Robert Morrissey is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Stephen Cocco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Hanson Faso Sales & Marketing, Innovate Food Inc, Good Groceries Company Inc, and ongoing consulting through Cocco Consulting. He is also involved in the sale of non-investment home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Steven Tenenzapf is a financial advisor with Equitable Advisors in Marlboro, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with the Edward R DeFeo Insurance Agency, focusing on property and casualty insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and discretionary management options.

Michael Geltrude is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 credential and has experience at Deloitte and Geltrude & Company, LLC prior to joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, with a focus on matching clients to appropriate investment solutions and providing ERISA fiduciary services to qualified plans.

Joseph Rusbarsky is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His previous roles include positions at Santander Securities, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He is based in Freehold, NJ. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Harry Schall is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 32 years of industry experience. He has been with OSAIC since 1994 and has been self-employed since 1982. Outside of his advisory role, Schall operates a sole proprietorship providing accounting and tax return preparation services. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset allocation tools and manages portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Charles Millas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Laughlin is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities, Santander Securities, LPL Financial, Morgan Stanley, and Merrill. 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 from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions.

Frank Colavolpe is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. His prior work includes positions at PNC Bank, Equitable Advisors, and Total Financial Concepts. Outside of finance, he has worked in the hospitality sector at Skylark Fine Diner and Lounge. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach combines investment research, third-party data, and algorithmic tools within a structured product ecosystem.

Lauren Vitale is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Christopher Olson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining RBC Capital Markets and City National Bank in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile.

Angelantonio Ciaglia is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include nearly two decades at Oppenheimerfunds, Inc. and positions at Equitable Advisors and AXA Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop goal-based recommendations.

Daniel Nigro is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the TWN Wealth Management Group, which focuses on fulfilling the financial needs and goals of clients through a personalized approach. The group works collaboratively with clients and their other trusted advisors to develop consistent and practical advice, utilizing a goals-based wealth management process and customized strategies. Dan's expertise includes asset management, portfolio analysis, options strategies, and cash management. He is a qualified Portfolio Manager who builds and manages personalized or defined strategies for clients, which may involve individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Dan earned his bachelor's degree from Johnson & Wales University. He has received recognition as one of On Wall Street's "Top 40 Advisors Under 40" in 2018 and has been named to Forbes' "Best-in-State Wealth Advisors" list in 2018, 2019, and 2020.

Melanie Kramer is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2023. Prior to her career in finance, Melanie spent six years with Pure Barre and was self-employed for 15 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Lou Demartino is a financial advisor with Ameriprise in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and George Realty Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning. The firm’s approach integrates internal research, third-party data, and algorithmic tools to help clients manage income sources and withdrawal strategies.

Anne Markey is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its predecessor since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Justin Branch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 credential and five years of industry experience. He has been with Equitable Advisors since 2020 and is also involved with Sylvan Learning Center as a tutor. Prior to his current roles, he worked at Rutgers University and Jespy House from 2015 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives and offers a range of third-party and proprietary investment solutions.

Francis Gordon Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is also involved in independent insurance brokering across several health insurance providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and automated processes overseen by a dedicated team to deliver these services.

Nicholas Petrole is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. Before joining Mass Mutual, he held various roles including multiple positions at Rowan University and retail management at Shoprite. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach involves collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Nicole Gibson is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2021. Gibson also has a longer tenure at JPMorgan Chase Bank, N.A., where she has worked since 2011. J.P. Morgan Securities 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 brokerage, distribution, and investment management capabilities.