Kimberly Riccoboni is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 20 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has worked at MetLife Securities Inc. since 2011. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and delivers written recommendations without discretionary investment authority.

Thomas Frothingham is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Thomas Cali is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1999 and joined Merrill Lynch in the same year as a Financial Advisor. Thomas focuses on addressing the complex financial needs of high net worth clients by offering investment, estate and wealth transfer strategies, liability planning, and insurance solutions. He is a qualified Portfolio Manager who designs and manages personalized investment strategies incorporating individual securities, Merrill model portfolios, and third-party strategies. Additionally, he serves clients through the firm's Investment Advisory Program, managing portfolios on a discretionary basis when appropriate. Thomas earned a Bachelor of Science degree in Business Administration and High Technology Management from California State University in 1999. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. He also maintains several registrations and licenses through the Financial Industry Regulatory Authority (FINRA) and state insurance authorities, including Series 7, 24, and 66 registrations, as well as New Jersey Life, Health, and Long Term Care Insurance Licenses. Residing in Brielle with his wife Amy and their two sons, Thomas is active in local philanthropic organizations. Outside of his professional role, he enjoys spending time with his family, sport fishing, biking, boating, cooking, gardening, surfing, traveling, and woodworking.

Dipak Shah is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Prudential Insurance Company of America since 1998 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through a platform that integrates advisory and brokerage channels.

Christopher Junquet is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Ohio State University, MWWPR, and Forsgate Country Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Owen Stauffer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various roles including at Kay Jewelers and Provident Bank. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Brian Berry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Alyssa Saavedra is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to her current roles, she gained experience at Jared's Galleria of Jewelry, Pandora, and Chase Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, and institutions.

Yahui Lu is a financial advisor with LPL Enterprise holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Enterprise in 2024, Lu worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other financial institutions including Bank of America, Merrill Lynch, and Morgan Stanley. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and access to a range of financial products. The firm provides integrated adviser programs alongside insurance products and lending services within a platform that emphasizes transparency and co-investment relationships.

Evan Purdy is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Allied Wealth Partners, Northwestern Mutual, and JusCollege. Outside of advising, he also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and custodial relationships.

Peterson Decoteau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles with PricePoint Valuations, Lincoln Appraisal Services, Douglas Elliman Realty, and Fillmore Real Estate. In addition to his advisory work, he serves as a financial counselor with the New York Legal Assistance Group. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies overseen by third-party asset managers.

Marc Micali is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC 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.

Thomas Gioia is a financial advisor with Ameriprise in Red Bank, NJ, holding a Series 63 license and over 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Gioia serves as a trustee on the board of Saint Leo The Great Church and has involvement in independent insurance brokering and business ownership with GMW Realty, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Anthony Falcone is a financial advisor with Ameriprise in Neptune, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its predecessor entity since 2010. Outside of his advisory role, he owns and manages an accounting and tax preparation firm. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. Notably, it provides a retirement-income planning service targeting individuals with at least $1 million in net investable assets, utilizing research and modeling to deliver personalized, tax-efficient income strategies.

Joseph Siragusa is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and possessing 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Advisors in 2023. Outside of his advisory work, he holds a real estate license in New Jersey and has a partial ownership interest in a rental property. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with planning engagements typically discrete and fees negotiated according to the scope and complexity of the service.

William Tarallo is a CFP® professional with 38 years of experience in the financial services industry. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a managing member of a family-owned business, JOBILL & SONS ENTERPRISES, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, risk management, and specialized planning for business owners and other niche client needs.

Barbara Glatz is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Blutstein is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC for 29 years. Outside of his advisory role, he is involved in Medicare Supplement Insurance commission trails. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products supported by an integrated platform.

Sean Roarty is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 licenses. He has seven years of industry experience and has been with Wells Fargo Clearing since 2019, having worked at Wells Fargo Bank, N.A. since 2014. 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 both brokerage and advisory solutions.

Thomas Warenkiewicz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC until 2020. Outside of his advisory role, he serves as executor for the Estate of Edward Manley. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party asset management programs.