Christopher Barcellona is a financial advisor at Morgan Stanley in Red Bank, NJ, with 13 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning and offers access to a broad suite of investment products and services.

Philip Tse is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for eight years and at GEOMETRY GLOBAL, a WPP company, for five years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a broad range of advisory and non-advisory financial services.

Yoshua Tejada Torres is a financial professional with Cetera and holds a Series 66 designation. He has been with Cetera and related entities since 2025 and has additional work experience as a full-time charter bus driver. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a multi-manager platform with various portfolio management and planning services, managing over $256 billion in assets across more than 10,000 advisors.

Jay Mullan is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, while offering a broad range of retail and institutional investment products.

Jarrid Zamkoff is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions through a centralized consulting team using research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations.

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.

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 bringing 20 years of industry experience. His work history includes roles at Hanson Faso Sales & Marketing, Innovate Food Inc, Good Groceries Company Inc, and ongoing consulting through Cocco Consulting. He is also involved in the sale of non-investment home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both 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 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

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 range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of internally managed and third-party advisory programs to tailor investment solutions based on client risk tolerance and objectives.

Joseph Rusbarsky is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His previous roles include positions at Santander Securities, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is based in Freehold, NJ. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Harry Schall is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 32 years of industry experience. He has been with OSAIC since 1994 and has been self-employed since 1982. Outside of his advisory role, Schall operates a sole proprietorship providing accounting and tax return preparation services. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset allocation tools and manages portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Thomas Laughlin is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, Santander Securities, LPL Financial, Morgan Stanley, and Merrill. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions.

Frank Colavolpe is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. His prior work includes positions at PNC Bank, Equitable Advisors, and Total Financial Concepts. Outside of finance, he has worked in the hospitality sector at Skylark Fine Diner and Lounge. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools within a structured product ecosystem.

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.

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 financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. His prior work includes roles at OSAIC Wealth, Inc., ICG Next, JB Hunt, Monster Energy Inc., and the University of Alabama. He is also involved with ICG Next, a DBA related to his LPL business in Wall Township, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and operational tools.