Manjula Alagani is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Equitable Advisors, LLC and has over a decade of experience with H&R Block. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment products through an integrated platform that combines advisory programs with brokerage and insurance options.

Gregory Davidson is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets Corporation since 2009 as well as City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers, offering integrated solutions including tax management and responsible investing options.

Thomas Donlon is a Series 66-licensed financial advisor with Merrill, based in Iselin, NJ, and has three years of industry experience. His prior roles include positions at Bank of America and Raistone Capital. He also has a background that includes work at Lebanon Valley College and Six Flags Great Adventure. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Mclafferty is a CFP® and ChFC® credentialed advisor with 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously held positions at Mass Mutual Investors Services and Metlife Securities. Outside of his advisory role, he serves as a board member of the Woodbridge Chamber of Commerce and is involved in nonprofit activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary model strategies.

Margarhedt Varon is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020. Prior to that, she was employed at Centro de Servicios Crediticios- CSC from 2010 to 2019. 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 large institutional advisory operations with multiple market-facing registrations, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Steven Tabak is a financial advisor with LPL Enterprise holding a Series 63 license and eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and spent two decades at A&Y Royal Insurance BKGE, Inc. Tabak’s professional background includes roles in both securities and insurance sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Theresa Fragale is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing and has held roles outside the investment industry in retail and customer service. Fragale also works as a hostess at The Elbow Room in Bradley Beach, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from multiple sources.

Louis Argenziano is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, and JP Morgan Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the country.

Patrick Mcdevitt is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to that, he had a brief tenure at JP Morgan Chase in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved planning tools and a discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its extensive network of advisors.

Lori Attanasio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Financial Planning Concepts and Doft & Co., Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Curtis Krietzberg is a CFA® charterholder with 30 years of industry experience, currently advising clients at LPL Financial since 2024. Prior to joining LPL, he worked for Lincoln Financial Advisors and Lincoln National Life Insurance Company from 2000 to 2024. He also serves as an instructor with the Financial Educator's Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

John Ross is a ChFC® credentialed financial advisor with 35 years of industry experience, currently with Ameriprise since 2019. His prior roles include positions at Mass Mutual Investors Services, MetLife, and his own firm, Ross Vitale & Associates. He serves as Vice President on the Board of Directors for the Hawthorne Terrace Tax District and participates in pro bono financial planning through national organizations such as the Financial Planning Association Foundation. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Christopher is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' long-term goals, focusing on a holistic approach to investment planning. His work encompasses various client focus areas, including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, special needs planning strategies, and retirement income. Andrew holds a Bachelor's Degree from Rutgers and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes providing clients with appropriate solutions rather than simply offering products, emphasizing clear direction and proactive advice to help clients achieve their financial objectives. In addition to his professional work, Andrew participates in community involvement through organizations such as the Bladder Cancer Advocacy Network and Autism Speaks. His personal interests include music, photography, and swimming.

Jason Lopiccolo is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC since 2021 and Cetera Investment Advisers, LLC since 2025. Outside of advisory work, he is an insurance agent selling life and annuities and serves as an administrative assistant at NDA Wealth Foundations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Mark Weg is a financial advisor with LPL Financial, holding the PFS™ and Series 63 credentials and bringing 24 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for five years and has been associated with Trochiano & Daszkowski LLP since 2002. Outside of his advisory role, he is a partner at a tax preparation and accounting firm. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, third-party research, and various technology tools in its investment approach.

Richard Policastro is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Wells Fargo affiliates since 2009. Outside of his advisory role, he is a part-owner of Morrow Street Associates, LLC and Select Advisors Wealth Management LLC, and serves as trustee for his son’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial product offerings.

Jeremy Langer is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Equitable Advisors or its predecessor, AXA Advisors LLC, since 2009. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

John Caracappa Jr. is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Private Bank and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Amy Carpenter is a financial advisor at Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation with 22 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Arielle Sherman is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Morgan Stanley and its affiliated entities in 2019. Outside of her advisory role, she is a partner in Sherman Real Estate Group, which is involved in investment activities. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to model financial outcomes.