Faissal Yousef is a Series 66 credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services in Red Bank, NJ since 2017. His prior experience includes roles at Merrill Lynch, A.G. Edwards & Sons, and Morgan Stanley. Outside of his advisory work, he is the proprietor of several rental real estate businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with research from its Chief Investment Office and global resources to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and operates across a broad range of capital markets activities.

Jason Thieme is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2026. Prior to this position, he served as a Branch Leader at Fidelity Investments from 2022 to 2026. In his leadership capacity, Jason is committed to helping associates maximize their potential by following a structured framework for success. Outside of his professional responsibilities, he has interests that include the beach, cars, fitness, pets, reading, and volunteering.

Nicholas Condit is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to design financial strategies that emphasize durability and adaptability over time. His approach focuses on helping clients understand the interaction between investments, cash flow, and risk exposure, aiming to support sound decision-making as market conditions and life circumstances change. Nicholas's expertise includes college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, women and wealth, and sports & entertainment. He provides ongoing guidance and disciplined review to help clients stay aligned with their long-term goals and navigate periods of stress with confidence. He holds a Bachelor's Degree from Syracuse University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Nicholas is involved with the Leukemia and Lymphoma Society and has personal interests in football, golfing, music, reading, skiing, spending time with family, swimming, traveling, and watching movies.

Bruce Perhach is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Royal Alliance Associates and Investment Advisors Asset Management, LLC. 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 variety of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Sasso is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president of the Wall Knights Family Foundation, a nonprofit focused on children, youth, and sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations as part of its financial planning process.

Brian Gaffney is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 2000. In addition to his advisory role, he has licensed activities related to non-variable insurance and has been involved in group health insurance sales. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Fitzpatrick is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at Equitable Advisors since 2021 and has prior experience with Jersey Strong and Scarborough Fair. Outside of his advisory work, he owns Fitzpatrick Media LLC, a photography business. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Eileen Burns is a financial advisor at Cetera with 20 years of industry experience and a Series 66 designation. Her prior work includes roles at Oppenheimer & Co. Inc., Avantax Investment Services Inc., and McLaughlin Financial Group. She is currently associated with Brendon Pierson Wealth Management and Brendon Pierson, Inc. alongside her position at Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to various investment strategies and program structures.

Caroline Missak is a Series 66-credentialed financial advisor with Merrill, where she has worked since 2016, bringing 13 years of industry experience. She is also the owner of Renewables Core, Inc., a marketing business focused on medical devices. Merrill, together 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Cifelli Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His previous roles include positions at Wells Fargo Advisors Financial Network LLC from 2009 to 2017 and Ameriprise Financial Services, Inc. from 2017 to 2020. Outside of advisory work, he is involved in Medicare insurance through Superior Senior Solutions, LLC. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and in-house oversight to support retirement income strategies.

William Yaegel is a financial advisor with Stifel in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse clientele including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Todd Dotterweich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2022, and previously spent nine years with Santander Securities, LLC and Santander Bank, NA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment strategies.

Joshua Blumensteel is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Mid Atlantic Resource Group and Securian Financial Services. Outside of his advisory work, he is involved in family-owned businesses, including Yesterday's Family Restaurant and New Vision Liquors LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors and over $256 billion in assets under management.

Kaitlyn Kerr is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Merrill from 2014 to 2017 before joining J.P. Morgan in 2017. Outside of her advisory role, Kerr is a part owner of Major League Pickleball, a professional pickleball tour in the United States. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Witt is a financial advisor with LPL Enterprise in Holmdel, NJ, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC, as well as operating Rosato's Pub and Pizzeria. He also works as an insurance agent, assisting clients with health insurance applications and cost management related to their medical needs. LPL Enterprise serves a wide range of clients including individuals, high-net-worth investors, and institutional entities, offering investment advisory and brokerage services primarily through model-driven portfolios and access to third-party asset managers.

James Solano is a financial advisor with Morgan Stanley Wealth Management in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co Inc, G Capital Advisors, LLC, and Deutsche Bank Securities Inc. since 2002. He has been with Morgan Stanley and its affiliated private bank since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

James Shea Jr. is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Oppenheimer & Co. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using a broad range of planning areas and Wells Fargo’s research and tools.

James Gallo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank, SSB since 2012. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Michael Girgis is a Series 66-credentialed financial advisor with 19 years of industry experience. He has been with Equitable Advisors since 2006, following his tenure at Axa Advisors, LLC. Outside of his advisory role, he serves as co-trustee of the Girgis Family Trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of third-party asset managers and proprietary programs to deliver customized investment solutions.

William Barnek is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies, portfolio management, financial planning, and brokerage services utilizing both in-house and third-party investment managers.