Matthew Coe is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 66 designations and is based in Morristown, NJ. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Kitty Kong is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Glenn Guerin is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently affiliated with LPL Financial in Bridgewater, NJ. He has held positions at Peapack-Gladstone Bank and Linsco/Private Ledger since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Nelligan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a financial quarterback for his clients, employing a comprehensive approach to wealth management that starts with attentive listening to understand each client's unique goals. Leveraging the investment insights of Merrill and the banking services of Bank of America, Joseph integrates various aspects of his clients' financial lives to provide tailored strategies. Joseph's expertise encompasses college education planning, divorce transition planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Drexel University. Committed to community involvement, Joseph follows Merrill's tradition of participating in the communities served and volunteers with the Delaware Valley Alzheimer's Association. Outside of his professional life, he enjoys golfing, music, spending time with his family, and traveling.

George Cuevas II is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 registrations and has 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch for 10 years before joining Raymond James and associated firms in 2021. He is also the CEO of Maverick Wealth Advisors LLC, an entity established for tax and bookkeeping purposes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Rebecca Hayevy is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Scott Harvey Sr. is a financial advisor with LPL Enterprise, holding the Series 63, Series 65, and Series 66 designations and over 31 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Theia Analytics Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also includes brokerage and insurance products.

Donna Magliato is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to Morgan Stanley, she worked at Citigroup Global Markets Inc. from 2013 to 2017. Outside of her advisory role, she teaches yoga classes at various studios, including Bikram Yoga Palisades and Simply Hot Yoga & Fitness. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial plans.

Yin Long is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 63 designation and with 33 years of industry experience. He has been with MML Investors Services since 1998 and with Massachusetts Mutual Life Insurance Company since 1992. Outside of his advisory work, Long serves as a board member of the New Jersey Chinese American Chamber of Commerce and is a trustee for both the New Jersey Symphony and Classically Connected, Inc. He is also involved in consulting for Wycentaur Tea LLC and co-founded Miao Consulting LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools to inform investment strategy recommendations.

Kaden Bernstein is a Series 66-credentialed financial advisor with Morgan Stanley in Morristown, NJ, with seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of his advisory role, Bernstein serves as a board member and participates on the finance and investment committees of JBWS, a health and welfare nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 structured planning tools and methodologies to support financial decision-making.

Richard Albanese is a CFP®-certified financial advisor with Edward Jones in Branchburg, NJ, where he has worked since 2015. He holds the Series 65 and Series 66 licenses and has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Justin Gallagher is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked with firms including Prudential Insurance Company of America, MassMutual, Guardian Life Insurance Company, and Northwestern Mutual. Outside of his advisory roles, he is involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. Its platform integrates advisory services with sales of financial products and provides access to model portfolios, third-party asset management, and insurance products.

Kristin Borges is the Vice President and Branch Leader at Fidelity Investments, where she leads the Bridgewater Team with a focus on delivering an exceptional client experience and fostering client relationships. She aims to inspire, coach, and guide her team to establish itself as the primary Wealth Management Team. Kristin has extensive experience within Fidelity Investments, having held several positions including Regional Planning Consultant, Financial Consultant, Relationship Manager, and Financial Representative since 2014. Prior to joining Fidelity, she worked as a Sales Assistant at Coastal Equities, John Carris Investments, and Hennion and Walsh, gaining a broad foundation in financial services. Outside of her professional role, Kristin engages in family activities, enjoys food-related pursuits, social events, golf, traveling, and volunteering.

Gary Tagliente is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held his current position at Morgan Stanley Smith Barney since 2014. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 firm-approved tools and analysis techniques.

John Deegan is a CFP® with 17 years of experience in financial services, currently serving as an advisor at Morgan Stanley in Morristown, NJ. His prior experience includes seven years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, data-driven financial planning process.

Nicholas Price is a financial advisor at Morgan Stanley based in Morristown, NJ, with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Eastern Spine. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning using structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Eric Collier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials. He has been with Cetera and its affiliates since 2025, following a brief tenure at KPMG. His professional experience in the industry is just beginning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing upwards of $256 billion in assets.

David Klics is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2007. He holds Series 63 and Series 65 designations. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Coe is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2020 and previously at UBS Financial Services from 2017 to 2020. He graduated from Bucknell University in 2017. 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 tailored financial planning and utilizes structured processes and proprietary tools to support client planning needs.

Gregory Baro is a financial advisor with Morgan Stanley in Flemington, NJ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by a structured process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.