Nicole Adler Frigoletto is a CFP® professional with eight years of experience in the financial services industry. She has worked at LPL Financial since 2023 and concurrently with River's Edge Wealth Partners since 2020. Her prior roles include positions at Wells Fargo and The MDE Group, Inc. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Goldberg is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 24 years at Family Investors Company prior to joining Cambridge in 2024. Goldberg serves as a board member and volunteer for the Fanwood-Scotch Plains Rotary Club and is the vice president of BNI - Select Business Source, a networking organization. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

John Cornacchia is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Citigroup Global Markets from 2002 to 2009 and Wells Fargo Clearing from 2016 to 2022. Cornacchia also owns Cornacchia Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with clients choosing whether and how to implement them through brokerage or advisory programs.

Carolyn Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 12 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supported by a large network of investment adviser representatives and a variety of advisory platforms.

Lisa Handy Noonan is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 incorporating firm-approved tools and modeling techniques.

Helen Eglentowicz is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2014, following five years at Morgan Stanley and one year at Citigroup Global Markets. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Mastroberti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in serving high-net-worth individuals, business owners, their families, and their companies. Mark focuses on helping clients make informed financial decisions to achieve their goals, adapting strategies throughout various life stages. His approach involves thorough consultations to understand each client's unique investment objectives, followed by implementing tailored strategies that emphasize ongoing dialogue and portfolio risk management. Mark employs a balanced investment approach that includes tactical shifts within portfolios, utilizing a wide range of investment options across multiple sectors, industries, and international markets. Fixed income products play a key role in his strategies, and he advocates for discretionary management to address limitations found in traditional advisory services. His expertise encompasses areas such as divorce transition planning, retirement income, personal retirement planning, managing new wealth, portfolio management services, and investment consulting for defined contribution plans. He holds a Bachelor's Degree from Pace University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark is involved in professional organizations such as AMICI of Red Bank and IATTO of Ocean. Prior to the COVID-19 pandemic, he volunteered for numerous Merrill Lynch events, reflecting his commitment to community involvement. Outside of work, Mark enjoys biking, gardening, golfing, hiking, spending time with his family, tennis, traveling, and yoga.

Jessica Palou is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including previous roles at T. Rowe Price Investment Services and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports with ongoing tax-aware withdrawal strategies.

Kunal Patel is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Wells Fargo Bank. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Joseph Farrell is a Financial Advisor at Merrill Lynch Wealth Management in Red Bank, New Jersey. He began his career at Merrill in 2015, advising clients and their families from the Home Office in Pennington, NJ. In June 2022, he transitioned to Red Bank, aligning his professional role with his roots as a native of Monmouth County. He currently resides in Ocean Township with his wife, Gianna. Joseph's expertise covers a range of client focus areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. His approach to wealth management is collaborative, working closely with clients to identify life priorities, develop tangible plans, and employ innovative strategies. He emphasizes client service founded on respect, transparency, and honesty. He holds a Bachelor's Degree from Pennsylvania State University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional pursuits, Joseph enjoys traveling, playing sports such as baseball, football, golfing, and skiing, as well as spending time with his family.

Julian Gessa is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo since 2013 and has worked at Wells Fargo Clearing since 2017. Outside of his advisory role, he is a co-owner of a pet grooming business in Brick, New Jersey, where he assists on weekends. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from its investment institute alongside third-party data.

Steven Dimino Jr. is a financial advisor with RBC Capital Markets in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at RBC Capital Markets since 2013 and also has experience with City National Bank from 2021 to the present. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

Robert Lavanco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Outside of his advisory work, he serves as a New York State Court Officer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Dominic Tobacco Jr. is a financial advisor with Cetera and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at First Allied Advisory Services and First Allied Securities. He serves as a trustee for the River Plaza Youth Club, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that works with individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, providing access to both affiliated and third-party managers.

John Glusko is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as the primary point of contact for clients, handling daily service needs such as opening new accounts, processing money movement requests, and establishing trusts. He aims to develop professional and personal relationships with his clients’ families to ensure they fully utilize the services offered by Fidelity Private Wealth Management. John has been with Fidelity Investments since 2005, holding various positions including Sr Relationship Manager, Branch Service Manager, Regional Operations Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Trading Desk Representative at Charles Schwab from 2000 to 2005.

Dominick Giovannone is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2025. He is a majority owner of Giovannone GP, LLC, a merchant partnership based in Red Bank, NJ. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with other financial products and referral channels, supporting a diverse range of client needs.

Christine Kane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Michael Garzone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Christopher Tarashuk is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual. Outside of financial advising, he owns Aquatic Ascent, a business that raises and sells exotic fish. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves client risk assessment and matching to advisory program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Anthony Lafonte is a financial advisor with Morgan Stanley in Red Bank, NJ, holding a Series 66 license and with 24 years of industry experience. He has been with Morgan Stanley since 2013 and previously worked at Merrill from 2003 to 2013. Outside of his advisory role, he serves as a high school football referee and is connected to a family-run retail business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.