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.

Tejaswi Patel is a financial advisor with LPL Financial in Somerset, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, Patel worked at Cetera Advisors LLC, First Allied Advisory Services, and First Montauk Securities Corp. Patel also engages in selling non-variable insurance products through Ash Brokerage Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 technology tools for operational and research purposes.

Omega Mcintosh is a financial advisor with LPL Enterprise holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, Mcintosh worked at Prudential Insurance Company of America and Pruco Securities, with earlier roles at J.P. Morgan Securities and Bank of America, among others. Outside of finance, Mcintosh serves as a board member for Brooklyn Faith Seventh Day Adventist Church and works as a paralegal for the New York City Law Department. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and additional services such as affiliated trust custody and insurance product facilitation.

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.

Emma Poalillo is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include work at Jack Oujo CPA, Inc DBA Oujo Wealth Strategies and Avantax Investment Services Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research to tailor plans according to clients’ goals and risk tolerances.

Craig Marquardt is a financial advisor with LPL Financial in Somerset, NJ, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Merrill. Outside of his advisory work, he participates in a health insurance plan through LifeX. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies with research and technology tools.

Robert Lamperti is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Outside of his advisory role, he is involved in a non-variable insurance business in Sparta, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad array of financial planning and asset management services, supported by a large network of investment adviser representatives and a range of proprietary and third-party investment strategies.

David Nader is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Osaic since 2025. Prior to joining Osaic, he worked for Lincoln Financial Advisors Corp. for 22 years. Outside of his advisory work, he co-owns ASDN Ent., LLC, which provides marketing and brand-building services to martial arts athletes. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm employs a range of asset-allocation tools and portfolio management strategies, offering integrated brokerage and advisory services supported by various third-party platforms.

Anthony Castracucco is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with seven years of industry experience. Prior to Morgan Stanley, he worked for Eagle Sports Promotions for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides plans directly and through Corporate Financial Planning agreements.

Nicholas Charette is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having 20 years of industry experience. He has been with Morgan Stanley since 2016 and is also associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs for individuals 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 utilizes structured planning processes supported by proprietary tools and analysis.

Colton Helbig is a financial advisor with UBS Financial Services in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets, custody, and research resources.

Michael Salerno is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Raymond James, he spent 14 years at Commonwealth Financial Network. Salerno is also an independent contractor for Executive Wealth & Retirement Strategies, a financial planning company operating under a DBA. Raymond James Financial Services Advisors, Inc. 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 and supports municipal and public-finance work through affiliations uncommon in large institutional advisors.

Christopher Meredith is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2012, including a year at Charles Schwab Bank. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and cash-sweep services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary and discretionary investment management through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

Leonard Mancini is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 21 years and at OSAIC for one year. Mancini holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services, supported by a large network of advisors and extensive operational resources.

Paul Fosmire is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven portfolios and offers financial planning, third-party asset management access, and affiliated insurance and trust services.

Anne Blaine is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Cambridge Investment Research, Inc. Outside of her advisory role, she serves as a volunteer childcare associate at Westbridge Community Church and is a board member and Membership Director for the nonprofit BWNice. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kenneth Villano is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial since 2009. Villano is also the sole member and branch manager of Ridge Wealth Advisors LLC, an independent contractor role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm emphasizes non-discretionary planning and investment consulting tailored to client goals and supports institutional consulting and portfolio management through a large advisor network.

Ling Yang is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving high-net-worth individuals, families, and private business owners. She manages wealth to help clients achieve their investment, wealth transfer, and philanthropic objectives. Ling focuses on providing comprehensive investment management and wealth planning services, including handling complex financial needs such as retirement planning, tax minimization, and corporate executive services. She also offers credit and lending solutions through Bank of America, N.A. Before joining Merrill Lynch, Ling gained experience as a senior financial analyst at the Los Angeles Times and worked in consulting roles with SAP and Alcatel. She has broad expertise in consulting, financial planning and forecasting, financial modeling, business analysis, and operations optimization. Ling earned her MBA with a concentration in Finance from the University of Southern California. Fluent in multiple languages including English, Chinese, Mandarin, Taiwanese, Wu, and Japanese, Ling works closely with diverse clients, including first-generation Chinese Americans, to address their unique financial goals. In her personal time, she enjoys cooking, hiking, traveling, and practicing yoga.

Theodore Kowalchyn is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Vanderbilt Financial Group, Triad Advisors, and Voya Financial Partners. In addition to his advisory role, he operates as an independent agent for fixed insurance products through Net Worth Management Group. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers, offering investment solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brinia Garcia is a financial advisor with Morgan Stanley in Warren, NJ, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide array of advisory programs for individuals 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 employs a structured financial planning process using firm-approved tools and modeling techniques.