William Murphy is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at firms including Citizens Securities, Cetera, Wells Fargo Clearing, and PNC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Fiona Cullen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles outside of finance, including positions at Java Love Coffee Roasting Company and Park West Tavern. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

David St. Louis is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Scott Mack is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, 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 to provide asset allocation and planning analyses based on forward-looking capital market assumptions.

Andrew Wayne is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, Wayne is involved in multiple private investment ventures and holds ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Courtney Burton is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been advising high net worth clients since 2000. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and has attained FINRA Series 7, 63, 65, 31, 9, and 10 registrations. Additionally, Courtney serves as a Senior Portfolio Advisor within the Firm's Investment Advisory Program. Her expertise covers asset and liability management, tax minimization, income and asset preservation, and tailored strategies for affluent individuals, families, small businesses, and institutions. Courtney focuses on client goals such as retirement income, education planning, executive compensation, and liquidity management. She emphasizes a disciplined, consultative approach to translate clients' financial needs into specific investment objectives. Courtney graduated from the University of Delaware with a Bachelor's degree. She is involved in community activities through Kids School and resides in Westport, Connecticut with her husband and two children. Her personal interests include baseball, reading, spending time with her family, and traveling.

Peter Jackowitz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current position. Outside of his advisory work, he is a co-owner of an investment-related merchant partnership and serves as vice president of a townhouse community association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lisa La Vecchia is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and team leader of LC & Associates in the Morristown office in Florham Park, New Jersey. She leads a multigenerational team that assists families in building, protecting, and transferring their wealth to people and causes important to them. Lisa's approach centers on personalized, comprehensive wealth management strategies tailored to each client's goals. With over 30 years of experience, Lisa has expertise in areas including retirement income, legacy and business succession planning, liquidity management, college education planning, family wealth management strategies, socially responsible and ESG investing, and small business strategies. She draws upon the investment capabilities of Merrill and Bank of America to support clients through financial life transitions such as retirement, inheritance, or business sales. Lisa is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a bachelor's degree from Bucknell University. Lisa is actively involved in her community, serving as Board Chair and Chair of the Financial Development Committee for the Greater Somerset County YMCA and previously serving on the Executive Leadership Committee of the Merrill Lynch Northern NJ Women's Exchange. She has participated in fundraising for AIDS/Lifecycle and Make-A-Wish New Jersey. Outside of work, she enjoys biking, cooking, gardening, golfing, music, reading, spending time with family, watching movies, and practicing yoga.

Adam Greenstein is a financial advisor with LPL Financial in Summit, NJ, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes nearly two decades with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns an S-Corp that collects commissions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Anthony Caruso is a financial advisor with Cetera, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at Securian Financial Services and Minnesota Life Insurance Company for 18 years and has been associated with Allied Wealth Partners since 2014. Outside of advising, he is a partner in a DBA firm and works as an independent real estate contractor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with various program options and access to multiple third-party money managers.

James Nelson is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously been involved with organizations such as the College for Social Innovation and Fathers' UpLift. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities, offering services that include financial planning, discretionary portfolio management, underwriting, and securities lending.

Griffin Phares is a Series 66 licensed financial advisor with UBS Financial Services in Weehawken, NJ, and has been with the firm since 2024. Prior to his advisory role, he held positions at Proper Hospitality and Elite Skills and Performance LLC, as well as experience in the food service and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of investment and capital markets solutions.

Steven Mortelliti is a financial advisor at UBS Financial Services with the Series 66 designation and one year of industry experience. His career includes roles at UBS and GGH Morowitz, as well as time spent as a full-time student and in entrepreneurial ventures such as Gear-Up Paintball. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of solutions including fee-based financial planning, portfolio management, and capital markets services.

John Cesaro is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*Trade Capital Management LLC and E*Trade Securities LLC. He is based in Jersey City, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs 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 planning process supported by advanced modeling tools.

Jake Donnenfeld is a Series 66 licensed financial advisor with UBS Financial Services in Weehawken, NJ, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is a partner in an LLC that manages a family-inherited rental property in Manhattan. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 allocation to tailor advice to clients’ goals and risk tolerances.

Alice Lee is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, focusing on approved funds and strategies.

Ira Bauman is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Raymond James & Associates for 10 years. He also serves as a trustee at an investment-related business. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations through a broad planning menu that includes specialized areas such as business-owner transition and special-needs planning.

Joshua Hidalgo is a Senior Vice President and Private Wealth Advisor at Merrill Private Wealth Management. In this role, he provides wealth and investment management services to high net worth families and institutions in the US and internationally. He is responsible for developing and implementing highly tailored, goal-oriented financial strategies, as well as tracking performance and risk metrics for his team's portfolios. Joshua joined Merrill in 2011 after earning a Bachelor of Business Administration degree in Finance from Florida International University. He is an alumnus and active member of Sponsors for Educational Opportunity, completing the program in 2010 with an internship at J.P. Morgan Private Bank. He holds the Chartered Financial Analyst® (CFA®) designation and additional credentials including Personal Investment Advisor (PIA) and Sports & Entertainment (SE). Based in New York City, Joshua enjoys traveling, golf, football, scuba diving, skiing, and spending time with his family.

Elizabeth Brumbaugh is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 2014. Merrill, along 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.

Victor Rosati Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes eight years at Bank of America, NA and eight years at Wells Fargo Clearing. Outside of his advisory role, he has ownership interest in a merchant partnership through ROSATI GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations, with services spanning retirement, education, risk, and specialized planning areas such as business-owner transition and special-needs analysis.