Bryan Pollack is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 credential and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he is involved part-time in sales roles at The Green Bubble Spray Foam and Enterprise Electric. Morgan Stanley Wealth Management offers advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets with a focus on tailored financial planning and investment programs.

Michael Mulhaul is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2007. Outside of his advisory role, Mulhaul serves on the board of the Kiwanis New Jersey District Foundation and holds leadership positions with Kiwanis International, including Vice President and President, where he is involved in promoting membership and children's service initiatives. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses designed to inform client decisions.

Daniel Chen is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has worked with Cetera Advisors LLC since 2013. Outside of his advisory role, Chen is involved with a nonprofit organization called American Civic Technologies and owns DC Strategies, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party manager selections, or bespoke strategies across various program structures and custodial relationships.

Richard Donovan is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Curtis Nesbit Jr is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, LLC. and Footlocker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment offerings.

Christie Campanella is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Cetera Advisors and Capital Guardian LLC before joining Morgan Stanley in 2017. Outside of her advisory work, she provides animal care services including dog sitting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Mykhaylo Stetsun is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. His prior experience includes roles at Wells Fargo Advisors, LLC and Chase Investment Services Corp. In addition to his advisory work, he serves in the Army Reserve. Wells Fargo Advisors is a large national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Solomon Chemo is a financial advisor with Wells Fargo Advisors in Tinton Falls, NJ, holding CFP® and Series 63, 65, and 66 licenses. He has 34 years of industry experience and has been with Wells Fargo Advisors Financial Network LLC since 2009. Chemo has majority ownership in private investment-related ventures, including SKAJ LLC and Chemo GP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services with tailored recommendations supported by Wells Fargo research and tools, integrating advisory services with various financial product offerings and referral channels.

Jayeeta Choudhury is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and PNC Wealth Management. She operates under the Rivers Edge Wealth Partners entity affiliated with LPL Financial. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Dominick Palumbo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Wells Fargo Bank, PNC Investments, Banc of America Investment Services, PNC Wealth Management, and Equitable Advisors. Palumbo serves as treasurer for the Algonquin Theatre, where he participates in financial discussions related to the theatre’s operations and community contributions. 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, utilizing research from Wells Fargo Investment Institute and emphasizing diversified portfolio strategies.

Denny Totland is a financial advisor with LPL Financial in Red Bank, NJ, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Citigroup Global Markets. Denny is also involved in consulting through Totland Consulting LLC. 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 range of financial planning, portfolio management, and institutional platforms, combining extensive advisory services with non-advisory financial products.

Cheryl Mara is a Series 66-licensed financial advisor with Morgan Stanley, based in Shrewsbury, NJ, and has 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014. 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 utilizing structured discovery tools and quantitative modeling to support clients’ financial goals.

Courtney Halasz is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and bringing nine years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Richard Murphy is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, following six years at Citigroup Global Markets. Outside of his advisory role, Murphy serves on the board of the Diocesan Investment Trust for the Episcopal Church of New Jersey, advising on its investments. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and market simulations and offers a broad range of retail and institutional investment solutions.

John Mcgovern Jr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 designations and has 33 years of industry experience. His prior work includes over three decades at Prudential Insurance Company of America and Pruco Securities, LLC. He is involved with NJPAIP and NJIUA in addition to his advisory role. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment strategies developed by internal and third-party portfolio strategists and offers financial planning, consulting, and access to various asset managers and insurance products.

Rodney Mcmillian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Wells Fargo-related firms since 2003, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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.

Ryan Boyle is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. He holds Series 63 and Series 65 licenses. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Pavel Stuchinskiy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has worked at Wells Fargo since 2019 and previously at JPMorgan Chase and TD Bank. Outside of finance, he is associated with Royal King Driving School, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support its investment approach and offers both brokerage and advisory solutions at a large scale.

Yue Lin is a financial advisor at LPL Enterprise with 17 years of industry experience. Lin holds the Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC for six years. Outside of the advisory business, Lin has been involved with Delfy Music Inc. since 2010. LPL Enterprise provides investment advisory and brokerage services to a varied client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and other related services.

Paul Desmond is a ChFC®-designated financial advisor with 29 years of industry experience. He is currently affiliated with Cetera and has previously worked with LPL Financial. In addition to his advisory work, he owns Wealth Insight Group Tax Services, a tax preparation business. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.