Paul Mandel is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning, investment management, and various specialized strategies.

William Ward is a CFP® with 27 years of industry experience. He is currently with Fidelity Investments and has previously worked at Tapfin/EY, UBS FS, Chase Investment Services Corp., and Citicorp Investment Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Patrick Doran is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 30 years of experience working closely with families, corporate executives, and retirees to provide dependable financial guidance tailored to their unique needs. Patrick’s approach centers on personalized service, thorough analysis and research, multigenerational support, and attentive listening to help clients develop lifelong financial wellness. Throughout his career, Patrick has focused on helping clients answer essential questions related to retirement planning, lifestyle support, investment alignment, and financial habits across generations. He emphasizes identifying opportunities and risks by researching market environments, analyzing potential setbacks, and providing detailed financial health reports. His expertise includes personal retirement planning, portfolio management services, and retirement income strategies. Patrick holds a bachelor’s degree from Seton Hall University and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Randolph with his wife and three children and enjoys spending time with his family, gardening, reading, and working out.

Michael Graham is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has been with Morgan Stanley since 2015, including three years at Morgan Stanley Services Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s advisory approach incorporates structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Michael Bostedo is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services and Provident Bank prior to his current roles. Outside of advising, he is a partner and co-owner of Bostedo Construction, LLC, where he manages financial aspects of the business with his father. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to both affiliated and third-party money managers.

Erol Kececi is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor firm, Axa Advisors, LLC, since 2001. Outside of his advisory role, he is a member of an LLC involved in real estate opportunities. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of investment models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Shinners is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes nearly two decades at Morgan Stanley and multiple roles at wealth management firms prior to joining Raymond James in 2019. He also serves as Branch Manager and is involved in business development as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized municipal advisory services and innovative employer retirement plan consulting.

Gregory Carafello is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management, First Republic Securities, and Wells Fargo Clearing. Outside of his financial career, he is an owner and partner of a privately held ski resort. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with centralized due diligence, offering a broad range of derivatives and commodities capabilities.

William Weiss is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1997. Weiss serves as Vice President of the Morristown Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a large network of over 22,800 advisors.

Alison Hingle is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Equitable Advisors in Morristown, NJ. Her prior roles include positions at The Falcon Financial Group and various technology firms. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to suitable investment program models or discretionary managers, utilizing both proprietary and third-party solutions.

Anna Perasso is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, HSBC Securities, JPMorgan Securities, and TIAA. She is also a senior advisor and partner at Center For Financial Strategies LLC, where she works with clients on financial planning and goal-based recommendations. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets under management.

Robert Mandel is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of his advisory role, he serves on the Managed Money Institute Institutional Steering Committee and owns a personal recreational aircraft through DiscoFly LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Alyce Hackett is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial. Her career includes roles at The Investment Center Inc, Ic Advisory Services Inc, Summit Financial Resources, Inc., and Raymond James Financial, among others. She serves as president of the Dorset Hollow Homeowners Association, a nonprofit board position unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management programs, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary portfolios.

Brendan Tighe is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011 in various roles. He has held positions including Financial Representative, Private Client Specialist, Investment Consultant, and Financial Consultant before becoming Vice President in 2020. Brendan focuses on building strong client relationships by understanding individual client situations and financial goals. He specializes in planning across retirement, investments, income, and college savings, aiming to develop comprehensive wealth strategies tailored to each client's needs. Outside of his professional work, Brendan enjoys camping, gardening, hiking, spending time at the lake, parenthood, and soccer.

David Cromwell is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as President and Secretary of Hillhouse Advisors, Inc., a company focused on startup ventures run by Yale University students. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and the use of firm-approved tools to model financial outcomes.

Mark Kamakaris is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is a sole proprietor involved in a rental property business in Bloomfield, NJ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Stephen Brady is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and was previously with Morgan Stanley Smith Barney LLC starting in 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning arrangements.

Lawrence Dantus is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, previously working at Citigroup Global Markets from 1994 to 2009. He serves as a trustee in non-investment related trusts. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing 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 planning process using firm-approved tools and market simulations.

Mead Briggs III is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and maintains private investments through KAMEKY LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models to assist in outcome projections.

Kristin Buro is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial and Wunderlich Securities, Inc. since beginning her career in 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. Its planning process utilizes firm-approved tools and advanced financial modeling techniques, managing approximately $2.74 trillion in client assets.