Marilyn Delauro is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked with AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Steven Dimino Jr. is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at RBC Capital Markets since 2013 and also has experience with City National Bank from 2021 to the present. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

David Lo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with AXA Advisors until 2020. His other business activities include work with various outside insurance carriers and Zenith Marketing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to deliver client recommendations.

George Masefield is a financial advisor with Equitable Advisors in Toms River, NJ, holding Series 63 and Series 66 credentials. He has 21 years of industry experience, having worked at Equitable Advisors since 2005 and previously at Axa Advisors. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

John Glusko is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as the primary point of contact for clients, handling daily service needs such as opening new accounts, processing money movement requests, and establishing trusts. He aims to develop professional and personal relationships with his clients’ families to ensure they fully utilize the services offered by Fidelity Private Wealth Management. John has been with Fidelity Investments since 2005, holding various positions including Sr Relationship Manager, Branch Service Manager, Regional Operations Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Trading Desk Representative at Charles Schwab from 2000 to 2005.

Dominick Giovannone is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he has a majority ownership in a merchant partnership, GIOVANNONE GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce, using proprietary research and planning tools.

Christine Kane is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo firms since 2009, including her current role at Wells Fargo Clearing since 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Lafonte is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 designation and over 23 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2013. Outside of his advisory work, he serves as a high school football referee and is involved with the NJFOA Shore Chapter. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a variety of financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating proprietary tools and broad investment products, serving clients through both direct and employer-based financial planning agreements.

Mary Laferriere is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked for Cuna Brokerage Services, Inc. and Cuna Mutual Insurance Society from 2010 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Grande is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2021. His prior experience includes roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Wells Fargo Advisors. He is also an officer and vice president at Grande Financial Services, Inc., a support company he has been involved with since 1995. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.

Linda Weckherlen is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in a business called Fudicia in Dio, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Ryan O Keefe is a financial advisor with Cetera located in Manasquan, NJ. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2024. Prior to his advisory role, he worked in various capacities including in the food service industry and at The Catholic University of America. Outside of his advisory responsibilities, he is also involved in the sale of fixed insurance products. 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, utilizing a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Raymond Ryan Jr. is a Series 66-licensed financial advisor with 10 years of industry experience, currently working at UBS Financial Services since 2017. Prior to joining UBS, he spent a year in Major League Baseball in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Christopher Duffy is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market analyses.

Bryce Campbell is an Investment Consultant at the Red Bank branch of Fidelity Investments. In this role, he focuses on understanding clients' personal and financial goals to co-create comprehensive financial plans tailored to their needs. He emphasizes a holistic approach that fosters long-lasting and trustworthy relationships with clients. Bryce has experience in the financial services industry, having held positions including Relationship Manager at Fidelity Investments from 2023 to 2024, Senior Investment Specialist at Merrill Edge from 2022 to 2023, and Client Associate at Sestito Financial Services from 2021 to 2022. Outside of his professional work, Bryce has interests in fitness, football, golf, movies, and pets.

Julie Marks is a financial advisor with Charles Schwab in Freehold, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research.

Desislava Maloney is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked with Wells Fargo entities since 2013, including nine years at Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Pragati Gautam Sharma is a financial advisor at Osaic with 37 years of industry experience. She holds the Series 63 designation and has worked previously with Investacorp Advisory Services and Securities America Advisors, among other firms. Outside of her advisory role, she is involved in helping clients obtain insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers integrated investment and brokerage services with a focus on asset allocation, risk assessment, and portfolio management across a variety of securities and managed account solutions.

Michele Ciacma is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Peter Pabon is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with Cetera and has prior experience at Cetera Advisors LLC and Lincoln Investment Planning Inc. In addition to his advisory role, he is involved with SAFE HARBOR FINANCIAL LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.