Oleksii Bulinskyi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, and Santander Securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary program supported by in-house manager solutions and due diligence.

Phillip Malavarca is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Clearing and Wells Fargo Bank since 2021. Outside of his advisory role, he owns an auto care consulting business and is a notary public in New Jersey. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, combining in-house research with third-party analytics while offering both brokerage and advisory solutions.

Michael Noone is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior work includes roles at Bank of America, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a committee member for the Knights of Columbus and the American Cancer Society and is a board member at Georgian Court University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Aldi Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 registrations. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Eugene Giordano is a financial advisor at LPL Financial with 25 years of industry experience. He has held his current position since 2003 and holds Series 63 and Series 66 licenses. His other business activities include servicing fixed insurance contracts and conducting transactions on life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Marano is a Financial Advisor with Merrill Lynch Wealth Management, serving as a primary point of contact to coordinate various aspects of his clients' financial lives. He focuses on delivering personalized wealth management strategies centered around strategy, service, and stewardship, aiming to provide clarity, reduce complexity, and help clients make informed financial decisions. His expertise includes investment management, retirement planning, tax considerations, estate strategies, and other key wealth management areas. Michael works with individuals and families on college education planning, family wealth management strategies, managing new wealth, and retirement income, among other client focus areas. Michael holds a Bachelor's Degree from Pennsylvania State University and the Personal Investment Advisor (PIA) designation. He is a member of the Shore Builders Association of Central NJ and the Southern Ocean County Chamber of Commerce. Originally from Morris County, New Jersey, he resides in Shrewsbury, Monmouth County with his family. Outside of work, he enjoys boating, football, golfing, ice hockey, music, skiing, traveling, and spending time with his family.

Maurice Cassara is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and bringing 29 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2004, respectively. 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 supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Kimberly Riccoboni is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 20 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has worked at MetLife Securities Inc. since 2011. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and delivers written recommendations without discretionary investment authority.

Thomas Frothingham is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. He holds the Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Dipak Shah is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with Prudential Insurance Company of America since 1998 and transitioned to LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs through a platform that integrates advisory and brokerage channels.

Christopher Junquet is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Ohio State University, MWWPR, and Forsgate Country Club. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Owen Stauffer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has prior work experience in various roles including at Kay Jewelers and Provident Bank. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Brian Berry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Alyssa Saavedra is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to her current roles, she gained experience at Jared's Galleria of Jewelry, Pandora, and Chase Bank. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, and institutions.

Antonio Paturzo is a financial advisor at Merrill with 10 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yahui Lu is a financial advisor with LPL Enterprise holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Enterprise in 2024, Lu worked at Prudential Insurance Company of America and Pruco Securities, LLC, among other financial institutions including Bank of America, Merrill Lynch, and Morgan Stanley. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and access to a range of financial products. The firm provides integrated adviser programs alongside insurance products and lending services within a platform that emphasizes transparency and co-investment relationships.

Peterson Decoteau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles with PricePoint Valuations, Lincoln Appraisal Services, Douglas Elliman Realty, and Fillmore Real Estate. In addition to his advisory work, he serves as a financial counselor with the New York Legal Assistance Group. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies overseen by third-party asset managers.

Thomas Gioia is a financial advisor with Ameriprise in Red Bank, NJ, holding a Series 63 license and over 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Gioia serves as a trustee on the board of Saint Leo The Great Church and has involvement in independent insurance brokering and business ownership with GMW Realty, LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Anthony Falcone is a financial advisor with Ameriprise in Neptune, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its predecessor entity since 2010. Outside of his advisory role, he owns and manages an accounting and tax preparation firm. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. Notably, it provides a retirement-income planning service targeting individuals with at least $1 million in net investable assets, utilizing research and modeling to deliver personalized, tax-efficient income strategies.

Joseph Siragusa is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and possessing 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Advisors in 2023. Outside of his advisory work, he holds a real estate license in New Jersey and has a partial ownership interest in a rental property. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations based on proprietary research and planning tools, with planning engagements typically discrete and fees negotiated according to the scope and complexity of the service.