Shaun Lehrer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley for 13 years before joining J.P. Morgan Securities in 2024. Lehrer also held a role at Orgo LLC from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm offers customized performance reporting and applies an ESG eligibility framework when recommending investment strategies.

Mitchell Work is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services, including investment advisory, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Kushal Renjen is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. His prior work includes roles at BWG Strategy, Fidelity Investments, and Stevens Institute of Technology. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Joseph Johnston Jr. is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Owen O Keefe is a financial advisor with Merrill in Florham Park, NJ, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Merrill since 2023 and previously held various roles including at Bryant University and Boneworks Property Management. Outside of his advisory role, he is an investor in Boneworks Real Estate. 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 investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Chiappetta is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Vestmark Advisory Solutions, Royal Alliance, and Merrill. Outside of financial advising, he has been involved in an electrical contracting business, Ace Electric Services, in a support role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joseph Maglaque is a Series 66 credentialed financial advisor at Stifel with 18 years of industry experience. He has worked at Stifel and its predecessor firm, Stifel Nicolaus & Co Inc, since 2012. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Donald Ruggieri is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and having 51 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when advising clients.

Michele Cestone is a financial advisor at RBC Capital Markets with a Series 66 credential. Michele has recently entered the industry, having worked previously at Morgan Stanley and spent several years as a student. Outside of finance, Michele works as a caddie at Hamilton Farm Golf Club, providing on-course advice and customer service to golfers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

William Ryan is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Kathryn Mantell is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 66 designation and has previously worked with Avantax and 1ST Global Advisors. Outside of her advisory role, Mantell serves on the executive board and as treasurer for local Boy Scouts of America councils and is treasurer of the Randolph Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to individuals, retirement plans, corporations, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Douglas Collins is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Before joining Cetera in 2025, he worked for Avantax and 1st Global Advisors, and he has been a partner at Nisivoccia & Company, LLP since 2000. Collins serves on multiple boards, including the Deacon Family Foundation and The House of the Good Shepherd, and is an advisory board member for Lakeland Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create customized strategies, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Clifford Virgin III is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and bringing 37 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years and has been with RBC Capital Markets and City National Bank since 2021. Virgin serves as treasurer for Friends of Montclair NJ Baseball, Inc. and sits on the board of directors for The 100 Club of Montclair New Jersey, a fund supporting families of fallen first responders. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs, combining in-house and third-party managers and offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Mark Dzamba is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2009, working across its affiliated entities. His other business activities include fiduciary services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Tomko is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at National Securities Corp for six years before joining Equitable Advisors in 2021. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients with financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Scott Hunter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and families, offering long-term partnership to help steward wealth, navigate complex financial situations, and support client priorities over time. His approach focuses on building enduring relationships, applying comprehensive strategies that consider markets, risk, taxes, legacy, and family dynamics. Scott's role encompasses financial and cash flow strategy creation, portfolio construction and management, and guiding clients through significant financial decisions. Scott began his financial advisory career in 2001 after graduating from Rutgers University. He has worked at firms including Tucker Anthony and UBS prior to joining Merrill Lynch in 2008. He holds several professional designations including Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also registered for Series 7 and 66 and holds a life insurance license. Outside his professional work, Scott lives in Morris County, New Jersey, with his wife and three children. He enjoys coaching youth sports, cooking, and volunteers as a CrossFit® Level 1 coach. He is involved in his local community through volunteer leadership and staff roles for Habitat for Humanity and the Park Youth Lacrosse Program.

Keith Schoch is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 65 and Series 66 licenses and having 20 years of industry experience. He has been with Equitable Advisors since 2005, including the period when the firm operated as Axa Advisors, LLC. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Robert Haderer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in wealth management and individualized portfolio development, managing personalized or defined strategies on a discretionary basis. His strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Robert began his career with Merrill in 1994. He focuses on areas such as family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation. He graduated from Villanova University with a Bachelor's degree in Commerce and Finance. Robert is involved in community activities and volunteers with organizations in his local community.

Erin Burke is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 14 years of industry experience. She previously worked at Lord Abbett from 2015 to 2018 before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Don Giovanello Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Raymond James Financial Services and co-founded Morristown Wealth Management, where he remains active. 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 range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.