David Pires is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 18 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, offering a range of firm-offered and third-party advisory programs.

Dominick Sarinelli is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has held positions at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. Sarinelli is also a partner at Nisivoccia LLP, a firm specializing in tax and accounting services, where he has worked since 1989. Additionally, he serves as Treasurer of The 200 Club of Morris County, an organization supporting local first responders and their families. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program platforms and third-party money managers.

Ronald Guenther is a Series 65-licensed financial advisor with six years of experience at Cetera and ten years at Haber & Guenther LLC. He is based in Hackettstown, NJ. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services, with access to multiple program structures, third-party money managers, and a diverse range of investment strategies.

Steven Hadley is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Hadley serves on the advisory board for the Walker Pond Conservation Committee. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad range of retail and institutional investment products.

Chester Geveda III is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s proprietary investment methodology combines forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Noah Jacobson is a financial advisor at Stifel with 32 years of industry experience. He previously worked at RBC Capital Markets for 14 years before joining Stifel in 2023. His credentials include the Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public entities, 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 to support client decision-making.

George Carter is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Allied Wealth Partners and Securian Financial Services, among others. Outside of advising, he is involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Matthew Korongy is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop simple and effective strategies aimed at achieving their financial goals. He takes a comprehensive and holistic approach to financial planning and guidance. With over 30 years of experience in the financial services industry, Matthew's career includes roles such as Financial Consultant at ETRADE Morgan Stanley from 2019 to 2024, Director positions at Citigroup from 2002 to 2018 and at M.S. Farrell & Company from 1996 to 2002, as well as Fixed Income Sales Associate at Lebenthal and Co. from 1991 to 1996. Outside of his professional work, Matthew enjoys activities such as cooking and baking, spending time with family, football, golf, hiking, and caring for pets.

Frank Ward is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial in Morristown, NJ since 2021. His prior experience includes roles at Merrill and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, model portfolios, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of over 22,800 investment adviser representatives.

Yuma Morita is a financial advisor with Edward Jones in Denville, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morita worked at H&R Block and Lvly and has maintained ownership of Longface Productions LLC since 2002, although the company is currently dormant. Morita is also listed as an IRS Income Tax Preparer, having completed the 2025 Annual Filing Season Program for personal development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Laura Hingle is a Series 66-registered financial advisor with Equitable Advisors in Morristown, NJ, with 21 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. In addition to her advisory role, she owns Black Diamond Solutions, an employee benefits advisory firm, and serves as an administrator and executor of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Thomas Zubrycki is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, and Edward Jones. He is also affiliated with INVEST Financial Corp. and Affinity Federal Credit Union. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alexander Whelan is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in professional hockey with teams including the Hartford Wolf Pack, Atlanta Gladiators, and Cleveland Monsters. Outside of his advisory role, Whelan is involved in coaching in the sport and fitness sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management and model-based strategies.

Kenneth Spielman is a financial advisor at Stifel with 33 years of industry experience and has been with the firm since 2007. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he has served as an event photographer for venues and events such as Brooklyn Bowl and The Rock and Roll Playhouse. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Judd Carlton is a CFP® professional with over 22 years of industry experience. He has been with Osaic since 2006 and previously worked at Morgan Stanley DW Inc. from 2004 to 2006. Carlton also serves as Trustee for Glassner Carlton Financial LLC, an affiliated business entity associated with Osaic. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of financial advisers. The firm offers integrated brokerage and advisory services with a portfolio construction approach utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment products.

Barbara Coyne is a financial advisor at Morgan Stanley with 16 years of industry experience. She has previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney in 2021. Coyne holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Barry Geltzeiler is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Stifel in 2024, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC from 2015 to 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

David Turk is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC through 2020. Outside of his advisory role, he is the owner of Turk Financial LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party asset managers and advisory programs and provides ERISA fiduciary services through credentialed representatives.

Christopher Marlar is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at Ladenburg Thalmann Asset Management and Ladenburg Thalmann & Co., Inc. Since 2021, he has also been associated with 1792 Wealth Advisors in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vincent Wu is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on diversified model portfolios.