Jason Newcomb is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial in 2024, Mr. Newcomb worked at Cetera and Minnesota Life Insurance Company and has maintained a long-standing association with Newroads Financial Group since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple investment management strategies.

Amy Cooke is a financial advisor at Charles Schwab & Co., Inc. with 20 years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Director of Special Events for Commercial Real Estate Women of NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of wrap fee programs, managed accounts, and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by centralized custody and investment research.

James Vincent Greco is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and AXA Advisors, LLC. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios with a range of investment options.

Cynthia Wagner is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Bacino is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including previous roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Bacino also serves on the Board of Directors and Finance Council at St. Magdalen's Church in Flemington, NJ. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers detailed retirement income planning and recommendations focused on dependable income and tax-aware withdrawal strategies.

Sophia Stuart Rockefeller is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop tailored financial strategies focused on family wealth management, legacy planning, managing new wealth, women and wealth, and tax minimization. Her approach involves evaluating clients' financial situations, identifying their objectives, and crafting personalized plans to help achieve their long-term financial goals. Sophia holds multiple degrees, including a Bachelor's and Master's from Belarussian State University (BSU), a Doctorate from the National Academy of Sciences (NAS), and a Bachelor's from Southern New Hampshire University. She also earned an Associate's Degree from the Community College of the Air Force (CCAF), a High School Diploma/GED, and completed an Accredited Certificate Program at Dartmouth College. Her professional designations include Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Russian. Outside of her professional work, Sophia enjoys cooking, horseback riding, traveling, and spending time with her family.

Elizabeth Camp is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 22 years of industry experience. She has worked at Morgan Stanley since 2009 and within Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Gilbert Blitz is a CFP® professional with 39 years of industry experience, currently serving at UBS Financial Services since 1986. He is based in Warren, NJ, and holds Series 63 and Series 66 licenses. Outside of his financial advisory work, Blitz serves on several nonprofit boards, including Young Audiences New Jersey and Robert Wood Johnson University Hospital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored investment plans supported by proprietary research and model-based asset allocations.

Lukasz Syrek is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to client goals and risk tolerances.

Michael Tekin is a financial advisor with LPL Financial in Flemington, NJ, holding a Series 63 designation and 31 years of industry experience. He worked at FSC Securities Corporation for 23 years before joining LPL Financial in 2023. Tekin also has experience in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Hitesh Patel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Northfield Bank, Cetera Advisor Networks LLC, and Summit Financial Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by proprietary research and third-party subadvisors.

Nicholas Salamone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning and a range of investment services supported by firm-approved planning tools and resources.

John Mazza is a CFA® charterholder and holds a Series 63 license with 15 years of industry experience. He has been with Morgan Stanley since 2016, currently serving as a financial advisor at Morgan Stanley Wealth Management. Outside of his advisory role, he is involved in water extraction and mold remediation activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Carol Alania is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 18 years at Morgan Stanley and 11 years of industry experience overall. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Joanne Yanogacio is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 registrations and with 20 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery and firm-approved tools.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.

Connor O'Reilly is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment management services to clients. Further details regarding his experience, educational background, or personal interests have not been provided.

Zhicheng Xin is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, following six years at the New York Compensation Insurance Rating Board. Xin holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client outcomes.

Harry Harris is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance since 2001. Outside of his advisory role, he owns a CPA and tax preparation business and operates a vending machine retail business. Mass Mutual 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, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Ryan Tantleff is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with two years of industry experience. His background includes roles outside finance such as work at Overbrook Golf Club and Bernards Cafe. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory solutions, leveraging proprietary market research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerance.