Christopher Purdue is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Scott Taylor Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes 18 years at Northwestern Mutual and roles at MassMutual and MML Investors 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of advisors and advanced operational tools.

Michael Tarashuk is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. He also operates as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various third-party managers through multiple program structures and custodial relationships.

Walter Munoz is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, TD Wealth Management Services Inc., Cetera Investment Services LLC, and Merrill. Outside of his advisory work, he is involved as an independent sales producer selling Medicare benefits in New Jersey. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Murray is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of his financial career, he plays guitar and sings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Collin Moran is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securian Financial Services Inc and Allied Wealth Partners. Outside of financial advising, he also works as an independent contractor for Instacart. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with both discretionary and non-discretionary program options.

Lindsey Kohler is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2019 and held prior positions at Summit Financial, Purshe Kaplan Sterling Investments, and several Summit-affiliated firms from 2016 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced planning tools, supporting clients with both direct and corporate financial planning services.

David Wright is a financial advisor with LPL Financial based in Succasunna, NJ. He holds a Series 66 designation and has 19 years of industry experience, having previously worked at Ameriprise Financial Services and Merrill. Wright is also a licensed agent for non-variable insurance products. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ellen Ficacci is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at RBC Capital Markets for 11 years. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Robert Lewit Jr. is a CFP® professional with 39 years of industry experience, currently advising clients at Stifel since 2007. Based in Morristown, NJ, he holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation methodologies developed by its Investment Strategy Group.

Mary Emson is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Citigroup Global Markets from 1996 to 2009 and Morgan Stanley since 2009, including the Private Bank since 2015. She serves on the advisory board and leadership council of Next Chapter, a New York-based organization outside her advisory role. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Lawrence Forlenza is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Morgan Stanley Private Bank, Morgan Stanley & Co., and Merrill. He also operates Morristown Wealth Management. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technological tools and a large network of advisors.

David Morrison is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Merrill from 2015 to 2021 before joining UBS Financial Services Inc. in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Guy Bock Jr. is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has worked 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 individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools in its financial planning process.

Theresa Kroom is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets from 2005 to 2009. Outside of her advisory role, she is involved in selling homemade crafts. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brian Norton is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley since 2020 and was previously with UBS from 2016 to 2020. In addition to his advisory work, he serves as a referee for a recreational sports league in Hoboken, NJ. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing 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 planning process using firm-approved tools.

Nina Derosa is a financial advisor at Morgan Stanley with 14 years of experience in the industry. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Bowers is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 22 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Shawn Tighe is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Raymond James and Associates and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, utilizing both proprietary and third-party model portfolios, with a platform notable for its scale and diverse financial services alongside its advisory offerings.

Christopher Colvin is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at HSBC Securities and Axa Advisors, as well as self-employment as a trader. Colvin serves as volunteer treasurer for a local Girl Scouts troop, performing bookkeeping duties. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver investment solutions, serving both non-high-net-worth and high-net-worth clients.