Jason Van Brunt is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he spent 11 years at Citigroup Global Markets. Outside of his advisory role, he is involved with JVB LLC and Malex Holdings LLC, both related to investment activities. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs and financial planning services. The firm emphasizes a structured planning process using proprietary tools and manages approximately $2.74 trillion in client assets.

Robert Coon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 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 also active as an artist and musician. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated trust, insurance, and lending services.

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.

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.

Carrie Topel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has worked at Cetera Advisors LLC since 2013. In addition to her advisory role, she maintains a CPA firm, Topel & Silver CPAs, which has been operating since 1994. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 with over 10,000 advisors and more than $256 billion in assets under management.

Emilia Gale is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in financial and wealth management services to families and business owners. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Divorce Financial Analyst (CDFA), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Emilia focuses her expertise on areas such as college education planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Emilia holds a Bachelor of Arts degree in Economics from Drew University and is a member of the Drew Alumni Association. She is fluent in English, Portuguese, and Spanish, and conversant in French. Emilia is actively involved in community organizations including the Food Bank of New Jersey and the Leukemia & Lymphoma Society. She also participates in the Portuguese Community and the East Side High School Alumni Association. Emilia resides in Westfield, New Jersey.

Anthony Alfano is a financial advisor with Cetera, holding the CFP® designation and Series 66 license, and has 13 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Alfano volunteers with 3rd Decade, providing financial education to individuals who cannot afford professional advice. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of investment advisory and retirement services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Michael McCabe is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He applies a goal and needs-based holistic approach to assist individuals, families, and businesses in pursuing their financial objectives. His work involves thorough planning conversations with clients and utilizing Fidelity's information, technology, and tools to support their financial success. Michael's strategy focuses on planning areas including investment planning, tax-efficient investing, income planning, and legacy planning considerations. Prior to joining Fidelity, he gained experience as a wholesaler and financial services education consultant at Allstate Financial Services from 2017 to 2021, served as a field sales associate at State Farm from 2014 to 2017, and worked as a registered representative at MetLife from 2009 to 2014. Outside of his professional role, Michael's personal interests include spending time at the beach, attending concerts, caring for pets, skiing, traveling, and practicing yoga.

Antonia Locascio is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her background includes roles at Fidelity Investments and various positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also offers fund advisory and model portfolio services, with involvement in commodity pool operations and registered investment company management.

Christopher Kostecki is a CFP® with 20 years of experience in the financial services industry, currently serving at J.P. Morgan Securities since 2012. Prior to this, he worked at Wells Fargo Clearing. Outside of his advisory role, he co-owns Vintage Moments LLC, a china tableware rental company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a research-driven process supported by centralized due diligence and offers broader derivatives and commodities capabilities relative to many institutional advisory programs.

Brent Freda is a financial advisor at Merrill holding Series 63 and Series 65 credentials. He has experience working at Fulton Bank and Xactus prior to his current role at Merrill and Bank of America, where he has been since 2026. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Anne Schnuriger is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2013. Outside of her advisory role, she is associated with a plumbing and heating business operated by her husband. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Richard Hagerty is a financial advisor at Ameriprise Financial Services with 27 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Merrill. Outside of his advisory role, he is involved with The Atlantic Club in Manasquan, NJ, assisting members as floor staff. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stacie Ann Lites is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and eight years of industry experience. Her background includes roles at Allstate, Shipt Inc, and North American Risk Services, among others. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to serve a broad client base, including registered investment companies and charitable funds.

Keith Owitz is a financial advisor with Edward Jones in Holmdel, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and also operates Owitz Consulting Services, LLC, which he founded in 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

William Finn is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at Pzena Investment Management, Deutsche Bank Securities Inc., and Deutsche Bank Trust Company AM. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.

Jeffrey Herman is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding a Series 66 designation and 11 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at UBS Financial Services from 2015 to 2017. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment solutions.

Thomas Croom III is a financial advisor with Primerica Advisors in Tinton Falls, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. Outside of advisory work, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, employing BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.