James Leblo is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors, he worked at Innovative Wealth Partners and has experience in both academic and community settings. Outside of his advisory role, he was involved with a local bar and recreation department. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, managing a mix of discretionary and non-discretionary assets.

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.

Abraham Brukirer is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at H&R Block, Park Avenue Securities, Guardian Life Insurance, Beth Medrash Govoha, and Yeshiva HaGrach. Outside of advising, he is involved in tax preparation and agricultural activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Joseph Rusbarsky is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior work includes roles at Santander Securities, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Harry Schall is a financial advisor with OSAIC in Manalapan, NJ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with OSAIC since 1994 and has also operated a sole proprietorship providing accounting and tax return preparation services since 1982. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms, including access to third-party money managers and wrap programs.

James Lauber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through a mix of quantitative modeling and centralized due diligence, with a focus on ESG eligibility in its recommended strategies.

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.

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.

Brandon Laday is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at ICG Next, JB Hunt, Monster Energy Inc., and the University of Alabama. He is involved with ICG Next, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

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.

Morris Mayerfeld is a CFP® with 38 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to that, he was with Cadaret, Grant & Co., Inc. for 26 years and has operated Mayco Financial Services since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Shawn Jacobowitz is a financial advisor with Wells Fargo Clearing based in Red Bank, NJ, holding CFP® certification and securities licenses Series 63 and 65. He has 30 years of industry experience, including over 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alyssa Devenny is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked at the Brick Township Municipal Utilities Authority and Professional Physical Therapy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing a broad investable universe that includes mutual funds, ETFs, and ETPs.

Lawrence Jay is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Rosso is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has held roles at firms including Newbridge Securities Corporation, LPL Financial, and Regal Securities. Outside of advisory work, Rosso serves as a consultant for Aspargo Laboratories, a drug manufacturer and distributor. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary accounts.