Christopher Tarashuk is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. He has worked previously at Northwestern Mutual and Crestview Tree Service. Outside of financial advising, he owns and operates Aquatic Ascent, a business focused on raising and selling exotic fish. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Anthony Lafonte is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 designation and over 23 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2013. Outside of his advisory work, he serves as a high school football referee and is involved with the NJFOA Shore Chapter. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a variety of financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process incorporating proprietary tools and broad investment products, serving clients through both direct and employer-based financial planning agreements.

Patrick Thorogood is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Janney Montgomery Scott for 18 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including model portfolios, retirement consulting, and technology-driven portfolio management options.

Linda Weckherlen is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Outside of her advisory role, she is a partner in a business called Fudicia in Dio, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Raymond Ryan Jr. is a Series 66-licensed financial advisor with 10 years of industry experience, currently working at UBS Financial Services since 2017. Prior to joining UBS, he spent a year in Major League Baseball in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Betsy Mullan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. since 2007. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved tools and offers a range of programs including investment management and educational seminars.

Christopher Duffy is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market analyses.

Bryce Campbell is an Investment Consultant at the Red Bank branch of Fidelity Investments. In this role, he focuses on understanding clients' personal and financial goals to co-create comprehensive financial plans tailored to their needs. He emphasizes a holistic approach that fosters long-lasting and trustworthy relationships with clients. Bryce has experience in the financial services industry, having held positions including Relationship Manager at Fidelity Investments from 2023 to 2024, Senior Investment Specialist at Merrill Edge from 2022 to 2023, and Client Associate at Sestito Financial Services from 2021 to 2022. Outside of his professional work, Bryce has interests in fitness, football, golf, movies, and pets.

Rafael Diaz is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with Axa Advisors, LLC for 14 years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels, and tailors services through a client intake process to document goals, risk tolerance, and time horizon.

Kenneth Reilly is a financial advisor with LPL Financial in Holmdel, NJ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. from 2008 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Pragati Gautam Sharma is a financial advisor at Osaic with 37 years of industry experience. She holds the Series 63 designation and has worked previously with Investacorp Advisory Services and Securities America Advisors, among other firms. Outside of her advisory role, she is involved in helping clients obtain insurance. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers integrated investment and brokerage services with a focus on asset allocation, risk assessment, and portfolio management across a variety of securities and managed account solutions.

Michele Ciacma is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 65 and Series 63 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Danielle Herman Knotz is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

John Abadiotakis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Diane Stuart is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. She previously worked at Metlife Securities Inc. for 30 years before joining Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services in 2017. In addition to her advisory role, she serves as a co-guardian of a family member's property and is a licensed notary. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Jason Mctaggart is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Outside of his advisory role, he serves on the financial oversight of The Child Wellness Institute and owns JTM Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on tailored recommendations delivered through discrete planning engagements.

James Mccormick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 13 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he is also involved as an associate employee with Saddle River Holdings Group 2. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, pension, charitable, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical modeling and supports clients through various advisory programs and institutional consulting.

Roy Chereath is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and other financial and tax-related firms. In addition to advisory work, he is involved in tax preparation, accounting, insurance sales, and owns several businesses including a tax and payroll IT consulting firm and an online gift sales venture. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions with access to third-party managers and manages over $256 billion in assets.

Christopher Andreach is a CFP® professional with 31 years of industry experience. He is currently with RBC Capital Markets and has previously worked at City National Bank, UBS Financial Services, and RBC/City National Bank. He serves as a board member of the Monmouth Arts Council of Red Bank, where he participates in event organization and strategic planning for the foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs and integrates both in-house and third-party managers to meet client objectives.

Jenna Caraccio is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Centenary University, The College of New Jersey, and several regional school districts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.