Anthony Vignola is a CFP® and holds a Series 66 license, currently with Cetera, where he has worked since 2025. He has 12 years of industry experience, including a decade at Commonwealth Financial Network. In addition to his advisory role, he is a financial professional at King Financial Network, providing investment management and financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by more than 10,000 advisors and over $256 billion in assets under management.

Anthony Porchetta is a financial advisor at Mass Mutual Investors Services with Series 66 registration and experience beginning in 2024. Prior to joining the firm, he worked in the automotive industry and held a role at the University of Scranton. He is also engaged in insurance brokerage, focusing on individual life insurance and fixed annuities. Mass Mutual Investors Services, LLC 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, utilizing software tools to deliver written recommendations tailored to client goals.

Grinald Abazi is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients individually to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice, adapting clients’ portfolios as their circumstances evolve. Grinald holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Baruch College.

Christopher Gibardi is a financial advisor with LPL Financial and holds the Series 66 designation. He has eight years of industry experience, including prior roles at CUNA Brokerage Services, CUNA Mutual Group, Bank of America, Merrill, and Santander Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brett Diorio is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 designation and 16 years of industry experience. He worked at Merrill from 2010 to 2013 before joining Morgan Stanley in 2013. Outside of his advisory role, Diorio serves as an arbitrator on a FINRA panel, making judgments on claims. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model outcomes without providing individual security recommendations as part of standalone planning.

Carmine De San is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors for five years. Outside of his advisory role, he serves as a Rangemaster for Cub Scouts BB Guns and Archery with the Boy Scouts of America Patriots Path Council, volunteering approximately three hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a variety of advisory programs for a broad client base.

Timothy Brennan is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Jefferies LLC from 2015 to 2018. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a financial planning process that includes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning and investment advisory services.

Jeff Rainess is a Financial Consultant at Fidelity Investments since 2026. He has previously worked as an Investment Consultant at Fidelity Investments from 2024 to 2026 and served as a Registered Financial Advisor at Park Avenue Securities from 2018 to 2024. Jeff focuses on empowering clients to achieve financial security by building trusted partnerships and simplifying complex financial planning, utilizing Fidelity's resources. His approach integrates his background as both a coach and an advisor, emphasizing that long-term financial success requires discipline and collaboration. Jeff's planning process is designed to provide clients with guidance at every step. He has lived in Monmouth County for over 25 years and has been married for more than 20 years, with three children. Outside of his professional responsibilities, Jeff engages in family activities and enjoys fishing, fitness, football, golf, and spending time with his pets.

Jessica Haddad is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 financial planning process supported by firm-approved tools and models.

Michael Mc Cormick is a financial advisor at Morgan Stanley with a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley since 2017, including roles at Morgan Stanley Private Bank, N.A. Prior to his advisory career, he worked at Rutgers University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and investment services. The firm manages approximately $2.74 trillion in client assets and offers a variety of advisory programs supported by advanced planning tools and a structured discovery process.

Joseph Lupo is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He worked at Credit Suisse Securities (USA) LLC for 15 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to tailor plans based on clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and also provides custody, underwriting, and capital markets services.

Maureen Butler is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at LPL Financial and R.M. Stark & Co., Inc. Maureen holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide 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 methodologies.

William Bertscha is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at ICE, Oppenheimer & Co, Northwestern Mutual, Tullett Prebon Financial Services, and Tradition Securities and Derivatives. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Frank Connelly is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Wells Fargo Clearing since 2022. Prior to this, he spent several years at Morgan Stanley Private Bank and Morgan Stanley, as well as a brief period at FJC Capital Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Heriberto Torres Jimenez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Barclays, Villanova University, Rowan University, and service in the United States Air Force. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harpartap Boyal is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help them achieve these objectives. He provides ongoing advice and adjusts portfolios as clients' situations evolve. Harpartap holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rutgers. His approach focuses on managing the complexities involved in financial planning, including aspects such as retirement, college funding, eldercare, and healthcare needs.

Antonio Alessandra is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Alessandra is based in Red Bank, NJ. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and proprietary tools to support client objectives.

Nina Zelaya is a financial advisor with Wells Fargo Advisors in Iselin, NJ, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services including retirement, education, and specialized planning areas, using Wells Fargo’s research and tools to develop tailored recommendations.

Tara Bitterly is a Series 66-credentialed advisor with Morgan Stanley, based in Red Bank, NJ, where she has worked since 2015, including nine years with Morgan Stanley Private Bank, N.A. She has nine years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Jane Vamos is a financial advisor at Merrill with 36 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes two separate tenures at Merrill totaling 19 years, as well as roles at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.