Kitty Kong is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Kenneth Webb is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC for nearly two decades. Webb is based in Morristown, NJ. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

George Cuevas II is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 registrations and has 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch for 10 years before joining Raymond James and associated firms in 2021. He is also the CEO of Maverick Wealth Advisors LLC, an entity established for tax and bookkeeping purposes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Wynn is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Allied Wealth Partners and Securian Financial Services. Wynn is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

James Kidd is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors LLC since 1999. Outside of advisory work, he is involved in owning a single-family rental property through JK Properties LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and various third-party asset managers.

Gabrielle Perruso is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019. Prior to that, she was with Herold Law, P.A. for one year and attended the University of Delaware from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Russell Baccaglini is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and combines these services with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Carl Halter is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Charter Communications, DoorDash, and the University of South Carolina. Before entering financial advising, he was affiliated with the U.S. Soccer Federation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models, including third-party programs and discretionary management, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Donna Magliato is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to Morgan Stanley, she worked at Citigroup Global Markets Inc. from 2013 to 2017. Outside of her advisory role, she teaches yoga classes at various studios, including Bikram Yoga Palisades and Simply Hot Yoga & Fitness. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial plans.

Kaden Bernstein is a financial advisor at Morgan Stanley with eight years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley Smith Barney LLC since 2018 and Morgan Stanley Private Bank, N.A. since 2019. Bernstein serves on the board, finance committee, and investment committee of JBWS, a nonprofit organization focused on health and welfare and community assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with customized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and research-driven investment strategies.

David Evans is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Investment Services and 1ST Global Advisors, and maintains a long-standing role with Nisivoccia & Co. LLP. Evans also serves as a referring partner at Nisivoccia Wealth Advisors, a firm providing financial services to clients. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Maria Perez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also involved with GPR Excel, LLC, a holding company for investment properties where she serves as CEO. Perez manages rental properties alongside her advisory work. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team.

Gary Tagliente is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held his current position at Morgan Stanley Smith Barney since 2014. He holds Series 63 and Series 65 securities licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques.

John Deegan is a CFP® with 17 years of experience in financial services, currently serving as an advisor at Morgan Stanley in Morristown, NJ. His prior experience includes seven years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured, data-driven financial planning process.

Linda Kazyak is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her career includes 16 years at Cambridge Investment Research and related entities before joining LPL Financial in 2019. She is also involved with Estate Assist, a business providing estate administration services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using both discretionary and non-discretionary strategies.

Nicholas Price is a financial advisor at Morgan Stanley based in Morristown, NJ, with five years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Eastern Spine. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning using structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Guy Fernald is a financial advisor with Cetera, holding a ChFC® designation and the Series 66 license, and has 19 years of industry experience. He has worked with Avantax and 1st Global prior to joining Cetera in 2025. In addition to his role at Cetera, he serves as a financial advisor with Nisivoccia LLP and Nisivoccia Wealth Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary program structures across various custodial relationships.

Joseph Bartolomeo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior affiliations include Rockefeller Financial LLC, Stifel Nicolaus & Company, and The Benchmark Company LLC. Outside of his advisory role, he serves on nonprofit boards such as NJ Sharing Network and Semper Fi Santa, and he owns a business focused on consultation and public speaking in personal self-help. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and provides specialized services such as municipal finance support and SIMPLE IRA Employer Advisory & Consulting Services.

Bruce Baumgarten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to tailor recommendations.

Jason Hollowell is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2017, following prior roles at PNC Investments LLC and PNC Bank. 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 a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.