James Lukas is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Lukas is the sole proprietor of LUJAM LLC, an investment-related business based in Edison, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce, supported by proprietary research and planning tools.

Christopher De Forest is a financial advisor with Morgan Stanley in Kingston, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously was with National Securities Corp. De Forest is also involved with Defo LLC, which he has been affiliated with since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and firm-approved tools, supporting comprehensive planning without providing individual security recommendations as part of standalone programs.