Mark Morris is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Chartered Retirement Planning Counselor (CRPC). Mark has completed his Bachelor's Degree from Seton Hall University. His role focuses on providing financial advice and planning services to clients. Further details about his experience, personal interests, or community involvement are not provided.

Kevin Birkner is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services from 2016 to 2020 before joining Morgan Stanley in 2020. 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 utilizes structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Mark Thompson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing Services LLC and PineBridge Securities LLC. He holds partial ownership in Marinus Financial LLC and sole ownership of MKThompson LLC, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various life stages and specialized needs, delivering tailored recommendations through Wells Fargo research and tools.

Donna Cleveland is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her work history includes positions at Wells Fargo Advisors LLC, TD Wealth Management Services Inc., and Cetera Investment Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 advisors. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers brokerage and advisory solutions.

James Quirk is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, including its period as AXA Advisors, LLC. Outside of advising, he serves as an on-field official for the National Football League. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party managers, focusing on matching client needs with appropriate investment models and services.

Stephen Borriello Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and previously worked at the NY Daily News in 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Colin Rath is a financial advisor with Ameriprise in Freehold, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Rath serves on the Board of Directors of Virtual Letip Monmouth County, where he acts as Treasurer. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering tailored written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team supporting its network of advisors.

Erin Mckane is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on formal advisory roles to multiple registered investment companies and the use of advanced technologies such as AI and long-term asset allocation benchmarks.

Manjula Alagani is a financial advisor with LPL Enterprise holding a Series 66 designation and has been working in the industry since 2026. Prior to her current role, she was with Equitable Advisors, LLC, and has over a decade of experience at H&R Block. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated services including trust custody and insurance product sales.

Gregory Davidson is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2009 as well as City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers, offering integrated solutions including tax management and responsible investing options.

Mark Mclafferty is a CFP® and ChFC® credentialed advisor with 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory role, he serves as a board member of the Woodbridge Chamber of Commerce and is involved in nonprofit activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary model strategies.

Theresa Fragale is a financial advisor with LPL Financial, holding a Series 66 credential and possessing 10 years of industry experience. Her prior work includes positions at Wells Fargo Advisors and Wells Fargo Clearing, as well as roles at Kohl’s and Homegoods. Outside of her advisory work, she has held employment as a hostess at The Elbow Room in Bradley Beach, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Edward Guerin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2014 to 2025. Outside of his advisory role, he is the owner and partner of Learn & Play Basketball LLC and serves as board member and treasurer of the nonprofit MAXSTRONG, which supports families affected by pediatric cancer. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Patrick Mcdevitt is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he had a brief tenure at JP Morgan Chase in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and a discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

Lori Attanasio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Financial Planning Concepts and Doft & Co., Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Curtis Krietzberg is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Advisors Corp. and Lincoln National Life Insurance Company for 24 years. In addition to his advisory role, he is an instructor with the Financial Educator’s Network. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by research and technology tools.

Andrew Christopher is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' long-term goals, focusing on a holistic approach to investment planning. His work encompasses various client focus areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, special needs planning strategies, and retirement income. Andrew holds a Bachelor's Degree from Rutgers and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes providing clients with appropriate solutions rather than simply offering products, emphasizing clear direction and proactive advice to help clients achieve their financial objectives. In addition to his professional work, Andrew participates in community involvement through organizations such as the Bladder Cancer Advocacy Network and Autism Speaks. His personal interests include music, photography, and swimming.

Jason Lopiccolo is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC since 2021 and Cetera Investment Advisers, LLC since 2025. Outside of advisory work, he is an insurance agent selling life and annuities and serves as an administrative assistant at NDA Wealth Foundations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Richard Policastro is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo affiliates since 2009. Outside of his advisory role, he is a part-owner of Morrow Street Associates, LLC and Select Advisors Wealth Management LLC, and serves as trustee for his son’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product offerings.

Jeremy Langer is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Equitable Advisors or its predecessor, AXA Advisors LLC, since 2009. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.