David Nelson Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques to help clients develop customized strategies.

Vladimir Stricker is a Financial Advisor at Merrill Lynch Wealth Management and holds professional designations as a CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor. He assists business owners, corporate professionals, retirees, and multigenerational families in making informed financial decisions. His practice emphasizes retirement planning, tax-efficient wealth management, stock compensation strategies, estate planning coordination, and facilitating the transition from wealth accumulation to retirement income. With over a decade of industry experience, Vladimir works closely with clients to develop comprehensive financial plans tailored to their unique needs. His expertise encompasses retirement income strategies, employer stock compensation planning, investment management, cash flow optimization, estate and legacy planning, tax-aware strategies, and risk management. He primarily serves successful professionals, engineers, and business owners seeking to simplify their financial complexities and coordinate various financial components. Vladimir holds a Bachelor's Degree from Kean University and maintains memberships in professional organizations including Business Networking International, the Chamber of Commerce, and the National Association for Divorce Professionals. He is also involved in the community through the ARC of Ocean County. Outside of his professional work, Vladimir enjoys adventure sports, biking, boating, football, golfing, reading, and spending time with his family.

Philip Yellovich is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he is a singer in a band and occasionally performs at local venues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, utilizing structured discovery processes and advanced modeling techniques.

Mary Ann Jacobs is a financial advisor with Morgan Stanley in Shrewsbury, NJ. She holds a Series 66 designation and has 26 years of industry experience. Her prior work includes positions at UBS Financial Services and Citigroup Global Markets. 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 tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Ober is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023. Outside of his advisory role, he serves as an independent contractor with 1792 Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with specialized programs for municipal and public finance, as well as SIMPLE IRA employer advisory services.

Emily Decicco is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Abel Noser, LLC, among others. She has also worked at St. John's University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad set of capital markets services.

Max Pirozzi is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes positions at Barnum Financial Group, Northwestern Mutual, and educational roles at Muhlenberg College and Freehold Township High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Kenneth Lemunyon is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and over 40 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also an executor for his father’s estate and holds a partial ownership interest in Select Advisors Wealth Management, LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options that address various client needs and integrates advisory services with other financial products and referral channels.

Raymond Triano is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Minnesota Life Insurance Company and Securian Financial Services Inc. He also maintains an ongoing role as a fixed insurance agent with Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Angolia is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of advisory work, he is involved with Jersey Coastal Cleaning. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets and offering tailored financial planning supported by firm-approved tools and investment modeling.

Pamela Hadley is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques.

Michael Cassella is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Outside of finance, he owns and operates a photography business in Brielle, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

John Surguy is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Mid Atlantic Resource Group and Securian Financial Services. Outside of his advisory role, Surguy volunteers as a youth soccer coach and serves on boards for local soccer associations and a chamber of commerce focused on health and wellness events. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by a large nationwide network of over 10,000 advisors.

Eric Sandowsky is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes roles at Cetera Advisors LLC, Mass Mutual, and Hornor, Townsend & Kent, LLC. He is also involved in financial activities at a credit union and operates a life settlement business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Olszak is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 supported by research and analytics.

Eric Gauss is a financial advisor at Stifel in Shrewsbury, NJ, with 28 years of industry experience. He has held his current position at Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology from its Investment Strategy Group, offering forward-looking capital market analysis and probabilistic modeling to support asset allocation and financial planning.

Jeffrey Winner is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. In addition to his advisory role, he operates a business under the name FourFront Group. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of investment models and advisory services through a network of representatives, utilizing both proprietary and third-party solutions.

John Turi is a financial advisor with Ameriprise in Tinton Falls, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he supports a leading AI research lab focused on advancing machine learning systems. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Erin Azambuja is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL in 2024, Erin worked at Financial Research Associates for seven years and Mazars USA LLP for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Nohilly is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.