Robert Foley is a financial advisor with Cambridge Investment Research Advisors in Madison, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, Foley is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements tailored to client objectives.

Eric Ebisch is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to his role at Equitable Advisors, he held various positions including work with Johnston & Murphy, R.I.C.H. Planning, and involvement with the United Way of Passaic County. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging a delivery model that includes LPL-sponsored programs and endorsed third-party managers.

Earl Mckenzie is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked at Cetera Wealth Services, LLC beginning in 2013. Outside of his advisory role, Mckenzie acts as an insurance agent offering fixed life, health, disability, annuities, and long-term care products, and serves as a volunteer member on the Monmouth County District Fee Arbitration Committee reviewing legal fee arbitration complaints. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Anthony Soeira is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has nine years of industry experience and has previously worked at Santander Securities, LLC, and Santander Bank, NA. He is also associated with M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Michael Griffin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2010 and also works with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when making recommendations.

Michael Gully is a CFP® professional with 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Wayne Sholk is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2015. Outside of advisory work, he is involved in managing several business ventures, including ownership roles in multiple LLCs and running a support company. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, focusing on tailored strategies developed through detailed client assessments and supported by extensive research and a broad affiliate network.

Marc Ferrari is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Bridgewater, New Jersey. He is a member of Cohen Howard Ferrari & Associates, a team specializing in personalized wealth management solutions for individuals, families, and business owners. Since joining Merrill in 2005 and Cohen Howard Ferrari in 2016, Marc has focused on wealth planning, asset management, and helping clients pursue their targeted financial goals through planning and risk management strategies. Marc's expertise includes asset allocation, investment selection, and developing customized financial plans. He collaborates closely with colleagues Josh Cohen and Dan Howard to provide comprehensive services such as tax-efficient strategies, education funding, insurance planning, trust and estate considerations, retirement readiness, and special needs support. He places importance on understanding each client’s life priorities to create strategies that align with their unique situations, goals, and values. Marc earned a High School Diploma from Westfield High School and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he lives in Richboro, Pennsylvania with his wife and son. Marc’s personal interests include photography, swimming, traveling, watching movies, and spending time with his family. He also participates in community activities and volunteers with local organizations.

Carmela Carfora is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer partnerships.

Justin Anuario is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 19 years at Ic Advisory Services, Inc. and 23 years at The Investment Center. Outside of his advisory work, he serves as a FINRA arbitration panelist for investment-related cases. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Eric Carlson is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, accumulating 21 years of industry experience. He is based in Bernardsville, NJ. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning, delivering tailored Recommendation Reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

Robert Jacobs is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BlackRock and Voyant before joining MassMutual Life Insurance Company and MML Investor Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual engagements to develop written recommendations tailored to client goals.

Olivia Tiboni is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMORGAN Chase Bank, N.A., and experience with AllPeople Marketplace and Propel + Capital One. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Sean Quigley is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services, Allied Wealth Partners, Minnesota Life Insurance, and the Financial Accounting Foundation, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Michelle Mc Tamney is a financial advisor with Edward Jones in Rahway, NJ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kraftware Corporation from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Parth Patel is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Nova Capital Partners. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance products through its integrated platform.

Garrett Morrison is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he manages real estate properties and serves as a financial backup for a family member. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Anne Marie O'Connor is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2019. Prior to her career in finance, she was employed at Barry's Bootcamp and attended Boston College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Foran is a CFP® professional with 17 years of experience in the financial services industry. He has worked with LPL Financial since 2020 and has been involved with Foran Advisory Services, Inc. and Raymond James Financial Services from 2014 to 2020. Foran is also engaged in teaching through Financial Network Educators. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, including financial planning and retirement consulting, with access to model portfolios, third-party research, and various investment strategies.

Silvia Rodriguez Coda is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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 diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.