Robyn Jensen is a CFP®-certified financial advisor with Edward Jones, based in Hackettstown, NJ. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she owns a vacation home in Chincoteague, VA, which is occasionally used as a rental property but is not currently rented. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, mutual funds, and tax-efficient solutions, supported by a large network of financial advisors and branch offices nationwide.

Ryan Woodring is a CFP® professional at LPL Financial with 23 years of industry experience. He previously worked at Heritage Investment Partners, LLP for 13 years, as well as Citigroup Global Markets and Merrill. Outside of his advisory role, he has involvement with a local insurance brokerage firm in Morristown, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Michael Ruccio is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to multiple in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Matthew Coopersmith is a financial advisor at RBC Capital Markets with five years at the firm and a total of three years of industry experience. He holds a Series 66 designation and previously worked at City National Bank. Outside of his advisory role, he serves as a Junior Board Member for The Valerie Fund, where he is involved in community outreach and fundraising oversight. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored portfolio management and financial planning services.

Andrea Hauptman is a financial advisor with Cetera in Parsippany, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has held various roles since 2011, including positions at Securian Financial Services, Allied Wealth Partners, and Alianza Services Corp. Outside of her advisory work, she serves as Controller for Alianza Services Corp, an authorized Herman Miller furniture dealer. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Cameron Thorkildsen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Gateway Group One and The Golf Zone. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Robert Lamperti is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Outside of his advisory role, he is involved in a non-variable insurance business in Sparta, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad array of financial planning and asset management services, supported by a large network of investment adviser representatives and a range of proprietary and third-party investment strategies.

Anthony Castracucco is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with seven years of industry experience. Prior to Morgan Stanley, he worked for Eagle Sports Promotions for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides plans directly and through Corporate Financial Planning agreements.

Michael Gee is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill. He is also the owner of LMJ Gee LLC, a private company associated with his estate planning. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through both in-house and third-party investment managers.

Nicholas Charette is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having 20 years of industry experience. He has been with Morgan Stanley since 2016 and is also associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs for individuals and institutional clients, including 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 processes supported by proprietary tools and analysis.

Michael Campione is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. His background also includes roles at ConMed Corporation and Surgical Motion Technologies. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with broker-dealer and investment adviser registrations.

Colton Helbig is a financial advisor with UBS Financial Services in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. 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, offering a broad range of capital markets, custody, and research resources.

William Calvert III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior work includes positions at Heritage Investment Partners, LLP and Citigroup Global Markets. He is also involved in selling fixed insurance products, including long-term care and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various advisory models and technology tools, and oversees over $819 billion in discretionary assets through a broad network of advisors.

Francis Brogan is a financial advisor with Cetera based in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with firms including Allied Wealth Partners and Securian Financial Services. Outside of advisory activities, he is also involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services delivered through a large nationwide network of independent advisors.

John Downes is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments since 2022, as well as prior positions in various fields including higher education and business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, while also providing oversight and consulting services.

Robert Casey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, services for endowments, foundations and non-profits, legacy planning, managing new wealth, philanthropic planning, small business strategies, and socially responsible, values-based, and ESG investing. His expertise extends to working with women and wealth, sports and entertainment, and tax minimization. Robert holds a High School Diploma from Hopatcong High School and has attended Ramapo College and County College of Morris without degree completion. He is a Personal Investment Advisor (PIA) and is involved in professional and community organizations such as Habitat for Humanity and Pass it Along. Outside of his professional work, Robert enjoys basketball, boating, cooking, football, golfing, volleyball, yoga, and spending time with his family. He lives in Sparta, New Jersey, with his wife, two children, and their German Shepherd, Brock.

Michael Stein is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he is active as a sports referee for basketball, lacrosse, baseball, and football. 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 is based on proprietary methodology and forward-looking capital market assumptions developed by its Investment Strategy Group.

Joseph Plourde is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000, including its prior affiliation as Axa Advisors LLC. Outside of his advisory role, he engages in an insurance brokerage business on a limited basis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset management programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models without sponsoring its own wrap fee program.

Daisy Pearson is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Charles Schwab & Co., Inc. and Charles Schwab Bank, having joined in 2024. Her prior experience includes roles at Bank of America and Merrill from 2019 to 2024 and earlier positions in the retail and fashion sectors. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Pagan is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Charles Schwab and has prior experience at UBS Financial Services and Automatic Data Processing Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.