Justin Landolfe is a Wealth Management Advisor with The LE Group at Merrill Lynch Wealth Management. He joined Merrill in January 2023 and supports clients by developing customized multi-generational wealth management strategies. His approach encompasses portfolio strategies, income and cash flow management, education funding, retirement income planning, estate planning services, and guidance for executives with concentrated stock positions. Before joining The LE Group, Justin accumulated 13 years of experience in the financial services industry. He served as an investment analyst for a hedge fund, where he focused on Collateralized Loan Obligations, conducting financial performance and capital structure analysis to inform investment decisions. He also worked as a Certified Public Accountant for two years at a leading accounting firm. Justin holds a Bachelor's degree in Finance and Accounting from Pace University and earned his CERTIFIED FINANCIAL PLANNER® certification in 2022. He holds FINRA Series 7, 63, and 65 registrations. He resides in Madison, New Jersey with his wife and two sons, and is involved in the Madison Rotary Club. His personal interests include adventure sports, baseball, basketball, cooking, football, golfing, music, skiing, spending time with his family, and watching movies.

Joseph Monte is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been associated with Primerica Financial Services since 1998 and PFS Investments, Inc. since 2000. Outside of his advisory role, he owns and operates Get Bullet Proof, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric Muchmore is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works collaboratively as part of a wealth management team and focuses on helping clients achieve financial confidence and freedom by providing wise wealth management and solid investment returns. Eric's approach centers on building long-term relationships and tailoring financial strategies to fit individual client needs and goals. Eric holds a Bachelor of Science degree from Bucknell University, where he graduated cum laude in 1978. He is a Certified Kingdom Advisor member since 2008 and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes impact investing, and he is actively involved in Kingdom Advisors, which aligns with his focus on integrating financial returns with clients' faith and values. Beyond his professional commitments, Eric is an active member of Mendham Hills Community Church and serves on the board of Potter's House Association International, a non-profit organization in Guatemala City. He participates in guiding the organization's vision, accountability, finances, and mission protection. Additionally, he volunteers annually with his family to support the organization's efforts to alleviate poverty. Eric resides in Morristown, New Jersey, with his wife and their five children.

Seth Finkelstein is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Prior to joining Morgan Stanley in 2025, he worked for nine years at Schroder Investment Management North America Inc. in New York. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Matthew Trzaska is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Guitar Center and Whole Foods Market and studied at Drew University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Laura Strubel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Denise Li Brizzi is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. She is involved in a family-held business, Libbys Kids LLC. Morgan Stanley Wealth Management serves both 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 services through both direct and corporate financial planning agreements.

Eric Levine is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years each at Newton Investment Management and Lord Abbett. Outside of advisory work, Levine serves as an executor of an estate trust in accordance with family directives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions including fee-based planning, portfolio management, and market-making activities.

George Tackett is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 56 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel in 2020. Stifel serves a diverse client base 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 support asset allocation and financial planning analyses.

Martin Welzmuller is a CFP® professional with 29 years of experience in the financial industry. He is currently with Stifel, where he has worked since 2023, following seven years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Outside of his advisory role, Welzmuller is active in his community, serving as Vice-Chairman of a charitable fund, President of a local Republican Club, and holding elected and volunteer positions related to education and political committees in Mount Olive, NJ. Stifel serves a broad client base including individuals, institutional investors, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and modeling from its Investment Strategy Group.

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of advisory services, he is involved with PGP Benefits, a general agency focused on health insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Sandra Swain is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2020, following a 14-year tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 services directly to individuals as well as through Corporate Financial Planning agreements with employers.

Daniel Carollo is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through both in-house and third-party managers.

Jared Cook is a Financial Consultant at Fidelity, where he applies a holistic planning approach to assist clients in understanding how different aspects of their financial lives work together to achieve their goals. He utilizes the resources available at Fidelity to address client questions, concerns, and objectives. Jared has held several financial advisory roles since 2007, including positions at TD Ameritrade, Mass Mutual, Prudential Advisors, Allied Wealth Partners, AXA Advisors, PFS Investments, Merrill Lynch, and West Rock Advisors. His experience spans over a decade in financial consulting and advisory services. Outside of his professional work, Jared engages in family activities, fitness, football, sailing, traveling, and volunteering.

Rakema White is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Stifel Nicolaus & Co Inc for nine years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Nancy Lyons is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has been with 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Jonathan Crozier is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, Series 65, and Series 66 licenses and has 16 years of industry experience. Jonathan previously worked at M HOLDINGS SECURITIES, Inc. for 14 years before joining Raymond James in 2025. He is also active as a financial advisor at Eagle Rock Wealth Management and Greenberg and Rapp Financial Group, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

Roberto Ticzon is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ticzon has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Andrew Barrow is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Duane Perry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of finance, he works as an ice skating and hockey instructor and coach in Morristown, NJ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions across a large network of more than 14,000 financial advisors.