Mitchell Dorfman is a CFP® professional with 44 years of industry experience, currently with Wells Fargo Advisors in Denville, NJ since 2009. He also serves as an assistant fencing coach at Randolph High School. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Fred Kessler III is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He worked at AIG from 2007 to 2017 before joining Edward Jones in 2017. Outside of his advisory role, he umpires for the North Warren Little League in Blairstown, NJ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Sabrina Persaud is a CFP®-designated financial advisor with 13 years of industry experience, currently with Morgan Stanley in Morristown, NJ. Her prior experience includes nine years at Merrill and Bank of America, N.A. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Marcia Geltman is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. She has previously worked with Avantax and 1st Global Capital Corp., and served as a partner at Nisivoccia LLP, a tax and accounting firm. Outside of advising, she is active in her community as an administrator and secretary of the Randolph Chamber of Commerce and serves as a trustee for The Growing Stage, a children’s theater organization. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services with access to affiliated and third-party managers across various program structures.

Eric Wilson is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Darmstatter Inc., and Dynamic Engineering PC. Outside of advising, he serves as Vice President of WM. H. Wilson Enterprises, is Principal and President of Wilson Engineering PLLC, and manages SludgeHammerNJ, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and a wrap-fee solution primarily for individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with a focus on percentage-based tiered fees.

Kevin Voorhees is a financial advisor with Charles Schwab in Morristown, NJ, holding a Series 66 license and bringing 10 years of industry experience. His prior experience includes roles at J.P. Morgan Institutional Investments and BlackRock Investment Management. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Emily Brown is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Based in Lebanon, NJ, her career has been focused within the Ameriprise organization. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing both advisory and brokerage solutions through its large institutional platform.

Jason Vigunas is the Vice President and Branch Leader at Fidelity Investments in Morristown. In this role, he leads a team of financial advisors focused on delivering a planning experience that meets client goals and fosters strong relationships. His approach emphasizes personalized guidance to ensure a positive client experience. Jason has been with Fidelity Investments since 2006, holding various positions including Regional Vice President, Vice President Regional Planning Consultant, Account Executive, Investment Representative, and Financial Representative. His nearly two decades of experience at Fidelity reflect a progressive career within the firm. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Sydney Davis is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, Davis worked at Enfusion and attended the University of Michigan. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Dennis Mojares is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at M Holdings Securities, Inc. for nine years prior to joining Raymond James in 2025. Mojares is also an associate and financial advisor at Eagle Rock Wealth and Greenberg & Rapp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Susan Landry is a financial advisor with Charles Schwab in Morristown, NJ, holding Series 63, 65, and 66 designations and bringing 24 years of industry experience. She has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, and previously worked at ProUnlimited. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Chien Liang Lin is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Lin is involved with organizations including NYCTCM, Nemacolin Holistic Healing Center, and Lotus Professional College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers ongoing retirement planning advice through a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

Richard Dimitrakis is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked at Equitable Advisors and AXA Advisors. Outside of financial advising, he owns and manages a logistics and delivery company as well as a bookkeeping business. 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 and access to third-party asset management programs, supported by extensive technology and operational tools.

Lauren Hickey is a Series 66 credentialed financial advisor with Morgan Stanley in Morristown, NJ, where she has worked since 2018. She has four years of industry experience. Outside of her advisory role, she is an Activities Team Leader at Morris Animal Inn, a pet resort, where she provides weekend and holiday care for animals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Robert Milligan Jr. is a CFP® professional with 28 years of industry experience, currently serving at Raymond James Financial. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Outside of his advisory work, he owns Milligan Auction Company and acts as an auctioneer for nonprofit benefits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports a broad advisor network with specialized municipal and retirement plan consulting services.

Ethan Hundley is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and H.D. Vest Investment Services. Beyond his advisory role, Hundley is involved in health and wellness product distribution, insurance sales, and serves as president of the Small Business Wellness Foundation, a nonprofit focused on supporting small businesses through education and grants. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisors. The firm offers integrated brokerage and advisory services with portfolio construction tools and supports a range of account management options and third-party solutions.

Lisa Vizzone is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning supported by the Global Investment Committee’s research and firm‑approved tools.

Richard Osuji is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley. Outside of his advisory role, he is involved with 1792 Wealth Advisors, a non-investment business based in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and tailored SIMPLE IRA Employer Advisory program.

Antonina Hodges is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Steven Lyons is a financial advisor with LPL Financial and holds the Series 66 designation. He has 18 years of industry experience, including previous roles at Raymond James Financial, Edward Jones, and managing First Hope Wealth Management since 2015. 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, third-party asset management, and institutional platforms.