Andrew Economos is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2005. Economos also operates a DBA business under the name ECO-Wealth-Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Eisho Porter is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alicia Rivera is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, with prior roles at UBS Financial Services Inc. and Morgan Stanley. Rivera is a co-owner of Rivtech Portable Cinemas, a seasonal entertainment business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jake Surma is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent three years with MetLife Securities Inc. Additionally, Surma is involved in the sale of individual and group life, health, disability, dental, long-term care, and Medicare-related insurance products. Mass Mutual Investors Services 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, money-manager programs, and educational seminars.

Apisit Puangpia is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Sprung is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 14 years. He is also the owner of JMS Capital Corp, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Aaron Fant is a Series 66-registered financial advisor with UBS Financial Services in Westfield, NJ, where he has worked since 2015. He has 11 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michelle Kraus is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Wells Fargo Bank, Santander Securities, and Lisa Patchell, State Farm Agent. 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.

Andrew Larocca is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at Rafferty Capital Markets, LLC for five years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Zachary Hayn is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Grow America for one year and has a decade of experience managing Salty Dog Bar & Grill. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of products supported by proprietary research and capital markets expertise.

Oscar Manrique is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 16 years before joining Raymond James in 2026. He is also the sole owner of Castleton Wealth Management, an investment-related business based in Staten Island, NY. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm provides non-discretionary, tailored investment consulting using analytical tools and supports a broad network of advisors in addressing various client needs.

Frank Petrelli is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2024. Outside of his advisory role, Petrelli serves as a firefighter and union president for Paterson Fireman Local 202, as well as the legislative chairman for the New Jersey State Firefighters Mutual Benevolent Association. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, including third-party managed programs and discretionary portfolios, and offers ERISA fiduciary services for qualified plans.

Devon O'Brien is a financial advisor with LPL Enterprise holding a Series 66 credential and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has served as a lead server and assistant manager in the hospitality industry for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm offers model-driven investment implementation and access to third-party asset managers, along with financial planning and consulting services.

Joseph Benton is a Series 66-registered financial advisor with LPL Enterprise, where he has worked since 2024. He has five years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Christopher Stapleton is a CFP® with two years of industry experience, currently serving as a financial advisor at Raymond James Financial in Westfield, NJ. His prior roles include positions at Guideline Financial Strategies, GWN Securities, and Academic Analytics, as well as experience in education and community organizations. Outside of his advisory work, he is involved with Rabadeau Wealth Group in a client service capacity. 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 institutions. The firm offers tailored, non-discretionary planning supported by analytical modeling and maintains unique municipal advisory capabilities alongside customized employer advisory services.

Hal Smolanoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2014. Outside of his advisory role, he serves as President of ZJH Legacy, LLC, an investment-related business based in Cranford, NJ. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and operates a tiered wrap-fee structure for its services.

Anthony Ferrara is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also been associated with FJS since 1978. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of advisors and offers both brokerage and advisory solutions.

Sebastian Messina is a CFP®-designated financial advisor with 42 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing for seven years and Prudential Equity Group, LLC for one year. He holds partial ownership in Marinus Financial, LLC, where he is actively involved in transitioning to a financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations leveraging Wells Fargo’s research and tools, with clients deciding on the implementation of recommendations through brokerage or advisory programs.

Michael Eisenbraun is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Directors for the Institute for Basic Research, is treasurer of the New Jersey State Society of Physician Assistants, and volunteers as an Emergency Medical Responder with the Little Silver EMS. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice.

Jinesh Shah is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing customized wealth strategies tailored to each client’s evolving needs. As a Merrill Wealth Management Advisor, he focuses on structuring and aligning broader financial strategies encompassing investment management, tax efficiency, retirement planning, and risk considerations. He works with a select group of business owners and high-earning professionals to address complex financial decisions requiring coordination, clarity, and a long-term perspective. His work particularly centers on clients navigating key financial inflection points, such as liquidity events, concentrated positions, and peak earning years. Jinesh serves as a strategic advisor, collaborating with clients’ CPAs and attorneys to ensure financial decisions are coordinated across investment, tax, and estate considerations. His professional credentials include Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Jinesh holds a Bachelor's Degree from Drexel University and is proficient in English, Hindi, and Gujarati. Outside of his professional role, he enjoys hiking, music, photography, pickleball, reading, swimming, tennis, traveling, watching movies, and yoga.