Darren Lange is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he spent over two decades at TD Ameritrade in various roles. 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 its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Eileen Kain is a financial advisor with Raymond James Financial in Morristown, NJ, holding a Series 66 designation and bringing 25 years of industry experience. Her career includes roles at Morgan Stanley, M.S. Howells & Co., and Montgomery Wealth Management LLC. She is also involved as an associate with 1792 Wealth Advisors, focusing on investment research and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology, including AI and machine learning, to support its advisory programs.

Stephen Gribben is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Robert Junge is a CFP® professional affiliated with LPL Financial, with 37 years of industry experience. He has worked at LPL Financial since 2011 and previously spent seven years with Private Advisor Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas Mouridy is a Financial Consultant at Fidelity Investments. He works with individuals and families to develop personalized financial plans aimed at providing peace of mind. He focuses on building ongoing relationships and serves as a primary advisor to monitor clients' financial plans over time. Douglas has held various roles at Fidelity Investments since 2013, progressing from Financial Representative to Relationship Manager, Investment Consultant, Planning Consultant, and currently Financial Consultant. Prior to joining Fidelity, he gained experience as a Wealth Management Intern at Merrill Lynch in 2011.

Dante Zicarelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has previously worked with M Holdings Securities, Inc., and has experience in both academic and entrepreneurial roles, including positions at Ramapo College of New Jersey and as an owner of Little Italy Pizza. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing tailored, non-discretionary planning and analytical tools. The firm supports a large advisor network and offers specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

John Von Nessen is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors since 2019, following prior roles at Purshe Kaplan Sterling Investments and Insight Private Advisors. Outside of his advisory role, he serves as treasurer for the Hillsborough Raiders Touchdown Association and is a board member at Mary Mother of God Church in Hillsborough, NJ. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals, utilizing proprietary and third-party strategies with various custody and platform options.

Nicholas Klein is a Planning Consultant at Fidelity Investments, where he works with individuals and their families to develop comprehensive financial plans. In his role, he focuses on building trusting relationships and understanding clients' personal and financial goals to create tailored strategies. Prior to his current position, Nicholas served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative from 2023 to 2024. Through these roles, he has gained experience in financial planning and client relationship management. Further details on his education, credentials, and personal interests have not been provided.

Christopher Mccarthy is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. 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 programs, including tailored financial planning that incorporates a structured discovery process and firm-approved planning tools.

Dennis Oconnor is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors since 2012. Oconnor is also associated with Investment Strategies Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, from retirement and education to specialized areas like business-owner transition and special-needs analysis, using proprietary research and tools to tailor client recommendations.

Edward Skarbnik is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement–driven and incorporates modern portfolio theory, with a broader range of financial products than many institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Zeeshan Mir serves as a Senior Financial Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. He has over 35 years of experience in wealth management, having joined Merrill in 2002. His client base includes business owners, medical and legal professionals, corporate executives, and others with growing wealth across the nation. Zeeshan specializes in assisting business owners throughout the stages of the business cycle, offering strategies related to cash management, financing, succession planning, and the implementation of defined benefit or defined contribution plans. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan Advisors, Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials enable him to provide fiduciary advisory services to defined contribution and benefit plans. He earned a Bachelor's degree from Rutgers College. Zeeshan resides in Basking Ridge, New Jersey with his wife and two sons. Outside of his professional work, he is a member of the United States Chess Federation and participates in tournament chess. His personal interests include travel, biking, exploring, golf, and involvement with the community organization Girls on the Run.

Robert Torcivia is a financial advisor at Morgan Stanley in Morristown, NJ, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services under both individual and corporate financial planning agreements.

Tara Flax is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and offers proprietary research and capital markets solutions.

Rachel Borriello is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at National Securities Corporation and Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, and it holds distinctive registrations such as a CFTC commodity pool operator license.

Brian Sulewski is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Angela Romano Cosgrave is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katherine Schneider is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, Katherine worked at Avantax and has additional experience with tax and CPA firms, including her own tax practice where she prepares tax returns and provides tax planning for individual, trust, and business clients. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary strategies.

Brandon Myers is a Financial Advisor and Junior Partner with The De Cerbo & Associates Team at Merrill Lynch Wealth Management. He works with a select group of individuals and families including professional athletes, coaches, divorcees, and senior executives to deliver customized, goals-based wealth management strategies. His professional approach is rooted in discipline, focus, and integrity. Brandon holds several industry designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a Bachelor of Science degree in Finance from Rutgers Business School, graduating cum laude. During his time at Rutgers, he was a letterwinner at Tight End on the Scarlet Knights Football Team, a three-time Academic All-Big Ten honoree, and a 2021 Big Ten Distinguished Scholar. Outside of his professional role, Brandon enjoys golfing, spending time with family and friends, and staying connected to football. He is a lifelong resident of Somerset County and is involved in community organizations such as Athletes.org, Bridgewater-Raritan High School Football and Hall of Fame, and the Somerset County Business Partnership. His mission is to help clients create and preserve multigenerational wealth.

Haris Hot is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Fulton Financial Advisors, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of advisory roles, he has been involved with Fast Track Construction Systems Inc. for three years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.