Larsen Flinn is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Bank of America and Merrill for 15 and 19 years respectively. 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 provides a range of advisory programs, financial planning, and consulting services with access to model portfolios and research from multiple sources.

Anthony Giordano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Ameriprise and Linsco Private Ledger. He is also a majority owner of GIORDANO GP, LLC, a merchant partnership based in Palm Beach Gardens, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with implementation options through various brokerage and advisory programs.

Nicholas Joyce is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also affiliated with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity futures registrations.

Christopher Gramolini is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Bryan Locher is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Pacer Financial, Inc. for four years before joining Wells Fargo Clearing in 2019. Wells Fargo Advisors is a national securities firm that provides 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Eileen Russo is a financial advisor at Morgan Stanley in Shrewsbury, NJ, with 31 years of industry experience. She has held positions at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously worked at Credit Suisse Securities for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Maria Palma is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 25 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes firm-approved tools and modeling techniques to assist clients.

Evyavan Patel is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL, Patel held positions at Santander US Capital Markets LLC, Morgan Stanley, and Cetera Investment Management, and has operated Evyavan Advisory Services LLC. Patel’s background also includes four years at Princeton University and seven years at Central Jersey College Prep Charter School. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mitchell Ross is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management, providing a broad range of services including financial planning, portfolio management, and access to capital markets.

Antonio Morales is a financial advisor with LPL Enterprise, holding a Series 66 designation and starting his career in 2026. Prior to joining LPL Enterprise, he was involved in various roles including positions at Catezza Italian Kitchen + Bar and Rutgers University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Ricardo Dager is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and two years of industry experience. His background includes roles at MassMutual Life Insurance Company and teaching positions at The College of New Jersey and Glen Rock High School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning process.

Corey Lunney is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of his advisory role, he works as a group fitness coach at CrossFit Shrewsbury. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jonathan Bruschi is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to client risk profiles through a combination of in-house and third-party managers.

Salvatore Soldano is a financial advisor with Ameriprise in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2016 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nathan O'Connell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has worked at firms including Capital Group, First Republic Bank, UBS Financial Services, and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Dominic Mamrega is an Investment Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2022, progressing through positions including Financial Representative and High Net Worth Associate. Dominic specializes in providing personalized investment guidance, focusing on creating tailored strategies that adapt to market changes and align with clients' short-term and long-term financial objectives. His approach emphasizes clear communication and building strong, lasting relationships with clients. Outside of his professional work, Dominic has interests in biking, comedy, cooking and baking, golf, running, and swimming.

Robert Mcneill is a financial advisor with Equitable Advisors in Tinton Falls, NJ, holding Series 63 and Series 65 credentials and with 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is a partner in Jersey Boys Realty, LLC, involved in residential real estate investments. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party program sponsors and advisory models.

Robert Nigro is a financial advisor with LPL Enterprise, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a youth coach for the Point Pleasant Pirates Youth Football and Cheer organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Beth Theis is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill Lynch since 2014, with prior experience at JP Morgan Securities LLC and JP Morgan Chase Bank dating back to 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Herega Sr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes long tenure at PNC Investment from 2004 to 2024, as well as prior roles at Wells Fargo Clearing and Quick & Reilly, Inc. Outside of finance, he operates a flight instruction and aircraft ferrying business as a commercial pilot and flight instructor. 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 and analytics with brokerage and advisory solutions and manages assets totaling approximately $671 billion.