Robert Morrissey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Stephen Cocco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Hanson Faso Sales & Marketing, Innovate Food Inc, Good Groceries Company Inc, and ongoing consulting through Cocco Consulting. He is also involved in the sale of non-investment home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Steven Tenenzapf is a financial advisor with Equitable Advisors in Marlboro, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with the Edward R DeFeo Insurance Agency, focusing on property and casualty insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and discretionary management options.

Joseph Rusbarsky is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His previous roles include positions at Santander Securities, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is based in Freehold, NJ. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Thomas Laughlin is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, Santander Securities, LPL Financial, Morgan Stanley, and Merrill. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions.

Frank Colavolpe is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. His prior work includes positions at PNC Bank, Equitable Advisors, and Total Financial Concepts. Outside of finance, he has worked in the hospitality sector at Skylark Fine Diner and Lounge. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools within a structured product ecosystem.

Lauren Vitale is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Christopher Olson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining RBC Capital Markets and City National Bank in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.

Melanie Kramer is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2023. Prior to her career in finance, Melanie spent six years with Pure Barre and was self-employed for 15 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Lou Demartino is a financial advisor with Ameriprise in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and George Realty Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning. The firm’s approach integrates internal research, third-party data, and algorithmic tools to help clients manage income sources and withdrawal strategies.

Anne Markey is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its predecessor since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Francis Gordon Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved in independent insurance brokering across several health insurance providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and automated processes overseen by a dedicated team to deliver these services.

Nicole Gibson is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Gibson also has a longer tenure at JPMorgan Chase Bank, N.A., where she has worked since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Katharine Williams is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley in various roles since 2009, currently working in the Private Bank. Outside of her advisory duties, she serves as volunteer PTA secretary for Wanamassa, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Shawn Jacobowitz is a financial advisor with Wells Fargo Clearing based in Red Bank, NJ, holding CFP® certification and securities licenses Series 63 and 65. He has 30 years of industry experience, including over 10 years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lawrence Jay is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2021. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rexhep Capri is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with professionals, entrepreneurs, business owners, and families facing complex financial situations. He focuses on client areas such as corporate benefits, executive services, divorce transition planning, equity compensation services, personal retirement planning, portfolio management, small business strategies, and tax minimization. Rexhep's approach involves careful analysis, clear communication, and strategic planning to help clients make informed decisions aligned with their priorities. Before becoming a financial advisor, Rexhep gained experience in real estate valuation and investment, providing him with practical knowledge of property analysis, ownership, and management. His background encompasses investment research, portfolio analysis, risk management, and insurance planning. Rexhep studied economics and finance and began his advisory career at Northwestern Mutual before joining Merrill. He is a Personal Investment Advisor (PIA) and attended Pace University without earning a degree. He holds a High School Diploma from Monsignor Farrell High School. Outside of his professional duties, Rexhep enjoys a range of outdoor activities including adventure sports, biking, fishing, golfing, hiking, hunting, skiing, and traveling. He is fluent in English and Albanian.

Terrence Dotzler is a Series 66-licensed financial advisor with Morgan Stanley in Red Bank, NJ, possessing 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Finance Committee of St. Leo the Great Parish in Lincroft, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides financial planning using structured discovery processes and firm-approved tools.

Anthony Rosso is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including Newbridge Securities, LPL Financial, and Regal Securities. Outside of advising, Rosso consults for Aspargo Laboratories, a drug manufacturer and distributor. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with access to affiliated and unaffiliated managers.

Leslie Tuthill is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works with high net worth individuals and their families to develop personalized wealth plans. Leslie’s approach centers on carefully listening to clients’ needs and risk tolerance to construct and oversee portfolios tailored to their unique goals. With over 45 years of experience in the financial services industry since 1976, Leslie joined Merrill Lynch in 1996. She has expertise in family wealth management strategies, personal retirement planning, portfolio management, and retirement income, and has guided clients through multiple complex market cycles. Leslie holds the Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA) credentials, as well as the Series 7, 63, and 65 FINRA registrations. She earned a bachelor's degree from Mount Holyoke College. Leslie resides in Oceanport, New Jersey, and is active in her community as a member of St. George’s By-The-River Church and the Navesink Garden Club. Her personal interests include antiquing, gardening, music, reading, and spending time with family.