Abigail Rosen is a CFP® professional with 17 years of industry experience. She is currently with Corient, where she has worked since 2022, following prior roles at RegentAtlantic, Mariner Wealth Advisors, and Brinton Eaton. Rosen is based in Morristown, NJ. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and includes specialized offerings through affiliates such as family office and trust services.

Kelly Walsh is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2019, with prior experience at UBS Financial Services Inc. from 2014 to 2017. 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.

Ralph Franzese is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Merrill, Citigroup Global Markets, and Legg Mason Wood Walker. He is also involved with Vantage Wealth Management LLC in a bookkeeping capacity. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a broad range of financial services.

David Posner is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 63 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Outside of his advisory role, he serves as an estate executor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, serving clients through both individual and corporate financial planning agreements.

Gregory Huether is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2018, following six years at J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates in its process.

Erin Madonna is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for seven years at Under Armour. Outside of her advisory role, she occasionally serves as a substitute yoga instructor at local studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and is notable for its extensive advisor network and integrated offerings, including trust services and proprietary mutual funds.

Robert Blocker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Cetera, he worked at Avantax in various capacities for more than two decades. He also operates a CPA practice focused on tax preparation and accounting. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management and financial planning through a multi-manager platform with access to various investment strategies and program structures.

Sean Conley is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and four years of industry experience. His prior work includes a role at Deloitte in 2021 and several years at Morgan Stanley and Morgan Stanley Private Bank, N.A. beginning in 2022. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Henry Liao is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2005 and is involved in several nonprofit organizations, serving on the boards of Forefront and Foster the Family. He is also the founder of The Jubilee Experiment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes a written Recommendation Report developed by a centralized service team, integrating investment research and third-party data to guide asset allocation and Social Security claiming options.

Jonathan Sot is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at the University of Notre Dame and RMR Group, as well as work in insurance sales. He is also involved in financial services through Allied Wealth Partners alongside his advisory duties. Cetera Investment Advisers LLC serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and various program platforms. The firm operates a multi-manager platform with access to both affiliated and unaffiliated managers, managing over $256 billion in assets through more than 10,000 advisors.

Samuel Rosenbaum is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial services industry. He is currently an advisor at Raymond James Financial and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley Smith Barney, and Stifel Nicolaus. Outside of his advisory roles, he has professional experience spanning educational institutions including George Washington University and Tulane University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and sponsors wrap-fee advisory programs alongside institutional consulting and portfolio management.

John Mooney is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and Wealthspring Financial Partners. Outside of his advisory work, Mooney serves as treasurer of the Blairstown Rotary Club, where he manages financial transactions and account reconciliation. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, with a multi-manager platform that supports discretionary and non-discretionary portfolio management and financial planning.

Frederick Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Merrill. Outside of his advisory work, he is registered as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with operational tools and a broad array of financial products.

Thomas Brown is a financial advisor at Raymond James Financial with seven years of industry experience and a Series 66 designation. He previously worked at M Holdings Securities, INC. and Greenberg & Rapp Financial. Outside of his advisory role, he is involved with Eagle Rock Wealth Management, where he contributes to investment research, trading, and financial planning analysis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized capabilities in municipal finance and innovative retirement plan advisory services.

Adetomilola Adeyemo is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 license with seven years of industry experience. Prior to joining Morgan Stanley in 2019, Adeyemo worked at Baldwin & Obenauf and CO OP Brand Partners. Outside of advisory work, Adeyemo is the owner of Hello August LLC, a real estate-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

Domenico Dimaio is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, PNC Wealth Management, Avantax Advisory Services, and Morgan Stanley. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory platforms.

Vincent Pecora is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked in various capacities within Morgan Stanley entities since 2004. Outside of his advisory role, he is listed as an officer for a used car sales business in New Jersey, though he does not actively participate in its operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides customized financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Davien Medina Centeno is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he participates as a study participant with Clinilabs, Inc. and is an investor on the Fundrise online real estate platform. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-based recommendations managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

Ryan Curran is a financial advisor with Mass Mutual Investors Services in Parsippany, NJ, holding the ChFC® designation and Series 63 license. He has seven years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2017. Outside of his advisory role, he is also an insurance broker with The Curran Group LLC, specializing in life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of investment strategies without discretionary management.

Sarah Kayal is a CFP®-certified financial advisor with seven years of industry experience, currently associated with LPL Financial. She has worked at Raymond James Financial Services and First Hope Wealth Management, where she continues to maintain a role. 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 advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.