Christopher Marlar is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Ladenburg Thalmann Asset Management and Ladenburg Thalmann & Co., Inc. Since 2021, he has also been associated with 1792 Wealth Advisors in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Thomas Miller Sr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He has worked at Wells Fargo since 2016 and previously held positions at Morgan Stanley and Citigroup Global Markets. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Thomas Cassiliano is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2005. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Wu is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliates since 2010, with prior experience at New England Securities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and provides advisory services to multiple registered investment companies and fund-of-funds.

Douglas Roberts is a financial advisor at Edward Jones with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Alexia Gravvanis is a Financial Advisor with Merrill Lynch Wealth Management in Chicago. She specializes in holistic wealth management, assisting individuals and families in achieving their financial goals. Her expertise encompasses investment and portfolio management, comprehensive wealth planning, retirement analysis and tracking, executive compensation management, tax minimization strategies, and business retirement plans. Alexia holds a Bachelor's Degree from the University of Illinois at Urbana-Champaign and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is actively involved in professional and community organizations, serving on boards such as the Goodmand Theatre, Josephinum Academy of the Sacred Heart, Lurie Children's Hospital Junior Council, and Merrill's Women's Exchange. Committed to community engagement, she aims to dedicate over 50 volunteer hours annually.

Frank Vigilante is a financial advisor with Merrill in Bedminster, NJ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2015 and has worked at Bank of America, N.A. since 2016. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Schwartz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has worked within various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Herbert Rottenberg is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining RBC in 2026. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Dalia Bubbico is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities, Merrill, Morgan Stanley, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolios implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Stephen November is a financial advisor with Wells Fargo Clearing in Basking Ridge, NJ. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He 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 both brokerage and advisory solutions.

Donald Cussen is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a director for the nonprofit Volunteer Lawyers for Justice. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, including discretionary and non-discretionary strategies, using a combination of in-house and third-party managers.

Christina Knaus is a CFP® and ChFC® with 11 years of experience in the financial services industry. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gregory Shanaphy is a Senior Vice President-Senior Financial Advisor at Merrill Lynch Wealth Management based in Summit, New Jersey. He also serves as a Portfolio Manager and is a partner in the Hinds Fisher Ahern and Shanaphy Group, a team recognized on the 2026 Forbes Best-in-State Wealth Management Teams list. Greg specializes in family wealth management strategies, institutional investment consulting, retirement planning, portfolio management services, and tax minimization. With nearly 30 years of experience, Greg has supported families, business owners, and executives in navigating complex financial landscapes using a planning-driven approach. His expertise integrates investment management, retirement planning, tax-aware strategies, estate planning, and wealth transfer. Prior to his current role, Greg held senior financial advisory positions at UBS and Merrill Lynch Global Private Client, and has a background as General Counsel in investment banking. Greg holds a Bachelor’s degree from Montclair State University and a Juris Doctorate from Seton Hall University School of Law. He is a Personal Investment Advisor and a Retirement Benefits Consultant and maintains various FINRA securities licenses alongside life and health insurance licenses. Greg is a member of the Montclair State University board of trustees finance committee and the Seton Hall Preparatory Pirate Gridiron Club alumni association and finance committee. He is also involved with The Church of Christ The King. Greg lives in Chatham, New Jersey, with his wife and son.

Gregory Pace is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held positions at LPL Financial, NYLife Securities LLC, Keller North America, and New York Life Insurance Company. He also spent 22 years with Local 825 Operating Engineers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning using structured discovery and firm-approved tools.

Stephen Kowalski is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2003 and also has 15 years of experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Confalone is a financial advisor with Ameriprise in Bridgewater, NJ, holding a Series 63 designation and 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and is a past president of Bridgewater Baseball and Softball Inc. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jordan Crowley is a CFP® professional affiliated with Raymond James Financial with six years of industry experience. He has held advisory roles at firms including Eagle Rock Wealth Management and Greenberg & Rapp. His prior work includes positions at M Holdings Securities and Maltin Wealth Management. Crowley’s background also includes involvement with several country clubs and golf-related businesses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes analytical tools to tailor non-discretionary planning and supports its clients through advisory programs and institutional consulting.

Terence McMahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

Jason Taub is a financial advisor with Ameriprise in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Stifel from 2007 to 2018 before joining Ameriprise Financial Services, Inc. and later Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.