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.

Lisa Sninski is a financial advisor at LPL Financial with five years of industry experience. She previously worked at Wells Fargo Clearing for four years and Valente and Associates LLC for nine 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Marina Iskandar is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

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.

James Leblo is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Innovative Wealth Partners and Rensselaer Polytechnic Institute. Outside of finance, he was involved with Martelles Tiki Bar and the Brick Township Recreation Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of third-party and proprietary advisory models and offers ERISA fiduciary services through credentialed representatives.

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.

Abraham Brukirer is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes positions at H&R Block, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he is involved in tax preparation and agriculture activities. 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 financial planning and investment solutions delivered through a large network of advisors, combining traditional and technology-supported strategies.

Patrick Pacillo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes prior roles at Citigroup Global Markets and Wells Fargo Clearing. He is also involved in private wealth management through his ownership of Pacillo Wealth Management, LLC, and holds a merchant partnership stake in Pacillo GP, LLC. Wells Fargo Advisors Financial Network provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering specialized planning for clients meeting certain net-worth criteria. The firm integrates advisory services with various financial products and referral channels, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

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.

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.

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.

Melanie Kramer is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2023. Prior to her career in finance, Melanie spent six years with Pure Barre and was self-employed for 15 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Brandon Laday is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial LLC, ICG Next, JB Hunt, Monster Energy Inc., and the University of Alabama. OSAIC Wealth serves a diverse client base comprising retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services across various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process is model-based and emphasizes asset allocation and portfolio optimization.