Raywattie Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Hanson is a Series 66 licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2019. Prior to UBS, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Outside of his advisory work, he serves on the board of Rigging Consultants, Inc., a privately held company specializing in suspended scaffolding rental and sales. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, blending institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Timothy Kenyon is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and GWN Securities Inc. He is also involved as an agent selling term and universal life insurance, as well as long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Gabor Nagy is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Commonwealth Financial Network for 12 years. Nagy is also the CEO of Mendham Wealth Partners, LLC, where he provides wealth management services and fixed life insurance and annuities. 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 uses tailored, non-discretionary planning and analytical tools to help clients meet their financial goals.

William Narduzzi is a financial advisor with Cetera, holding the ChFC® designation and over 38 years of industry experience. His career includes roles at Metlife Securities, Mass Mutual Investors Services, and Securian Financial Services. Outside of his advisory work, he serves as a trustee volunteer for St. Johns Roman Catholic Church. Cetera Investment Advisers LLC supports a nationwide network of independent advisors and serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Thomas Thives is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2018. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Lily Domanski is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley since 2014. 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, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Xueping Crispo is a financial advisor at Merrill with 8 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Bank of America and Merrill since 2009. 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 strategies using both internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Hunter is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2015. He previously worked at Gladstone Wealth Group from 2015 to 2018. Hunter is involved with Somerset Tax Advisory, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Anthony Mea Jr. is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 63 designation and 40 years of industry experience. He has been with UBS since 2013. 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 and uses proprietary research and model-based asset allocations to tailor plans for clients.

Matthew Turo is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having two years of industry experience. His prior roles include positions at Delphi Wealth Management, Northwestern Mutual, and &PARTNERS. He also has experience working in educational settings and a retail business, Upmerch. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Stacy Goerner is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2009 to 2020 before joining RBC in 2020. 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 and portfolio management services tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing options such as tax-management and responsible investing.

Jaime Banghart is a financial advisor with UBS Financial Services in Middlesex, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Paul Tompkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Penn Mutual Life Insurance Co. He operates out of Warren, NJ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved software and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Cameron Evans is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and with 15 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Cantor Fitzgerald & Co., DB USA Core Corporation, and Deutsche Bank Securities Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Robert Rooke Jr. is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory role, he serves as the executor settling his father's estate and is the owner of a support company, Broad Arrow Limited LLC. 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 uses risk profiling and analytical tools to provide tailored, non-discretionary planning and consulting and supports various advisory programs as well as municipal and public finance work.

Anthony Perruso Jr. is a financial advisor with Wells Fargo Clearing in Rockaway, NJ, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he is a musician who performs at various venues. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Gregory Gioe is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial strategies that reflect their unique goals and aspirations. He has been with Fidelity since 2022, progressing through roles including Central Relationship Manager and Investment Consultant before becoming a Financial Consultant in 2026. Prior to joining Fidelity, Gregory worked as a Financial Advisor at Eagle Strategies LLC and as a Financial Services Professional at Equitable Advisors. Throughout his career, Gregory has focused on helping clients navigate the complexities of financial planning by providing tailored guidance and support. Outside of his professional work, he has interests in bowling, fitness, military service, outdoor adventures, and running.

Benjamin Burklow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2026, he worked for Ameriprise Financial Services, LLC for 20 years. He is president of Burklow & Burklow LLC, a financial planning business focused on operations, staffing, and training. Burklow also serves on the board of directors for the Shiloh Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with notable offerings in municipal advisory and SIMPLE IRA employer consulting services.

Mike Reiss is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Morgan Stanley Wealth Management for 11 years before joining J.P. Morgan in 2023. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer bank deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.