Tyler Dalzell is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at T. Rowe Price and Morgan Stanley Smith Barney LLC. He has also worked outside of finance with Jay's Valet and Farmstead Golf and Country Club. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and modeling tools like Monte Carlo simulations.

Matthew Millahn is a Financial Advisor at Merrill Lynch Wealth Management with 17 years of experience in the financial services industry. He provides one-on-one guidance to individual clients, families, and small businesses to help them achieve their financial goals. Matthew specializes in areas including education planning, executive compensation, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Matthew holds a Bachelor's Degree from Ramapo College of New Jersey and an Associate's Degree from County College of Morris. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach involves understanding clients' priorities to create actionable strategies that support their short-, mid-, and long-term financial objectives. Outside of his professional work, Matthew volunteers with the American Humane Societies in Newark. He enjoys spending time with his fiancée, daughter, and pets, and engages in activities such as baseball, basketball, biking, cooking, football, gardening, music, running, and traveling.

Paul Balestiero is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He has previously worked at Cadaret, Grant & Co., Inc. for 14 years and has been involved with Estate Planning Services since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Joseph Silerto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Scottrade, Inc., National Securities Corp, and Prudential-related firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Ken Terranova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Walter Daszkowski is a financial advisor at LPL Financial with 28 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation for five years and has been involved with Daszkowski, Tompkins & Weg, PC since 2004, where he serves as CEO and majority shareholder. He is also a board member and vice chairman of Empire State Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, research from various sources, and technology-driven investment strategies.

Dina Delre is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. since 2005. In addition to her advisory role, she operates as an independent insurance agent specializing in dental and group disability income, disability, property and casualty, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved software to analyze client goals.

Robert Travis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has dedicated his career to helping clients manage their wealth through personalized strategies that reflect their individual financial goals and adapt to changing market conditions. With nearly four decades of experience, he specializes in areas including managing new wealth, personal retirement planning, portfolio management, small business strategies, and both individual and corporate investment strategies. Robert focuses on guiding business owners with $5 million to $25 million EBITDA through strategic exit planning and post-sale wealth activation. He works closely with a selective group of boutique investment banks to deliver specialized expertise and facilitate transitions from passive wealth to active wealth creation via new ventures and investments. He holds a Bachelor's degree from Michigan State University and is a graduate of the Epley School of Business as a Claire Scholar. Robert also holds the Personal Investment Advisor (PIA) designation. Committed to community involvement, he volunteers with local organizations and enjoys personal interests such as biking, boating, cooking, skiing, swimming, woodworking, and spending time with his family.

Harry Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Applebrook Homes, the United States Post Office, and PFS Investments, Inc. He is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Andrew Kelly is a Series 66-licensed financial advisor with Morgan Stanley, based in Shrewsbury, NJ, and has 11 years of industry experience. He has worked at Morgan Stanley since 2014 and currently serves at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

John Sweeney is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through a broad range of retail and institutional offerings.

Mark Sherman is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Sherman holds Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in The Sherman Real Estate Group, a real estate investment business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Rocco Berardi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked for MetLife Securities and Metropolitan Life Insurance Company for over 40 years combined before joining Mass Mutual Investors Services in 2017. Outside of his advising role, Berardi is involved in various entrepreneurial ventures, including managing a restaurant and several real estate and recording studio businesses, as well as serving as president of a homeowners association. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, generally focusing on goal-based planning and collaborative client relationships.

Gregory Colonna is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently an advisor at Edelman Financial Engines, having worked within the Financial Engines Advisors L.L.C. entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a broad range of investment products.

Jeffrey Harris is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. He joined UBS in 2020 after working at Phyton Talent Advisors from 2019 to 2020. He holds a degree from Rutgers University. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

James Capuano Jr. is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Enterprise in 2024, he spent over three decades at The Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in soliciting and selling property and casualty insurance, as well as servicing Medicare Supplement insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, providing financial planning, advisory, and brokerage services. The firm offers access to model portfolios, third-party asset management, and a range of insurance products through an integrated platform that combines advisory programs with active product sales.

James Migliore is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Lester Auto Group/Lester Glenn. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Thomas Gleason is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Equitable Advisors. Outside of his advisory role, Gleason is a member of the Pennsylvania National Guard. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and platform arrangements tailored to client objectives.

Brendan Vlasak is a financial advisor at Fidelity, holding a Series 66 designation. He has been with the firm since 2026. His prior experience includes roles in education and banking, with positions at Warren Township Schools, Magyar Bank, and Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Mickendrow is a financial advisor at Equitable Advisors with 21 years of industry experience. He has held roles at Equitable Advisors since 2005 and previously worked at AxA Advisors from 2005 to 2020. Outside of his advisory work, he volunteers as a youth football coach for Pop Warner. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.