Michael Keller is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Coastal Equities, International Assets Investment Management, Cetera Advisors, and Citigroup Global Markets. Keller operates in Sparta, NJ. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services supported by various investment strategies and technology tools.

Michael Schwartz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 59 years of industry experience. He has worked within various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. 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 financial planning primarily in an advisory capacity.

Christina Knaus is a CFP® and ChFC® with 11 years of experience in the financial services industry. She has been with Edward Jones since 2015. 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, separately managed accounts, and affiliated mutual funds.

Philip Confalone is a financial advisor with Ameriprise in Bridgewater, NJ, holding a Series 63 designation and 27 years of industry experience. He has worked with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors and is a past president of Bridgewater Baseball and Softball Inc. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research-driven modeling and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Jordan Crowley is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial in Morristown, NJ. He has previously worked with firms including Maltin Wealth Management and Greenberg & Rapp. Crowley has also been affiliated with Eagle Rock Wealth Management and Greenberg & Rapp as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on risk profiling, modeling potential outcomes, and incorporates municipal advisory services and employer plan consulting.

Nicholas DeLouisa is the Vice President and Branch Leader at the Morristown, NJ Investor Center for Fidelity Investments. In this role, he leads a team of Fidelity associates, focusing on cultivating a world-class culture and ensuring high levels of client satisfaction. He engages with clients through in-branch meetings, seminars, and appreciation events to support national initiatives and expand Fidelity's presence in the local community. Nicholas has held various positions at Fidelity Investments since 2018, including Branch Leader, Financial Consultant, Investment Consultant, and Financial Representative II. Prior to joining Fidelity, he worked as a Financial Advisor at National Life Group from 2017 to 2018.

David Helfrich is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at Securian Financial Services and Minnesota Life Insurance Company. Outside of finance, he is involved as a coach and referee at Helf's Hitting Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment approaches.

Stephen Stemple is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at MSI Financial Services, Inc. He is also involved in estate planning and asset protection through ownership of Stemple Family Associated LP. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of planning programs and educational seminars while focusing on collaborative, goal-oriented planning engagements.

Christopher Ridente is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved with Seahawk Capital LLC in Stamford, Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Gerald Crum is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years before joining Morgan Stanley in 2020. Outside of his advisory role, he is the sole proprietor of Glenson Properties, a construction and engineering business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and various investment services across multiple client segments.

Wilson Adubasim is a Series 66-licensed financial advisor with J.P. Morgan Securities, with four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance Co., and Rutgers University. He also has experience owning a small business, South Valley BBQ & Lounge. 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.

Patricia Petrone is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Jacqueline Bond Lasher is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the firm in June 2011 and focuses her career on comprehensive wealth planning strategies designed to help clients align their financial lives with their goals, priorities, and risk appetites. Jacqueline’s expertise includes college education planning, legacy planning, retirement income, tax minimization, portfolio management, and socially responsible investing, among other areas. She works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Jacqueline graduated with honors from Randolph-Macon College in Ashland, VA, earning a degree in economics/business and philosophy with a minor in ethics. In 2014, she obtained her CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planning Board of Standards, Inc. Jacqueline combines a long-standing interest in financial markets with a commitment to building enduring client relationships. She has a particular focus on educating women and peers about the benefits of long-range wealth management and simplifying complex wealth management topics. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Morristown, NJ, Jacqueline is active in her community and serves as a board member of the Madison, NJ Branch of the American Association of University Women (AAUW) and her sorority's alumnae chapter. She participates in community volunteer activities and enjoys spending time with her family, cooking, playing pickleball, practicing yoga, and spending time at the beach.

Christopher Larkey is a financial advisor at Stifel with 34 years of industry experience. He has held his current role since 2007 and previously worked at Ryan Beck & Co. from 2002 to 2007. He holds the Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Dipti Rath is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Securian Financial Services. Rath is also an agent/broker engaged in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Michael Coppola is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. 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 combination of in-house and third-party advisory models, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Mc Donald is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bank of America and Merrill. Mc Donald currently serves at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and proprietary tools but does not provide individual security recommendations as part of standalone planning services.

Kailey Van Wingerden is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked in various roles across education and hospitality prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored recommendations delivered through a centralized consulting team.

William Scott is a financial advisor with Stifel based in Morristown, NJ, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Advisors LLC for nine years before joining Stifel in 2018. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Bradford Mehl is a financial advisor with Raymond James Financial Services Advisors, Inc. in Morristown, NJ, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Concurrent Advisors. Mehl is also president of Bell Rock Wealth Advisors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.