John Benton Jr. is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, access to model portfolios, third-party asset management, and insurance products through its integrated platform.

John Lyons is a CFP® and holds a Series 66 license, currently serving at Charles Schwab with 10 years of industry experience. His prior roles include positions at BlackRock Investments, Shorehaven Wealth Partners, and Purshe Kaplan Sterling Investments. He serves on the advisory board for the Kania School of Management at the University of Scranton, supporting college curriculum development. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary investment advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm integrates brokerage, custody, and advisory functions with a multi-asset strategic allocation approach and centralized operational support.

Michelle May is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has been with Ameriprise since 1999, currently serving as a financial advisor in Lebanon, NJ. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Ronald Portnoi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he holds ownership interests in HUB Advisors LLC and RBP Financial Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo’s research and tools, with advisory and brokerage options available based on client preferences.

Michael Tormey is a financial advisor with LPL Financial based in Basking Ridge, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Raymond James Financial Services and Santander Securities. Outside of advising, he also works as a part-time Lyft and Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alex Lospinoso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2011. Outside of his advisory role, he serves as the Executive Director of the Linden Economic Development Corporation, focusing on economic development initiatives in Linden, NJ. 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, consulting, model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products via an integrated platform.

Paul Dorsey is a CFP®, ChFC®, and Series 66-registered financial advisor with 17 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held positions at Bank of the West and BancWest Investment Services. He is based in Summit, NJ. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships, and maintains specialized capabilities in public finance and municipal work.

Sara Brown is a financial advisor with Equitable Advisors in Sayreville, NJ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Equitable Advisors since 2005, following a period at AXA Advisors, LLC from 2005 to 2020. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Samantha Marino is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, she worked at Belvedere Hospitality Group LLC and Seasons 52, gaining experience in hospitality management. 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 combination of advisory and brokerage capabilities.

Justin Steele is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has worked previously at Janus Management Holdings Corp and Janus Distributors LLC for ten years and currently provides investment advisory services through Paradigm Wealth Advisory LLC, an independent advisory firm he founded. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research from internal and third-party sources.

Michael Volpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at MBSC Securities Corporation and BNY Mellon Securities Corporation. He operates as a DSO-licensed financial advisor selling insurance products. Mass Mutual Investors Services 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 with a focus on collaborative, goal-based planning supported by firm-approved analytical tools.

Douglas Eizen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with JPMorgan Securities LLC since 2010 and JPMorgan Chase Bank NA since 2009. 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 and investment management capabilities, delivering its program on a non-discretionary basis.

John Masotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He has ownership interests in two investment-related firms, HUB Advisors, LLC and JRM Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, and integrates advisory services with other financial product sales and referral channels.

Eileen Monahan is a Series 66-licensed financial advisor with Morgan Stanley in Warren, NJ, with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the sole proprietor of a family real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by advanced modeling tools and serves clients through multiple financial planning and investment strategies.

Matthew Garber is a CFP® with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2020. Prior to joining OSAIC, he worked for Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he volunteers as a Boy Scouts committee member and coaches youth ice hockey. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options, using proprietary tools alongside third-party solutions to support its advisors and clients.

Tessa Stewart is a financial advisor at Merrill with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she operates two businesses focused on wedding photography and beauty services. Merrill provides managed account services to a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries, through model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Michael Guerrero is a CFP® and Series 66-designated financial advisor with Edward Jones, based in Middletown, NJ. He has 13 years of industry experience. Guerrero has been affiliated with Bentley University since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Jurusz is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring access to affiliated and third-party model portfolios as well as customizable investment strategies.

Vincent Robert Browne is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. He has worked with firms including Avantax Investment Services and FTF Financial Group and serves as an adjunct professor of finance at St. John's University. Browne is also involved as vice-president and secretary of a nonprofit organization, Young Catholic Professionals, and manages financial coordination for a food pantry at St. Ann's Roman Catholic Church. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform featuring both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Christine Lombardi is a financial advisor with UBS Financial Services, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, using proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.