Max Pirozzi is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes positions at Barnum Financial Group, Northwestern Mutual, and educational roles at Muhlenberg College and Freehold Township High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds portfolios.

Kenneth Lemunyon is a financial advisor at Wells Fargo Advisors in Red Bank, NJ, with 39 years of industry experience. He has held roles within Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory work, he is an executor for his father’s estate and holds a one-third ownership in Select Advisors Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and niche services like business-owner transition and special-needs analysis. Advisors use proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Raymond Triano is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Minnesota Life Insurance Company and Securian Financial Services Inc. He also maintains an ongoing role as a fixed insurance agent with Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Bianchi III is a financial advisor with Merrill holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, he was involved with Big Dog Construction LLC for three years. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Angolia is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of advisory work, he is involved with Jersey Coastal Cleaning. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets and offering tailored financial planning supported by firm-approved tools and investment modeling.

Pamela Hadley is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by proprietary tools and modeling techniques.

Michael Cassella is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he operates a photography business, Michael Cassella Photography, based in Brielle, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning areas and utilizing Wells Fargo research and tools to develop tailored recommendations.

John Surguy is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Mid Atlantic Resource Group and Securian Financial Services. Outside of his advisory role, Surguy volunteers as a youth soccer coach and serves on boards for local soccer associations and a chamber of commerce focused on health and wellness events. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supported by a large nationwide network of over 10,000 advisors.

Eric Sandowsky is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes roles at Cetera Advisors LLC, Mass Mutual, and Hornor, Townsend & Kent, LLC. He is also involved in financial activities at a credit union and operates a life settlement business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Olszak is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory, 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 services.

Eric Gauss is a financial advisor at Stifel in Shrewsbury, NJ, with 28 years of industry experience. He has held his current position at Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology from its Investment Strategy Group, offering forward-looking capital market analysis and probabilistic modeling to support asset allocation and financial planning.

Jeffrey Winner is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. In addition to his advisory role, he operates a business under the name FourFront Group. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of investment models and advisory services through a network of representatives, utilizing both proprietary and third-party solutions.

John Turi is a financial advisor with Ameriprise in Tinton Falls, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he supports a leading AI research lab focused on advancing machine learning systems. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Erin Azambuja is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL in 2024, Erin worked at Financial Research Associates for seven years and Mazars USA LLP for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to 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.

Cole Kelly is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, Kelly held positions at Pennsylvania State University, Camp David in New Jersey, and Ocean Township High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Kevin Nohilly is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has been with Wells Fargo Advisors in various capacities since 2009. Outside of his advisory role, he has ownership interests in investment-related ventures including a merchant partnership. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Jeannette Scott is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Wells Fargo Advisors since 2009. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

James Pucciarelli is a financial advisor with Morgan Stanley in Morganville, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its financial planning approach.

Bryan Telzer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Metlife Securities before joining Mass Mutual in 2017. Outside of his advisory role, he is a silent partner and investor in SparqX Marketing, LLC, a startup focused on marketing, event planning, social media, and branding. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured planning engagements using firm-approved software and generally recommends investment strategies without discretionary authority.

James Kumpf is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 63, 65, and 66 registrations and has previously worked at Ameriprise, Comerica Securities, and Merrill Lynch. Outside of his advisory role, he is involved in independent insurance brokering focused on fixed annuities. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making in municipal and government bonds.