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 20 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors during the same period. In addition to his advisory role, he is also an insurance agent with United Healthcare. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Richard Bianchi III is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026. Prior to his financial services career, he worked in construction with Big Dog Construction LLC and held a position with the Borough of Deal. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s broader platform, delivering a range of investment options and services.

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.

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.

Eric Sandowsky is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Mass Mutual and Investors Capital Corporation. He also operates under the dba Legacy Wealth Advisors/Legacy Wealth Planners and is involved in life settlements and fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

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.

Goran Bojovski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a senior member of Gsell/Bojovski and Associates and joined Merrill Lynch in 2002. Goran focuses on high-net-worth clients and corporate relationships, providing financial planning and a full range of wealth management services, including investment analysis, retirement planning, concentrated stock management, estate planning services, and investment management. He holds a bachelor's degree in economics with a concentration in finance and a minor in computer science from Rutgers University. Goran has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), and Certified 401(k) Professional (CKP). He is also part of the Merrill Institutional Consultants group that serves institutional investors. Goran resides in Mountain Lakes, New Jersey, with his wife and two sons. Outside of his professional work, he enjoys basketball, billiards, boating, bowling, camping, chess, football, music, reading, and spending time with his family.

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.

Richard Caruso is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc for seven years before joining Mass Mutual in 2017. Outside of his advisory role, he is involved in construction and painting work and serves as an insurance broker focusing on life and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and educational seminars.

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.

Angelo Puma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Cambridge Investment Research Inc. since 2018 and Cetera Advisors LLC from 2013 to 2018. Outside of his advisory work, he is involved in tax services as an owner of Network Tax Service and MHR Tax Service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, with both discretionary and non-discretionary strategies tailored to client goals.

Jeannette Scott is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

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.

James Howell Jr is a financial advisor with Equitable Advisors in Bloomfield, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Equitable Advisors in 2021, he worked for Ameriprise Financial Services, Inc. for 10 years. Outside of his advisory role, he serves as executor and limited power of attorney for his mother's estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Daniella Russo is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Wells Fargo Advisors, and Mike Anthony Group Inc. Russo has also held teaching positions at Monmouth University and St. Joseph by the Sea High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Wendy Murphy is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015, having previously been with Citigroup Global Markets starting in 2005. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Peter Lease is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages a real estate property rental business in Nantucket, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and asset management, supported by structured planning tools and research-driven investment approaches.