Anthony Marino is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Pidich is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Michael Colannino is a CFP® with 35 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the finance board of St. Lawrence the Martyr Church, advising on budgeting and investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and tools to develop recommendations delivered through meetings and written reports.

Ryan Martin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining RBC, he spent time at LPL Enterprise and has work experience that includes positions at Rutgers University, Piattino, and Indiana University Bloomington. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, with portfolios tailored to each client's risk profile and utilizing both in-house and third-party investment managers.

John Baker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he serves as co-trustee for his children’s investment trusts. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Moretti is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 and financial planning services supported by structured discovery processes and proprietary planning tools.

Brian O'Donnell is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

James Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he holds various insurance appointments. 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, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Robert Connelly is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. His prior work includes eight years at Wells Fargo Clearing Services LLC. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary advisory relationships with periodic recommendations and access to discretionary separately managed accounts, supported by its integrated operational structure and multi-asset model portfolios.

Stephen Allen Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009, currently working within Morgan Stanley Private Bank, National Association. 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 and financial planning services that utilize structured planning tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Ted Abenstein is a financial advisor at Raymond James Financial in Morristown, NJ, holding Series 63, 65, and 66 designations with 36 years of industry experience. His career includes roles at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. He is involved with 1792 Wealth Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools to support client goals.

Steven Horky is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Carson Crane is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Centenary University and has experience in the hospitality sector through Panther Pub. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management.

James Dzikowski is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Matthew Chanda is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Avantax Investment Services and Edward Jones. Outside of financial services, he has experience in the hospitality industry with roles at multiple establishments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Brian Fernandez is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at RBC Capital Markets since 2013 and City National Bank since 2018. Outside of financial advising, he is the inventor of a new automotive product and is involved in bringing it to market through his ownership of Fernbruck LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Brian Burns is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2015. Based in Morristown, NJ, his career spans multiple roles within the firm. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based modeling techniques.

Manuel Castillo is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, he worked in various roles including at Lyft and Schindler Elevator Corporation. Outside the financial industry, he works as a taxi driver for Uber in New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Nisivoccia is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Allied Wealth Partners and Securian Financial Services, among other firms. He is also involved in insurance product sales, including term life, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from LPL and third-party subadvisors.

Nancy Di Donato is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney LLC since 2020, following a 15-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.