Piotr Galus is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in property management through Tatra Properties, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Jordan Toma is a financial advisor with LPL Enterprise holding a Series 65 credential and 13 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in speaking engagements through his business, I'm Just A Kid With An IEP LLC, which offers seminars and workshops to schools and organizations. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives.

Adnan Khan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and at Wells Fargo Bank NA since 2016. Additionally, Khan has a business interest in RR Solutions, LLC, which provides sales, marketing, and technology solutions to internet and cable companies through outsourcing. 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 external sources.

Gary Nesta is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the CFP® and ChFC® designations as well as a Series 66 license. Prior to joining Mass Mutual Investors Services in 2020, he worked in various roles including positions at Retro Fitness and Ramapo College of New Jersey. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver written recommendations as part of annual, collaborative planning engagements.

Karen Stark is a Wealth Management Advisor at Merrill Lynch Wealth Management in Chester, NJ. She works with individuals, families, women, and business owners to develop personalized financial strategies that align with their short-term and long-term goals. Karen’s approach emphasizes understanding each client's unique circumstances and priorities to create cohesive wealth management plans. Her focus areas include family wealth management strategies, legacy planning, portfolio management services, tax minimization, retirement income, and supporting women in wealth. Karen holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an MBA in Finance from St. John's University and a Bachelor's degree from Syracuse University. Karen is involved in her community through the Rockaway Valley Garden Club and St. Cecilia Church. Outside of work, she enjoys gardening, reading, and practicing yoga.

Paul Mandel is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, investment management, and various specialized strategies.

Mark Livingston is a Senior Financial Advisor with 43 years of experience managing assets for wealthy individuals and non-profit organizations. He works to thoroughly understand his clients' financial needs and aligns resources to help them meet or exceed their goals. Mark assists clients in evaluating near-term concerns, planning for long-term objectives, and developing personalized financial strategies. His client focus includes family wealth management, services for endowments, foundations, non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and socially responsible investing. Mark holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Rutgers University and completed a certificate program at Paul Smith's College. Mark is involved in community activities, including mentoring the Morristown High School Investment Club and serving as Warden at St. Peter's Episcopal Church in Essex Fells, New Jersey. He has coached the Denville Blue Knights hockey team, served as chair of the construction committee at the Convent of St. John Baptist in Mendham, New Jersey, and is a member of the Park Avenue Club.

Salal Shaikh is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. His prior work experience includes roles at HR Directions, Prime Now LLC, and teaching at the middle and high school levels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Michael Graham is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Morgan Stanley since 2015, including three years at Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach incorporates structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Richard Friaglia is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. Friaglia serves as a board member for Hudson Community Enterprises, a nonprofit organization, and also works as an agent involved in the sales and service of individual and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative planning processes.

Gerard Luciano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

William Shinners is a financial advisor at Raymond James Financial Services Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Montgomery Wealth Management LLC. In addition to his advisory role, he serves as branch manager and business developer for 1792 Wealth Advisors in Morristown, NJ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs analytical tools and risk profiling to offer tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Alexander Vasilantone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at National Planning Corporation and Securities America Advisors before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Angela Von Spreckelsen is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 28 years of industry experience. She has worked at RBC Capital Markets since 2020 and was previously with Merrill from 2009 to 2020. Outside of her advisory role, she is a member of K and A Von Realty LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

Mark Feldman is a financial advisor at LPL Enterprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct sales for Senor Sangria, promoting a range of flavored wines. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Irina Shante is a financial advisor at LPL Enterprise with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Prudential Insurance Company of America since 1993. Outside of her advisory role, she is involved in a property and casualty insurance business in Boston, focusing on auto, condo, and umbrella coverage. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services, utilizing model portfolios and third-party asset managers within an integrated platform that also includes insurance products and lending programs.

Jake Powelson is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Quickcheck and Best Cellars Wine and Spirits. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Ronald Garutti Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 30 years of industry experience. His prior experience includes roles at Cetera and Securian Financial Services. He is involved with Lifetime Financial Planning and Newroads Financial Group, entities associated with his LPL business, and also sells non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicole Drasin is a CFP®-certified financial advisor with Edward Jones in Warren, NJ, bringing seven years of industry experience. Before joining Edward Jones in 2019, she was involved with Gallant Entertainment, Inc. as a musician and performed in a drumline for New York Giants football games and other private events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large national network of advisors and branch offices.

Stephen Gribben is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and the Somerset Hills School District, as well as work at Hamilton Farm Golf Club. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.