Henry Pozo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2012. Prior to this, he was associated with New Horizon Legacy Group LLC and Envios Sin Fronteras. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Brian Gaffney is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 2000. In addition to his advisory role, he has licensed activities related to non-variable insurance and has been involved in group health insurance sales. 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 portfolio programs, third-party asset management, and institutional platforms.

Daniel Fitzpatrick is a financial advisor with Equitable Advisors and holds the Series 66 and Series 63 designations. He has four years of industry experience, including roles at Equitable Advisors since 2021 and prior experience at Jersey Strong and Scarborough Fair. Outside of his advisory work, he owns Fitzpatrick Media LLC, a photography business. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of investment vehicles and third-party advisory platforms to deliver customized solutions.

Eileen Burns is a financial advisor at Cetera with 20 years of industry experience and a Series 66 designation. Her prior work includes roles at Oppenheimer & Co. Inc., Avantax Investment Services Inc., and McLaughlin Financial Group. She is currently associated with Brendon Pierson Wealth Management and Brendon Pierson, Inc. alongside her position at Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to various investment strategies and program structures.

Anthony Pesini is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles in education at Lacey Township High School and Middle School, as well as positions at Kean University, Staples, and Ocean County College. He also managed a small business, Anthony's Pizza, from 2021 to 2023. 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 employs a collaborative planning process using firm-approved software and offers specialized planning services such as divorce planning and estate-settlement programs.

Anthony Cifelli Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His previous roles include positions at Wells Fargo Advisors Financial Network LLC from 2009 to 2017 and Ameriprise Financial Services, Inc. from 2017 to 2020. Outside of advisory work, he is involved in Medicare insurance through Superior Senior Solutions, LLC. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and in-house oversight to support retirement income strategies.

Todd Dotterweich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2022, and previously spent nine years with Santander Securities, LLC and Santander Bank, NA. 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, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment strategies.

Joshua Blumensteel is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mid Atlantic Resource Group and Securian Financial Services. Outside of his advisory work, he is involved in family-owned businesses, including Yesterday's Family Restaurant and New Vision Liquors LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.

William Witt is a financial advisor with LPL Enterprise in Holmdel, NJ, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as operating Rosato's Pub and Pizzeria. He also works as an insurance agent, assisting clients with health insurance applications and cost management related to their medical needs. LPL Enterprise serves a wide range of clients including individuals, high-net-worth investors, and institutional entities, offering investment advisory and brokerage services primarily through model-driven portfolios and access to third-party asset managers.

Matthew Sura is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has been in the financial industry since 2026. Prior to joining Raymond James, he worked at Santander Bank, Citizens Bank, and TD Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs.

James Shea Jr. is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Oppenheimer & Co. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad range of planning areas and Wells Fargo’s research and tools.

Michael Girgis is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with Equitable Advisors since 2006, following his tenure at Axa Advisors, LLC. Outside of his advisory role, he serves as co-trustee of the Girgis Family Trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of third-party asset managers and proprietary programs to deliver customized investment solutions.

William Barnek is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services utilizing both in-house and third-party investment managers.

Maria Patrizio is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 29 years of industry experience. Her prior work includes nine years at Janney Montgomery Scott and two years in home health care services. She also manages an advisory business through DGAM LLC as a client relationship manager. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Justin Saponara is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 15 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers.

Colin Dempsey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Morgan Stanley and Morgan Stanley subsidiaries from 2002 to 2015 before joining Wells Fargo Bank, nA in 2015 and Wells Fargo Clearing in 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 across a broad range of financial products.

Richard Fiorentino is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Securian Financial Services, and he has been associated with multiple firms including margFINANCIAL and Mid-Atlantic Resource Group. Fiorentino also engages in fixed insurance sales as an agent/broker. Cetera Investment Advisers LLC serves a broad client base including 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 with access to both affiliated and third-party investment managers.

Andrew Marcucci is a financial advisor with Ameriprise Financial Services in Red Bank, NJ, holding Series 63 and Series 66 licenses and with 18 years of industry experience. His prior firms include Merrill, Bank of America, PNC Bank, and Empower Financial Services. Marcucci is also the owner of Belle Époque Productions, Inc., a voiceover recording business he has operated since 1995, which is currently inactive. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Rashid Ramiz is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Cetera since 2025 and previously held roles at King Financial Network, Commonwealth Financial Network, and Ameriprise Financial Services Inc. Ramiz also serves as Director of Retirement Planning at King Financial Network. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and affiliations, managing over $256 billion in assets.

Ruslan Nesevich is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Cetera, he worked at Commonwealth Financial Network, UBS Financial Services, and Resource America, Inc. Nesevich also owns and operates an estate planning law firm, Nesevich Law, LLC, and serves as director of estate planning for King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.