Yon Siciliano is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, following eight years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including customized financial planning supported by advanced modeling tools and a structured planning process.

Marina Iskandar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. She is part of Strategic Advisers LLC, a Fidelity Investments company that serves retail and institutional clients, providing investment management and advisory services through a combination of fundamental research and quantitative analysis. The firm is notable for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies.

Robert Riso is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC and one year with J. B. Hanauer & Co. 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 databases to support investment decisions.

James Leblo is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Innovative Wealth Partners and Rensselaer Polytechnic Institute. Outside of finance, he was involved with Martelles Tiki Bar and the Brick Township Recreation Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of third-party and proprietary advisory models and offers ERISA fiduciary services through credentialed representatives.

Ottavio Mannarino is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has been with Fidelity Investments since 2015, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund advisory services and model portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Robert Morrissey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Stephen Cocco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. His career includes roles at Hanson Faso Sales & Marketing, Innovate Food Inc, and Good Groceries Company Inc, as well as his own consulting firm, Cocco Consulting. He is also involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Steven Tenenzapf is a financial advisor with Equitable Advisors in Marlboro, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with the Edward R DeFeo Insurance Agency, focusing on property and casualty insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and discretionary management options.

Abraham Brukirer is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at H&R Block, Park Avenue Securities, Guardian Life Insurance, Beth Medrash Govoha, and Yeshiva HaGrach. Outside of advising, he is involved in tax preparation and agricultural activities. 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 wide range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Patrick Pacillo is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2009. In addition to his role at Wells Fargo, he is the sole owner of Pacillo Wealth Management, LLC, a financial advisory business based in Belmar, NJ, and holds a majority interest in Pacillo GP, LLC, a merchant partnership in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. It offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Joseph Rusbarsky is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior work includes roles at Santander Securities, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multiple program structures.

Lauren Vitale is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Christopher Olson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining RBC Capital Markets and City National Bank in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.

Matthew Wojcik is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at UBS Financial Services for over two decades before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Outside of his advisory role, he is the sole proprietor of Whoa Joe LLC, a real estate business based in The Villages, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates tools like Monte Carlo simulations and secular return estimates to support its planning process.

Benjamin Kaplowitz is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 12 years of experience in the financial industry, he specializes in developing personalized financial strategies tailored to the unique needs of his clients. He assists clients with areas including family wealth management, liquidity management, retirement planning, philanthropic planning, portfolio management, small business strategies, and tax minimization. Benjamin holds a Bachelor's Degree and a Master's Degree from Beth Medrash Govoha and carries the designation of Personal Investment Advisor (PIA). He follows Merrill's tradition of community participation and spends time volunteering with organizations in his local community. Outside of his professional work, Benjamin has interests in baseball, basketball, running, and writing. He works one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

Melanie Kramer is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2023. Prior to her career in finance, Melanie spent six years with Pure Barre and was self-employed for 15 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Brandon Laday is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at ICG Next, JB Hunt, Monster Energy Inc., and the University of Alabama. He is involved with ICG Next, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Lou Demartino is a financial advisor with Ameriprise in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and George Realty Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning. The firm’s approach integrates internal research, third-party data, and algorithmic tools to help clients manage income sources and withdrawal strategies.

Craig Reid is a financial advisor with Equitable Advisors in Toms River, NJ, holding a Series 66 designation and 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of his advisory role, he is involved with Titan Agency, a property and casualty business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory models and fiduciary services.

Anne Markey is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley and its affiliate, Morgan Stanley Smith Barney LLC, since 2014. Her credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.