Gabrielle Goldwert is a Financial Advisor with Merrill Lynch Wealth Management, working as part of The Goldwert Group alongside her parents, Sylvan and Dalit. She focuses on building personalized financial strategies that align with clients' goals and lifestyles, emphasizing trust and long-term relationships. Gabrielle's client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Gabrielle holds a Bachelor of Business Administration in Finance and Management from the University of Miami. She has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Accredited Wealth Management Advisor™ (AWMA™) designations. Earlier in her career, she passed the SIE exam, Series 7 exam, Series 66 exam, as well as Life Insurance and Accident & Health Insurance Exams. She holds credentials as a Broker-Dealer Agent, Investment Advisor Representative, Licensed Insurance Agent, Chartered Retirement Planning Counselor™, and Accredited Wealth Management Advisor™. Outside of her professional work, Gabrielle enjoys cooking, hiking, music, pickleball, skiing, spending time with her family, tennis, and traveling.

Christian Stine is a financial advisor with Equitable Advisors who holds Series 65 and Series 63 licenses and has 10 years of industry experience. His prior roles include positions at LPL Financial LLC and Axa Advisors, LLC. He also serves as an administrator or executor of estates and as a trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs delivered through a network of Investment Adviser Representatives and third-party managers, focusing on matching clients to appropriate advisory models based on risk tolerance and personal data.

Zakkour Chivi is a financial advisor at Ameriprise with 36 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a Board of Elders member for the Virgin Mary Assyrian Orthodox Church in Paramus, NJ. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.

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.

David Biebelberg is a financial advisor with Osaic, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Osaic since 2010. Outside of his advisory role, he is a partner at Elite Wealth Group and is involved in the sale of fixed insurance products through his limited roles in Freedom Capital Management and a sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated financial services through multiple advisory platforms, using asset-allocation tools and third-party managers to build diversified portfolios that include a range of investment products.

Robert Imparato Jr. is a CFP® with 33 years of industry experience and has been with Equitable Advisors since 2000. Prior to the rebranding, he worked at AXA Advisors, LLC for 20 years. Outside of his advisory role, he serves as President of Clutch Hitting of Staten Island, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment models and third-party asset managers to tailor solutions for its clients.

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.

David Nelson Jr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including a role 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 that incorporates firm-approved tools and modeling techniques to help clients develop customized strategies.

Mary Ann Jacobs is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, alongside a tenure at CitiGroup Global Markets Inc starting in 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including customized financial planning and asset management. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market models as part of its financial planning process.

Olivia Grabowski is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. Her previous roles include positions at Cetera, Foresters Advisory Services, and Rutgers University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andrew Ober is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023. Outside of his advisory role, he serves as an independent contractor with 1792 Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with specialized programs for municipal and public finance, as well as SIMPLE IRA employer advisory services.

Craig Lipari is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Emily Decicco is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Abel Noser, LLC, among others. She has also worked at St. John's University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad set of capital markets services.

Lauren Hall is a financial advisor with Merrill in Red Bank, NJ, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2005. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Diane Di Braccio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. She has previously worked at Cetera Investment Services and Foresters Financial Services, and spent four years at Rutgers University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and brokerage options, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

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.

Joseph Napoleone is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jermain Hall is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. In addition to his advisory role, he is also an insurance agent with United Healthcare. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and proprietary solutions.

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.