Gerald Coughlin is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, OSAIC Services, and Sunamerica Securities. Coughlin serves as a FINRA arbitrator in securities cases. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various third-party advisory models and programs, offering both proprietary and external solutions through a network of Investment Adviser Representatives.

Nathalie Blanco is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of financial services, she works as a Pilates instructor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a wide range of investment offerings.

Tyler Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a diverse background including roles at Target, Lowes, and seven years of service in the Pennsylvania National Guard. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension 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.

Ta Tanisha Ribardo is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Robert Moriggia is an Investment Consultant who works with individuals and families to build trusted, long-term relationships centered on their financial goals and evolving needs. He emphasizes listening first, providing clear and thoughtful guidance, and tailoring strategies to each client's situation. His approach focuses on consistent communication and transparency to ensure clients feel informed and confident in their decisions. Robert's professional experience includes roles as a Financial Analyst at JPMorgan Chase from 2024 to 2025 and as a Private Client Banker at JPMorgan Chase from 2022 to 2024. This background has contributed to his expertise in financial analysis and client banking services. Outside of his professional work, Robert has interests in fitness, football, military service, parenthood, reading, and traveling.

Henry Sobotka is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS Financial Services since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the proprietor of the Bernice M. Sobotka Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Matthew Trundle is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he holds partial ownership in several investment-related LLCs and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning solutions and utilizing Wells Fargo research and tools to develop tailored recommendations.

Robert Nebelung Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials and is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Valerie Benmoussa is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. Her career includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. She is currently based in Staten Island, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Vincent Luongo is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services from 2013 to 2019. 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. The firm’s approach includes investment policy statement preparation, performance reporting, participant education, and incorporates a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Richard Cohen is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, previously at Morgan Stanley Smith Barney from 2009, and at Citigroup Global Markets from 1995 to 2009. Outside of his advisory work, Cohen serves as a board member of the Morris Area Society of Homebrewers. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm‑approved processes in its financial planning services.

Ronald Nagy is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2024. His prior experience includes roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. 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 various advisory platforms supported by research and technology tools.

Lucas Mistretta is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicole McCarthy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been associated with Primerica in various capacities since 1993 and currently operates Nicole J. McCarthy Advisory Services. In addition to her advisory work, she owns NJM Closing Inc., a self-employed business based in Staten Island, New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a tiered wrap-fee structure.

Matthew Lane is a financial advisor with Wells Fargo Advisors in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Raymond James Financial Services Advisors from 2016 to 2026. Lane is also the owner of Celeriter Capital, a support company based in Westfield. 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 range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Marco Acosta is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research and may include ESG criteria to build model asset allocations.

Thomas Mc Laughlin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he was involved in small business operations including Aria Exterior Cleaning and Frank and Danny's Pizzeria. He also has a background in education, having worked at The College of Staten Island and St. Joseph by the Sea High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers various advisory models through third-party managers, focusing on personalized risk assessment and matching clients to suitable investment programs.

Jake Ritter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. His prior roles include a position at The Vanguard Group and involvement with the Montgomery County Democratic Committee. Mass Mutual 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, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by advanced analytical tools and a range of investment and planning programs.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014. Prior to that, she was with PFS Investments Inc and Primerica Financial Services. 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.

Mark Lebida is a CFA® charterholder with 18 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, Moody's Analytics, TIAA-CREF, Charles Schwab, and Ameriprise. Wells Fargo Advisors is a national securities firm providing 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 utilizes research, analytics, and modern portfolio theory to support its broad range of brokerage and advisory solutions.