Cynthia Pettegrove is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Investments LLC for 10 years before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Palumbo is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley entities since 2013. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Daniel Marsh is a financial advisor at Charles Schwab with seven years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and TD Ameritrade. His background also includes a five-year period at Wagner College. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment programs supported by multi-asset model portfolios, centralized supervision, and an established alternative investments platform.

Michael Bourke is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles and utilizing a blend of in-house and third-party investment managers.

John Braniff II is a Financial Advisor with Merrill Lynch Wealth Management, where he works with the Harbor Group to assist clients in navigating financial systems to achieve their goals. He focuses on areas such as corporate executive services, family wealth management strategies, legacy planning, and tax minimization. John's approach emphasizes simplifying complex financial matters through an efficient, client-centric process. The Harbor Group utilizes Merrill Lynch and Bank of America family office services to develop custom strategies tailored to retirement planning, education savings, wealth transfer, and other financial objectives. The group has been recognized by Forbes on their "Best-in-State Wealth Management Teams" list from 2023 to 2026. He holds a degree in Economics from Boston College and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, John enjoys music, skiing, and spending time with his family.

Theodora Portelos is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and over 38 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. Portelos serves on the board of the Greek Orthodox Metropolis of New Jersey Philoptochos, a charitable nonprofit organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets across various investment and planning services.

Casey Wieczorek Jr. is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Morgan Stanley, having previously worked at Tradition Asset Management LLC and Candor Wealth Advisors LLC. Outside of his advisory role, he manages property investments through Main Street Chester Properties, LLC and Trey Mainstreet Associates, LLC. 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 and tailored financial planning services.

Sudeshna Kapoor is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

James Lewy is a CFP® professional with 38 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Teresa Johnson Lowe is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she is an owner of a private rental property, which is managed by her spouse. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Gabriela Tamakloe is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes roles at Money at Work, LLC, Drew University, Leslie Law Firm, LLC, and Kristin Sostowski. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Roberts is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has been with JPMorgan Chase Bank and its affiliates since 2013. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services primarily to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through its network of Wealth Advisors, combining large institutional advisory operations with brokerage and investment management capabilities.

Martin Mercurio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with National Planning Corporation since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Steven Danieli is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Matthew Goggin is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, his work history includes roles in automotive and ecommerce businesses. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management, operating an integrated platform that combines advisory programs with insurance products and lending services.

Sean Murray is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2009. He began his career at Fidelity as a Financial Representative, progressing through roles including Investment Representative and Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Analyst at Coventry from 2006 to 2009. Sean works with individuals and their families to assist them in making important financial decisions. His focus areas include retirement and investment planning, with an emphasis on helping clients invest wisely to meet their future needs and goals.

Brent Mccollin is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining LPL Enterprise, he worked for New Jersey Transit for 13 years and is also involved with ESS Education Management & Staffing Solution. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and brokerage and insurance products through an integrated platform supported by a network of investment adviser representatives.

Richard Taylor is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked for JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 13 years. Outside of his advisory role, he co-owns a family rental property. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Ferrie is a financial advisor at Stifel with 28 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christina Caban is a financial advisor at Morgan Stanley in Morristown, NJ, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA for six years. Outside of her advisory role, she is involved in property management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.