Jennifer Blair is a Series 66-registered financial advisor at J.P. Morgan Securities with 22 years of industry experience. She previously worked for The PNC Financial Services Group, Inc. for 23 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities 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 eligibility framework in its recommendations.

Gian Paolella is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors Inc. and New York Life Investments, among others. Paolella is also involved with Morristown Wealth Management LLP, an entity through which he conducts his LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Beswick is a financial advisor at Edward Jones with 28 years of industry experience. He has held his current role since 2006 and previously worked at BNY Mellon Securities Corporation for two years. Outside of his advisory work, Beswick serves as the varsity ice hockey coach at Northern Highlands High School in Allendale, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Timothy Mehaffey is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and 1st Global Advisors. Mehaffey also serves as a trustee for the Robert and Jane Malavarca Family Trust, managing life insurance trust activities. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors, employing a multi-manager platform with various investment program options.

Rebecca Leite is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney since 2014. Outside of her advisory role, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by the firm's structured discovery process and advanced modeling tools.

Arjan Kolic is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with nine years of industry experience. His prior roles include six years at UBS Financial Services and involvement in background acting and restaurant work during career breaks. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Elizabeth McNeilly is a financial advisor with Morgan Stanley who holds a Series 66 credential and has eight years of industry experience. She previously worked at BNY Mellon before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of her advisory role, she serves as president of Wealth Wise Strategies, Inc., and holds board positions including Vice Chair of the Rutgers University Foundation and membership on the advisory board of Tech Council Ventures. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-sponsored financial planning arrangements.

John Sullivan is a CFP® and PFS™ credentialed financial advisor with 35 years of industry experience. He is currently with Cetera and has previously worked at Allied Wealth Partners and Securian Financial Services Inc. Outside of his advisory work, he is a member of Bonji Bowls LLC, a business owner. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures.

Christopher Gillan is a financial advisor with Ameriprise in Morristown, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of advising, he serves as president of the board of directors for Partners in Business and is involved in alternative energy supply and independent insurance brokering. He also pursues acting in his spare time. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets and provides a range of advisory, brokerage, and insurance solutions through affiliated companies. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax efficiency and adaptive withdrawal strategies.

Monica Trinidad Lui is a Series 66-licensed financial advisor with Morgan Stanley, based in Morristown, NJ. She has 24 years of industry experience and has worked at Morgan Stanley and Merrill during her career, returning to Morgan Stanley in 2021 after a previous four-year tenure. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm employs a structured planning process that uses firm-approved tools and models to help clients develop financial strategies.

Greg Skoric is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he focuses on understanding clients' unique life circumstances and objectives to develop tailored financial plans. He emphasizes an ongoing planning process to adapt to changes in clients' lives. Prior to his current role, Greg worked as a Wealth Planning Specialist at UBS from 2015 to 2020 and as a Wealth Advisor Associate at Morgan Stanley from 2012 to 2015. Through these roles, he gained experience in wealth planning and advisory services. Greg approaches financial consulting by discussing clients' situations in detail and utilizing wealth planning skills along with Fidelity's tools and resources to work toward clients' goals.

Jennifer Hutchison is a financial advisor with Primerica Advisors in Mountain Lakes, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Primerica and affiliated firms since 1998. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven portfolio strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Dawn Sakolsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Dawn also serves as a notary public. 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 offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, and institutions.

Dorothea Accetta is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2008. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Andrew Lieb is a financial advisor at Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decision-making.

Heather Hado is a financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2004. Her credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model outcomes.

Jason Dacunha is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2017. Outside of his advisory role, he has interests as a sole proprietor in rental property management in Newark, NJ. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and broad retail and institutional investment capabilities.

Kathleen Miller is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Proscia is a financial advisor with LPL Financial in Hope, NJ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His background includes 20 years at Alliance Bernstein and two years at Allianz Global Investors Managed Accounts LLC. He is also involved with First Hope Wealth Management, a business affiliated with his LPL practice. 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 custom strategies supported by advanced operational tools.

Kim Stires is a financial advisor with Wells Fargo Advisors based in Warren, NJ, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. Their career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a current tenure at Wells Fargo Advisors since 2023. Outside of advisory work, Stires has a part ownership in Investment Strategies, an investment-related business in Cedar Knolls, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services that include a broad range of planning areas. The firm offers tailored recommendations supported by proprietary research and planning tools, with optional implementation through various brokerage and advisory programs.