Francis Ahmed is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes seven years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., along with two years at The Boston Consulting Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation with proprietary research to tailor financial plans. The firm blends institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

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 at Stifel with Series 63 and Series 65 licenses and 57 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held positions at Wells Fargo Clearing and UBS Financial Services. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Martin Welzmuller is a CFP®-certified financial advisor with 30 years of industry experience, currently with Stifel since 2023. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, J. B. Hanauer & Co., and Ryan Beck & Co. He serves as Vice-Chairman of Beyond Baptism Charitable Fund, is a board member of Theta Zeta Corporation fraternity, and holds several elected and leadership roles in local Republican organizations in Mount Olive, NJ. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services based on a proprietary investment strategy methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a broad range of affiliated financial services.

Vincent Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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 his advisory work, he is involved with PGP Benefits, a general agency specializing in health insurance. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on risk assessment and customized investment model matching.

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.

Alexander Palazzo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America Corp, JW Construction Group, and UpCycle USA. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Andrew Barrow is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Citigroup Global Markets from 2004 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. 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 and tailored financial planning supported by structured discovery processes and sophisticated modeling tools.

Duane Perry is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Merrill. Outside of finance, he is 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 combines internal research and third-party analytics to offer diversified investment solutions alongside a broad range of financial products through affiliated entities.

Angela Varcadipane is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery conversations and quantitative tools such as Monte Carlo simulations to support its planning process.

Marc Lefurge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and five years of industry experience. He previously spent ten years at The Investment Center Inc. In addition to his advisory role, he is the owner of Lefurge Financial LLC, a marketing business unrelated to investment activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management strategies and platform options.

Eric Hopler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Outside of his advisory work, he teaches one martial arts class per week in Randolph, NJ. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a broad platform of brokerage and advisory solutions.

John Stokes III is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he serves as an event coordinator for the Lebanon Township Recreation Committee and is a member of the Lebanon Township Board of Education. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers tailored investment strategies using in-house and third-party managers, with integrated capital markets and alternative investment capabilities.

Andrew Boles is a CFP® with 33 years of industry experience, all of which has been at Edward D. Jones & Co., L.P., where he has worked since 1992. He holds a Series 63 license and is based in Madison, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Locke is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for ten years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, leveraging both in-house and third-party managers.