William Egan III is a CFP®-designated financial advisor with 44 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, having previously worked at Metlife Securities, Inc. He serves as chairman of the House Committee for Food and Beverage at Springlake Golf Club. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

Andrew Mahnken is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Bank, N.A. and WELLS FARGO Advisors, LLC. Outside of finance, he has a 25% ownership stake in a pizza restaurant called Killer Pies in Asbury Park, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, incorporating a wider range of financial products including insurance-related vehicles and bank deposit sweep options.

Jordan Sirota is a financial advisor with LPL Financial who holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at CETERA Advisor Networks and Mid Atlantic Resource Group, among other firms. Outside of advising, he has experience in life and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various technology tools.

David Marshall serves as the Senior Resident Director at Merrill Lynch Wealth Management's Montecito office. He has been with Merrill Lynch since 1979, beginning his career in the Santa Barbara, California office. David holds the designation of Personal Investment Advisor (PIA) and has built his practice around understanding clients' life priorities to develop personalized wealth management strategies tailored to their goals and aspirations. His areas of expertise include family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income planning. David earned a Bachelor's Degree in Business Economics from the University of California, Santa Barbara in 1979. Outside of his professional commitments, David and his wife Becky enjoy the community together, engaging in activities such as sailing, walking their golden retrievers with their daughter at Elings Park, and playing golf at local courses including Muni, Sandpiper, and Glen Annie.

Daniel Lindquist is a CFA® charterholder and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at LPL Financial since 2019 and previously spent three years at First Trust Portfolios L.P. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Shawn Rubin is a financial advisor with Morgan Stanley in Rumson, New Jersey, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association. Rubin serves as a board member of Rumson Country Day School. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Jack Patach is a financial advisor with Ameriprise in Holmdel, NJ, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Cion Investments and the University at Albany. He is also involved in managing an advisory business through DGAM LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Danielle Tucker is a financial advisor with UBS Financial Services in Red Bank, NJ, holding a Series 66 designation and bringing 11 years of industry experience. She worked at Merrill from 2013 to 2019 before joining UBS, where she has been since 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and analytics to support its advisory network.

George Osipovitch III is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as a board member and alternate voting member of the Planning Board of Brick Township. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Leticia Caetta is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013 and is currently associated with Bank of America, N.A. She serves as an executor and holds power of attorney roles for a nonprofit organization in Red Bank, New Jersey. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Meyer is a CFP®-certified financial advisor with 18 years of industry experience. He joined LPL Financial in 2025 after an 18-year tenure at RBC Capital Markets. Meyer is based in Red Bank, NJ, and is involved with One Meyer Consulting, LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by internal and third-party research.

Matthew Marra is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2019. He is involved with the YMCA of Freehold, where he helps organize events to raise funds for the charity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutional investors with model-based and discretionary investment strategies.

Geeta Brana is a financial advisor with OSAIC, holding the Series 66 designation and 15 years of industry experience. She has been with Royal Alliance since 2017 after an eight-year career break. Outside of her advisory work, she founded WHEEL, a nonprofit social networking group focused on empowering and educating women. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with various investment platforms and third-party solutions.

Joseph Tenpenny is a CFP® and ChFC® credentialed financial advisor with 18 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC 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 network of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ira Krulik is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2020. He previously worked at Ameriprise Financial Services from 2014 to 2020. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Leslie Curran is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Cetera in 2024, Leslie worked at Newbridge Financial Services Group, LPL Financial, Regal Advisory Services, and Buckman Buckman and Reid. Outside of advisory work, Leslie serves as vice president of a networking group based in Charlotte, NC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of investment program options.

Robert Blundon is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes positions at Janney Montgomery Scott, Bank of America, and Merrill. He is also active as an insurance broker, working with life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using collaborative annual engagements that analyze client goals with firm-approved software tools.

Jordan Celkupa is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked at Triton Financial Planning Group Inc. and Sagepoint Financial, Inc. Jordan is also licensed as a non-variable insurance agent, selling life, health, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party providers.

Ken Walters is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Financial Solutions Advisor at Merrill Lynch from 2017 to 2025. In his professional capacity, Ken focuses on helping clients pursue their financial goals by taking the time to understand their unique priorities, concerns, and aspirations, which enables him to create tailored financial plans. Ken values building relationships and aims to make a positive impact on the lives of the individuals and families he serves. Outside of his professional work, he engages in activities such as enjoying the beach, football, golf, movies, scuba diving, and traveling.

Michael Guido is a Certified Financial Planner (CFP®) and holds a Series 66 license, with 27 years of experience in the financial industry. He has been with UBS Financial Services Inc. since 2013. Based in Red Bank, NJ, Guido provides financial advisory services within a large institutional firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.