Evan Bloomberg is a CFA® charterholder with 17 years of industry experience. He is currently with Raymond James & Associates and was previously with UBS for 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Christopher Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is a member of the BNI Manalapan NJ networking group and is involved with Savoy-Health. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves client risk assessment and matching to program models or discretionary managers, with services delivered through a network of Investment Adviser Representatives and a variety of third-party asset management programs.

Todd Gray is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, MORGAN STANLEY SMITH BARNEY llc, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and investment programs, managing approximately $2.74 trillion in client assets.

Courtenay Napoli is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she serves on the Ranney School Parent Development Committee, focusing on peer and parent outreach and event coordination. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Caponetto Jr. is a financial advisor with UBS Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, he is involved with Kona Investment Group, Inc., where he participates in interior design and staging as part of a management committee. 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 to tailor strategies based on proprietary research and model-based asset allocations.

Kenneth Chan is a financial advisor with LPL Financial based in Morganville, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He is also involved with Gladstone Advisors, an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Edward Schreiber IV is a financial advisor at Ameriprise with a Series 66 designation and recent industry experience. His background includes roles across diverse fields such as education and physical therapy, as well as involvement with Fresh Prints and WizCommerce. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice and written recommendation reports based on a combination of proprietary research and third-party data.

Steven Schifino is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at Merrill from 2022 to 2025 and spent five years at AT&T prior to entering the financial sector. Schifino holds a Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources to support diversified investment strategies.

Laura Bozek is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2011, with additional experience at Wells Fargo Advisors and Santander Securities LLC. Outside of her advisory role, she serves as power of attorney for her father. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Formato is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses. His prior positions include roles at Credit Suisse Securities (USA) LLC and Pershing LLC. Outside of his advisory work, he serves as power of attorney for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 advisors.

Janice Onyrscuk is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Primerica Advisors since 2005 and also maintains involvement with related entities in investment product sales and referrals for home security and automation services. Her background includes extensive experience in real estate, having worked at Coldwell Banker Residential Brokerage for 30 years. Primerica Advisors is a large-scale institution serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides various portfolio approaches supported by major custodians and overlay managers.

Brian Thompson is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Citizens Securities, Ameriprise Financial Services, and TD Private Client Wealth. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach with discretionary authority granted for certain portfolios and offers financial planning, access to third-party asset managers, and additional services including affiliated trust custody and insurance products.

Victor Vyas is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation and Series 63 license. He has 24 years of industry experience, including roles at METLIFE Securities Inc and Massmutual Life Insurance Co. Outside of advising, he is involved in individual life and health insurance sales and servicing existing annuity contracts. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements using firm-approved analysis tools.

Andre Krause is a CFP® with 25 years of industry experience and currently serves as a financial advisor at Cetera. He has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc., with nearly two decades of tenure at each firm. Outside of his advisory role, Krause is a general partner at Krause Financial Group, LLP, where he provides tax advisory and preparation services, and he is also a commissioned notary. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

Robert Scherzer is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 42 years of industry experience. He has worked with Wells Fargo in various capacities since 2009. Scherzer is involved in wealth management through his ownership in Knight's Pledge Wealth Management and Scherzer Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Wai Cheung is a CFP®-designated financial advisor with 17 years of industry experience, currently with Cetera since 2019. Prior to joining Cetera, he worked at VOYA Financial Advisors from 2014 to 2019 and operates W.C. Tax And Consulting Service, Inc., a tax preparation business. He is also a part owner of an online retail company, Patron’s Favorite, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

John Devlin Jr. is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as President of the Board of Trustees for Rumson Country Day School, a private grade school in Rumson, NJ. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

John Busco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors and affiliated entities since 2009 and previously spent two years with UBS Financial Services. Busco also manages JGJ Wealth Management Corp and has a majority ownership interest in BUSCO GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, serving clients who meet certain net-worth criteria.

Alan Tennant is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Corsey is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. His work history includes positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, and Citigroup Global Markets. Outside of his advisory role, he owns and operates Michael Corsey Photography, focusing on event photography. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.