Wayne Brannan is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Valente is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets starting in 2006. Outside of his advisory practice, he is the sole proprietor of Valente Motorsports LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides investment services that include wrap programs, private funds, and structured products.

Dorothy Wilson is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 24 years of industry experience. She has been with Cetera since 2009 and also operates an accounting and tax services firm, Dorothy A Wilson CPA, which she founded in 1999. In addition to her advisory role, she owns an online sales business and serves as an insurance agent selling Medicare supplemental insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Alan Friedman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Cassidy is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked for the West Orange Police Department for 21 years. Outside of his advisory role, Cassidy is active in local politics, serving as Vice-Chair of the Hanover Township Republican Committee and Vice President of the Hanover Township Republican Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Patrick Parrino is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His prior work includes roles at TFS Securities, Inc., Equitable Advisors, and T3 Trading Group, LLC. Outside of his advisory work, he sells sports cards on eBay. Fidelity Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joseph Tansey is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1995. Outside of advisory work, he is an owner of Tansey Family Ski Resort, LLC, a legal entity formed for vacation rental property purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of approximately 3,700 advisors and $15.5 billion in assets under management.

Garth Williams is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Primerica Financial Services since 2003 and also maintains a long-term role with Verizon Communications. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plans.

Anjelica Brinkofski is a Financial Advisor at Merrill Lynch Wealth Management, where she has been since 2017. She specializes in assisting business owners with exit strategies, focusing on aligning business and personal financials to prepare clients for company sales and post-exit financial planning. Utilizing proprietary strategies like the Personal Wealth Analysis, she helps clients optimize their company's reporting, lending structures, and personal wealth planning to maximize opportunities when considering an exit. Her expertise extends to retirement planning tailored for entrepreneurs, women, and families transitioning through life changes such as college planning or retirement. Anjelica also emphasizes tax management and fiduciary responsibilities in her financial planning. She holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned both her Bachelor's and Master's degrees from Rutgers University. Anjelica is involved with the Rutgers Track & Field program and participates in community organizations, including the Jersey Shore Running Club, Jersey Shore Triathlon Club, and serves as an advisory board member of United Way. She resides in Manasquan, New Jersey, with her family and is a mother of two. Anjelica is a former college athlete and active triathlete, integrating dedication and perseverance into her professional practice.

Andrew Lindenbaum is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Sorella Bella and Hallmark. Outside of his financial career, he has been involved with Monmouth Regional High School and the New Jersey PTA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Dave Hogan is a Financial Consultant currently working at Fidelity. He partners with clients to create personalized financial plans and provides ongoing education to help them make informed decisions about their financial goals. He focuses on understanding his clients' needs to develop customized approaches. He has held several roles in the financial services industry, including Financial Consultant at Fidelity since 2025, Investment Consultant at Fidelity Investments from 2022 to 2025, Financial Consultant at MassMutual from 2021 to 2022, Financial Planner at Northeast Private Client Group from 2020 to 2021, Relationship Banker at Bank of America in 2020, and Financial Consultant at Equitable Advisors from 2019 to 2020.

Peter Richardson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served on the Perth Amboy Board of Education for nine years and has held other community roles related to local education and sports organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large nationwide network of financial advisors and branch offices.

Jeffrey Ternyila is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Richard Fitzsimmons is a financial advisor with Merrill in Manasquan, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2014 and 2015 respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Daniel Fantozzi is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. He is also involved with Brendon Pierson, Inc., a financial planning and CPA firm that provides financial advice and accounting services. Fantozzi’s work history includes positions at Avantax Advisory Services, The Vanguard Group, and multiple educational institutions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Timothy Grable Jr. is a financial advisor with LPL Financial in Spring Lake, NJ, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance, each spanning a decade. Outside of his advisory work, he is a business owner of TFGHOCKEY LLC and serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and advanced technologies across both discretionary and non-discretionary management styles.

Kenneth Roberts is a CFP® with 37 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Wells Fargo Advisors from 2016 to 2024. Roberts also operates the Roberts Financial Group, a business entity used for tax and investment purposes. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services delivered through a large national network of investment adviser representatives.

Michele Hirsch is a Planning Consultant at Fidelity Investments, where she works with clients and their families to develop customized financial plans that address their unique needs, goals, and objectives. She joined Fidelity Investments in 2021 and has held several roles including Senior Representative, Relationship Manager, and currently Planning Consultant. Prior to joining Fidelity Investments, Michele held positions at Credit Suisse as Director and Vice President in Private Banking from 2000 to 2016. Earlier in her career, she was an Assistant Vice President in the Investment Services Group at Donaldson, Lufkin & Jenrette from 1993 to 2000. Her experience spans private banking, investment services, and client relationship management, providing a foundation for her current role in financial planning.

Matthew Catania is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and six years of industry experience. He has worked at MML Investors Services LLC since 2017 and has been affiliated with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he maintains an active insurance agent position and owns an LLC established for consulting income. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements utilizing firm-approved software and educates clients through seminars, with additional services including divorce planning and estate-settlement programs.

Henry Pozo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2012, with prior roles at New Horizon Legacy Group LLC and JPMorgan Chase Bank, N.A. Pozo was also involved with Envios Sin Fronteras from 2008 to 2020. J.P. Morgan Securities 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.