Eric Hopler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he teaches a weekly martial arts class in Randolph, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

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.

Luciano Prestonise is a financial advisor with Cetera who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at multiple firms such as Commonwealth Financial Network, Madison Avenue Securities, and Independent Financial Group prior to joining Cetera. He is also a member of the US Army Reserve. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that provides advisors with access to affiliated and third-party investment managers.

Patsy Chianca is a CFP® professional affiliated with Charles Schwab, based in Morristown, NJ, with 27 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. 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 offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and vetted alternative investments.

Joseph Rumore is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and over 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning arrangements.

Matthew Miller is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, while the firm maintains a broad offering that includes relationships with investment companies, private funds, and commodity trading operations.

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2017 and previously at Axa Advisors, LLC and the Hartshorne Group. Outside of advisory work, he is employed as a meat slicer at a local grocery store. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Purdue is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Michael Tarashuk is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. He also operates as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various third-party managers through multiple program structures and custodial relationships.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Stephen Murray is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of his financial career, he plays guitar and sings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Collin Moran is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securian Financial Services Inc and Allied Wealth Partners. Outside of financial advising, he also works as an independent contractor for Instacart. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with both discretionary and non-discretionary program options.

Lindsey Kohler is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2019 and held prior positions at Summit Financial, Purshe Kaplan Sterling Investments, and several Summit-affiliated firms from 2016 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced planning tools, supporting clients with both direct and corporate financial planning services.

David Wright is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 10 years before joining LPL Financial in 2022. Wright also serves as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and technologies including machine learning.

Ellen Ficacci is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at RBC Capital Markets for 11 years. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Robert Lewit Jr. is a CFP® professional with 39 years of industry experience, currently advising clients at Stifel since 2007. Based in Morristown, NJ, he holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation methodologies developed by its Investment Strategy Group.

Ana Freay is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TD Bank and ULTA Salon Cosmetic Fragrance, Inc. before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset‑allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Warren Gisser is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at City National Bank since 2016 and has been with RBC Capital Markets LLC since 2009. 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 multiple advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Mary Emson is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having started her career at Citigroup Global Markets in 1996. Emson is involved in family estate and investment planning through ownership and part ownership of entities focused on these areas, and she serves on the advisory board of Next Chapter, a finance-related organization. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory process.