Eric Brubaker is a CFP® professional affiliated with Edward Jones, where he has worked since 2019. He has six years of industry experience and has held roles outside finance including positions at Ramapo Country Day Camp and involvement with political campaigns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sonalika Lovato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously was with MetLife Securities Inc from 2014 to 2017. Outside of advising, she is also licensed as an insurance agent, offering individual and group life, health, disability, LTC, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software and structured annual planning relationships.

Brian Marzulli is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank and RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile.

Frank Dolce is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and City National Bank before joining RBC. Outside of his advisory role, Dolce serves on the advisory board of the Lake Mohawk Golf Club and is involved with several non-investment business ventures in environmental consulting and acting employee leasing. RBC Wealth Management serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with flexible portfolio management options that incorporate both in-house and third-party investment managers, alongside services such as financial planning, custody, and brokerage.

Christina Woo is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets from 2000 to 2009. Outside of her advisor role, she is involved with a private company, Woo Enterprise LLC, which operates in real estate. 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 and financial planning services, employing structured planning tools and investment modeling techniques to support client strategies.

Lisa Mcentee is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014 and Wells Fargo Advisors since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Adrian Ukaj is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at ThorLabs and held various other positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, using both proprietary and third-party investment solutions.

Vincent Cooper is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Wells Fargo Clearing. In addition to his advisory career, he serves as a police officer in Tenafly, NJ. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm offers a range of advisory programs and works with third-party asset managers to implement diversified investment strategies.

Brandon Goldstein is a financial advisor with LPL Enterprise, holding the ChFC® designation and a Series 66 license, with 12 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Goldstein is also active as a property and casualty insurance agent and involved in several non-variable insurance sales activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual, high-net-worth investors, and institutional clients, utilizing model-driven portfolio management and offering access to third-party asset managers and insurance products through an extensive network of investment adviser representatives.

Michael Timchula is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 63 and Series 66 securities licenses. His prior experience includes roles at National Asset Management and National Securities Corp. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Rene Dierkes is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves on the Mountainside Town Council in New Jersey and owns a scrap metal business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Nicholas Gullace is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Mizuho Shared Services, Corient Private Wealth, and USI Insurance. He also has a four-year background at Hobart & William Smith Colleges. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

William Samay is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has built his career since 1999. He supports high-net-worth individuals by developing customized wealth management strategies, including private equity and alternative investments. In his role as a Portfolio Manager, he constructs and manages portfolio strategies and can manage clients' personalized or defined investment strategies on a discretionary basis. William focuses on retirement strategy, emphasizing its importance regardless of a client's financial standing. Additionally, he offers small- and mid-sized business owners services such as retirement plan administration, cash management, succession strategies, and credit and lending solutions through Bank of America. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized nationally, having been named to Forbes' "Best-in-State Wealth Advisors" list from 2020 through 2026. William holds a bachelor's degree in Economics and Finance from the Stillman School of Business at Seton Hall University. He has contributed to the firm's Financial Advisor Development Program as a coach and instructor. He resides in Montclair, NJ, enjoys adventure sports, fishing, music, and spending time with his family, and is involved with the Commonwealth Club of Montclair.

Christopher Perrotta is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and previously worked at Avantax and 1st Global Advisors. Outside of advising, he serves as treasurer for the Vernon Township Little League and is involved with the Sussex County YMCA. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations.

Anthony Pecora is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Outside of finance, he assists in marketing at a family automotive sales business, VMP Auto Inc., on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Lisa Bazzani is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. Her previous roles include positions at Morgan Stanley, LPL Financial, and Private Advisor Group, LLC. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Albert Passanante is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Passanante is also an owner and financial advisor at Nisivoccia LLP, where he has been involved in providing financial services since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various program structures and investment options.

Jayme Califano is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2021. Outside of his advisory role, he is a partner at Taylor Palmer LLC, a construction and engineering technology firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and economic modeling.

John Bogucz is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Western International Securities, Inc. for 18 years. Outside of his advisory role, he invents and sells an original board game on Etsy and serves as the treasurer of the Boonton Township volunteer fire department. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio management strategies, including discretionary and non-discretionary account management.

Suzanne Balian is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Morgan Stanley and its related entities since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves as president of the New Jersey chapter of AT&T Pioneers, a nonprofit volunteer organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.