Jonathan Barletta is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2023, he worked in various roles including positions at Bright Data and Columbia Container Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and algorithmic methods in research.

Michael Guerrero is a CFP® and Series 66-designated financial advisor with Edward Jones, based in Middletown, NJ. He has 13 years of industry experience. Guerrero has been affiliated with Bentley University since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Jurusz is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring access to affiliated and third-party model portfolios as well as customizable investment strategies.

Christine Lombardi is a financial advisor with UBS Financial Services, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, using proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Pacita Devera is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she serves as power of attorney for a family member. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations for clients.

John Lewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 1996 and joining Merrill Lynch in 1998, John has focused on providing personalized wealth management services to affluent individuals and families. His practice emphasizes retirement income planning, wealth transfer, and creating comprehensive financial plans that extend beyond investment portfolios. John collaborates closely with clients’ tax and legal advisors to develop integrated strategies tailored to their unique goals. John’s expertise includes asset and liability management, tax minimization, income and asset preservation, and generational wealth transfer. He serves clients with investable assets of $1,000,000 or more, aiming to build long-term relationships that span market cycles and often generations. His client focus areas include college education planning, family wealth management strategies, socially responsible investing, special needs planning, and both individual and corporate investment strategies. John earned a Bachelor of Business Administration degree, graduating cum laude from Iona College’s Hagan School of Business in 1994, and is a member of Delta Epsilon Sigma, a national scholastic honor society. He holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, John resides in Rumson, New Jersey, and enjoys cycling, mountain biking, swimming, and traveling.

Robert Simons is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Davidson Wealth Management and Santander Securities. Outside of his advisory role, he is involved with Mon Alyssa's Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and investment committee resources to model outcomes.

Christopher Russo is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Royal Alliance for five years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with Coda Logistics and Distribution in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Wendy Murray is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 31 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and OppenheimerFunds Distributor, Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines investment advisory programs with sales of financial products and insurance.

Marcus Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, NA since 2011. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

James Morgart is a financial advisor with Ameriprise in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Scott Mcgimpsey is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Summit Financial Group and Summit Brokerage Services. Mcgimpsey is also the owner of Unified Planning Group, LLC, and serves as chapter president of the American Financial Education Alliance, where he teaches classes on general financial education topics such as Social Security and Medicare. 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 through multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.

William O'Brien is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Merrill, and Prudential Insurance. Outside of his advisory role, he works as a rideshare driver for Uber and Lyft. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Janet Gaglione is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1996. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements with employers.

Jamie Chasey is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its advisory services.

Ernest Benton is a financial advisor with LPL Enterprise in Holmdel, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities Corporation since 1999. Outside of his advisory role, he owns Buddy Benton Captain Services and is involved in sales at Yachtfinders Online. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services LLC, AXA Advisors LLC, and Statefarm. He is also involved with RCK Holdings LLC, a general agency for property and casualty insurance. 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 employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Maria Bailey is a financial advisor at Merrill with Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s corporate platform, which enables access to a broad range of investment products and services.

Karin Wessel is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC., Spar, and Allstate Insurance Company. LPL Enterprise, LLC 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, consulting, model portfolio programs, and access to third-party asset management, combining advisor services with brokerage and insurance products on an integrated platform.

Tony Bellomo Jr. is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2008. Outside of financial advising, he has a background role as an actor in a television show which may expand to speaking parts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.