Andre Bakhos is a financial advisor with J.P. Morgan Securities in Warren, NJ, holding Series 63 and Series 66 licenses and having five years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Equitable Advisors. He is also a member of Alpha Sigma Phi through 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Robert Mrozek is a Planning Consultant at Fidelity Investments, where he collaborates with clients at various stages of their financial lives. He aims to help each client work toward their individual financial objectives by creating customized financial planning experiences. Robert has worked in the financial services industry since 2020. Prior to his current role, he was a Retirement Specialist at PGIM from 2022 to 2025, a Client Relationship Specialist at Charles Schwab from 2021 to 2022, and a Financial Services Representative at Merrill Edge from 2020 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Robert has interests in baseball, beach activities, cooking and baking, football, and traveling.

Kevin Lanahan is a financial advisor with Osaic Wealth, Inc. in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Signator Investors, Inc. for 22 years before joining Osaic in 2018. Lanahan also serves as a board trustee for the Mendham Area Senior Housing nonprofit organization. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Charles Levine is a financial advisor with UBS Financial Services in Florham Park, New Jersey, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

David Wallman is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Loyola University Maryland and Lawrence Avenue Medical. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Elizabeth Padewski is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Raymond James Financial Services Advisors and Money at Work, LLC. Merrill, along 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 for individuals, high-net-worth clients, institutions, and charitable organizations.

Patrick Woodward is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 28 years of industry experience, including 19 years at Metlife Securities and over a decade with MassMutual and its investment services affiliate. Woodward is also a partner at Optimum Financial and serves as a group health insurance agent. 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 provides financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Mark Baccaglini is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as Vice President of the Morristown Area Little League, where he helps organize and coordinate baseball and softball programs for local youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, estate, tax, and special needs planning without including implementation. The firm emphasizes holistic, goal-based analyses and separates planning services from managed-account programs.

David Lambert is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he works as a technical editor for Wiley & Sons. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Jerryann Gober is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved in publishing and recreation through projects focused on guided meditations, including "Mindful Unapologetically: Guided Meditations for Black Women Discovering Rest." Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and investment models.

Joseph Bonadeo is a financial advisor at Edward Jones with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Edward Jones in 2017, he worked at Charles Schwab and Charles Schwab Bank from 1999 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Gerald Debenedictis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2021 and has previous experience with M&T Securities since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various model portfolios supported by LPL Research and third-party subadvisors.

Joseph Giaimo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Fedway Associates and the Rutgers University Foundation. Giaimo is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services in addition to securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm delivers non-discretionary advice through a selective group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

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.