June Scortino is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Invest Financial Corporation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Loren Huether is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Huether worked at J.P. Morgan Securities and JPMorgan Chase Bank. 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 uses structured planning tools and models to support client financial plans and offers a broad range of retail and institutional investment solutions.

Dennis Collins Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Christian Barsi is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 designations and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions using research and analytics grounded in diversification principles and modern portfolio theory.

Matthew Zhilitsky is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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. Their planning process utilizes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Oi Ching Wong is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and five years of industry experience. Wong has worked at LPL Enterprise and The Prudential Insurance Company of America since 2024 and previously held positions with Pruco Securities LLC and MetLife. Outside of advising, Wong is involved in mortgage and real estate services as an agent with Weichert Realtors. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with sales of financial products.

Peter Desnoyers is a CFP® with over 40 years of industry experience, currently advising clients at Morgan Stanley in Amelia Island, FL. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2014. His other professional activities include serving as a trustee and successor trustee for multiple trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment research to support its financial advisors.

Brandon Dees is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools supported by broad investment resources.

Eric Pressman is a financial advisor with Morgan Stanley in Warren, New Jersey, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Outside of his advisory role, he operates a golf instruction business as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and delivers services including tailored financial planning and estate strategies.

Christina Zoppi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has been with the firm since 2025 and has prior experience in real estate and engineering roles. Outside of her advisory work, she owns and manages an eBay storefront and is an active real estate agent with Keller Williams Realty Metropolitan. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships utilizing firm-approved analytical tools and offers various specialized planning programs.

Jordan Trunk is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2007. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Peter Paladino is a CFP® and ChFC® with 34 years of experience in financial services. He is currently with Cetera, having joined in 2023, and has held roles at Allied Wealth Partners and Securian Financial Services among others. Outside of advisory work, he serves as president of a company focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers, supporting discretionary and non-discretionary investment strategies.

Matthew Riskin is a financial advisor with OSAIC in Morristown, NJ. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at Equitable Advisors, Virtu Financial, and Limekiln Real Estate. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using various tools and platforms to construct diversified portfolios.

Lorie Rios is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Robert Knorr is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is the sole proprietor of a Wendy's franchise through SKS WEN LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Peter Seminara is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2012, including the Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved in various private investments and business ventures, including ownership of a Wendy’s franchise and partnerships in companies related to retail, manufacturing, and private equity. He also serves on the Finance Committee of the Ramapo College Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process while generally acting in an advisory capacity.

Matthew Carver is a financial advisor with Equitable Advisors in Morristown, NJ. He holds a Series 66 designation and has one year of industry experience. His work history includes roles at Dynics, Inc. and Paritas Capital Management, as well as time spent at Ohio State University. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that emphasizes programs sponsored by LPL and endorsed third-party managers.

Marnie Maclaren is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Inc since 2000. In addition to her advisory role, Maclaren serves as a voting member of the Florida Securities Dealers Association and participates on one of its committees. 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, pension plans, corporations, and charitable organizations.

Brunilda Fullowan is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.

Derek Popp is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Bank of America, as well as Merrill and maintains an ownership interest in a business consulting firm, Parker Lawrence LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending investment strategies.