Rohan Walker Jr. is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. Outside of his advisory role, he is the sole proprietor of Know Good LLC, a consulting business based in Morristown, New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support its financial planning process.

Ava Nelson is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on personal retirement planning, women and wealth, and tax minimization to help clients pursue their financial goals with confidence. Ava holds the Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) professional designations. She earned a Bachelor's Degree as well as a Master of Business Administration (MBA) from William Paterson University. In her role, Ava emphasizes education, thoughtful planning, and personalized strategies tailored to individuals and families. Outside of work, she enjoys cooking, hiking, and soccer.

Denise Petti is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Todd Patton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2021, transitioning from a Financial Consultant role to his current vice presidential role. Todd has over three decades of experience in the financial services industry, with a career spanning several major firms including UBS Financial Services, Merrill Lynch Global Wealth Management, Bernstein Global Wealth Management, and AllianceBernstein. His roles have included Director of Retirement Plans, Financial Advisor, Senior Retirement Product Manager, and various leadership positions focused on retirement and defined contribution services. Outside of his professional career, Todd has personal interests in golf and military service.

Giovanni Gallo is a financial advisor with LPL Financial in Florham Park, NJ, holding Series 63 and 66 licenses and bringing 14 years of industry experience. His prior roles include positions at GWN Securities, Parsonex Advisory Services, and Parsonex Securities, as well as a long tenure in construction with Arcade Construction. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive resources and technology tools.

Daniel Fitzgerald is a financial advisor with J.P. Morgan Securities in Florham Park, NJ, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also maintains a role with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with a focus on Eligible Strategies and potential integration of ESG criteria.

Olga Avdaev is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. She has worked at LPL Financial since 2017 and previously spent time at Summit Risk Management, Inc. and Summit Equities, Inc. Avdaev is also involved with Duphiney Financial Network, an entity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Fischman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on client risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.

Patrick Kilcooley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. Patrick has joined the Hinds Fisher Ahern group, a team with extensive experience in financial advising at Merrill. This team focuses on understanding clients and what matters most to them. With 25 years of experience in the Institutional Equity markets, Patrick brings a depth of knowledge shaped by firsthand experience with significant market fluctuations. He leverages this expertise to assist clients in meeting their financial goals and aspirations through tailored wealth management strategies. Patrick holds a Bachelor's Degree from Monmouth University and holds the Professional Investment Advisor (PIA) designation. He is also involved in community activities, dedicating time to volunteering with local organizations.

Christopher Spencer is a financial advisor with Osaic Wealth who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is also the owner of Neoni Wealth Strategies, a sole proprietorship used for his wealth management and broker-dealer business activities. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach that includes portfolio optimization and risk-tolerance analysis, supporting various managed account strategies and third-party money manager programs.

Gregory Caburis is a financial advisor at Merrill with 33 years of industry experience. He has held his current position at Merrill since 1984 and holds Series 63 and Series 65 licenses. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Charette is a financial advisor at Morgan Stanley in Morristown, NJ, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and various investment programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory approach.

Kathy Deangelis is a financial advisor at Merrill with 29 years of industry experience, including 18 years at her current firm. She holds Series 63 and Series 65 credentials. Outside of her advisory work, she serves as an administrator of an estate, a family business role. 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 individuals, high-net-worth clients, and institutional investors.

Knut Lundberg is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at firms including Ic Advisory Services Inc, The Investment Center Inc, Factius Financial Strategies, Commonwealth Financial Network, and Ameriprise. Lundberg serves on the board of the Swiss SkiClub of New York, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms with a broad selection of investment strategies, supported by advanced operational and research tools.

Carmen Cappadona is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at City National Bank since 2020. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Steven Brisgel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that serve as a foundation for client decisions.

Sabino Ruta is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, his background includes roles in retail and food service industries, such as positions at David's Cookies and Godfather Pizzeria of East Hanover. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver investment solutions tailored to clients’ risk tolerance and financial goals.

Michael Post is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, also serving at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Neal Gordon is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including J.P. Morgan Securities and Mass Mutual Investors Services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies and utilizes technology for operational and research support.

Jason Marcantuone is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles in education and landscaping, as well as studies at the University of Delaware. 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 individual and institutional clients.