Stephen Borriello Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at the NY Daily News in 2017. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Erin Mckane is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on formal advisory roles to multiple registered investment companies and the use of advanced technologies such as AI and long-term asset allocation benchmarks.

Gregory Davidson is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2009 as well as City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers, offering integrated solutions including tax management and responsible investing options.

Mark Mclafferty is a CFP® and ChFC® credentialed advisor with 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory role, he serves as a board member of the Woodbridge Chamber of Commerce and is involved in nonprofit activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary model strategies.

David Ricker is a financial advisor with UBS Financial Services in Point Pleasant, NJ, holding a Series 66 designation and over 22 years of industry experience. He has worked at Merrill since 2003. Outside of his advisory role, he is involved part-time as a beer tender at Icarus Brewing in Brick, New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Patrick Mcdevitt is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he had a brief tenure at JP Morgan Chase in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and a discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

Lori Attanasio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Financial Planning Concepts and Doft & Co., Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Curtis Krietzberg is a CFA® charterholder with 30 years of industry experience, currently advising clients at LPL Financial since 2024. Prior to joining LPL, he worked for Lincoln Financial Advisors and Lincoln National Life Insurance Company from 2000 to 2024. He also serves as an instructor with the Financial Educator's Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Andrew Christopher is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' long-term goals, focusing on a holistic approach to investment planning. His work encompasses various client focus areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, special needs planning strategies, and retirement income. Andrew holds a Bachelor's Degree from Rutgers and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes providing clients with appropriate solutions rather than simply offering products, emphasizing clear direction and proactive advice to help clients achieve their financial objectives. In addition to his professional work, Andrew participates in community involvement through organizations such as the Bladder Cancer Advocacy Network and Autism Speaks. His personal interests include music, photography, and swimming.

Moshe Feinstein is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. His prior roles include positions at NYLife Securities, Bais Reuven Kamenitz, and Thera Era LLC. He is also the owner of Good Hands Financial Planning LLC and serves as an insurance agent with Good Hands Financial. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative, software-driven approach to financial planning and offers specialized programs including estate settlement and divorce planning.

Jason Lopiccolo is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC since 2021 and Cetera Investment Advisers, LLC since 2025. Outside of advisory work, he is an insurance agent selling life and annuities and serves as an administrative assistant at NDA Wealth Foundations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Richard Campanella is a financial advisor with Morgan Stanley in Toms River, NJ, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley since 2008 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to assist in financial planning.

Richard Policastro is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo affiliates since 2009. Outside of his advisory role, he is a part-owner of Morrow Street Associates, LLC and Select Advisors Wealth Management LLC, and serves as trustee for his son’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product offerings.

Jason Gardner is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 designations and having 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 the Global Investment Committee’s tools.

Jeremy Langer is a financial advisor at Equitable Advisors with 16 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors since 2009, previously affiliated with AXA Advisors LLC. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Sammer Bekhiet is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals, families, and business owners in navigating complex financial decisions by providing personalized wealth management, retirement, and investment strategies aligned with clients' goals. His expertise includes college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Sammer employs a comprehensive approach that begins with understanding each client's full financial picture to develop flexible strategies responsive to changing market conditions. His role integrates investment insights from Merrill and banking and lending solutions from Bank of America. Sammer holds a Bachelor's Degree from The College of New Jersey and is a Personal Investment Advisor (PIA). Outside of his professional activities, he is involved with the USTA Foundation and enjoys pickleball, tennis, traveling, and spending time with his family.

John Caracappa Jr. is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Citigroup Global Markets. Raymond James & Associates offers financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides both non-discretionary advisory services and institutional consulting, with expertise in public finance and municipal work.

Amy Carpenter is a financial advisor at Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Austin Dave is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, business owners, and corporate employees of Fortune 500 companies to help them achieve their financial goals. Austin's approach is goal driven, focusing on creating efficient wealth management strategies covering areas such as tax efficient investing, retirement planning, benefit maximization, and company 401(k) plans. He and his team aim to provide an exceptional client experience by understanding each client's unique situation, educating them on potential options, and tracking progress to adjust portfolios as needed in a changing economic environment. Austin holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Howell High School and attended The College of New Jersey without completing a degree.

Arielle Sherman is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Morgan Stanley and its affiliated entities in 2019. Outside of her advisory role, she is a partner in Sherman Real Estate Group, which is involved in investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to model financial outcomes.