Hugh Dzenis is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor, AXA Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of firm-offered and third-party advisory programs, implementing investment solutions through mutual funds, ETFs, separately managed accounts, and select alternative investments.

Denny Totland is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at City National Bank and RBC Capital Markets. Totland is involved in several business entities related to consulting and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Cheryl Mara is a Series 66-licensed financial advisor with Morgan Stanley, based in Shrewsbury, NJ, and has 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. 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 utilizing structured discovery tools and quantitative modeling to support clients’ financial goals.

Courtney Halasz is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Richard Murphy is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Outside of his advisory role, he serves on the board of the Diocesan Investment Trust for the Episcopal Church of New Jersey, advising on its investments. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but generally does not include individual security recommendations in standalone plans.

John Weber Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked previously at Kestra Financial Services, Inc. and Nationwide Provident. Weber also operates a non-variable insurance business through Weber Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to research and model portfolios.

Blake Benton is a Series 66-credentialed advisor with Equitable Advisors, where he has worked since 2023. He has three years of industry experience. Outside of financial advising, Benton has worked as a bar staff employee at Beach Tavern. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Marisa Margarites is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2018 and has worked within the Raymond James Financial Services network since 2016. Margarites serves as a board member for the Belmont Condominium Association. 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 and employs risk profiling and modeling tools to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.

Paul Desmond is a ChFC®-designated financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked with LPL Financial. In addition to his advisory work, he owns Wealth Insight Group Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Patrick Mcgrady is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior roles include five years at UBS Financial Services and five years as a self-employed advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Dennis Mojares Jr. is a financial advisor at Charles Schwab with 32 years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank since 2007. He holds Series 63 and Series 65 credentials. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized custodial and supervisory arrangements.

Anjeanette Salvaryn is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2020, she spent over three decades at Foresters Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Clelia Dimaggio is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she works as a para professional at Red Bank Catholic School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Jake Keelen Brown is a financial advisor with Merrill based in Red Bank, NJ. He holds a Series 66 designation and has been with Merrill since 2022. Prior to his current role, his work experience includes positions at Merrick Constructions Inc. and attendance at The Pennsylvania State 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Lucy Digioia is a financial advisor at Cetera with 34 years of industry experience and holds a Series 66 designation. She has previously worked at Voya Financial Advisors and has been affiliated with Cetera Wealth Services since 2021. Outside of her advisory role, she is also engaged as a driver for Uber. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Leon Silvestre is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He previously worked at Santander Securities, LLC and Santander Bank, NA. Outside of his advisory role, he co-owns and manages a rental property. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research and analytics to serve a wide range of clients.

Jacquelyne White is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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, and manages approximately $2.74 trillion in client assets.

Charles Buono is a Financial Consultant at Fidelity Brokerage Services, LLC, a position he has held since 2021. He brings over 20 years of experience in the financial services industry to his role. Prior to joining Fidelity, Charles worked as a Financial Advisor at AIG Retirement Services from 2018 to 2021, and as Vice President of Retirement Services at Principled Advisors from 2008 to 2018. His earlier roles include Relationship Manager at Oppenheimer Funds from 2007 to 2008 and Client Service Representative at ADP Retirement Services from 2003 to 2007. Throughout his career, Charles has focused on retirement services and financial advising, utilizing his extensive experience to help clients identify and achieve their short-term and long-term financial goals. He employs a personalized approach to cultivating, implementing, and maintaining financial plans that align with what matters most to his clients. Outside of his professional work, Charles has interests in comedy, golf, movies, and parenthood.

Lawrence Buccheri is a financial advisor at Cetera with over 40 years of experience in the industry. He holds Series 63 and Series 65 licenses and has held leadership roles at multiple firms, including serving as CEO and managing partner of Mid Atlantic Resource Group, LLC. He is active in his community as a director of the Monmouth Museum Board of Trustees and participates in board and advisory roles related to business and professional education. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies across various program structures.

Christa Mc Namee is a financial advisor at Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation with eight years of industry experience. She worked at Morgan Stanley from 2005 to 2023 and returned in 2025 after a brief period with Yancey's Fancy. Outside of her advisory role, she is involved in concert production through her LLC, BarNamee LLC, and participates in a restaurant and bar business, Flurlife LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and offers various investment and planning solutions across retail and institutional clients.