthony Collora is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. He has been with Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns Collora GP, LLC, an investment-related merchant partnership, and is the sole owner of AJC Wealth Management Inc., a personal S corporation focused on individual tax planning. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Christopher Keegan is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Wells Fargo Bank, Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lydia Lam is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2021 and has prior experience with HSBC Securities, Cetera, Cathay Bank, and LPL Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.