Elizabeth Garry is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Morgan Stanley since 2014 and at 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 planning process using firm-approved tools and scenario modeling.

Michael Cirillo is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2023, following twelve years at Bank of America and seventeen years with Merrill Lynch, Pierce, Fenner & Smith Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with offerings including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Evyavan Patel is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial, Patel worked at Santander US Capital Markets LLC, Morgan Stanley, and Cetera Investment Management. Patel also has experience managing their own advisory firm, Evyavan Advisory Services, and was employed at Princeton University and Central Jersey College Prep Charter School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Nicholas Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he has worked at Charles Schwab Bank, The Office Restaurant and Lounge, and Vintony Mechanical. Outside of finance, he is involved in managing The Office Restaurant and Lounge. Charles Schwab & Co., Inc. serves primarily 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Nathan O'Connell is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including Capital Group, First Republic Bank, and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative due diligence with a broad range of investment capabilities, including derivatives and commodities.

Amran Ajmal is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he held roles at firms including JP Morgan and Wells Fargo. Outside of his advisory work, he operates a small retail business selling household items on eBay and occasionally works as a part-time Uber driver. 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 strategies managed by internal teams and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Ahmed Iqbal is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America/Merrill Lynch and Citizens. Ahmed's career also includes roles at JPMorgan Chase Bank, Alaraa Corp, and other financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Andrea Stine is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lorne Keller is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Keller holds Series 63 and Series 66 designations and serves as a trustee involved in investment decisions and estate administration. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating market simulations and investment estimates.

Beth Theis is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Merrill Lynch since 2014, with prior experience at JP Morgan Securities LLC and JP Morgan Chase Bank dating back to 2012. Merrill, along 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leandro Da Costa is a financial advisor with Merrill holding a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Bank of America, Amazon, FedEx, Provident Bank, and Staples. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniela Smith is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2014. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James & Associates serves a broad client base including individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Vitanzo is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on connecting complex market analytics with his clients' personal financial goals, emphasizing transparency, technical rigor, and trust in wealth planning. John has extensive experience in the financial industry, having served as Managing Director of Institutional Equities at both Oppenheimer & Company from 2008 to 2024 and CIBC World Markets from 2000 to 2008. Prior to that, he was Vice President and Retirement Plan Manager at Merrill Lynch from 1995 to 2000. Outside of his professional career, John enjoys a variety of activities including beach outings, fishing, football, golf, and surfing.

Nicholas Burk is a CFP® with four years of industry experience, currently serving at Morgan Stanley in Lawrenceville, NJ. His background includes five years at UBS Financial Services Inc. and seven years at North Jersey Country Club prior to entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Karen Edelman is a CFP®, ChFC®, and Series 63 registered advisor with UBS Financial Services in Lawrenceville, NJ. She has 28 years of industry experience, including 26 years at UBS. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Matthew Pron is a Senior Financial Advisor with the Pron Wealth Management Group at Merrill Lynch Wealth Management in Princeton, New Jersey. He joined Merrill in 2016 and works with individuals, families, and business entities to provide wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking needs, and legacy planning. Before his career in financial advising, Matthew served five years in the United States Marine Corps, including deployments in Guantanamo Bay, Cuba, the Middle East, and the South Pacific. After an honorable discharge in 2014, Matthew graduated magna cum laude from Drexel University with a Bachelor of Science degree in Finance. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations such as the Drexel Veteran's Alumni Network and the Marine Corps Law Enforcement Foundation. Matthew currently resides in Fairless Hills, PA with his wife Katie and their two sons, Calvin and Carson. Outside of his professional work, Matthew participates in activities like golfing at The Union League Golf Club at Torresdale and spending time with his family. He also serves as the President of Drexel's Veteran Alumni Network, mentoring veterans transitioning from military service to higher education and new career paths.

Kenneth Stewart is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with offerings that span retail and institutional investment solutions.

Laura Cook is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Raymond James & Associates and its affiliated entities since 2007, with a one-year break serving as a homemaker. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a range of portfolio management strategies.

Sam Abell is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill for two years and FedEx for three years. Abell holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Peter Barlow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he acts as trustee for his disabled son’s Special Needs Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.