Taylor Neithardt is a financial advisor with Ameriprise in Linwood, NJ, holding the Series 66 designation. He has prior experience at AtlantiCare Regional Medical Center and served six years in the United States Air Force. Neithardt has been with Ameriprise since 2025. 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 tailored retirement income planning advice through a written Recommendation Report and ongoing support.

Stephen Marchel is a financial advisor with Morgan Stanley in Northfield, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank since 2021 and previously worked at Wells Fargo Advisors from 2015 to 2020. Outside of his advisory role, Marchel is involved in the hospitality industry as a partner and owner in several restaurants and bars in New Jersey. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, offering services without individual security recommendations in standalone planning.

Charles Milstein Sr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC, where he worked for over two decades. He also operates a business under the name KARR BARTH ASSOCIATES. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party programs, utilizing a hybrid referral and implementation model that combines advisory and brokerage services.