Nicholas Campanile is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Morris Plains, NJ. He has 18 years of industry experience, including seven years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

John Guyet is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads an advisory team focused on helping high net worth families and individuals manage their wealth and achieve their long-term financial objectives. John brings over 25 years of experience in the financial services industry, beginning his career in 1997 with asset management firms including Lord Abbett, Nuveen Investments, and Lazard Asset Management. He joined Merrill in 2021, transitioning to wealth management. His expertise encompasses a wide range of client focus areas such as college education planning, family wealth management strategies, legacy planning, philanthropic planning, retirement income, and services tailored for endowments, foundations, and non-profits. John holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Stockton University. John is engaged in community service and volunteers with the Our House Foundation. Outside of work, he enjoys fishing, golfing, hiking, reading, skiing, traveling, and spending time with his family. His approach involves working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals.

Ira Bauman is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Raymond James & Associates for 10 years. He also serves as a trustee at an investment-related business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations through a broad planning menu that includes specialized areas such as business-owner transition and special-needs planning.

Christopher Dorsi is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding the Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with RBC Capital Markets since 2009 and also has experience at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and brokerage.

Elizabeth Brumbaugh is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 2014. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathalie Blanco is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of financial services, she works as a Pilates instructor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a wide range of investment offerings.

Tyler Fernandez is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles at Target, Lowes, Camelback Resorts, and service in the Pennsylvania National Guard. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

Ta Tanisha Ribardo is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Henry Sobotka is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS Financial Services since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the proprietor of the Bernice M. Sobotka Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Matthew Trundle is a CFP® professional with 19 years of industry experience, currently affiliated with Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he holds ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, leveraging Wells Fargo research and tools. The firm offers tailored planning solutions across various areas including retirement, risk management, and specialized planning such as business-owner transitions and special-needs analysis.

James Wilkes is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2015. 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 affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Josef Stark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. Before joining LPL Financial in 2023, he worked at Wells Fargo Clearing from 2016 to 2023 and Wells Fargo Advisors LLC from 2011 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Richard Cohen is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory work, Cohen serves as a board member of the Morris Area Society of Homebrewers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individual and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Raymond Sarinelli is a financial advisor at Cetera with 24 years of industry experience and holds the Series 66 designation. His career includes long tenures at Avantax Investment Services, Inc. and 1ST Global Advisors, Inc. He is also involved with Nisivoccia LLP and Nisivoccia Wealth Advisors, LLC in financial services roles. Cetera Investment Advisers LLC is an SEC-registered advisory firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Marco Acosta is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Anthony Bonanno is a financial advisor with Cetera, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. His prior roles include long-term positions at Allied Wealth Partners and Securian Financial Services, as well as ownership and agent/broker roles in fixed insurance sales. He serves on the finance committee of Gateway Academy Charter School, a nonprofit K-12 institution, and manages an expense management practice through Manserac LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Jonathan Cooke is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Fidelity Brokerage Services LLC for 10 years before joining Charles Schwab and Charles Schwab Bank in 2024. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Renee Morgan is a Series 66-licensed financial advisor with Morgan Stanley in Morristown, NJ, and has 17 years of industry experience, all with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

Shaun Leonard is a CFP® and Series 66-registered financial advisor with three years of industry experience. He currently serves as a Wealth Advisor at Glassner Carlton Financial and OSAIC, having previously worked as a financial paraplanner at Glassner Carlton Financial. Outside of his advisory role, Leonard has worked as a contractor for DoorDash. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a variety of asset-allocation tools and third-party platforms to manage diversified portfolios across multiple investment vehicles.

Michael Metzger is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures including indoor laser tag and hatchet throwing entertainment facilities in New Jersey. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team in partnership with its financial advisors.