Benjamin Meyers is a Series 66-credentialed financial advisor with Morgan Stanley, based in Sparta, NJ, bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and proprietary models to assist clients, managing approximately $2.74 trillion in client assets.

Charles Marisca is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds a Series 63 designation and has worked in various roles at Provident Mutual, New England Securities, Metlife Securities Inc., and Mass Mutual Investors Services. In addition to his advisory work, he operates as an independent insurance agent selling dental, group disability, life, accident, health, long-term care, Medicare-related, and group health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that use firm-approved analytic tools and provide written recommendations.

Anthony Pio Costa IV is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2007, initially with Ameriprise Financial Services, Inc., and continuing through the current firm structure since 2020. Outside of his advisory role, he is involved in managing several family real estate and business entities. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering tailored recommendation reports that incorporate income, Social Security, and tax strategies. The firm combines research and modeling with advisory support, primarily focusing on Ameriprise-managed accounts and utilizing algorithmic tools overseen by dedicated committees.

Arnaz Maneckshana is a financial advisor with Equitable Advisors in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor entity AXA Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a large network of investment adviser representatives. The firm uses a range of advisory models and third-party asset managers to deliver services, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Curtis White is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with L&J Operations LLC as a registered team member. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients holding assets in Ameriprise-managed accounts.

Kenneth Quazza is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. His prior experience includes roles at Smith and Smith Accountants & Auditors, Hy-Test Packaging, and involvement with local education boards in Mahwah and West Milford, New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Ivy Lau is a Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2018. In her role, she emphasizes the importance of listening to clients to effectively address their financial concerns and aspirations. She holds a California Insurance License, which supports her work in financial planning and consulting. Outside of her professional responsibilities, Ivy engages in activities such as cooking and baking, outdoor adventures, parenthood, solving puzzles, traveling, and volunteering.

Carla Gomory is a financial advisor with Morgan Stanley in Little Falls, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm emphasizes a structured financial planning process using approved planning tools and modeling techniques, serving clients through both direct relationships and corporate financial planning agreements.

Robert Singley III is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at BSI Group and PAL Environmental Safety Corp. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Edward Ryan Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Insurance Agency, as well as his current position at Cetera since 2025. Outside of advising, he serves as a director and secretary for a nonprofit scholarship fund supporting children attending Catholic high schools, and he holds leadership roles in professional associations such as the National Association of Enrolled Agents. Cetera Investment Advisers LLC provides a broad range of advisory services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers access to various investment platforms, including third-party managers and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

James Capitanello is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sagepoint Financial, Inc. and Capacity Benefits & Financial Services Group, LLC. Capitanello is owner and president of JimCap Consulting, LLC, which receives commissions from life, disability, and long-term care insurance carriers. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based asset allocation strategies. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Michael Staufenberger is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he owns and manages Whitetail Ridge Farm in New Jersey, where he is involved in hay and corn farming as well as maintaining food plots for hunting. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Scott Whisten is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Allianz Global Investors U.S. LLC for 16 years before joining Edward Jones in 2022. 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.

Eric Fuentes is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A. He currently serves clients out of Elmwood Park, New Jersey. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria in its recommendations.

Christopher Del Campo is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG considerations within a non-discretionary framework.

Daniel Kane is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Ameriprise since 2014, serving in advisory roles for both Ameriprise Financial Services and its broader firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Brian Dibrino is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 29 years of industry experience. His prior work history includes roles at OSAIC, American Portfolios Financial Services, First Allied Advisory Services, SII Investments, Oppenheimer, and Morgan Stanley. Outside of advisory services, he is involved in insurance sales related to non-variable insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of customized and model-based strategies.

John Maiello is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, he was self-employed for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Todd Vander Veer is a Certified Financial Planner® with 20 years of industry experience. He is currently with J.P. Morgan Securities in Wayne, NJ, where he has worked since 2012. Prior to that, he was with Chase Investment Services Corp. for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates an ESG eligibility framework in its recommendations.

John Grill is a financial advisor with Mass Mutual Investors Services in Fairfield, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Outside of his advisory work, he is employed at a local recreation center working the gym desk. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships that utilize firm-approved software for analysis and recommendations.