Michael Kotarski is a financial advisor with Wells Fargo Advisors in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009 and owns MJK Capital Corp, an investment-related business. 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 institutional clients. The firm offers a broad planning menu tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Ryan Pergola is a CFP® professional affiliated with Raymond James Financial, with 11 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. in 2025, he spent a decade at M HOLDINGS SECURITIES, Inc. He also works as an ice hockey official in New Jersey. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a large network of advisors with innovative program offerings and municipal advisory services.

Ethan Locker is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Distributors, LLC for five years and has held various roles in financial services and other sectors since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of advisors.

Siarra Siebel is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to her current role, she held various positions including private tutoring and a role with the Morris County Sheriff's Office Crime Scene Investigation unit. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages a broad range of client assets and delivers services that include estate planning and institutional offerings.

James Dill is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Nicholas Moretti is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he has engaged in purchasing and leasing a residential condominium. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach is based on structured discovery and firm-approved tools, supporting clients with various investment and estate planning strategies.

Camillo Matteucci is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Robert Shapiro is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2011 and previously worked at IC Advisory Services, Inc. from 2006 to 2010. Outside of his advisory work, he operates Diversified Financial Consultants LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and portfolio management services with access to both proprietary and third-party investment strategies.

Robert Murray is a financial advisor at LPL Financial in Bedminster, NJ, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Gilbert & Calabrese LLC, Apex Fund Services, and Blackstone Inc. 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 and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Matthew Compton is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their long-term goals, utilizing insights from Merrill and banking services from Bank of America. Matthew holds a Bachelor's Degree in Business Administration with a focus on Financial Planning from Liberty University, where he graduated Summa Cum Laude. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA). He participates in community service activities in accordance with Merrill's tradition of community involvement.

Joseph Marinaccio is a CFP® with 19 years of industry experience currently affiliated with Raymond James & Associates. His prior positions include roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He serves as an acting trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Kelli Diana is a Financial Consultant at the Bridgewater Investor Center with Fidelity Investments. In her role, she works closely with clients to understand their unique personal and financial situations, aiming to co-create and implement financial plans that provide peace of mind. Kelli's experience with Fidelity Investments spans several positions since 2020, including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and an internship. She holds a California Insurance License.

Marc Sukoneck is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the Board of Directors for The Arc of Union County and acts as Treasurer for the Randolph Baseball Diamond Club. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decisions.

Richard Fortune is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and over 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 34 years at Metlife Securities Inc. Outside of his advisory role, Fortune serves as treasurer and chairperson of the finance committee for The Center of Great Expectations, a nonprofit human services organization. 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, employing a collaborative, annual planning approach that uses firm-approved analytical tools and does not include investment discretion.

Robert Dalia is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2011, concurrently associated with Bank of America since 2012. Outside of his advisory role, he serves on the advisory board and as a committee member for the Shepards of Youth Charitable Trust, a nonprofit organization focused on education for underserved populations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Evan Gates is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at John Wiley & Sons Inc, OneAmerica Securities, American United Life, and Honeywell International Inc. He is involved in a life settlement business through Ashar Group, working jointly with a partner on these transactions. Equitable Advisors serves individuals, corporate and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory programs and third-party asset managers, focusing on personalized client assessments and offering various investment vehicles including mutual funds, ETFs, and alternative investments.

Kelly Kalas is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with RBC Capital Markets since 2009 and also worked at City National Bank beginning in 2026. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, using both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Alex Musat is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2011. Outside of his advisory role, Musat is involved in renovating and selling real estate as a private business activity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes quantitative and qualitative due diligence and incorporates ESG criteria in its recommendations.

Julian Cho is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017 and previously held positions at JPMorgan Securities, LLC and JPMorgan Chase Bank from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include model-based outcome projections and estate planning strategies.

Carmel Mcpartland is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 16 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through various advisory arrangements and affiliated entities.