John Turi is a financial advisor with Ameriprise in Tinton Falls, NJ, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he supports a leading AI research lab focused on advancing machine learning systems. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Rehrer is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983. He is also a part-time referral associate with Weichert Referral Associates. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies and is closely integrated with Bank of America’s broader banking and capital-markets platform.

Goran Bojovski is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior member of Gsell/Bojovski and Associates. He joined Merrill Lynch in 2002 and focuses on servicing high-net-worth clients and corporate relationships by providing a comprehensive range of wealth management services, including financial planning, investment analysis, and retirement planning. Goran delivers customized, planning-based strategies integrating concentrated stock management, estate planning, and investment management. He holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® certificant, Certified Investment Management Analyst®, Certified Plan Fiduciary Advisor®, and Certified 401(k) Professional. Goran graduated from Rutgers University with a bachelor's degree in economics, concentrating in finance, and also minored in computer science. He is recognized as one of a select group of Merrill Institutional Consultants qualified to provide in-depth knowledge and customized service for institutional investors. Outside of his professional work, Goran lives in Mountain Lakes, New Jersey, with his wife and two sons. His personal interests include basketball, billiards, boating, bowling, camping, chess, football, music, reading, and spending time with his family.

Cole Kelly is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2024. Prior to his financial services career, Kelly held positions at Pennsylvania State University, Camp David in New Jersey, and Ocean Township High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Richard Caruso is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc for seven years before joining Mass Mutual in 2017. Outside of his advisory role, he is involved in construction and painting work and serves as an insurance broker focusing on life and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and educational seminars.

Jay Gelbein is a CFP® with 27 years of industry experience, currently serving with Cetera. He has a background that includes more than two decades at Avantax Advisory Services and ownership of an accounting and tax preparation firm, Jay Gelbein and Company CPAs LLP. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and services delivered through a large nationwide network of independent advisors.

Kevin Nohilly is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors 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 planning menu and integrates advisory services with other financial products and referral channels.

Brian Russell is a Series 66 credentialed advisor with 21 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes roles at Bank of America, Merrill, and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Angelo Puma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously spent five years at Cetera Advisors LLC and 31 years at Network Agency. Outside of his advisory role, he owns and operates tax service and accounting businesses. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi‑billion dollar asset base through thousands of Financial Professionals and provides various platform options, including proprietary model strategies under Founders Gate Capital.

Jeannette Scott is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 designations and bringing 21 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, including retirement plan services supported by research and analytics from Wells Fargo Investment Institute.

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.

Robert J. Matos is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies that integrate the investment insights of Merrill and the banking and lending solutions of Bank of America. He emphasizes a comprehensive understanding of clients' full financial situations to develop flexible strategies aligned with their goals and the dynamics of today's markets. Mr. Matos holds a Bachelor's degree from the University of California system. His professional designations include Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). His approach centers on connecting all aspects of clients’ financial lives to help them prioritize and pursue the objectives that matter most. Outside of his professional work, Robert J. Matos engages in a variety of personal interests, including baseball, basketball, biking, fishing, football, gardening, music, reading, skiing, and spending time with his family.

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.

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.