Courtney Halasz is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Richard Murphy is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Outside of his advisory role, he serves on the board of the Diocesan Investment Trust for the Episcopal Church of New Jersey, advising on its investments. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but generally does not include individual security recommendations in standalone plans.

John Mcgovern Jr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory work, he is involved with NJPAIP and NJIUA. 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 arrangements, and a range of brokerage and insurance products.

Ryan Boyle is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. He holds Series 63 and Series 65 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Yue Lin is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Enterprise since 2024, following six years at Pruco Securities, LLC. Outside of finance, he has been involved with Delfy Music Inc. since 2010. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model wealth portfolios, asset management, and insurance products.

Patrick Mcgrady is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior roles include five years at UBS Financial Services and five years as a self-employed advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Dennis Mojares Jr. is a financial advisor at Charles Schwab with 32 years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank since 2007. He holds Series 63 and Series 65 credentials. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized custodial and supervisory arrangements.

Anjeanette Salvaryn is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2020, she spent over three decades at Foresters Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Clelia Dimaggio is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she works as a para professional at Red Bank Catholic School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Gary Capaldo is a CFP® professional with over 31 years of experience in the financial industry. He is currently affiliated with Cetera and has held various roles at Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, he serves as a CFP instructor at Wagner College and holds leadership and fiduciary roles in several business and nonprofit organizations, including youth baseball and softball associations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Jake Keelen Brown is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work includes roles at Merrick Constructions Inc. and a period at The Pennsylvania State University. 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, and institutional investors. The firm is integrated into Bank of America’s broader platform, enabling access to a wide set of products and services.

Robert Pallitto is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leon Silvestre is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He previously worked at Santander Securities, LLC and Santander Bank, NA. Outside of his advisory role, he co-owns and manages a rental property. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics to serve a wide range of clients.

Charles Buono is a Financial Consultant at Fidelity Brokerage Services, LLC, a position he has held since 2021. He brings over 20 years of experience in the financial services industry to his role. Prior to joining Fidelity, Charles worked as a Financial Advisor at AIG Retirement Services from 2018 to 2021, and as Vice President of Retirement Services at Principled Advisors from 2008 to 2018. His earlier roles include Relationship Manager at Oppenheimer Funds from 2007 to 2008 and Client Service Representative at ADP Retirement Services from 2003 to 2007. Throughout his career, Charles has focused on retirement services and financial advising, utilizing his extensive experience to help clients identify and achieve their short-term and long-term financial goals. He employs a personalized approach to cultivating, implementing, and maintaining financial plans that align with what matters most to his clients. Outside of his professional work, Charles has interests in comedy, golf, movies, and parenthood.

Christa Mc Namee is a financial advisor at Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation with eight years of industry experience. She worked at Morgan Stanley from 2005 to 2023 and returned in 2025 after a brief period with Yancey's Fancy. Outside of her advisory role, she is involved in concert production through her LLC, BarNamee LLC, and participates in a restaurant and bar business, Flurlife LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers various investment and planning solutions across retail and institutional clients.

Nicholas Graviano is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors, LLC. Prior to his financial services career, he was involved in landscape and design through Dragonfly Landscape and Design. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Foley Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Foley serves as a board member and trustee for the Semper Fi Santa Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, leveraging third-party asset managers and programs to tailor investment solutions based on client goals and risk tolerance.

Brett Mcnamee is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, having been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a part owner of The Seagrass Cottage, LLC, a business unrelated to the financial industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Peter Graham Jr. is a financial advisor with LPL Financial in Middletown, NJ, holding a Series 66 credential and 11 years of industry experience. Since 2015, he has been associated with both LPL Financial and Navesink Wealth Management, where he holds a majority interest. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by extensive research and model portfolios.

Christopher Barcellona is a financial advisor at Morgan Stanley in Red Bank, NJ, with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and offers access to a broad suite of investment products and services.