Wayne Brannan is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stuart Hoch is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 22 years at Lincoln Financial Advisors Corp. prior to joining OSAIC in 2025. Outside of advisory services, he provides individual and group health products. OSAIC serves a diverse client base including retail and institutional investors and offers a range of advisory and brokerage services. The firm employs various portfolio construction tools and supports multiple managed account platforms, combining in-house and third-party resources.

David Silverman is a financial advisor with Merrill based in Highland Park, NJ. He holds Series 63 and Series 65 designations and has 29 years of industry experience. His work history includes roles at Merrill since 2010 and Bank of America, N.A. since 2012. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Scotto is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at J.P. Morgan Securities LLC and Regulus Financial Group, LLC, as well as operating a pizzeria business from 2018 to 2020. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using advanced analytical tools and provides specialized services such as divorce planning and estate settlement.

Rodney Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is associated with MK Financial Group LLC in Millstone Township, New Jersey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Malloy is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. His approach involves thoughtful planning, disciplined investing, and advice tailored to clients' goals and priorities. Mr. Malloy began his career in financial services in 1993. In 1996, he joined the New York Stock Exchange where he spent 19 years as a Designated Market Maker, gaining experience through multiple market cycles and economic environments. His subsequent experience in Private Client Banking and Wealth Management has shaped the long-term, value-based investment approach he brings to clients. He works closely with individuals, families, and business owners to develop personalized financial planning strategies addressing retirement, estate and trust planning, and investment goals. He holds a Bachelor's Degree from Arizona State University and the Personal Investment Advisor (PIA) designation. Mr. Malloy is involved with the Eastern Monmouth Area Chamber of Commerce and participates in community activities including JBJ Soul Kitchen. His personal interests include basketball, biking, golfing, hiking, music, running, and skiing.

Anthony Valente is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets starting in 2006. Outside of his advisory practice, he is the sole proprietor of Valente Motorsports LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides investment services that include wrap programs, private funds, and structured products.

Tyler Dey is a Financial Advisor at Merrill Lynch Wealth Management. He partners with clients to build disciplined, personalized financial strategies and is part of a team that provides a concierge-style experience, assisting individuals and families with investment management, retirement planning, and long-term wealth goal navigation. Tyler also collaborates with Advisors on retirement plan administration and guidance. Prior to becoming a Financial Advisor, Tyler served as a Registered Wealth Management Client Associate. In that role, he supported portfolio operations, retirement plan administration, and daily client needs. He has been with Merrill Lynch and Bank of America since 2021 and is Series 7 and 66 FINRA registered, holding the Personal Investment Advisor (PIA) designation. Tyler earned a Bachelor's Degree in Finance with a focus on investment analysis from Rider University. He received several academic honors there, including the Andrew J. Rider Award and induction into Beta Gamma Sigma. He currently resides in New Egypt, New Jersey. Personal interests include baseball, football, golfing, hiking, music, and reading.

Alan Friedman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors since 2003, previously associated with Axa Advisors, LLC. 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/insurance channels to implement client recommendations.

Michael Harris Jr is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Hellman Worldwide Logistics and Mack Staffing Agency, alongside long-term involvement with PFS Investments Inc and Primerica Financial Services. He also engages in part-time activities related to home security and automation product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Michelle Stokes is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, Wells Fargo Bank, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Joseph Tansey is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1995. Outside of advisory work, he is an owner of Tansey Family Ski Resort, LLC, a legal entity formed for vacation rental property purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of approximately 3,700 advisors and $15.5 billion in assets under management.

Matthew Sopher is a CFP® professional with seven years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Kestra Advisory, Morgan Stanley, and KB Financial Companies. Outside of his advisory role, he operates Sopher Financial Group, a business related to his LPL work. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio management options.

Ebony Benjamin is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2007. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Garth Williams is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Primerica Financial Services since 2003 and also maintains a long-term role with Verizon Communications. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plans.

Hoda Ali is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2008. She has been with Fidelity Investments since 2004, starting as a Financial Representative, then serving as an Investment Consultant before her current role. As a Certified Financial Planner, she works closely with clients to address their unique financial goals and objectives. Hoda emphasizes comprehensive wealth and family planning as well as investing in her practice. She holds a California Insurance License, supporting her ability to provide a range of financial services. Her experience spans over a decade within Fidelity Investments, focusing on financial consulting and investment advice.

Deborah Mannix is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Bank of America and Merrill for the past 10 years. Outside of her advisory role, she has an interest in a rental property business located in Islamorada, Florida. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michael Snyder is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for NJ Rise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized, tax-aware retirement planning through a collaborative, non-discretionary process informed by proprietary research and third-party data.

Peter Mc Carron is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Inc. since 2002. In addition to his advisory role, he owns a branch support company, PG&M Consulting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, as well as institutional and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a range of advisory programs and institutional portfolio management.

Frank Condon is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer for Western Monmouth Habitat For Humanity. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a range of products including fee-based financial planning, portfolio management, and alternative investments. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.