Corey Lunney is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of his advisory role, he works as a group fitness coach at CrossFit Shrewsbury. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jonathan Bruschi is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to client risk profiles through a combination of in-house and third-party managers.

Salvatore Soldano is a financial advisor with Ameriprise in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dominic Mamrega is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, progressing through positions including Financial Representative and High Net Worth Associate. Dominic specializes in providing personalized investment guidance, focusing on creating tailored strategies that adapt to market changes and align with clients' short-term and long-term financial objectives. His approach emphasizes clear communication and building strong, lasting relationships with clients. Outside of his professional work, Dominic has interests in biking, comedy, cooking and baking, golf, running, and swimming.

Robert Mcneill is a financial advisor at Equitable Advisors with 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a partner in Jersey Boys Realty, LLC, a residential real estate investment business. 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 third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Robert Nigro is a financial advisor with LPL Enterprise, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a youth coach for the Point Pleasant Pirates Youth Football and Cheer organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Matthew Delpriore is a CFP® with 21 years of industry experience, currently serving at MassMutual Investors Services since 2017. He previously worked at MetLife Securities from 2005 to 2017. Outside of his advisory role, he is involved in insurance sales focused on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion as part of the planning process.

Michael Principato is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMORGAN Chase Bank, N.A. since 2018. He is based in Staten Island, NY. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Fidura is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank since 2016, and previously at UBS Financial Services from 2014 to 2019. He serves as a founding board member of Patricia's Fund Inc., a nonprofit charitable organization. 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 operates a large-scale, integrated client relationship model combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Justin Marrugo is a financial advisor with LPL Enterprise holding the Series 66 designation and currently based in Holmdel, NJ. He began his career with LPL Enterprise in 2025 and has prior experience teaching at Kean University and Union County College. Outside of finance, he has been involved in operating Pompeii Pizzeria since 2021. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients, offering services through both advisory and brokerage channels. The firm provides access to model portfolios, third-party asset managers, and a variety of financial products, supported by an integrated platform that combines advisory programs with insurance and lending solutions.

Genevieve Manderville is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in community and nonprofit activities, serving as Co-Chair/District Leader of the South Orange Democratic Committee, coaching women transitioning from corporate careers through The Pearl Pathway of Wellness, and sitting on the board of Civic Story, a nonprofit focused on sustainability education. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Allison Thoms is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Bank for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Adrian Schwartz is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade before joining Morgan Stanley in 2021. Outside of his advisory role, Adrian is a partner in New Jersey Snow Tours, a recreational business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its financial planning process.

Jeffrey Jimenez is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he served as a Financial Representative at the same firm from 2023 to 2025. In his current position, Jeffrey focuses on empowering clients to make informed financial decisions that align with their individual goals. He emphasizes building strong client relationships and collaborates with clients to design personalized investment strategies. Jeffrey's professional experience centers on providing trusted guidance and tailored financial planning. Outside of his work, he engages in family activities, fitness, social events with friends, movies, and parenthood.

Douglas Frew is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at UBS Financial Services for eight years before joining LPL Financial. He is also involved in Frew Wealth Management LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Thomas Mc Cafferty is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2011 and concurrently at Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Lauren Porter is a financial advisor with Edward Jones in Fair Haven, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Otto Arias Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at BNY Mellon Capital Markets and 26 years at The Bank of New York Mellon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Melissa Dodson is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Dodson holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and market outcome models.

Tracy Nolen is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured processes and planning tools to support client outcomes while generally acting in an advisory capacity.