Christopher Maiurro is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and Atlas Insight LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and 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.

Michael Altschuler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a caregiver to his daughter through his involvement with Caring With Compassion in Red Bank, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services that include retirement, education, and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Aksel Yavalar is a financial advisor at Morgan Stanley with 17 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Morgan Stanley since 2016 with intervals at Raymond James & Associates and Locust Wood Capital Advisers. Outside of his advisory role, he is the general partner and owner of 1623 Park Avenue LLC, overseeing investments in a multi-family apartment building, and is also an owner of Keauty LLC, a business managed independently by his wife. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct client service and corporate financial planning agreements.

John Grande Jr. is a CFP® professional with 44 years of industry experience, currently serving as an advisor at Raymond James Financial. He has previously worked at Cetera Advisor Networks, Summit Financial Group, and Wells Fargo Advisors. He is also the owner of Grande Financial Services, Inc., a support company he has maintained since 1986. 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 investment consulting using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

Nicholas Schwed is a Series 66-registered financial advisor with Merrill in Red Bank, NJ, with four years of experience. His background includes roles at Bank of America and Merrill since 2022, as well as previous positions in educational and community organizations. He holds a power of attorney position for a non-investment-related entity. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

John Lupi Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at Stifel Independent Advisors, LLC, and Ameriprise Financial Services, Inc. He is also Managing Director of Client First Financial, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes a variety of program sponsors and third-party managers to deliver advisory and brokerage solutions.

Vincent Passariello is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Waddell & Reed, Inc. for 23 years and at Avantax Advisory Services for six years. In addition to his advisory roles, he owns and operates a tax preparation service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various program structures and investment strategies.

Terrence Carey is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory roles, he has ownership interest in a residential real estate business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations in collaborative, ongoing client relationships.

Victor Roccki is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Nicole Mcgrouther is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC for 22 years before joining Raymond James Financial Services Advisors Inc. in 2017. Outside of her advisory role, she owns a support company used for payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports its advisory network with various specialized programs and services.

Jonathan Pierro is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Before joining LPL Enterprise, he worked at Deloitte LLP and other firms, and also has experience in education and various business roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Karen Rodriguez is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Red Bank, New Jersey. She brings over twenty-five years of experience in the financial industry, specializing in areas such as executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Karen works with a diverse clientele including corporate executives, financial services professionals, entrepreneurs, and individuals navigating key life transitions. Her approach involves building strong relationships and providing customized strategies that align with each client’s unique goals, resources, and aspirations. Karen holds an M.B.A. in Finance from The University of Chicago Booth School of Business and a B.A. in Economics from Lafayette College. She has earned the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) designation. In addition to her advisory work, Karen is involved with several organizations, including serving as the Merrill Ambassador for her local chapter of the National Association of Women Business Owners and participating in the Bank of America Women’s Exchange. She resides in Fair Haven, New Jersey with her husband and three children, and her personal interests include running, cycling, cooking, tennis, traveling, and spending time with her family. Karen is also engaged with community organizations such as Impact 100 Jersey Coast and the Monmouth Conservation Foundation.

Bryan Pollack is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 credential and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he is involved part-time in sales roles at The Green Bubble Spray Foam and Enterprise Electric. Morgan Stanley Wealth Management offers advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets with a focus on tailored financial planning and investment programs.

Michael Mulhaul is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2007. Outside of his advisory role, Mulhaul serves on the board of the Kiwanis New Jersey District Foundation and holds leadership positions with Kiwanis International, including Vice President and President, where he is involved in promoting membership and children's service initiatives. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses designed to inform client decisions.

Daniel Chen is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has worked with Cetera Advisors LLC since 2013. Outside of his advisory role, Chen is involved with a nonprofit organization called American Civic Technologies and owns DC Strategies, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party manager selections, or bespoke strategies across various program structures and custodial relationships.

Richard Donovan is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Curtis Nesbit Jr is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Equitable Advisors, LLC and Footlocker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques to support client decision-making.

Christie Campanella is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Cetera Advisors and Capital Guardian LLC before joining Morgan Stanley in 2017. Outside of her advisory work, she provides animal care services including dog sitting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Solomon Chemo is a financial advisor with Wells Fargo Advisors in Tinton Falls, NJ, holding CFP® and Series 63, 65, and 66 licenses. He has 34 years of industry experience and has been with Wells Fargo Advisors Financial Network LLC since 2009. Chemo has majority ownership in private investment-related ventures, including SKAJ LLC and Chemo GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services with tailored recommendations supported by Wells Fargo research and tools, integrating advisory services with various financial product offerings and referral channels.

Jayeeta Choudhury is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She operates under the DBA Rivers Edge Wealth Partners for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio management options.