Elizabeth Garry is a financial advisor with Morgan Stanley in Lawrenceville, NJ, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Angela Sprenkle is a financial advisor at Morgan Stanley in Yardley, PA, holding a Series 66 designation with 20 years of industry experience. Her prior roles include positions at Citigroup Global Markets and Wells Fargo Clearing before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its advisory process.

Rachel Charles 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 on the finance committee of the First Baptist Church of Jericho and works as a contractor for DoorDash. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.

Michael Cirillo is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2023, following twelve years at Bank of America and seventeen years with Merrill Lynch, Pierce, Fenner & Smith Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with offerings including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shawn Mc Mahon is a CFA® charterholder with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2024 and previously spent 19 years with HARTFORD Funds Distributors, LLC. He is based in Southampton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, managing approximately $1.01 trillion in assets.

James Stapleton is a financial advisor with Merrill and holds a Series 66 designation. He has 17 years of industry experience, including 15 years at Bank of America, N.A. and Merrill. Merrill, together 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 model-based and discretionary strategies developed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sivakumar Veerapandy is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for a decade. Outside of his advisory role, he is an owner of several self-managed rental properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Fred Sciascia is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career at Merrill in 1998, he has worked with a dedicated and growing group of client families, assisting many in achieving their retirement goals. Fred has also developed retirement plans for corporations and small businesses and is a founding member of Saurman Sciascia Maher & Associates, where he collaborates with a team of experienced advisors to deliver comprehensive client care. Fred holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning Institutes Corp. and additional professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Villanova University School of Business. Fred’s areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, special needs planning strategies, and retirement income. In addition to his professional responsibilities, Fred is a board member of the Autism Cares Foundation, where he focuses on creating intergenerational financial strategies for special needs families. He resides in Newtown with his wife, Amber, and their two sons. Outside of work, Fred enjoys biking, football, ice hockey, running, skiing, spending time with family, and watching movies.

Lisa Corrado is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Leonard Borcky Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2008 and also operates under Independent Advisor Group since 2015. Outside of his advisory role, he is involved in rugby officiating and education, serving as a referee and instructor for USA Rugby and regional rugby organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Marc Wagner is a CFP® with 39 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2025 and also operates Wagner Financial Services. His prior experience includes long tenures at Commonwealth Financial Network and HD Vest Advisory Services. Wagner is also a CPA and provides tax services through a separate business. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and supports both discretionary and non-discretionary management with access to multiple platforms and third-party advisers.

Jamie Cohen is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management through a range of services such as principal trading, underwriting, and proprietary research.

Abigail Danko is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in education planning, family wealth management strategies, managing new wealth, personal retirement planning, and advising women on wealth matters. Abigail's approach centers on personalized and collaborative financial planning, focusing on what truly matters to each client. She emphasizes listening first, simplifying financial decisions, and building lasting relationships to help clients turn their goals into actionable plans. Abigail holds a Bachelor's Degree from Bates College and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She partners with clients across various financial timelines, providing guidance on near-term priorities, upcoming milestones, and long-term financial security. Outside of her professional role, Abigail enjoys spending time with her family and engaging in activities such as swimming, golfing, running, and yoga. She remains involved in community organizations, including Bates College, Every Child Valued, and the Presbyterian Church of Lawrenceville.

Jason Peters is a financial advisor with Wells Fargo Advisors based in Washington Crossing, PA, holding a Series 66 credential and 25 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 20 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Peters serves as president of KGM Gaming, LLC, a manufacturing and distribution business for casino equipment. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products such as banking and lending.

Amran Ajmal is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he held roles at firms including JP Morgan and Wells Fargo. Outside of his advisory work, he operates a small retail business selling household items on eBay and occasionally works as a part-time Uber driver. Merrill, together 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 model-based and discretionary strategies managed by internal teams and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Michael Haderer is a CFP® with 20 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, Chase Investment Services Corp., Merrill, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in voice-over work for radio, TV, and podcasts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and related services.

Andrea Stine is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. 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.

Lorne Keller is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Keller holds Series 63 and Series 66 designations and serves as a trustee involved in investment decisions and estate administration. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating market simulations and investment estimates.

James Schultz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as trustee and executor for his father’s trust and estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Burk is a CFP® with four years of industry experience, currently serving at Morgan Stanley in Lawrenceville, NJ. His background includes five years at UBS Financial Services Inc. and seven years at North Jersey Country Club prior to entering the financial advisory field. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients, with a financial planning process that incorporates structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.