Patrick Mattes is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Andrew Nairooz, Morgan Stanley, and Misericordia University. Outside of his advisory role, he is involved with Emerson Reid, a business focused on dental, health, and vision insurance. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of investment solutions.

Francis Consolmagno is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2023, and previously worked at Hudson Wealth Management and Cetera Advisors LLC for a decade. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management strategies and platforms, combining proprietary and third-party models, and maintains institutional features such as advisor transition support and compliance processes.

Brian Greenberg is a financial advisor with Cambridge Investment Research Advisors in Staten Island, NY, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work includes six years at Cetera Advisors LLC before joining Cambridge in 2019. Outside of his advisory role, he is involved in tax preparation services through ownership of Network Tax Service Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

Claudio Bonesini is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at IC Advisory Services, The Investment Center, and Jenkoski, Long, Yu CPA's. Outside of his advisory work, he is involved in tax preparation and accounting through CBACCTG LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports a large network of advisors serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Joseph Zito is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Before joining LPL Financial in 2021, he worked at Cetera and Foresters Financial Services in various roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Krina Kapadia is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Her prior roles include positions at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and HDFC Life Insurance Company LTD. Merrill, along 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 individuals, high-net-worth clients, and institutions.

Meghan O’Neill is a financial advisor with Morgan Stanley Wealth Management in Shrewsbury, NJ, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 25 years of industry experience, including 12 years at J.P. Morgan Securities and J.P. Morgan Chase Bank, and prior roles at Citigroup Global Markets and TD Ameritrade. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Dov Aloof is a financial advisor at LPL Financial with a Series 66 designation. He has been with LPL Financial since 2025, previously working at JL Aloof Financial Services and Think IP Systems. 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 financial planning and investment management services delivered through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Burgard is a financial advisor with LPL Financial in Colts Neck, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Advisors, Santander Bank and Securities, and Hornor Townsend & Kent Inc. Outside of his advisory work, he is also a commissioned notary. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Justine Viohl is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.

Glenn Ziegler is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Ziegler serves as a FINRA arbitration panel member and acts as trustee and executor for his father's trust and estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Joseph Bouffard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held positions at Trading Places International and Drew University, among others. Outside of his advisory role, he is involved with Dergalis Associates LLC in a capacity unrelated to routine investment activities. 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 various asset-management programs, utilizing a range of third-party advisory models and proprietary resources to deliver its services.

Katherine Mcguire is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera since 2019, with prior experience at Foresters Financial Services and Sundance Outdoors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts 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 diverse program options and over $256 billion in assets under management.

Daniel White is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He has been with Equitable Advisors since 2019 and is also owner and partner of McGuckin, Shatz & White, LLC, an accounting services firm in Ocean, NJ. 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Robert Bunsa Jr. is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the finance committee of St. Matthew Episcopal Church, overseeing budget and expenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to models or discretionary managers based on personal and plan information.

Daniela Vizcaino is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill and Bank of America since 2020. Prior to entering the financial industry, she worked in various roles within the casino and hospitality sector. 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, and institutional investors.

Todd Rosenblatt is a CFP® professional with 19 years of experience in the financial industry, currently affiliated with LPL Financial. He has worked at LPL Financial since 2016 and previously held roles at Private Portfolio Partners, LLC, MSI Financial Services, Inc., and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Keith Ryan is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. He holds Series 63 and Series 66 securities licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Stephen Johnson Sr. is a CFP® with 26 years of experience in the financial industry. He has worked with Cetera since 2007, including roles at Cetera Investment Services LLC and Columbia Bank. Outside of his advisory work, he serves as a fixed income investment consultant on a voluntary basis for the Center for Vocational Rehabilitation. Cetera Investment Advisers LLC is a large SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Roxanne Grise is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. Grise serves as a trustee and co-trustee in a trust outside of her advisory duties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured tools and sophisticated modeling techniques.