Daniel Rothman is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has been with UBS since 2018. Prior to his current role, his work history includes positions at Compassion First Pet Hospitals and American Income Life. UBS Financial Services serves individual, corporate, and institutional clients offering a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.

Christopher Donnelly is a financial advisor at Wells Fargo Advisors with 36 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 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Cynthia Englise is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Stifel Nicolaus & Co Inc, Morgan Stanley, and Ameriprise Financial Services, Inc. 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 strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wayne Brannan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stuart Hoch is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior work includes 22 years at Lincoln Financial Advisors Corp. and one year at Veravest Investment Advisors, Inc. Outside of advising, he provides individual and group health products on a limited basis. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of strategies through its complex affiliate network and private-equity ownership.

Thomas Scotto is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Regulus Financial Group, LLC. Outside the financial sector, he was involved with Villa Monte Pizzeria for two years. Mass Mutual Investors Services 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 programs, using advanced tools to support annual collaborative planning engagements.

Christopher Malloy is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in legacy planning, personal retirement planning, portfolio management services, and individual and corporate investment strategy. Christopher takes a disciplined, personalized approach to financial planning, aiming to help clients navigate their financial lives with clarity and confidence. Christopher's career in financial services began in 1993. In 1996, he joined the New York Stock Exchange as a Designated Market Maker, where he gained extensive experience through multiple market cycles over 19 years. His background also includes work in Private Client Banking and Wealth Management. He holds a Bachelor's Degree from Arizona State University and is a certified Personal Investment Advisor (PIA). Outside of his professional work, Christopher is involved with the Eastern Monmouth Area Chamber of Commerce and participates in community efforts through JBJ Soul Kitchen. His personal interests include basketball, biking, golfing, hiking, music, running, and skiing.

Anthony Valente is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2006 to 2009. Outside of his advisory role, he is the sole proprietor of Valente Motorsports LLC, involved in the automotive and transportation sector. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and comprehensive investment insights.

Dorothy Wilson is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, with 24 years of industry experience. She has been with Cetera since 2009 and also operates an accounting and tax services firm, Dorothy A Wilson CPA, which she founded in 1999. In addition to her advisory role, she owns an online sales business and serves as an insurance agent selling Medicare supplemental insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Alan Friedman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, often utilizing third-party asset management platforms.

Michelle Stokes is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, Wells Fargo Bank, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Joseph Tansey is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 65 and Series 63 designations and 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of advisory work, he owns Tansey Family Ski Resort, LLC, a legal entity related to a vacation rental property. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies largely on model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Ebony Benjamin is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm uses Wells Fargo research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.

Garth Williams is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. He has been with Primerica Financial Services since 2003 and also maintains a long-term role with Verizon Communications. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plans.

Anjelica Brinkofski is a Financial Advisor with Merrill Lynch Wealth Management, serving clients since 2017. She specializes in assisting business owners in preparing for business exits by aligning their companys financials with their personal wealth strategies. Utilizing a proprietary Personal Wealth Analysis strategy, Anjelica helps clients optimize business reporting, tax minimization, and liquidity management to ensure their financial readiness for a potential sale. Her expertise extends to retirement planning, with tailored approaches for entrepreneurs, women, and families undergoing significant life transitions such as college planning and retirement. Additionally, Anjelica focuses on tax management strategies, legacy planning, and socially responsible investing. She holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Anjelica earned both her Bachelors and Masters degrees from Rutgers. She has involvement in professional and community organizations including Rutgers Track & Field, the Jersey Shore Running Club, Jersey Shore Triathlon Club, and serves as an Advisory Board Member for United Way. She resides in Manasquan, NJ, is a mother of two, and pursues athletic interests such as triathlons, biking, boxing, and running.

Hoda Ali is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2008. She has been with Fidelity Investments since 2004, starting as a Financial Representative, then serving as an Investment Consultant before her current role. As a Certified Financial Planner, she works closely with clients to address their unique financial goals and objectives. Hoda emphasizes comprehensive wealth and family planning as well as investing in her practice. She holds a California Insurance License, supporting her ability to provide a range of financial services. Her experience spans over a decade within Fidelity Investments, focusing on financial consulting and investment advice.

Deborah Mannix is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Bank of America and Merrill for the past 10 years. Outside of her advisory role, she has an interest in a rental property business located in Islamorada, Florida. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michael Snyder is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for NJ Rise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized, tax-aware retirement planning through a collaborative, non-discretionary process informed by proprietary research and third-party data.

Peter Mc Carron is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Inc. since 2002. In addition to his advisory role, he owns a branch support company, PG&M Consulting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and high-net-worth clients, as well as institutional and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a range of advisory programs and institutional portfolio management.

Frank Condon is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as Treasurer for Western Monmouth Habitat For Humanity. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a range of products including fee-based financial planning, portfolio management, and alternative investments. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.