Robert Brueggeman Jr. is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He previously served at Equitable Advisors from 2005 to 2010 before rejoining in 2026. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Zhigang Shen is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and applies a structured financial planning process supported by proprietary tools and modeling techniques.

Pamela Sutton is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved with JIA, LLC, a business entity used for tax and bookkeeping purposes. 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 primarily employs model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Steven Jones is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he serves as a tennis official for the New Jersey State Interscholastic Athletic Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Mary Ann Giaimo is a financial advisor with Ameriprise in Warren, NJ, holding a Series 66 designation and 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she participates as a judge for a student presentation panel at Seton Hall University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to produce annual, non-discretionary recommendations in partnership with advisors like Mary Ann.

Diane Rothberg is a financial advisor with Stifel in Morristown, NJ, holding the CFP® designation and Series 63 and 66 licenses. She has 35 years of industry experience, including 11 years with Stifel Nicolaus & Co Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Glenn Schwier is a financial advisor with Cetera, holding a Series 66 license and four years of industry experience. He has previously worked at Avantax Insurance Services and Nisivoccia Wealth Advisors and is a partner in the accounting firm Nisivoccia LLP, where he focuses on tax advisory and complex tax research. Schwier is also the owner of Wealthspring Financial Partners LLC, which serves as an acquisition vehicle for various financial and tax practices. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and works with over 10,000 advisors managing more than $256 billion in assets.

Lauren Chanley is a financial advisor with Equitable Advisors who holds a Series 66 credential and has two years of industry experience. Prior to joining Equitable Advisors, she worked at Goldman Sachs & Co. LLC for a total of 18 years, with a break in between. Outside of her advisory work, she serves as a trustee for a family trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and a variety of investment vehicles.

Michael Castracucco is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and B Adams Holdings, as well as employment at the University of Scranton. He also has work history with Sywanoy Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a comprehensive range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis techniques.

Joe Lentine is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term goals. He focuses on understanding the individual needs and objectives of each client to build tailored plans that support their financial well-being. Joe has been with Fidelity Investments since 2021, progressing from Financial Representative to Investment Consultant, and currently serving as a Financial Consultant. Prior to joining Fidelity, he worked as a Registered Representative at New York Life from 2019 to 2021. Outside of his professional role, Joe enjoys fishing, golf, horseback riding, and soccer.

Meegan Engles is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services for multiple periods since 2003, with a three-year break as a stay-at-home mother. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary market research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances. The firm offers a broad range of services including discretionary portfolio management, financial planning, and capital markets activities.

Gregory Vassallo is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved with an insurance brokerage business, R.I.C.H. Planning Group, LLC. Equitable Advisors serves a broad client base, including individual and institutional clients, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Lindsay Boitel is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 license and eight years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of her advisory role, she has a decade-long involvement with Long Hill Township Public Schools. Morgan Stanley Wealth Management delivers advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and scenario modeling to support client financial plans, primarily acting in an advisory capacity.

Joseph Hendrick is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Citigroup Global Markets for seven years before joining LPL Financial in 2009. He is also involved in the sales of fixed life, health, disability, fixed annuities, and long-term care insurance. 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 other institutions. Its platform includes financial planning, model portfolio programs, third-party asset management, and institutional solutions, supported by advisor tools and a broad range of financial services.

Robert Khoury is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliated entities since 2007. His current roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools alongside its Global Investment Committee’s research to support its planning process.

Susan Fakes is a financial advisor with Ameriprise in Bedminster, NJ, holding a Series 66 designation and 11 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach combines investment research and algorithmic tools to provide written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gary Lynch is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2023 and previously spent over nine years at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved in fixed insurance sales as an agent with Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and planning services, supporting both discretionary and non-discretionary strategies.

Victoria Calandra is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, she was with Northwestern Mutual and spent a decade as a full-time student. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering financial planning through a structured process that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Lauren Legband is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She worked at AXA Advisors, LLC for one year before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved planning tools.

Douglas Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include long-standing tenures at IC Advisory Services, Inc. and The Investment Center. Outside of his advisory work, Wright serves as a board member and volunteer firefighter with the Martinsville Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.