David Hollenberg is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Merrill, Bank of America, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

William Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Morgan Stanley and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, relying on research and analytics to support its diversified investment strategies.

Macklin Micera is a financial advisor at RBC Capital Markets with four years of industry experience and holds the Series 66 designation. His work history includes roles at City National Bank, SSA and Co, and General Electric. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Eric Mattessich is a Financial Consultant at Fidelity Investments as of 2024. He is a CFP professional with nearly 15 years of experience providing financial guidance. He focuses on working collaboratively with families in the Morristown area to develop and implement financial plans that align with their goals. Prior to his current role, Eric held positions as Vice President at J.P. Morgan Private Bank from 2021 to 2024 and at Ayco Goldman Sachs from 2010 to 2021. His professional experience encompasses wealth maximization and financial planning for individuals and organizations. Outside of his professional work, Eric has interests in baseball, fitness, food, football, and pets.

David Brask is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Anthony Martino is a CFP® with six years of industry experience, currently affiliated with Cetera. He has worked at several firms including Nicholas Pascarella & Co., Allied Wealth Partners, and Minnesota Life Insurance Co. Martino is also a financial professional at Pascarella Wealth Partners LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management and retirement services through a network of over 10,000 advisors.

Matthew Giordano is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Todd Smith is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Smith is also involved in an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Stephen Ponichtera Jr. is a financial advisor at Morgan Stanley with 54 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1993. He holds a Series 63 designation and is based in Morristown, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Daniel Barrett is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining Raymond James in 2022, he worked at UBS Financial Services for 11 years. He is also employed as a financial advisor at 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through unique affiliations.

Arielle Thompson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Morristown, NJ, where she has worked for 12 years. She has 19 years of industry experience and has been with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Julia Bishop is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management. She has over 41 years of experience in the financial services industry and joined Merrill in 1987. Julia holds several professional designations, including CERTIFIED FINANCIAL PLANNER4CFP4, Certified Private Wealth Advisor4 (CPWA4), and Chartered Retirement Planning Counselor4 (CRPC4). She earned a Bachelor of Science degree in Biology from Fairleigh Dickinson University. Julia focuses on providing clients with strategic financial planning, investment guidance, and retirement planning solutions. Her expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Julia also serves as a Portfolio Manager, managing discretionary personalized or defined strategies on behalf of clients. Outside of her professional commitments, Julia enjoys biking, cooking, gardening, hiking, ice skating, running, skiing, and spending time with her family.

Marc Coopersmith is a CFP® professional with 39 years of industry experience, currently affiliated with RBC Capital Markets in Florham Park, NJ. He has worked at RBC Capital Markets since 2009 and City National Bank since 2016. Outside his advisory role, he is involved with SROVIC LLC, a travel and recreation business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Todd Stanard is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes 18 years at Lincoln Financial Advisors Corp and leadership roles in Aspire Performance, LLC and FHC Real Estate LLC. He is also involved with FHC Wealth Advisors, LLC and OmniGrowth Wealth Partners in business capacities related to tax and investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Edmund Tschopp is a CFP® and ChFC® with 32 years of industry experience. He is currently with Osaic and previously worked at American Portfolios Financial Services, Inc. for eight years. He also provides estate, retirement planning, and insurance services through Kempson & Tschopp, LLC, and volunteers as a financial course facilitator at his church. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed accounts. The firm uses a variety of asset allocation tools and platforms to construct portfolios that include a wide range of investment types.

Robert Foley is a financial advisor with Cambridge Investment Research Advisors in Madison, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, Foley is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements tailored to client objectives.

Sunil Joshi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Sunil incorporates insights from Merrill and solutions from Bank of America to support comprehensive financial planning. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sunil earned a Bachelor's Degree from the Indian Institute of Technology and a Master's Degree from Stevens Institute of Technology. Committed to community involvement, he dedicates time to volunteering with local organizations.

Joseph Grippo Jr. is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients navigate complex financial decisions, offering personalized guidance in investment management, retirement planning, college education planning, family wealth management strategies, and sports and entertainment financial services. His approach emphasizes building lasting relationships and understanding each client's unique financial goals. Joseph grew up in Kinnelon, New Jersey, and attended Kinnelon High School. He pursued higher education at Stevens Institute of Technology in Hoboken, New Jersey, where he was a five-year member of the men's lacrosse team. He earned a Bachelor's Degree in Business and Technology and a Master's Degree in Finance with a concentration in Financial Planning. He holds the Professional Investment Advisor (PIA) designation. He currently resides in Florham Park, New Jersey. Outside of his professional role, Joseph enjoys baseball, basketball, football, golfing, pickleball, running, and spending time with his family. He is actively involved in the community as Co-President of the Joseph S. Grippo Memorial Foundation, a charitable organization dedicated to supporting children and families battling cancer.

Danielle Scepkowski is a financial advisor with Cetera possessing 14 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Allied Wealth Partners and Securian Financial Services. Danielle has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Nolan Orr is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Equitable Advisors. Prior to his financial services career, he was employed at Bottle King. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.