Shpend Sabani is a financial advisor at UBS Financial Services in Warren, NJ, with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jessica Corazza is a financial advisor at Morgan Stanley in Morristown, NJ, with 12 years of industry experience. She previously worked at Cary Street Partners from 2017 to 2023 before joining Morgan Stanley. Corazza holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Neal Drasin is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Edward Jones since 1994. He holds the Series 63 and Series 65 licenses and is based in Warren, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Julian Montilla is currently an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2023 to 2024. His professional background also includes experience as a Finance Manager at Ciocca Dealerships from 2019 to 2021. In his role as an Investment Consultant, Julian focuses on providing clients with clear and understandable financial planning guidance. He emphasizes trust, collaboration, and a personalized approach to developing and maintaining financial plans tailored to individual goals and circumstances. Outside of his professional responsibilities, Julian's personal interests include comedy, food, music, parenthood, pets, and snowboarding.

Jason Meyer is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Steven Colli is a financial advisor at Morgan Stanley in Morristown, NJ, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2011, including his role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Alexandra Bock is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Weichert Realtors, as well as seven years with Harvest Restaurant Group Roots Steakhouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs focused on tailored financial planning and supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Emily Wingfield is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to her current roles, she held positions at J&J Snack Foods and TGI Friday's. 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.

Steven Coury is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously at PNC Bank and Fairleigh Dickinson University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning agreements.

Michael Natale is a financial advisor with OSAIC Wealth, Inc. in Branchburg, NJ, holding a Series 66 designation and 22 years of industry experience. His career includes nine years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC before joining OSAIC in 2025. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing firm-provided tools and third-party solutions to construct diversified portfolios.

Christopher Reicen is a financial advisor at UBS Financial Services in Warren, NJ, holding a Series 66 designation with 14 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.

John Milacki is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes 30 years at Metlife Securities Inc. before joining Mass Mutual in 2016. Outside of his advisory role, he is a partner at Optimum Financial Group LLC and part owner of a retail business in Southport, NC, where he handles payroll bookkeeping. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with financial planning structured as an annual, collaborative process using firm-approved analytical tools.

Steven Gottlieb is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outlook models.

Daniel Munoz is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Julianne Gallina is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes roles at Michael Gallina, Primerica Financial Services, and small business operations such as The Fudge Shoppe and Home Plate Dairy. She has also been involved in sales of home security and automation products and loan referrals through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients, delivering advisory services primarily through a model-driven approach managed by third-party asset managers.

Mara Miller is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. 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.

Jaclyn Neuwirth is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this, she served as an Investment Consultant and Central Relationship Manager at Fidelity Investments, and earlier in her career, she worked at Charles Schwab as an Associate Financial Consultant and Client Service Specialist. Jaclyn's professional experience spans various aspects of financial consultation and client service within the investment industry. She holds a California Insurance License, which complements her expertise in financial planning and investment consultation. Jaclyn emphasizes the importance of creating financial plans that begin with clients' aspirations and a clear understanding of available options. She focuses on empowering clients through education and building long-term trusting relationships. Outside of her professional work, Jaclyn enjoys camping, family activities, horseback riding, and traveling.

Jordan Kizmann is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his finance career, he was involved in political and nonprofit roles, including positions with the Office of the Governor of New Jersey and Wisconsin Youth Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning, employing structured discovery processes and proprietary planning tools, and manages approximately $2.74 trillion in client assets.

Emma Carey is a financial advisor with Merrill and holds a Series 66 designation. She has eight years of industry experience, including prior roles at UBS Financial Services and Pactolus Private Wealth Management. Carey is currently based in Flemington, NJ. 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 plans, corporations, and charitable organizations.

Margaret Mcclain is a Series 66-licensed financial advisor with Merrill, based in Bridgewater, NJ. She has 20 years of industry experience and has been with Merrill since 2015. 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.