Abraham Itani is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Enterprise, he founded Itani Wealth Management LLC and has worked in wealth management and investment services firms. He also operates Itani Accounting and Tax LLC, providing tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and insurance products via an integrated platform combining advisory services with product sales.

Scott Mack is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses based on forward-looking capital market assumptions.

Andrew Wayne is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, Wayne is involved in multiple private investment ventures and holds ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Courtney Burton is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been advising high net worth clients since 2000. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and has attained FINRA Series 7, 63, 65, 31, 9, and 10 registrations. Additionally, Courtney serves as a Senior Portfolio Advisor within the Firm's Investment Advisory Program. Her expertise covers asset and liability management, tax minimization, income and asset preservation, and tailored strategies for affluent individuals, families, small businesses, and institutions. Courtney focuses on client goals such as retirement income, education planning, executive compensation, and liquidity management. She emphasizes a disciplined, consultative approach to translate clients' financial needs into specific investment objectives. Courtney graduated from the University of Delaware with a Bachelor's degree. She is involved in community activities through Kids School and resides in Westport, Connecticut with her husband and two children. Her personal interests include baseball, reading, spending time with her family, and traveling.

Peter Jackowitz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current position. Outside of his advisory work, he is a co-owner of an investment-related merchant partnership and serves as vice president of a townhouse community association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lisa La Vecchia is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and team leader of LC & Associates in the Morristown office in Florham Park, New Jersey. She leads a multigenerational team that assists families in building, protecting, and transferring their wealth to people and causes important to them. Lisa's approach centers on personalized, comprehensive wealth management strategies tailored to each client's goals. With over 30 years of experience, Lisa has expertise in areas including retirement income, legacy and business succession planning, liquidity management, college education planning, family wealth management strategies, socially responsible and ESG investing, and small business strategies. She draws upon the investment capabilities of Merrill and Bank of America to support clients through financial life transitions such as retirement, inheritance, or business sales. Lisa is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a bachelor's degree from Bucknell University. Lisa is actively involved in her community, serving as Board Chair and Chair of the Financial Development Committee for the Greater Somerset County YMCA and previously serving on the Executive Leadership Committee of the Merrill Lynch Northern NJ Women's Exchange. She has participated in fundraising for AIDS/Lifecycle and Make-A-Wish New Jersey. Outside of work, she enjoys biking, cooking, gardening, golfing, music, reading, spending time with family, watching movies, and practicing yoga.

Adam Greenstein is a financial advisor with LPL Financial in Summit, NJ, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes nearly two decades with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns an S-Corp that collects commissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Anthony Caruso is a financial advisor with Cetera, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at Securian Financial Services and Minnesota Life Insurance Company for 18 years and has been associated with Allied Wealth Partners since 2014. Outside of advising, he is a partner in a DBA firm and works as an independent real estate contractor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with various program options and access to multiple third-party money managers.

Elizabeth Goldsworthy is a financial advisor with Charles Schwab who holds a Series 66 license and has 15 years of industry experience. She previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

James Nelson is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include work with the College for Social Innovation, Blue Latitudes, and Fathers' UpLift. He has also been involved with the University of New Hampshire and its Student Philanthropy Center. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Griffin Phares is a Series 66 licensed financial advisor with UBS Financial Services in Weehawken, NJ, and has been with the firm since 2024. Prior to his advisory role, he held positions at Proper Hospitality and Elite Skills and Performance LLC, as well as experience in the food service and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of investment and capital markets solutions.

Nicholas Campanile is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Morris Plains, NJ. He has 18 years of industry experience, including seven years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Steven Mortelliti is a financial advisor at UBS Financial Services with the Series 66 designation and one year of industry experience. His career includes roles at UBS and GGH Morowitz, as well as time spent as a full-time student and in entrepreneurial ventures such as Gear-Up Paintball. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of solutions including fee-based financial planning, portfolio management, and capital markets services.

John Cesaro is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC. He is based in Jersey City, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Jake Donnenfeld is a Series 66 licensed financial advisor with UBS Financial Services in Weehawken, NJ, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is a partner in an LLC that manages a family-inherited rental property in Manhattan. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor advice to clients’ goals and risk tolerances.

Christopher Diratsouian is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018, with prior experience at Axa Advisors and The College of New Jersey. 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 various third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Ira Bauman is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Raymond James & Associates for 10 years. He also serves as a trustee at an investment-related business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations through a broad planning menu that includes specialized areas such as business-owner transition and special-needs planning.

Christopher Dorsi is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding the Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with RBC Capital Markets since 2009 and also has experience at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and brokerage.

Joshua Hidalgo is a Senior Vice President and Private Wealth Advisor at Merrill Private Wealth Management. In this role, he provides wealth and investment management services to high net worth families and institutions in the US and internationally. He is responsible for developing and implementing highly tailored, goal-oriented financial strategies, as well as tracking performance and risk metrics for his team's portfolios. Joshua joined Merrill in 2011 after earning a Bachelor of Business Administration degree in Finance from Florida International University. He is an alumnus and active member of Sponsors for Educational Opportunity, completing the program in 2010 with an internship at J.P. Morgan Private Bank. He holds the Chartered Financial Analyst® (CFA®) designation and additional credentials including Personal Investment Advisor (PIA) and Sports & Entertainment (SE). Based in New York City, Joshua enjoys traveling, golf, football, scuba diving, skiing, and spending time with his family.

Elizabeth Brumbaugh is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.