Jacob Forman is a Financial Consultant at Fidelity Investments, where he focuses on holistic financial planning for individuals and families. He works collaboratively with clients to create personalized strategies that address their unique financial goals and needs. Jacob has been with Fidelity Investments since 2018 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and now Financial Consultant since 2022. Prior to joining Fidelity, he served as a Financial Advisor at North Star Resource Group from 2015 to 2017. He holds the Certified Financial Planner (CFP®) designation and stays informed on industry trends to provide guidance tailored to his clients' requirements.

Kannan Jayaram is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he works as a ski and snowboard instructor at Vail Ski and Snowboard School in Colorado. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm offers a variety of advisory programs and works with third-party asset managers to deliver customized investment solutions.

Christian Dammann is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. He began his career in 1997 as a trader on the New York Stock Exchange before transitioning to financial advising in 2007. Christian holds multiple FINRA registrations, including Series 7, 24, 25, 31, and 67, as well as Life and Health insurance licenses. He is also designated as a Personal Investment Advisor (PIA). Christian focuses on areas such as college education planning, family wealth management strategies, portfolio management services, and retirement income. He emphasizes building trusted relationships with clients, helping them plan for life’s changes and challenges through personalized and attentive financial advice. Christian is committed to guiding clients by advising them on making informed decisions rather than simply providing information. He earned a Bachelor of Science degree in Business Management in 1997 from Southern Connecticut State University, where he was a four-year starter and team captain on the football team. Christian engages in community service, having served as president of the Red Bank Kiwanis Chapter from 2013 to 2014, contributing to fundraising efforts for local children's organizations. His personal interests include biking, fishing, football, golfing, reading, surfing, and spending time with his family.

Vincent Cacciolo is a financial advisor with Merrill and holds a Series 66 designation. He has five years of industry experience, including roles at Bank of America, N.A. since 2021 and Merrill since 2019. Prior to his current positions, he worked with Battleground Country Club and the International Planning Alliance. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors. The firm uses model-based and discretionary strategies developed by its Chief Investment Office and third-party managers, offering a range of investment solutions including tax-aware strategies and customized investment restrictions.

Yevgeniy Morozov is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC since 2012, alongside a concurrent role at JPMorgan Chase Bank, NA. From 2019 to 2022, he was also affiliated with Mz Technology Corp. 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. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Corey Spina is a financial advisor at OSAIC with two years of industry experience. Prior to joining OSAIC in 2024, he worked at BetMGM for four years and held roles at MLB Network and Minute Media. He is also involved with Evergreen Financial Group, LLC, where he works with clients on retirement and college savings planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that may include various asset classes.

Lisa Natale is a financial advisor with Merrill in Red Bank, New Jersey, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, Natale serves as President of the American Legion Auxiliary and Vice President of Monmouth County. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Badenhop is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets beginning in 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets through a structured planning process that uses firm-approved tools and market models.

Duane Sunby Jr. is a financial advisor with LPL Financial in Shrewsbury, NJ, holding a Series 66 designation and 26 years of industry experience. He previously worked at First Discount Brokerage, Inc. for 16 years and at MSI Financial Services, Inc. for 3 years. Outside his advisory role, he is involved with employee benefits through NPPG, LLC. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Mclaughlin is a financial advisor at Primerica Advisors with 29 years of industry experience. He has been with Primerica Financial Services since 1995 and Primerica Advisors since 1996. His credentials include Series 63 and Series 65 licenses. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Spatola is a financial advisor with OSAIC, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Royal Alliance, Santander Securities, Raymond James Financial Services, and others. Outside of advising, he co-owns a temporary employment business and a printing company. OSAIC serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage diversified portfolios, with services available on both discretionary and non-discretionary bases.

John Renaghan is a financial advisor at UBS Financial Services with a Series 66 license and one year of industry experience. Prior to joining UBS, he held roles at Broderick's Flower Shop, Hudson Wealth Partners, and Facilipay. He also has a background that includes work at Camp Serendipity and education-related positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management, financial planning, and access to capital markets and proprietary research.

Stanley Nartowicz is a financial advisor with Primerica Advisors in Neptune, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Jason Van Brunt is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with two investment-related rental property businesses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer platforms.

Robert Coon is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, and Wachovia Bank. Outside of his advisory work, he is active as an artist and musician. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

John Mossa is a CFP® with 44 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Cadaret, Grant & Co., Santander Securities, and PNC Wealth Management. In addition to his advisory work, he is licensed as a Medicare Planning Specialist and tax preparer. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Rebecca Trachtenberg is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC and Kestra Financial Services, Inc. Since 2012, she has also been involved with Regal Wealth Advisors, where she performs administrative duties. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Michael Hughes is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor, Axa Advisors, LLC, where he worked from 2004 to 2020. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, delivering advice through a network of Investment Adviser Representatives using both proprietary and third-party investment solutions.

John Conroy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior experience includes roles at Breezy Point Cooperative, Flynn Financial Partners, and various positions at Iona University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and intermediary platforms.

Arthur Foreman is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2012. He has over 25 years of experience in the financial services industry, including roles as Financial Consultant and Investment Representative at Fidelity Investments, as well as a Floor Trader at the New York Stock Exchange from 1997 to 2007. His expertise includes working with Fidelity's High Net Worth clients in areas such as retirement, income, and wealth planning. Arthur leverages his extensive experience to assist clients and their families in pursuing their financial goals.