John Turi is a financial advisor with Ameriprise in Tinton Falls, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he supports a leading AI research lab focused on advancing machine learning systems. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cole Kelly is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, Kelly held positions at Pennsylvania State University, Camp David in New Jersey, and Ocean Township High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Kevin Nohilly is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors 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 planning menu and integrates advisory services with other financial products and referral channels.

Anton Gurzhiy is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Angelo Puma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Cambridge Investment Research Inc. since 2018 and Cetera Advisors LLC from 2013 to 2018. Outside of his advisory work, he is involved in tax services as an owner of Network Tax Service and MHR Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, with both discretionary and non-discretionary strategies tailored to client goals.

Jeannette Scott is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Wells Fargo since 2016. 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.

Luke Damboise is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles in education, hospitality, and retail. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

James Pucciarelli is a financial advisor with Morgan Stanley in Morganville, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its financial planning approach.

Timothy Rossi is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and First Tracks LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics combined with diversification principles and modern portfolio theory to guide investment decisions.

Brandon Mckown is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. starting in 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics and managing approximately $671 billion in assets.

James Howell Jr is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Citicorp Investment Services. He serves as executor and limited power of attorney for his mother’s estate. 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 range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Jacob Schechter is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Equitable Advisors, he worked at TPS Financial and Deca Analytics. Outside of finance, he has been involved with Xtreme Event Group since 2021. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a variety of asset management programs. The firm utilizes a range of advisory models and third-party managers to tailor investment solutions.

Daniella Russo is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Wells Fargo Advisors, and Mike Anthony Group Inc. Russo has also held teaching positions at Monmouth University and St. Joseph by the Sea High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Wendy Murphy is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Prior to Morgan Stanley, she was with Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Mark Cremonni is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Merrill since 1980 and Bank of America since 2011. Outside of his advisory work, he serves as a committee member for St. John's Feed the Hungry Soup Kitchen in Newark, focusing on assistance for underserved populations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, implementing various portfolio management approaches with support from internal and third-party managers.

Gregory Bertagna is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 35 years of industry experience. He previously worked at Voya Financial Advisors and operated Bertagna & Associates for nearly three decades. His other activities include managing a non-variable insurance business under Dominion Financial Group, Ltd. 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 portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Gregory Spicer is a CFP® professional with 45 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously spent 26 years at Cadaret, Grant & Co., Inc. In addition to his advisory work, he owns Coordinated Insurance Agency, Inc. and is involved with Tower Video, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by extensive advisor tools and a broad non-advisory financial services platform.

Sam Gladson is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Somerset County Vocational and Technical School, US Real Estate Acquisitions, and Rutgers University, as well as experience in landscaping through Jim Gladson Landscaping, Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of proprietary and third-party advisory models delivered through Investment Adviser Representatives.

Matthew Corby is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked at Amboy Bank and spent time at Ramapo College of New Jersey. Outside of finance, he was involved with the Ship Ahoy Beach Club for two years. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and programs, offering a range of investment options including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

Francis Hackett is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Advisors Corporation and Compass. Outside of advisory work, he is involved in tax preparation and accounting services and also works part-time as a delivery driver. 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 including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad spectrum of non-advisory financial services.