David Samuel is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior experience includes roles at Solix Inc and J Knipper & Co. He also engages in part-time sales of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients, offering model-driven investment strategies supported by third-party managers and custodial services.

Omer Sander is a financial advisor at Stifel with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for seven years. Outside of his advisory role, he is a general partner and equal owner of a commercial real estate LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Olivia Jung is a CFP® with eight years of industry experience, currently advising at Equitable Advisors. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, WisdomTree Asset Management, and Foreside Fund Services. Outside of her advisory work, she serves as a board member and Finance & Sponsorship Chair for ACE NextGen, an Asian/Pacific Islander American Chamber of Commerce and Entrepreneurship non-profit, and coaches figure skating in West Orange, NJ. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Susan Walker Gomez is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019, following roles at PFS Partners and PNC Investments. J.P. Morgan Securities LLC 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.

Keith Smith is a CFP® with 37 years of industry experience, currently serving at LPL Financial since 2019. His previous roles include seven years at Ameriprise Financial Services and ten years at PRUCO Securities. Outside of his advisory work, Smith is involved in real estate rental related to his office location in Flanders, NJ. 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, supported by extensive operational tools and a large network of over 22,800 advisors.

Michael Ball is a financial advisor at Stifel with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2011, following six years at Merrill. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Marc Delgaudio is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior work includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning nearly two decades. Outside of his advisory work, he is an officer at Langdon Ford Financial Inc., a business owner with responsibilities beyond investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a large network of advisors and managing substantial assets.

Kenneth Mayer is a financial advisor with Morgan Stanley in New York, NY, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member of Mayer Brothers Capital Management, LLC and is a partner in Mayer Family Associates, LP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Christopher Connolly is a financial advisor at Morgan Stanley in Morristown, NJ, with five years of industry experience. He previously worked at BNY Mellon from 2016 to 2021 before joining Morgan Stanley in 2021. Connolly holds the Series 66 designation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with a broad range of retail and institutional services.

Joseph Colaiacovo is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Christopher Gaglione is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009. Gaglione is also a commissioned notary public in New Jersey and provides notary services to clients at his branch upon request. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Rene Delgrosso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. Outside of his advisory role, he is involved with Pushing Up People, Inc., a business formed for Primerica purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Persche is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning services.

Jonathan Posner is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Morgan Stanley since 2009 and previously at Citigroup Global Markets starting in 1995. Outside of advisory roles, he serves as an executor for estate administration in Livingston, New Jersey. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that includes scenario modeling and various investment offerings, acting primarily in an advisory capacity.

Ananda Smith is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Soul Cycle and studied at George Washington University and Marymount High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured discovery and proprietary tools to develop tailored plans, managing approximately $2.74 trillion in client assets.

Michael Burns is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2013. Outside of his advisory work, he holds ownership interests in two bars located in North Carolina. 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 financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jordan Roberts is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Garnett Station Partners, Mobilize Capital Partners, and Ardian US, as well as Deloitte & Touche. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Michael Pirrello is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial in Morristown, NJ. He has worked at firms including Ameriprise Financial Services and Concurrent Advisors, and he is a 50% partner in Mill Ridge Wealth Management, LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, and institutional investors, using tailored planning tools and non-discretionary advisory programs.

Thomas Zinckgraf is a financial advisor at LPL Financial with 45 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with Wells Fargo Advisors Financial Network LLC and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Benjamin Meyers is a Series 66-credentialed financial advisor with Morgan Stanley, based in Sparta, NJ, bringing 23 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm uses structured planning tools and proprietary models to assist clients, managing approximately $2.74 trillion in client assets.