Jeffrey Vogel is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a nine-year tenure at Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Jeremiah Mc Namara is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics while serving a wide range of client needs.

Jonathan Curatola is a Senior Financial Advisor with Merrill Lynch Wealth Management, operating out of the Red Bank, NJ office. He specializes in working with executives, business owners, and families to navigate financial decisions associated with significant wealth. His areas of focus include concentrated stock positions, equity compensation, liquidity events, retirement planning, investment management, and multigenerational wealth planning. Jonathan employs a goals-based approach to create personalized wealth management strategies that integrate investments, planning, and resources from Merrill and Bank of America. His client focus areas include college education planning, family wealth management, liquidity management, sports and entertainment financial strategies, tax minimization, and retirement income planning. He holds a Bachelor's Degree and a Master's Degree from Saint John's University. Jonathan has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional pursuits, he enjoys boating, cooking, football, golfing, and spending time with his family.

Louis Pearlman is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1999, he has developed expertise in customizing sophisticated and integrated wealth management strategies tailored to the needs of affluent clients, including creative professionals, attorneys, financial industry executives, retired corporate executives, and special needs families. He leads The Pearlman Group, a team of four dedicated financial advisors providing a broad range of services beyond asset management and retirement strategies, such as employee stock options analysis, hedging and monetization of concentrated equity positions, liability management, and wealth preservation. Pearlman has experience working with corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He and his colleague Chris Edgar serve employees' stock purchase plans and are affiliated with the Corporate Services and Advisory Team and the Merrill Lynch Private Equity Services Team, focusing on equity compensation plans, stock option and restricted stock strategies, 10b5-1 trading plans, and executive services. His client focus areas include family wealth management strategies, managing new wealth, and personal retirement planning. Louis Pearlman holds a Bachelor's Degree from The Ohio State University and has earned the Personal Investment Advisor (PIA) designation. He is involved with the Pop Warner Football Association. Outside of his professional work, he enjoys adventure sports, bowling, fishing, golfing, rock climbing, and skiing.

Robert Maher is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Outside of his advisory role, Maher serves as a Committee Person for the Monmouth County Republican Committee in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and approved planning tools to develop financial plans.

Chantley Thomas is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to rejoining Primerica Advisors in 2025, Thomas worked at Bristol Myers Squibb and Iqvia, and has experience in pharmacy from Campbell University and CVS Pharmacy. Thomas is president of Thomas Multiservices LLC, a non-investment-related business based in Linden, New Jersey. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 financial advisors and offers model-driven investment strategies supported by third-party managers and custodians.

James Holman is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked with Merrill Lynch since 2018 and previously held positions at Wells Fargo Bank and Bank of America. Outside of his advising role, he manages a rental property in Toms River, NJ. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities.

Sean Donlan is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 28 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., Berger Financial Group LLC, and John Hancock Mutual Life Insurance Company. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, and life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, with a collaborative and annual approach to planning using firm-approved analytical tools.

Neil Kriegstein is a CFP® with 28 years of industry experience, currently advising at OSAIC. His career includes roles at Royal Alliance since 2019 and previous positions at HD Vest Insurance Agency and H.D. Vest Advisory Services. In addition to his advisory work, he owns Kriegstein Financial Group, LLC, which focuses on tax preparation and accounting, and serves as president of Imperial Payroll Processing, LLC, a payroll processing business. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Tara Mundorff is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets activities.

Dominic Lopiccolo is a CFP® and ChFC® with 39 years of industry experience, currently serving with Cetera since 2023. He has been affiliated with Cetera Wealth Services, LLC since 2013. Dominic volunteers with the CFP Board, providing financial planning education to low-income individuals. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and customized investment strategies.

Robert Romano is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, he is the sole owner of a rental property business. 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 individual and institutional clients.

Thomas Musumeci is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at Royal Alliance Associates for 18 years and Investment Advisors Asset Management, LLC for 15 years. In addition to his advisory role, Musumeci is involved with MWM Financial LLC, a DBA related to his LPL business, and holds a non-variable insurance agent role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a variety of investment strategies.

Donald Witkowski is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Merrill Lynch Pierce Fenner & Smith, among others. He serves as an advisory board member for the University of Delaware. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kai Chen is a Series 66-credentialed advisor with five years of industry experience, currently working at J.P. Morgan Securities since 2021. His prior work includes positions at Bank of America and roles outside finance such as at HomeGoods and Ikea. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, manager searches, and customized performance reporting supported by centralized due diligence and a forward-looking investment approach.

Gaetano Guerra Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he volunteers teaching religion at St. Veronica Church in Freehold, NJ. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Scott Greenberg is a CFP® and ChFC® with 16 years of industry experience. He is currently an advisor at Raymond James Financial Services Advisors Inc., having joined in 2026 after 16 years at Equitable Advisors. He serves as president and board member of the Brick Morning Rotary Club. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary planning and a variety of advisory programs supported by a large network of professionals.

Tiffany Zausch is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Cynthia De Laski is a financial advisor at UBS Financial Services with 43 years of industry experience. She has been with UBS since 1992 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Brian Moriarty is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors, Bank of America, Merrill, Morgan Stanley, and Oppenheimer + Close. Outside of his advisory role, he is also active as an insurance agent with Evergreen Financial Group, LLC. OSAIC serves a broad range of clients including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering both brokerage and advisory services across various financial planning and investment programs.