James Hundley is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 32 years of industry experience. His background includes positions at Ic Advisory Services Inc, The Investment Center Inc, and HD Vest Insurance Agency Inc. Hundley is also a CPA and operates a tax preparation and accounting practice. 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 provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. 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 under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Janine Mccoy is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Gwendolyn Garibaldi is a financial advisor with Morgan Stanley Wealth Management in Morristown, NJ. She holds a Series 66 designation and has 17 years of industry experience, including prior roles at UBS Financial Services. She has been with Morgan Stanley since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm employs structured planning tools and investment modeling to support its advisory process.

Paul Devera is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera since 2006 and also operates Devera And Co., which he founded in 1994. In addition to his advisory work, he owns and operates a CPA business focused on tax preparation, planning, and consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Zachary Scott is a CFP® professional with 12 years of industry experience, currently serving at Osaic Wealth since 2022. His prior roles include positions at Securian Capital of the Chesapeake, Minnesota Life Insurance Company, Securian Financial Services Inc., Kestra Financial Services, Inc., and Brotman Financial Group. He is also president of Castellan Financial Group, LLC, a financial planning firm. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as comprehensive financial planning and advisor-managed portfolios. The firm employs a model-based investment approach with various portfolio management options and is notable for its large scale and recent consolidation activities.

Tyler Smith is a financial advisor with Charles Schwab in Morristown, NJ, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Bank of America Corp./Merrill Lynch and American Income Life, as well as two years working at Richard Stockton College of New Jersey, and six years at Anthony's Pizzeria & Grill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

John Perrette is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with Jpmorgan Chase Bank, N.A. since 1998. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting an ESG eligibility framework and broader derivatives and commodities capabilities.

Josephine Scheurer is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and a structured planning process.

Mary Ellen Rund is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as secretary of Progic35 Productions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Kyle O'Bryan is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and implement financial strategies focused on efficiency, income generation, and comprehensive wealth planning. He applies his understanding of capital markets, risk management, and long-term client relationships to create tailored investment plans. Kyle has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors in 2018. Outside of his professional work, Kyle's interests include fitness, golf, running, skiing, and traveling.

Daniel Holdt is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves on multiple nonprofit boards including Birth Haven, the Diocese of Paterson, The ARC of Sussex County, and the Kittatinny Education Foundation. Equitable Advisors serves individual and institutional clients by offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Gregory Yaksta is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2021, following prior roles at Wells Fargo Clearing Services LLC, PNC Investments, and Aeon Funds. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering combined advisory, brokerage, custody, and cash-sweep services. The firm’s model features primarily non-discretionary client relationships supplemented by access to discretionary separately managed accounts and a multi-asset investment approach with centralized operational support.

Michael Boudway is a CFP® with 18 years of industry experience, currently advising at Cetera. His work history includes roles at Securian Financial Services, Minnesota Life Insurance Company, Allied Wealth Partners, and Alpine Wealth Planning LLC, where he is also the owner of an expense management business. He is a member of the Donville Rotary Club, engaging in community outreach activities. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer‑sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi‑manager investment platform with discretionary and non‑discretionary portfolio management, financial planning, and access to third‑party money managers.

Richard Niederhaus is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014 and holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Waxgiser is a financial advisor with Stifel, holding a Series 63 designation and 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he serves as co-executor for his mother’s estate. Stifel serves a diverse client base, including individuals across wealth levels, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Paul Damico is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has worked at Cetera, Allied Wealth Partners, Securian Financial Services, and Mass Mutual in various advisory roles. Outside of his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various specialized program options.

William Pretory is a financial advisor with Cetera Wealth Services LLC, holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. He is also active as Director of Planning at Wealthspring Financial Partners LLC and as a Wealth Management Advisor at Nisivoccia Wealth Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors, providing a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options and investment platforms, including model portfolios, third-party managers, and customized strategies.

Mark Stierman is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the boards of Temple B'Nai Abraham and Jewish Family Services of Central New Jersey. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, providing guidance intended to support client decision-making.

Michael Hazen is a Series 66 licensed advisor with Merrill, based in Succasunna, NJ, and has three years of industry experience. His prior roles include positions at Bank of America, ConnectOne Bank, and Capital One Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.