Brett Mcnamee is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, having been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a part owner of The Seagrass Cottage, LLC, a business unrelated to the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Peter Graham Jr. is a financial advisor with LPL Financial in Middletown, NJ, holding a Series 66 credential and 11 years of industry experience. Since 2015, he has been associated with both LPL Financial and Navesink Wealth Management, where he holds a majority interest. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by extensive research and model portfolios.

Christopher Barcellona is a financial advisor at Morgan Stanley in Red Bank, NJ, with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and offers access to a broad suite of investment products and services.

Philip Tse is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and GEOMETRY GLOBAL, a WPP company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, with access to model portfolios, research, and various management services.

Jay Mullan is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, while offering a broad range of retail and institutional investment products.

Jarrid Zamkoff is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions through a centralized consulting team using research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations.

Yon Siciliano is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following eight years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning supported by advanced modeling tools and a structured planning process.

Ottavio Mannarino is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund advisory services and model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Robert Morrissey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Stephen Cocco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His career includes roles at Hanson Faso Sales & Marketing, Innovate Food Inc, and Good Groceries Company Inc, as well as his own consulting firm, Cocco Consulting. He is also involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Steven Tenenzapf is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Outside of his advisory role, he is involved with the Edward R DeFeo Insurance Agency specializing in property and casualty insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Thomas Laughlin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 31 years of industry experience. He worked at JPMorgan Securities LLC for seven years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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 among its investment offerings.

Frank Colavolpe is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. His prior work includes positions at PNC Bank, Equitable Advisors, and Total Financial Concepts. Outside of finance, he has worked in the hospitality sector at Skylark Fine Diner and Lounge. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools within a structured product ecosystem.

Lauren Vitale is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Christopher Olson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining RBC Capital Markets and City National Bank in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.

Melanie Kramer is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2023. Prior to her career in finance, Melanie spent six years with Pure Barre and was self-employed for 15 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Lou Demartino is a financial advisor with Ameriprise in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and George Realty Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning. The firm’s approach integrates internal research, third-party data, and algorithmic tools to help clients manage income sources and withdrawal strategies.

Anne Markey is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley and its affiliate, Morgan Stanley Smith Barney LLC, since 2014. Her credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Francis Gordon Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved in independent insurance brokering across several health insurance providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and automated processes overseen by a dedicated team to deliver these services.

Nicole Gibson is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Gibson also has a longer tenure at JPMorgan Chase Bank, N.A., where she has worked since 2011. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.