Yisroel Krohn is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2018. He also has a longstanding role with Mayco Financial Services and previously worked at Cadaret, Grant & Co., Inc. Krohn holds the Series 66 designation. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Randy Jarzyna serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. In this role, he focuses on providing clients with comprehensive financial planning services. Throughout his career, Randy has dedicated himself to assisting clients in various aspects of financial planning, including basic investing, income protection, retirement planning, and estate planning. He emphasizes engaging clients in discussions about their goals, objectives, and concerns to tailor his approach effectively.

Hugh Dzenis is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor, AXA Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of firm-offered and third-party advisory programs, implementing investment solutions through mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dominick Palumbo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Wells Fargo Bank, PNC Investments, Banc of America Investment Services, PNC Wealth Management, and Equitable Advisors. Palumbo serves as treasurer for the Algonquin Theatre, where he participates in financial discussions related to the theatre’s operations and community contributions. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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, utilizing research from Wells Fargo Investment Institute and emphasizing diversified portfolio strategies.

Cheryl Mara is a Series 66-licensed financial advisor with Morgan Stanley, based in Shrewsbury, NJ, and has 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning utilizing structured discovery tools and quantitative modeling to support clients’ financial goals.

Richard Murphy is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, following six years at Citigroup Global Markets. Outside of his advisory role, Murphy serves on the board of the Diocesan Investment Trust for the Episcopal Church of New Jersey, advising on its investments. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and market simulations and offers a broad range of retail and institutional investment solutions.

John Weber Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked at LPL Financial since 2018 and previously spent two years with Kestra Financial Services and over two decades with Nationwide Provident. Outside of his advisory role, he is involved with Weber Wealth Management, LLC, which operates as a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various technology tools.

Rodney Mcmillian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Wells Fargo Bank NA since 2003 and joined Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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.

Pavel Stuchinskiy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has worked at Wells Fargo since 2019 and previously at JPMorgan Chase and TD Bank. Outside of finance, he is associated with Royal King Driving School, LLC. 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 utilizes research and analytics to support its investment approach and offers both brokerage and advisory solutions at a large scale.

Marisa Margarites is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2018 and has worked within the Raymond James Financial Services network since 2016. Margarites serves as a board member for the Belmont Condominium Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Paul Desmond is a ChFC®-designated financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked with LPL Financial. In addition to his advisory work, he owns Wealth Insight Group Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Anjeanette Salvaryn is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2020, she spent over three decades at Foresters Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Leon Silvestre is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Santander Securities, LLC for six years before joining Wells Fargo in 2022. Outside of his advisory role, he is a co-owner and property manager of a rental property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacquelyne White is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Charles Buono is a Financial Consultant at Fidelity Brokerage Services, LLC, a position he has held since 2021. He brings over 20 years of experience in the financial services industry to his role. Prior to joining Fidelity, Charles worked as a Financial Advisor at AIG Retirement Services from 2018 to 2021, and as Vice President of Retirement Services at Principled Advisors from 2008 to 2018. His earlier roles include Relationship Manager at Oppenheimer Funds from 2007 to 2008 and Client Service Representative at ADP Retirement Services from 2003 to 2007. Throughout his career, Charles has focused on retirement services and financial advising, utilizing his extensive experience to help clients identify and achieve their short-term and long-term financial goals. He employs a personalized approach to cultivating, implementing, and maintaining financial plans that align with what matters most to his clients. Outside of his professional work, Charles has interests in comedy, golf, movies, and parenthood.

Lawrence Buccheri is a financial advisor at Cetera with over 40 years of experience in the industry. He holds Series 63 and Series 65 licenses and has held leadership roles at multiple firms, including serving as CEO and managing partner of Mid Atlantic Resource Group, LLC. He is active in his community as a director of the Monmouth Museum Board of Trustees and participates in board and advisory roles related to business and professional education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies across various program structures.

Christa Mc Namee is a financial advisor at Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation with eight years of industry experience. She worked at Morgan Stanley from 2005 to 2023 and returned in 2025 after a brief period with Yancey's Fancy. Outside of her advisory role, she is involved in concert production through her LLC, BarNamee LLC, and participates in a restaurant and bar business, Flurlife LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers various investment and planning solutions across retail and institutional clients.

Brett Mcnamee is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. He is a part owner of The Seagrass Cottage, LLC, a non-investment-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive advisory programs and financial planning supported by firm-approved tools and research from its Global Investment Committee.

Francis Laub Jr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 29 years of industry experience. He has been with Equitable Advisors since 2008, following a concurrent period at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives, relying on both proprietary and third-party investment solutions.

Edward Skibicki Jr. is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc., Bank of America, and Merrill Lynch. He is also president of Skibicki Capital, a business involved in investment-related activities. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.