Deirdre Hartmann is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, and has been associated with Nisivoccia LLP since 2006. Hartmann is also a trustee for a family trust and an owner of Wealthspring Financial Partners LLC, a vehicle created for acquiring financial services and tax practices. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Ryan Nees is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Pruco Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Kevin Pierce is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Accenture and Knowledgent Group Inc. He also held a role at Wake Forest University early in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Hilary Spain Reilly is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her career includes tenure at Merrill from 2001 to 2009 before joining Morgan Stanley Smith Barney LLC in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm employs a structured planning process using proprietary tools and extensive resources, managing approximately $2.74 trillion in client assets.

Gary Pancoast is a financial advisor with LPL Financial in Morristown, NJ, holding a Series 66 designation and 22 years of industry experience. He previously worked at Merrill and J. B. Hanauer & Co. He also serves as Senior Managing Director and Wealth Management Advisor at Peapack-Gladstone Bank. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Tara Jakubik is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill from 2015 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate agreements.

Amanda Robinson is Vice President and Wealth Planner at Fidelity Investments, where she partners with clients to organize their financial lives through long-term advisory relationships. She collaborates with clients to identify their specific needs, concerns, and goals, addressing priorities such as wealth accumulation, retirement, risk management, and legacy planning. Her approach includes educating clients to simplify financial decisions and encourage proactive action. Robinson has held several vice presidential roles throughout her career, including positions at Ayco, a Goldman Sachs Company, NFP, an Aon Company, and U.S. Trust. Her experience spans wealth planning, wealth strategies, fiduciary management, and financial counseling, reflecting a comprehensive background in financial advisory services. Outside of her professional life, Amanda Robinson enjoys gardening, music, and Pilates.

Alan Meckler is a financial advisor at OSAIC with 33 years of industry experience. He holds the CFP® and ChFC® designations, and has worked previously at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He is a board member of the nonprofit organization St. Christopher's Inn. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach, utilizing portfolio optimization, third-party managers, and proprietary strategies within a multi-advisor platform.

William Taylor is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he maintains a social media presence focused on general finance topics unrelated to his firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, featuring options for tax management and responsible investing.

Margaret Selby is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James since 2017 and previously was with Morgan Stanley from 2015 to 2017. Outside of her advisory role, she is involved as an operations manager and client service manager at 1792 Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with notable services in municipal and public finance and specialized retirement plan advisory programs.

Matthew Coe is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating approved tools and modeling techniques.

Kitty Kong is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Kenneth Webb is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC for nearly two decades. Webb is based in Morristown, NJ. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Robert Wynn is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Allied Wealth Partners and Securian Financial Services. Wynn is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

James Kidd is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors LLC since 1999. Outside of advisory work, he is involved in owning a single-family rental property through JK Properties LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and various third-party asset managers.

Gabrielle Perruso is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019. Prior to that, she was with Herold Law, P.A. for one year and attended the University of Delaware from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Russell Baccaglini is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and combines these services with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Carl Halter is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Charter Communications, DoorDash, and the University of South Carolina. Before entering financial advising, he was affiliated with the U.S. Soccer Federation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models, including third-party programs and discretionary management, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Donna Magliato is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to Morgan Stanley, she worked at Citigroup Global Markets Inc. from 2013 to 2017. Outside of her advisory role, she teaches yoga classes at various studios, including Bikram Yoga Palisades and Simply Hot Yoga & Fitness. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial plans.

Kaden Bernstein is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley Smith Barney LLC since 2018 and Morgan Stanley Private Bank, N.A. since 2019. Bernstein serves on the board, finance committee, and investment committee of JBWS, a nonprofit organization focused on health and welfare and community assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with customized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research-driven investment strategies.