Leonard Cohen is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. 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, focusing on structured financial planning supported by firm-approved tools and broad investment capabilities.

Said Abouomar is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Buckman And Reid for 18 years and is also involved with Private Portfolio Partners, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Christian is a financial advisor with Primerica Advisors in Freehold, NJ, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Primerica Advisors since 2018 and has been affiliated with Primerica Financial Services since 2017. Christian also serves in a role at Rutgers University. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies managed by third-party asset managers.

Moshe Green is a financial advisor with XYPN Sapphire in Jackson, NJ. He holds a Series 65 designation and has been a student since 2016. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and integrates adviser-tailored plans with oversight of AI tools and emerging digital-asset management programs.