Anton Gurzhiy is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. His prior work includes one year at JPMorgan Chase Bank before joining the securities division. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Angelo Puma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Cambridge Investment Research Inc. since 2018 and Cetera Advisors LLC from 2013 to 2018. Outside of his advisory work, he is involved in tax services as an owner of Network Tax Service and MHR Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, with both discretionary and non-discretionary strategies tailored to client goals.

Jeannette Scott is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Pucciarelli is a financial advisor with Morgan Stanley in Morganville, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its financial planning approach.

James Howell Jr is a financial advisor with Equitable Advisors in Bloomfield, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Equitable Advisors in 2021, he worked for Ameriprise Financial Services, Inc. for 10 years. Outside of his advisory role, he serves as executor and limited power of attorney for his mother's estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Daniella Russo is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Wells Fargo Advisors, and Mike Anthony Group Inc. Russo has also held teaching positions at Monmouth University and St. Joseph by the Sea High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Wendy Murphy is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015, having previously been with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Mark Cremonni is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Merrill since 1980 and Bank of America since 2011. Outside of his advisory role, Cremonni serves as a committee member for St. John's Feed the Hungry Soup Kitchen, supporting efforts to feed the homeless and poor residents of Newark. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gregory Bertagna is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 35 years of industry experience. His career includes 29 years at Bertagna & Associates and five years at Voya Financial Advisors prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and third-party subadvisor strategies, supporting both discretionary and non-discretionary management.

Gregory Spicer is a financial advisor at LPL Financial with 44 years of industry experience. He holds the CFP® and Series 63 designations and has worked at LPL Financial since 2018, following a 26-year tenure at Cadaret, Grant & Co., Inc. Outside of his advisory work, he is the owner of Coordinated Insurance Agency, Inc., an insurance agency. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Sam Gladson is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has held diverse roles across education, real estate, and landscaping, including work at Jim Gladson Landscaping, Inc., a business he has been involved with for six years. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer structure.

Nicholas Delaurentis is a financial advisor at J.P. Morgan Securities with Series 66 registration and approximately one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Genki Sushi, and Retro Fitness, where he also serves in a part-time front desk position. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Matthew Corby is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Amboy Bank and Ramapo College of New Jersey, and was involved with Ship Ahoy Beach Club. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Francis Hackett is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 63 designations and previously worked for Lincoln Financial Advisors from 2016 to 2024. Outside of his advisory role, he is involved in tax preparation and accounting services and works part-time as a delivery driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Mark Lauricella is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bloomberg LP for four years before joining Morgan Stanley in 2018. Lauricella is currently based in Red Bank, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques.

Christopher Maiurro is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and Atlas Insight LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Altschuler is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he serves as a caregiver to his daughter through his involvement with Caring With Compassion in Red Bank, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services that include retirement, education, and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Aksel Yavalar is a financial advisor at Morgan Stanley with 17 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Morgan Stanley since 2016 with intervals at Raymond James & Associates and Locust Wood Capital Advisers. Outside of his advisory role, he is the general partner and owner of 1623 Park Avenue LLC, overseeing investments in a multi-family apartment building, and is also an owner of Keauty LLC, a business managed independently by his wife. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct client service and corporate financial planning agreements.

John Grande Jr. is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to that, he held positions at Cetera Advisor Networks LLC, Summit Financial Group Inc., and Wells Fargo Advisors. He also owns Grande Financial Services, Inc., a support company he has operated since 1986. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, working closely with clients to develop tailored strategies supported by extensive research and a broad affiliate network.

Nicholas Schwed is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and teaching positions at Rutgers University and Raritan Valley Community College. He has also been involved with community organizations such as the Somerset Hills YMCA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.