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.

Samarth Khanna is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of experience. His prior roles include positions at Motilal Oswal Financial Services and Definequity Investment Managers. 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 select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

John Sweeney is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through a broad range of retail and institutional offerings.

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.

Rocco Berardi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked for MetLife Securities and Metropolitan Life Insurance Company for over 40 years combined before joining Mass Mutual Investors Services in 2017. Outside of his advising role, Berardi is involved in various entrepreneurial ventures, including managing a restaurant and several real estate and recording studio businesses, as well as serving as president of a homeowners association. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, generally focusing on goal-based planning and collaborative client relationships.

Gregory Colonna is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently an advisor at Edelman Financial Engines, having worked within the Financial Engines Advisors L.L.C. entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a broad range of investment products.

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 at LPL Enterprise with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Enterprise in 2024, he spent over three decades at The Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in soliciting and selling property and casualty insurance, as well as servicing Medicare Supplement insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, providing financial planning, advisory, and brokerage services. The firm offers access to model portfolios, third-party asset management, and a range of insurance products through an integrated platform that combines advisory programs with active product sales.

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.

William Yeung is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Yeung operates as an insurance broker and serves as a trustee managing expense reviews for a family property. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as collaborative annual relationships using firm-approved software to analyze goals, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

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.

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® with 29 years of experience in the financial services industry. He is currently with LPL Enterprise and previously worked at firms including The Prudential Insurance Co. of America, Pruco Securities, Brokers International Financial Services, Beautiful Mountain Group, and Allstate Insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

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.

Ketan Purohit is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at UBS Financial Services and Charles Schwab. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their approach integrates proprietary research and third-party data within a set investment universe influenced by affiliated product relationships.

Karen Costagliola is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Morgan Stanley since 2013, with a brief tenure at Wells Fargo Clearing from 2017 to 2018. Outside of her advisory work, she is an independent distributor for Young Living and a consultant for Rodan and Fields, both multi-level marketing companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial plans based on structured discovery conversations and firm-approved planning tools.

Cari Pakula is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Noel Irwin is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2001 and Bank of America, N.A. since 2011. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.