Jack Riley is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he co-owns a beach home in Rehoboth Beach, Delaware. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with research from its Chief Investment Office and Global Research teams to tailor client plans. The firm provides a range of services including portfolio management, financial planning, and capital markets activities, operating as both an investment adviser and broker-dealer.

Rocco Domicolo is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Ameriprise Financial Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Alan Jacobson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing a seasonal weekly rental property in Holgate, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.

William Huntley is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles, including positions at Merri Makers Caterers, Barrel and Roost, Lafayette College, ShopRite, Trump National Golf Course, and Christian Brothers Academy. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Digamon is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade Inc. He is currently based in Millburn, NJ. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and due diligence on alternative investments.

Wilson Munoz is a Series 66 credentialed financial advisor with 14 years of industry experience. He has worked at OSAIC since 2024 and previously spent seven years with Securities America Advisors and Securities America Inc., as well as 11 years with Guardian Life Insurance Company. Outside of his advisory role, Munoz manages a youth soccer training and event organization and owns an insurance agency that provides various support services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services using proprietary asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Lauren Waletzki is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, she worked at KPMG from 2022 to 2024 and was affiliated with Stevens Institute of Technology from 2018 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, and it includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jim Boyle is a Financial Consultant currently working at Fidelity Investments since 2024. He collaborates with clients to establish and implement financial plans tailored to their goals, and regularly reviews these plans to ensure ongoing alignment and improvement. Jim's professional experience spans several roles in the financial services industry, including Planning Consultant at Fidelity Investments from 2022 to 2024, Financial Advisor positions at Cetera Investment Services LLC and LPL Financial LLC, and roles as a Financial Services Professional at MML Investors Services, LLC and Signator Investors, Inc. He holds a California Insurance License. Outside of his professional work, Jim has interests in baseball, football, soccer, movies, reading, and participating in family activities.

Andrew Black is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 18 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining his current firm in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by proprietary research and tools.

Michael Isaacson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at AT&T from 2011 to 2022. 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 services. The firm follows an IPS-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Laird Jr. is a financial advisor with LPL Enterprise and holds Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at JP Morgan Chase Bank and JP Morgan Securities LLC. Outside of finance, he also works as a package car driver for United Parcel Service. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Christian Cooper is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisory role, he is involved with Orange Sunshine Publishing Co., where he writes children's books. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with services covering areas such as retirement, education, business-owner transition, and special-needs planning.

Patrick Gill is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at McLanahan's. He is involved with the Penn State Alumni Chapter at Lehigh Valley as a member of the Sports and Social Committee. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that includes LPL-sponsored programs and endorsed turnkey asset management platforms.

Steven Goldberg is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He previously worked for Family Investors Company for 24 years before joining Cambridge in 2024. He holds Series 63 and Series 65 licenses and serves as a board member of the Fanwood-Scotch Plains Rotary Club and vice president of BNI - Select Business Source. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio solutions and custody arrangements.

Ryan Luckman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at ClearFocus Financial and The Investment Center, Inc. Outside of advising, he has experience connected to hospitality businesses such as The Liquor Factory and Alibi Beach Bar & Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network. The firm offers diversified advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research.

Frank Robertazzi is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007 and provides tailored financial strategies and implementation to individuals and families throughout the United States. Prior to his financial services career, he spent more than 25 years in national and global business development, including serving as a Vice President at HP, Agilent, and CML. Frank holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor of Science degree in Electronic and Electrical Engineering from NYU's Polytechnic School of Engineering and graduated from Brooklyn Technical High School. He works with clients on a range of financial topics such as corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Frank also participates in professional organizations including the Civic Story Board, Polytechnic Alumni Board, Rotary International Summit NJ, and Sage Eldercare Board. His personal interests include baseball, fishing, running, and spending time with his family.

Ethan Madera is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked with UBS since 2018. Prior to his advisory role, he held positions in various industries including staffing and hospitality. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Craig Levin is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Jamaal Stanton is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over a decade of experience in the financial services industry, having previously served as an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2008 to 2020. Jamaal specializes in partnering with clients and their families to develop, implement, and monitor customized financial plans aimed at achieving their financial goals. He holds a California Insurance License, supporting his capability to provide comprehensive financial advice. Throughout his career, Jamaal has focused on building professional relationships with clients to understand their personal and financial needs.

Jessica Palou is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including previous roles at T. Rowe Price Investment Services and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports with ongoing tax-aware withdrawal strategies.