Syeda Muzahir is a Series 66–licensed advisor with Merrill, based in Hillsborough, NJ, with three years of industry experience. Her prior roles include positions at Bank of America, N.A., and PNC Bank. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Roberto Ticzon is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Ticzon has been with LPL Enterprise since 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Andrew Barrow is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Duane Perry is a Series 66 licensed financial advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for one year. Outside of his advisory role, Perry works as an ice skating and hockey instructor and coach in Morristown, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Angela Varcadipane is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery conversations and quantitative tools such as Monte Carlo simulations to support its planning process.

John Stokes III is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he serves as an event coordinator for the Lebanon Township Recreation Committee and is a member of the Lebanon Township Board of Education. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers tailored investment strategies using in-house and third-party managers, with integrated capital markets and alternative investment capabilities.

Patrick Morris is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009. Outside of his advisory work, he owns and operates RIMO Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, using Wells Fargo research and tools to develop tailored recommendations. The firm offers a broad planning menu for clients meeting certain net-worth criteria, including specialized services like business-owner transition planning and sports and entertainment planning.

Andrew Boles is a CFP® with 33 years of industry experience, all of which has been at Edward D. Jones & Co., L.P., where he has worked since 1992. He holds a Series 63 license and is based in Madison, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Locke is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for ten years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, leveraging both in-house and third-party managers.

Patsy Chianca is a CFP® professional affiliated with Charles Schwab, based in Morristown, NJ, with 27 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and vetted alternative investments.

Joseph Rumore is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and over 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services that include estate planning and corporate financial planning arrangements.

Matthew Miller is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, while the firm maintains a broad offering that includes relationships with investment companies, private funds, and commodity trading operations.

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2017 and previously at Axa Advisors, LLC and the Hartshorne Group. Outside of advisory work, he is employed as a meat slicer at a local grocery store. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Purdue is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Scott Taylor Sr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Northwestern Mutual and MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of financial planning, advisory programs, and brokerage services.

Michael Harvey is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments and Northwestern Mutual, among other positions. He is also involved with Fit Wealth Management in an employee model capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and research, with both discretionary and non-discretionary management options.

Walter Munoz is a financial advisor with LPL Financial in Green Village, NJ. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to his current role, he worked for Private Advisor Group, LLC from 2011 to 2020. Outside of his advisory duties, Munoz is involved in Medicare benefits sales as an independent sales producer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Judy Wolk is a Financial Consultant currently with Fidelity Investments, a position she has held since 2018. She has a comprehensive background in financial services, having held roles such as Relationship Manager and Financial Representative at Fidelity Investments. Prior to joining Fidelity, she held senior positions including Director and Senior Fixed Income Portfolio Manager at Bank of America Capital Management, and Director and Fixed Income Portfolio Manager at US Trust Company. Her expertise encompasses college saving strategies, financial and investment guidance, retirement planning, income strategies, and estate planning considerations. Her career has been focused on understanding clients' situations and needs to help them work toward their financial goals. Judy holds a California Insurance License.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Stephen Cassidy is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, with financial planning structured as annual collaborative relationships that utilize firm-approved analytical tools.