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 at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2013. 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 provides both brokerage and advisory solutions.

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.

Danielle Herman Knotz is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Christopher Caputo is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at National Asset Management, National Securities Corp, and ownership of Caputo Asset Management, an expense management LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Michael Giblin Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Allied Wealth Partners, Securian Financial Services, Minnesota Life Insurance, Bank of America, and Merrill. He is also registered as an agent/broker for fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program structures.

Michael Sawyer is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he owns and manages several small real estate-related ventures in New Jersey and Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and estimates from its Global Investment Committee to support client outcomes.

Jason Mctaggart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he serves on the financial oversight of The Child Wellness Institute and owns JTM Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

Nicholas Agostinacchio is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Andreach is a CFP® professional with 31 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, UBS Financial Services, and RBC/City National Bank. He serves as a board member of the Monmouth Arts Council of Red Bank, where he participates in event organization and strategic planning for the foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates both in-house and third-party managers to meet client objectives.

Joseph Buccheri is a financial advisor with Charles Schwab in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior experience includes a decade at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a broad range of integrated custody, brokerage, and advisory services.

Anne Madden is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. for 18 years. In addition to her advisory role, she is an author. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Steven Higley is a Series 66–registered financial advisor with Equitable Advisors in Toms River, NJ, with 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and providing ERISA fiduciary services for qualified plans.