Edward Guerin is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2014 to 2025. Outside of his advisory role, he is the owner and partner of Learn & Play Basketball LLC and serves as board member and treasurer of the nonprofit MAXSTRONG, which supports families affected by pediatric cancer. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Patrick Mcdevitt is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he had a brief tenure at JP Morgan Chase in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and a discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

Lori Attanasio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Financial Planning Concepts and Doft & Co., Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Curtis Krietzberg is a CFA® charterholder with 30 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Financial Advisors Corp. and Lincoln National Life Insurance Company for 24 years. In addition to his advisory role, he is an instructor with the Financial Educator’s Network. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by research and technology tools.

Andrew Christopher is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' long-term goals, focusing on a holistic approach to investment planning. His work encompasses various client focus areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, special needs planning strategies, and retirement income. Andrew holds a Bachelor's Degree from Rutgers and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes providing clients with appropriate solutions rather than simply offering products, emphasizing clear direction and proactive advice to help clients achieve their financial objectives. In addition to his professional work, Andrew participates in community involvement through organizations such as the Bladder Cancer Advocacy Network and Autism Speaks. His personal interests include music, photography, and swimming.

Moshe Feinstein is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. His prior roles include positions at NYLife Securities, Bais Reuven Kamenitz, and Thera Era LLC. He is also the owner of Good Hands Financial Planning LLC and serves as an insurance agent with Good Hands Financial. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative, software-driven approach to financial planning and offers specialized programs including estate settlement and divorce planning.

Jason Lopiccolo is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC since 2021 and Cetera Investment Advisers, LLC since 2025. Outside of advisory work, he is an insurance agent selling life and annuities and serves as an administrative assistant at NDA Wealth Foundations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Richard Policastro is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo affiliates since 2009. Outside of his advisory role, he is a part-owner of Morrow Street Associates, LLC and Select Advisors Wealth Management LLC, and serves as trustee for his son’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product offerings.

Jason Gardner is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

Jeremy Langer is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Equitable Advisors or its predecessor, AXA Advisors LLC, since 2009. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Sammer Bekhiet is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals, families, and business owners in navigating complex financial decisions by providing personalized wealth management, retirement, and investment strategies aligned with clients' goals. His expertise includes college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Sammer employs a comprehensive approach that begins with understanding each client's full financial picture to develop flexible strategies responsive to changing market conditions. His role integrates investment insights from Merrill and banking and lending solutions from Bank of America. Sammer holds a Bachelor's Degree from The College of New Jersey and is a Personal Investment Advisor (PIA). Outside of his professional activities, he is involved with the USTA Foundation and enjoys pickleball, tennis, traveling, and spending time with his family.

John Caracappa Jr. is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Amy Carpenter is a financial advisor at Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Austin Dave is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, business owners, and corporate employees of Fortune 500 companies to simplify complex financial decisions and build strategies around their long-term goals. His expertise spans a range of financial topics including retirement planning, tax-efficient investing, employee benefits, college education planning, corporate benefits, corporate executive services, divorce transition planning, and strategies related to 401(k) plans. Austin and his team take a personalized and goal-driven approach to wealth management, focusing on understanding each client's unique situation, educating them on potential options, and tracking progress to adjust portfolios accordingly. Austin holds a Bachelor's Degree from The College of New Jersey and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has personal interests in baseball, basketball, dancing, football, golfing, music, reading, spending time with family, tennis, and watching movies.

Arielle Sherman is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Morgan Stanley and its affiliated entities in 2019. Outside of her advisory role, she is a partner in Sherman Real Estate Group, which is involved in investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to model financial outcomes.

Gabrielle Goldwert is a Financial Advisor at Merrill Lynch Wealth Management, where she works on The Goldwert Group alongside her parents, Sylvan and Dalit. In this role, she focuses on providing personalized wealth management strategies tailored to clients' unique goals and lifestyles. Gabrielle's client focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Gabrielle holds a Bachelor of Business Administration degree in Finance and Management from the University of Miami. She has earned several professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), and Personal Investment Advisor (PIA). Additionally, she has passed the Securities Industry Essentials (SIE) exam, Series 7 exam, Series 66 exam, as well as Life Insurance and Accident & Health Insurance examinations, qualifying her as a Broker-Dealer Agent, Investment Advisor Representative, and Licensed Insurance Agent. Outside of her professional work, Gabrielle enjoys activities such as cooking, hiking, music, pickleball, skiing, spending time with her family, tennis, and traveling. Her approach emphasizes collaboration and clear communication to help clients develop financial strategies that support their long-term objectives.

Christian Stine is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. His prior work includes roles at LPL Financial LLC and Axa Advisors, LLC. He also serves as an administrator or executor of estates and trusts for non-family or family members. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and offers access to various third-party and firm-sponsored advisory models.

James Cook is a CFP®-certified financial advisor with Morgan Stanley in Red Bank, NJ, bringing 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning through a structured process supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Danni Higgins is a Financial Advisor with Merrill Lynch Wealth Management. As a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), she focuses on helping clients gain clarity and confidence in their financial decisions. She works closely with clients to develop personalized wealth management strategies that align with their unique goals and values. Her expertise encompasses areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and tax minimization. Danni takes the time to understand what is important to each client, providing thoughtful financial guidance rooted in care, clarity, and purpose. She aims to simplify complex financial decisions and offers ongoing advice as clients' needs evolve. Danni holds a Bachelor's Degree from the University of Delaware. Outside of her professional role, she has interests that include pickleball, reading, running, skiing, spending time with her family, and traveling.

David Manning is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Manning has been with Stifel since 2018. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.