Matthew Minsch is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Vail Resorts, Somerset Hills Country Club, Boston University, and Ridge High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with a focus on advisory services rather than individual security recommendations.

Richard Garrett is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Great Point Capital, and Takion Technologies. Outside of his advisory work, he is involved with US Coachways Inc, a company in the automotive and transportation sector. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a wide range of retail and institutional investment options.

Thomas Cifelli is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he is a part owner of a real estate business in New Jersey. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Panagiotis Tsilios is a financial advisor at Primerica Advisors with nine years of industry experience. His background includes roles at Color Street, LLC, PFS Investments Inc., Primerica Financial Services, and Thomas and Betts. He also owns a tax preparation business called Mail In My Return. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and employs model-driven investment strategies supported by third-party managers and custodians.

David Glennon is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the CFA® designation as well as Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley, he worked at Bank of America for 16 years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by approved tools and offers access to broad retail and institutional investment options.

Gian Paolella is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials, and has 12 years of industry experience. He previously worked at Raymond James Financial Services and New York Life Investments, and he is also affiliated with Morristown Wealth Management LLP. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and technology-driven solutions.

Timothy Mehaffey is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Mehaffey also serves as a trustee for the Robert and Jane Malavarca Family Trust, managing life insurance trust activities. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors, employing a multi-manager platform with various investment program options.

Rebecca Leite is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney since 2014. Outside of her advisory role, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by the firm's structured discovery process and advanced modeling tools.

Arjan Kolic is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with nine years of industry experience. His prior roles include six years at UBS Financial Services and involvement in background acting and restaurant work during career breaks. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Elizabeth McNeilly is a financial advisor with Morgan Stanley who holds a Series 66 credential and has eight years of industry experience. She previously worked at BNY Mellon before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of her advisory role, she serves as president of Wealth Wise Strategies, Inc., and holds board positions including Vice Chair of the Rutgers University Foundation and membership on the advisory board of Tech Council Ventures. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-sponsored financial planning arrangements.

Monica Trinidad Lui is a Series 66-licensed financial advisor with Morgan Stanley, based in Morristown, NJ. She has 24 years of industry experience and has worked at Morgan Stanley and Merrill during her career, returning to Morgan Stanley in 2021 after a previous four-year tenure. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm employs a structured planning process that uses firm-approved tools and models to help clients develop financial strategies.

Dorothea Accetta is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2008. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Heather Hado is a financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Her credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model outcomes.

Jason Dacunha 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 and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2017. Outside of his advisory role, he has interests as a sole proprietor in rental property management in Newark, NJ. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and broad retail and institutional investment capabilities.

Kathleen Miller is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2013. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Proscia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Alliance Bernstein for 20 years before joining LPL Financial and First Hope Bank in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Glenn Schunkewitz is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Chester, New Jersey. In his role, he works closely with clients to identify their financial security needs and develop tailored strategies to help achieve their goals. Glenn focuses on a range of wealth management areas, including estate planning, retirement income, cash flow planning, college education funding, liquidity management, and legacy planning. He prioritizes consistent long-term portfolio performance and draws on over 40 years of experience in the fixed-income markets, with particular expertise in municipal bonds. Since beginning his financial services career in 1982, Glenn has provided guidance to multiple generations of families, assisting with complex wealth management issues. He supports clients in coordinating retirement income streams from Social Security, pensions, and investment rollovers to help maintain their desired lifestyle. Additionally, Glenn acts as a central point of contact to integrate his clients' various financial advisors, promoting a comprehensive approach to wealth management. Glenn holds a bachelor's degree in accounting and business from Albright College and holds the Personal Investment Advisor (PIA) designation. He is actively involved in professional and community organizations including the Bergen County Bicycle Club and the Peapack Gladstone Chamber of Commerce. Outside of work, Glenn enjoys biking, hiking, camping, reading, traveling, and spending time with his family.

Melissa Norwicke is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Leigh Baldwin & Co., LLC for 10 years and PFS Partners, LLC for 5 years. Norwicke is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technologies such as machine learning.

John Regan is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in the music industry at Downtown Music for six years and at Venue Crawl for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary financial models.

Suzanne Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory work, she is self-employed as an actor. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.