Luke Damboise is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles in education, hospitality, and retail. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

James Pucciarelli is a financial advisor with Morgan Stanley in Morganville, NJ, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley and its Private Bank affiliate since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its financial planning approach.

Timothy Rossi is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and First Tracks LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics combined with diversification principles and modern portfolio theory to guide investment decisions.

Brian G. Lockier is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds a Series 63 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets access through its extensive platform.

Brandon Mckown is a financial advisor with Wells Fargo Clearing in Red Bank, NJ, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. starting in 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics and managing approximately $671 billion in assets.

James Howell Jr is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise Financial Services, Merrill, Banc of America Investment Services, and Citicorp Investment Services. He serves as executor and limited power of attorney for his mother’s estate. 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 advisory programs and third-party asset managers to deliver tailored investment solutions.

Michael Gagliotti is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera Investment Services LLC since 2007. Outside of his advisory work, he serves as treasurer for the Hillside Ave Historic District Association and is a director of the Save The Queen City nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform that includes affiliated and third-party managers.

Jacob Schechter is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and beginning his industry career in 2024. Prior to joining Equitable Advisors, he worked at TPS Financial and Deca Analytics. Outside of finance, he has been involved with Xtreme Event Group since 2021. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a variety of asset management programs. The firm utilizes a range of advisory models and third-party managers to tailor investment solutions.

Daniella Russo is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Wells Fargo Advisors, and Mike Anthony Group Inc. Russo has also held teaching positions at Monmouth University and St. Joseph by the Sea High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Wendy Murphy is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2009. Prior to Morgan Stanley, she was with Citigroup Global Markets from 2005 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Mark Cremonni is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Merrill since 1980 and Bank of America since 2011. Outside of his advisory work, he serves as a committee member for St. John's Feed the Hungry Soup Kitchen in Newark, focusing on assistance for underserved populations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, implementing various portfolio management approaches with support from internal and third-party managers.

Jason Mancini is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2014. In his role, he focuses on delivering wealth management strategies tailored to help clients pursue their financial goals through a personalized process. This approach begins with understanding clients’ priorities, followed by developing and executing customized savings and investment plans, with ongoing oversight and adjustments as needed. Jason’s professional background includes experience as a portfolio analyst and trader at a boutique investment firm in New York City. He holds a Bachelor's and a Master's Degree in Economics from Kent State University. His expertise encompasses a comprehensive four-pillar system involving assets, debt, trusts and estates, and banking solutions through Bank of America, N.A. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Residing in Westfield, New Jersey, Jason lives with his wife Amanda, their son Giuseppe, and their dog Pongo. Outside of his professional life, he enjoys running, hiking, reading, playing chess, and CrossFit. Jason maintains involvement in his community through participation with organizations such as Knights of Columbus and The Father's Heart Ministries.

Gregory Bertagna is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 35 years of industry experience. He previously worked at Voya Financial Advisors and operated Bertagna & Associates for nearly three decades. His other activities include managing a non-variable insurance business under Dominion Financial Group, Ltd. 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 portfolios, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Gregory Spicer is a CFP® professional with 45 years of experience in the financial industry. He has worked at LPL Financial since 2018 and previously spent 26 years at Cadaret, Grant & Co., Inc. In addition to his advisory work, he owns Coordinated Insurance Agency, Inc. and is involved with Tower Video, Inc. 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 advisory services and platforms, including financial planning, model portfolios, third-party asset management, and institutional programs, supported by extensive advisor tools and a broad non-advisory financial services platform.

Sam Gladson is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Somerset County Vocational and Technical School, US Real Estate Acquisitions, and Rutgers University, as well as experience in landscaping through Jim Gladson Landscaping, Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of proprietary and third-party advisory models delivered through Investment Adviser Representatives.

Matthew Corby is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked at Amboy Bank and spent time at Ramapo College of New Jersey. Outside of finance, he was involved with the Ship Ahoy Beach Club for two years. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and programs, offering a range of investment options including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

Richard Wager is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Francis Hackett is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His previous roles include positions at Lincoln Financial Advisors Corporation and Compass. Outside of advisory work, he is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Mark Lauricella is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bloomberg LP for four years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating firm-approved tools and modeling techniques.

Christopher Maiurro is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Merrill, and Atlas Insight LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and 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.