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.

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 at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held roles at several establishments including Catezza Italian Kitchen + Bar and The Proving Ground. In addition to his advisory work, Morales has experience in the hospitality sector and has been affiliated with Rutgers University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach relying on portfolios developed by its research team and third-party strategists, and offers financial planning, access to asset managers, and affiliated insurance and trust services.

William Diodato is a financial advisor at Ameriprise Financial Services with 18 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and Mass Mutual-affiliated firms since 2016. Outside of advising, he is involved in independent insurance brokering and owns a business entity used to cover expense operations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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 and holds a Series 66 designation. He has 24 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory work, he serves as a youth coach for the Point Pleasant Pirates Youth Football and Cheer organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, along with financial planning and insurance product sales through affiliated entities.

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.

Matthew Delpriore is a CFP® with 21 years of industry experience, currently serving at MassMutual Investors Services since 2017. He previously worked at MetLife Securities from 2005 to 2017. Outside of his advisory role, he is involved in insurance sales focused on life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion as part of the planning process.

Michael Principato is a Series 66-licensed financial advisor with J.P. Morgan Securities, holding 19 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMORGAN Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Fidura is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank since 2016, and previously at UBS Financial Services from 2014 to 2019. He serves as a founding board member of Patricia's Fund Inc., a nonprofit charitable organization. Charles Schwab & Co., Inc. serves 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 operates a large-scale, integrated client relationship model combining non-discretionary advisory services with access to affiliated discretionary separately managed accounts and alternative investment offerings.

Justin Marrugo is a financial advisor at LPL Enterprise LLC with a Series 66 designation and no prior industry experience. His work history includes roles in education at Kean University, Union County College, Arthur L. Johnson High School, and Carl H. Kumpf Middle School. Outside of finance, he has been involved with Pompeii Pizzeria for several years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm typically employs a model-driven investment approach and offers access to third-party asset managers and various financial products through its network of investment adviser representatives.

Genevieve Manderville is a financial advisor at LPL Enterprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and The Prudential Insurance Company of America. Outside of her advisory role, she is involved in local politics as Co-Chair of the South Orange Democratic Committee, coaches women leaving Corporate America through her business, The Pearl Pathway of Wellness, and serves on the board of a nonprofit focused on sustainability education. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm’s approach emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Christine Healy is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has worked in the financial services industry since 2000 and joined Merrill in 2004. Christine’s practice focuses on assisting individuals navigating various stages of divorce, offering expertise in financial analysis related to divorce settlements and post-divorce financial planning. She leverages a broad network of specialists within Merrill to help clients explore comprehensive strategies tailored to their unique circumstances. Christine holds multiple professional designations including Certified Divorce Financial Analyst (CDFA), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Her prior experience includes roles on the High Yield Institutional Sales Desk, Institutional Structured Investments Desk, and Portfolio Strategies Desk, where she gained extensive knowledge of investment strategies and products across asset classes. She graduated from Lehigh University with a B.A. in Political Science and a minor in Psychology. Residing in Basking Ridge, New Jersey, Christine lives with her husband, daughter, and two sons. She dedicates time to community involvement as a board member of Ridge Youth Sports Inc. (RYSI) and volunteers through the Creating Better Money Habits program offered by her firm. Christine’s client focus areas include college education planning, family wealth management strategies, managing new wealth, and values-based investing.