Marc Wisotsky is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, currently working at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including financial and estate planning, and manages approximately $2.74 trillion in client assets.

Christopher Bramwell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include seven years at Fisher Investments and five years with Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Moshe Feinstein is a financial advisor with MassMutual Investors Services holding a Series 66 designation and three years of industry experience. His prior roles include positions at NYLife Securities, Bais Reuven Kamenitz, and Thera Era LLC. He is also the owner of Good Hands Financial Planning LLC and serves as an insurance agent with Good Hands Financial. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative, software-driven approach to financial planning and offers specialized programs including estate settlement and divorce planning.

Marlene Burns is a CFP® professional with 31 years of experience in the financial industry, currently serving as an advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is employed as a decor associate at Terrain, a home decor and gardening retailer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach involving specialized research and tools.

John Ward is a financial advisor with Wells Fargo Clearing in Princeton, NJ, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, TD Bank N.A., and Wells Fargo, The Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Michael Jarzyna is a financial advisor with Morgan Stanley, holding the CFA® designation and several securities licenses, with 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and self-employment in financial services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Timothy Mcdonald is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

David Biebelberg is a financial advisor with OSAIC who holds a Series 66 designation and has 24 years of industry experience. Prior to joining OSAIC in 2010, he worked at Merrill from 2002 to 2010. He is also a partner at Elite Wealth Group and involved in the sale of fixed insurance products through other business activities. OSAIC serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management strategies.

Scott Miller is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2016. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence.

Zachary Dahme is a Wealth Management Advisor at Merrill Lynch Wealth Management and a second-generation member of the Dahme Group. He works with a diverse group of clients, including medical, financial, and technology professionals, focusing on areas such as family wealth management, retirement planning, legacy planning, and philanthropic planning. Zach approaches wealth management strategically, aiming to help clients grow, preserve, and transfer their wealth. Zach began his financial career at Merrill while earning a Bachelor of Science degree in Finance and Financial Planning from Saint Joseph's University. He worked as a Financial Solutions Advisor at Merrill Edge online investing before joining the Dahme Group full-time in 2020. He holds the certifications of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Zach enjoys an active lifestyle that includes baseball, fishing, football, golf, rock climbing, running, soccer, reading, and traveling. He is involved in his community through the People's Emergency Center and resides in downtown Philadelphia.

Drew Kenavan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drew graduated from Washington and Lee University with a bachelor's degree in Business Administration, where he was also a four-year member of the Men's Lacrosse team. Drew focuses on helping clients achieve their financial goals through proactive communication, guidance, and collaboration. His expertise covers a range of areas including retirement planning, education planning, estate planning strategies, insurance and risk management, and lending services such as mortgages. He partners with clients at various life stages to assist with family wealth management, legacy planning, portfolio management, and services for endowments, foundations, and non-profits. Outside of his professional work, Drew is active in the lacrosse community. He enjoys spending time with his family and has interests that include camping, football, golfing, hiking, ice hockey, music, and reading.

L Shegoski is a financial advisor with UBS Financial Services in Princeton, NJ, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he teaches entrepreneurship classes at Rider University Business School and serves on several boards, including commercial real estate, pharmaceutical software, biotech firms, and a healthcare foundation where he chairs the investment committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and investment products.

Tucker Brown is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. Prior to joining Merrill Lynch, he served as a senior loan officer at The Makefield Group. Tucker focuses on serving high net worth individuals, foundations, endowments, and corporations, helping them simplify complex financial lives. His practice areas include family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management, and socially responsible investing. He holds a B.A. from Wheaton College and a Master's of Divinity from Biblical Theological Seminary. Tucker has earned several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a qualified Portfolio Manager authorized to manage portfolio strategies on a discretionary basis within the firm's Investment Advisory Program. Tucker resides in Titusville, New Jersey, with his wife and three children. He serves on the boards of The New Song Foundation and the Pennington Cemetery Association. His personal interests include golf, live music, travel, and spending time with his family.

Hye Joung Lee is a financial advisor with LPL Financial in Princeton, NJ, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Prior to joining LPL Financial in 2025, Lee worked at Park Avenue Securities and Guardian Life Insurance Company. Lee also operates LHK CPAS LLC, providing tax preparation, accounting, and consulting services. 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 and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives and extensive operational resources.

Jason Riccardo is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 structured planning tools as part of its advisory process.

Gregg Doyle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has dedicated over 27 years to assisting individuals and businesses with their financial needs. Gregg began his career at Merrill Lynch in 1996 as a Vice President of Estate Planning and has experience advising clients on concentrated stock and stock option strategies through Merrill's Private Bank. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC). Gregg earned a Bachelor's Degree in Business Administration from Monmouth University, where he attended on a full NCAA athletic scholarship. Outside of his professional work, Gregg is involved with the Friends of Ocean Grove Beaches Foundation and supports the Pennsbury High School Investment Management Class. He resides in Yardley, Pennsylvania with his wife Nicole and their two children, Connor and Caitlin.

Theodore Mcnulty III is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, bringing over 25 years of experience in the financial services industry, along with more than a decade of prior experience in the banking sector. Theodore focuses his practice on asset and liability management, retirement and estate planning services, and educational expense planning and advice. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards and completed the Merrill Longevity Training Program through the Davis School of Gerontology at the University of Southern California. This training supports his work assisting clients and their families through the transition from early to late retirement, including strategies for funding in-home care or assisted living, advanced estate planning, and developing personalized financial plans. Theodore is a graduate of The Hun School of Princeton and Colgate University. Theodore grew up in Princeton and currently lives in Hopewell Township with his wife and twin daughters. He is involved in community organizations such as the Mercer County Estate Planning Council and contributes to the Parent's Fund for the School of Engineering and Applied Science at Columbia University. In his personal time, he enjoys hiking, racquetball, reading, and spending time with his family.

Robin Arizzo is a financial advisor at Charles Schwab with 30 years of industry experience. She holds the Series 63 designation and has been with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Peter Black is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and having 41 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Merrill. He serves as a trustee and executor for several family trusts and estates, managing investment portfolios and estate settlements. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions tailored through proprietary research and model-based strategies.

Eric Sandowsky is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes roles at Cetera Advisors LLC, Mass Mutual, and Hornor, Townsend & Kent, LLC. He is also involved in financial activities at a credit union and operates a life settlement business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.