Peter Graham Jr. is a financial advisor with LPL Financial based in Middletown, NJ. He holds a Series 66 designation and has 12 years of industry experience. Since 2015, he has been associated with both LPL Financial and Navesink Wealth Management, where he holds a controlling interest. 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 technology and a large network of advisors.

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.

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 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at J. B. Hanauer & Co. from 2003 to 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ottavio Mannarino is a financial advisor with Fidelity, holding a Series 66 designation and 10 years of industry experience. He has been with Fidelity Investments in various capacities since 2015. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios through systematic methodologies.

Robert Morrissey is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

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.

Michael Geltrude is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 credential and has experience at Deloitte and Geltrude & Company, LLC prior to joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, with a focus on matching clients to appropriate investment solutions and providing ERISA fiduciary services to qualified plans.

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 at Osaic with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Osaic since 1994. In addition to his advisory role, Schall owns a CPA sole proprietorship focused on accounting and tax return preparation and planning. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, unified managed accounts, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by a variety of discretionary and third-party management strategies.

Charles Millas is a financial advisor with J.P. Morgan Securities in Metuchen, NJ, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach combines quantitative screening and qualitative research to develop model asset allocations, with recommendations incorporating ESG criteria and implemented through affiliated entities.

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.

Angelantonio Ciaglia is a financial advisor with Mass Mutual Investors Services, holding the Series 66 and Series 63 designations and bringing 26 years of industry experience. His prior roles include positions at Oppenheimerfunds, Inc. for 19 years, Equitable Advisors, and AXA Advisors. He has been with Mass Mutual since 2021. 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, focusing on collaborative annual planning relationships and event-driven services such as estate settlement and divorce planning.