Geoffrey Dietzel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Brunswick Financial Group LLC since 2003 and was affiliated with Pruco Securities, LLC. for over two decades. Dietzel is also a director and owner of Brunswick Financial Group, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers comprehensive financial planning, access to model portfolio programs, and third-party asset management, operating an integrated platform that includes insurance products and collateralized lending services.

Ian Ruderman is a financial advisor at MassMutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MassMutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of finance, he is involved in the spirits industry as a partner in the Freehold Distilling Company and owns Whisky Guild, a company focused on whisky events and reviews. Ruderman also serves as president of a college alumni board. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual relationships and utilizing firm-approved analytical tools for goal-based recommendations.

Michael Iervoline is a financial advisor with J.P. Morgan Securities in Fair Haven, NJ, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has worked at Merrill and Merrill Edge/Bank of America from 2016 to 2019 before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen Blazejewski is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously worked at Axa Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Richard Hausler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at UBS Financial Services Inc for 11 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Cohen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities LLC 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.

William Gambardella is a CFA® charterholder with 23 years of industry experience. He has been with Morgan Stanley since 2016 and currently works at Morgan Stanley Private Bank, N.A. in Red Bank, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and manages approximately $2.74 trillion in client assets.

Sean Roche is a financial advisor with LPL Financial in Eatontown, NJ, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Fulton Financial Advisors, Raymond James Financial Services, Fulton Bank, and Santander Bank. Roche also has involvement in insurance sales and operates business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management across its investment solutions.

Vivek Sharma is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and operating as a self-employed investor with Nascap Investors. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple advisory program sponsors and offers both advisory and brokerage/insurance channels to implement client recommendations.

Haley Cortese is a Financial Advisor at Merrill Lynch Wealth Management who provides clients with personalized financial planning and strategy development. With professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), she works to empower individuals, families, and business owners to navigate life's financial decisions with confidence. Haley focuses on a range of client needs such as education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. Drawing from her background and approach as a financial coach, she collaborates with clients to create tailored, comprehensive financial roadmaps guided by transparency and integrity. She holds a Bachelor's Degree from the University of Rhode Island. Outside of her professional career, Haley enjoys fishing, photography, pickleball, soccer, spending time with her family, and watching movies.

Sarah Ratty is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 licenses. She has six years of industry experience and has been with Morgan Stanley and its Private Bank division since 2017. Prior to her advisory role, she worked at Middlesex County College from 2014 to 2017. 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 planning tools and modeling techniques as part of its financial planning process.

Barbara Siegel is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its affiliated entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Ronald White is a financial advisor with LPL Financial in Manalapan, NJ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for 13 years each. Outside of his advisory role, he is involved in businesses focused on tick and mosquito control as well as fireplace services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven strategies.

Matthew Mandile is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Korn Ferry International, Trilogy International, Robert Half, and involvement with the New York City Football Club and New York Jets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Ronald Jaeger is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and with 33 years of industry experience. He has worked at LPL Financial since 2019 and previously operated Jaeger Wealth Management while also working at Commonwealth Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Raymond Abbate is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a Financial Consultant and Financial Advisor since 1978, offering client services in managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Mr. Abbate graduated from Seton Hall University in 1972 with a Bachelor of Science degree. His career began with Bache, Halsey, Shields in 1978, followed by a move to Shearson Loeb Rhodes in 1981. He continued with the firm through its transitions to Smith Barney and later merged with Morgan Stanley in 2010 before relocating to Merrill Lynch in 2012. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Mr. Abbate’s personal interests include baseball, golfing, spending time with his family, and watching movies.

Frankie Plasencia is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Outside of finance, he owns and operates businesses in auto sales and vehicle maintenance. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Frank D'erasmo Jr. is a Series 66-registered financial advisor with Ameriprise, where he has worked for five years. He has eight years of industry experience, including previous roles at Equitable Advisors and AXA Advisors. Outside of his advisory work, he owns Junior Ventures, LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ira Gewirtz is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Richard Salerno is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.