Colleen D'Antonio is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. 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 structured planning tools and scenario modeling.

Brian Kelly Jr. is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, following a 15-year tenure at Citigroup Global Markets. Kelly holds Series 63 and Series 65 licenses. 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 utilizes a structured planning process supported by firm-approved tools and offers a range of investment and financial products through its extensive network.

Ramon Ortel is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 21 years of industry experience. His career includes roles at Citigroup Global Markets from 2005 to 2009 and multiple positions within Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm uses a structured approach involving firm-approved tools and analytics to support client financial plans, managing approximately $2.74 trillion in client assets.

Christine Zamarra is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a councilperson for Bernardsville Borough in New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools to assist clients in developing and implementing financial plans.

Kevin Lawlor is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Craig Weinstein is a financial advisor with J.P. Morgan Securities in Morristown, NJ, holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including roles at HSBC Securities, TIAA-CREF, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Marc Hall is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously was a partner at Integrity Botanicals, a retail and online botanical products business. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm that provides comprehensive financial planning and investment services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes tailored financial planning supported by structured tools and analysis from its Global Investment Committee.

Michelle Hyde is a financial advisor with Equitable Advisors in Chester, NJ, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Equitable Advisors since 2006, including a current tenure starting in 2015, and maintains an accounting role as a CPA with Cicchini & Associates. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Lauren Difabritis is a financial advisor at Cetera with 17 years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services, INC., and currently operates Robert DiFabritis & Co. in addition to her role at Cetera. 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 a range of portfolio management and financial planning services through a multi-manager platform and supports a variety of program structures and custodial relationships.

Robert Neill is a financial advisor with Morgan Stanley in Morristown, NJ, holding the Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Outside of his advisory role, he serves as a board member for the Borough of Point Pleasant Beach Board of Adjustment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Linda Gelson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 42 years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at UBS Financial Services for 11 years. Her other business activities include involvement with multiple trusts and an estate in New Jersey and Nevada. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with a focus on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in developing financial plans.

Gregory Calotta is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Cetera and Cetera Financial Specialists LLC since 2005 and was previously associated with Bruno, Calotta & Associates LLP for 28 years. Outside of his advisory role, he owns Calotta Advisory Services LLC, which provides accounting, tax, and consulting services to small businesses and individuals. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alex Kaufman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Citigroup for seven years before joining J.P. Morgan in 2022. Kaufman is also employed by JPMorgan Bank, where he can offer banking products and services alongside his advisory role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may include ESG considerations, with certain portfolio services offered by affiliated entities.

Peter Christus is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 designations and bringing 46 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Nicholas Conturso is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Morgan Stanley and its related entities since 2002, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he worked at Citigroup Global Markets for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and analyses.

Shaun Freeman is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He is also involved in a trust-related business activity based in Brooklyn, New York. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment committee models.

Michael Wade is a Series 66-licensed financial advisor with LPL Financial in Chester, NJ, bringing 12 years of industry experience. He previously worked at 1st Global Advisors, Inc. and 1st Global Capital Corp for five years and has been involved with Caristia Kulsar Wade LLC since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by a large network of advisors and a variety of investment strategies and operational tools.

Kurt Kleinle is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2013, following eight years at Janney Montgomery Scott. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process integrates both quantitative and qualitative research supported by a centralized due diligence team.

Monica Imbriaco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Richard Miktus is a financial advisor with Raymond James Financial Services Advisors, Inc. in Morristown, NJ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior experience includes roles at Merrill Lynch, Bank of America, HSBC Securities, and TD Ameritrade. He is also associated with 1792 Wealth Advisors LLC as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.