Anthony Falcone is a financial advisor with Ameriprise in Neptune, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its predecessor entity since 2010. Outside of his advisory role, he owns and manages an accounting and tax preparation firm. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. Notably, it provides a retirement-income planning service targeting individuals with at least $1 million in net investable assets, utilizing research and modeling to deliver personalized, tax-efficient income strategies.

Joseph Siragusa is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and possessing 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Advisors in 2023. Outside of his advisory work, he holds a real estate license in New Jersey and has a partial ownership interest in a rental property. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with planning engagements typically discrete and fees negotiated according to the scope and complexity of the service.

William Tarallo is a CFP® professional with 38 years of experience in the financial services industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a managing member of a family-owned business, JOBILL & SONS ENTERPRISES, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche client needs.

Barbara Glatz is a financial advisor at Merrill with Series 63 and Series 66 designations and 35 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Belicose is a financial advisor with Equitable Advisors in Toms River, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Brian English is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2007, including a brief period at Morgan Stanley in 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Keith Truex is a financial advisor with Edelman Financial Engines in Red Bank, NJ, holding Series 63, 65, and 66 credentials and bringing 28 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2014 to 2022 before joining his current firm in 2022. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Nicholas Siliverdes is a financial professional at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in entertainment-related positions at Shark Tank, Sony Pictures, and MGM Studios in 2022. Outside of finance, he has been involved with Party Perfect Rentals, a business he worked with intermittently from 2019 to 2025. 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 various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

Michael McGuire is the Vice President and Branch Leader at Fidelity Investments in Manalapan, New Jersey. In his role, he leads and coaches financial planning teams, focusing on comprehensive planning and client collaboration. His approach aims to provide an informative, warm, and approachable experience for clients. Since 2020, Michael has served as the Branch Leader, guiding his teams in delivering financial planning services. Further details about his education, credentials, or personal interests have not been provided.

John Kanouse is a CFP® professional affiliated with Charles Schwab in Red Bank, NJ, with 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and National Securities Corp. He holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through a range of advisory and managed-account services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a centralized operational structure and access to alternative investments.

Hunter Gutierrez is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior experience at MassMutual Life Insurance Co and Harding Loevner. Outside of advising, he is also an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers various investment and financial planning services through a large network of independent advisors and provides access to multiple portfolio management strategies and program structures.

Michael Da Cruz is a financial advisor at Morgan Stanley with a Series 66 credential and no prior industry experience. His work background includes positions outside of finance, such as roles at FreeWheel, At-Bay Insurance, and Better Mortgage, as well as full-time education at NYU. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering comprehensive financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Linda Gargano is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She previously worked at BNY Mellon for 24 years before joining Cetera and also has a role as a registered administrative assistant at Frank A. Gargano, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Jeffrey Tumminello is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory programs supported by in-house due diligence and ESG eligibility processes.

James Giordano is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at Sorrento Pacific Financial, LLC for 11 years and at OceanFirst Bank for four years. He also owns Coastal Accounting Services LLC, which provides tax preparation and accounting services. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Marygrace Guastella is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes a lengthy tenure at RBC Capital Markets LLC and a brief period at UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Anthony Vignola is a CFP® and holds a Series 66 license, currently with Cetera, where he has worked since 2025. He has 12 years of industry experience, including a decade at Commonwealth Financial Network. In addition to his advisory role, he is a financial professional at King Financial Network, providing investment management and financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by more than 10,000 advisors and over $256 billion in assets under management.

Cliff Schmardel is a financial advisor with Equitable Advisors in Spring Lake, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including time under its prior name, Axa Advisors, LLC. Outside of his advisory role, he owns and operates Modern Tax Advisors, LLC, where he works as a tax preparer. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, utilizing external asset managers and providing both advisory and brokerage/insurance services.

Christopher Gibardi is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Bank of America, Merrill, and Santander Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by research and technology-driven strategies.

Timothy Brennan 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. Prior to joining Morgan Stanley in 2018, he worked at Jefferies LLC from 2015 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a financial planning process that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning and investment advisory services.