Peter Kalin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including HSBC Securities and Provident Bank. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

William Ford is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory work, he serves as treasurer for a high school basketball club and a high school reunion committee, and he is a member of the Elks Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers and offers ERISA fiduciary services through credentialed representatives.

Rachel Peddle is a Vice President, Financial Consultant at Fidelity Investments, a position she has held since 2024. She brings 24 years of industry experience to her role, where she applies a consultative approach to help clients understand their financial health and work toward their individual goals. Prior to her current position, Rachel served as a Financial Consultant at Fidelity from 2018 to 2023. She also held roles as Vice President at Capital Markets Orinda Funds and Senior Advisor Consultant at Oppenheimer Funds, as well as a Registered Representative at Charles Schwab. Rachel's professional background spans various facets of financial consulting and investment management, providing her with a broad perspective on client needs and market dynamics. She utilizes Fidelity's tools and resources to assist clients in becoming better investors and striving for financial success. Outside of her professional work, Rachel is interested in family activities, fitness, hiking, outdoor adventures, parenthood, and traveling.

Steven Goldstein is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves as an executor for an estate in Springfield, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs and tailored financial planning services to individuals and institutional clients, utilizing structured planning tools and a variety of investment offerings.

Nicholas Picone is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. Outside of his advisory role, he works part-time as a sales associate selling a tax program. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through Investment Adviser Representatives and utilizes both proprietary and third-party asset management solutions.

Matthew Tripodi is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand their employer benefits and co-create financial plans aligned with their goals. He has professional experience as a Workplace Planning Consultant at Fidelity from 2022 to 2026 and served as a High Net Worth Service Associate at Fidelity from 2021 to 2022. Through these roles, he has worked closely with clients to provide personalized financial guidance tailored to their unique situations.

Jacqueline Hettesheimer is a Series 66 licensed advisor at J.P. Morgan Securities with nine years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with a brief period at Raymond James & Associates. Outside of advisory roles, she was involved in the restaurant business for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Richard Ray is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Courtney Burn is a financial advisor with LPL Financial and holds a Series 66 designation. With 24 years of experience in the industry, Burn has held positions at firms including The Investment Center Inc, Emerson Reid, and Capstone Insurance and Financial Services. Outside of advisory roles, Burn is involved with Bullaro Landscaping LLC as a laborer. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various tools while overseeing significant assets and a large network of professionals.

Glenn Weiss is a financial advisor at Stifel with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory work, Weiss serves as Financial Secretary for Temple Shalom, a religious nonprofit organization. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Jennifer Gethins is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked in the mortgage and retail sectors, including positions at LoanDepot, Quintessential Mortgage Group LLC, and Macy's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Cary Fliegler is a financial advisor at Fisher Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee and combines quantitative and qualitative research to construct globally diversified portfolios while implementing tax-aware risk management strategies.

Paul Brehne is a CFP® with 36 years of experience in the financial services industry. He is currently with Morgan Stanley, having joined its Private Bank and Smith Barney divisions in 2024. Prior to that, he spent 10 years at Wells Fargo Advisors. 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 and financial planning services supported by structured processes and proprietary tools.

Jack Grondin is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked with M HOLDINGS SECURITIES, Inc. and at Trump National Golf Club Bedminster. Outside of his advisory role, he is involved with Eagle Rock Wealth Management and Greenberg and Rapp Financial Group, supporting financial planning and insurance services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

Michael Nelson is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Door Dash and in landscaping and food service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Chad Robertson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Automatic Data Processing and Berkshire Hathaway Guard Insurance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Piotr Galus is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved with Tatra Properties, LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Jordon Havens II serves as a Senior Resident Director at Merrill Lynch, leading the Sparta, NJ complex and heading the HBM Group, a planning team dedicated to servicing wealth management clients. With 25 years of experience in the financial industry, Jordon's expertise spans managing individual wealth through complex market cycles, constructing comprehensive financial and estate plans, and focusing on client segments including small business owners, executives, healthcare professionals, and retirees seeking income planning. Before joining Merrill Lynch Wealth Management in 2006, Jordon managed high-net-worth fixed income portfolios and worked in various roles including wholesaling for Oppenheimer and advising retail and institutional clients in New York City. He began his career at The Vanguard Group in Scottsdale, Arizona. Jordon holds a Bachelor's Degree in Finance from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. Originally from Fishkill, NY, Jordon lives in Randolph, NJ with his wife, three children, and three Labrador retrievers. Outside of his professional commitments, he participates in activities such as golf, competitive fishing, cooking, and dog training. He is involved with organizations including ASPCA, the NRA, 11th Hour Dog Rescue, Camp Bow Wow Foundation, and serves as a softball coach for Girls Town Rec & Travel.

Karen Stark is a Wealth Management Advisor at Merrill Lynch Wealth Management in Chester, NJ. She works with individuals, families, women, and business owners to develop personalized financial strategies that align with their short-term and long-term goals. Karen’s approach emphasizes understanding each client's unique circumstances and priorities to create cohesive wealth management plans. Her focus areas include family wealth management strategies, legacy planning, portfolio management services, tax minimization, retirement income, and supporting women in wealth. Karen holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned an MBA in Finance from St. John's University and a Bachelor's degree from Syracuse University. Karen is involved in her community through the Rockaway Valley Garden Club and St. Cecilia Church. Outside of work, she enjoys gardening, reading, and practicing yoga.

Nicola De Pinto is a CFP®-designated financial advisor with 19 years of industry experience, currently with Charles Schwab in Morristown, NJ since 2019. Prior to Schwab, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of finance, he co-invented a pool product that is sold wholesale and online through Amazon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment recommendations and access to affiliated discretionary separately managed accounts. The firm is noted for its large client base and integrated service model, combining advisory, brokerage, custody, and cash-sweep services.