Jason Natale is a financial advisor with LPL Financial in Bridgewater, NJ, holding a Series 66 designation and totaling 18 years of industry experience. His career includes roles at M&T Securities and Allied Wealth Partners, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Polina Novozhilova is a CFP®-designated financial advisor at Charles Schwab with two years of industry experience. She has been affiliated with Charles Schwab and Charles Schwab Bank since 2023. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a blend of non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach.

Sean Murray is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2009. He began his career at Fidelity as a Financial Representative, progressing through roles including Investment Representative and Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Analyst at Coventry from 2006 to 2009. Sean works with individuals and their families to assist them in making important financial decisions. His focus areas include retirement and investment planning, with an emphasis on helping clients invest wisely to meet their future needs and goals.

Brent Mccollin is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining LPL Enterprise, he worked for New Jersey Transit for 13 years and is also involved with ESS Education Management & Staffing Solution. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, and brokerage and insurance products through an integrated platform supported by a network of investment adviser representatives.

Richard Taylor is a financial advisor at Merrill with 33 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 13 years. Outside of his advisory work, he is a co-owner of a family rental property in Clifton, New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

James Ferrie is a financial advisor at Stifel with 28 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christina Caban is a financial advisor at Morgan Stanley in Morristown, NJ, with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA for six years. Outside of her advisory role, she is involved in property management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment offerings.

Justin Landolfe is a Financial Advisor at The LE Group at Merrill, where he has been serving clients since January 2023. He collaborates with clients on comprehensive wealth management strategies tailored to their long-term goals. Justin and The LE Group were named to the Forbes | SHOOK Best-in-State Wealth Management Teams list in both 2025 and 2026. He is a member of Merrill Lynch Wealth Management and does not provide legal or tax advice in his role. Justin brings more than 13 years of experience in the financial services industry. He previously worked as an investment analyst for a hedge fund for eight years, gaining expertise in portfolio construction, risk management, and market analysis. Prior to investment management, he held Certified Public Accountant (CPA) designation and worked in accounting and operational roles. His client focus areas include college education planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Justin earned the CERTIFIED FINANCIAL PLANNER4 (CFP4) certification in 2022 and holds a Bachelor's degree in Finance and Accounting from Pace University. He lives in Madison, New Jersey with his wife and two sons. Outside of work, he enjoys skiing, golfing, and playing guitar. Justin is also involved with the Madison Rotary Club.

Joseph Monte is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been associated with Primerica Financial Services since 1998 and PFS Investments, Inc. since 2000. Outside of his advisory role, he owns and operates Get Bullet Proof, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Eric W. Muchmore is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management, where he has been serving clients since 2002. He works closely with individuals and families to provide wealth management and strive for solid investment returns, aiming to help clients achieve financial confidence and freedom to pursue their life callings. Eric holds a Bachelor's degree from Bucknell University, where he graduated cum laude in 1978 and competed as a Division I wrestler for four years. He has been a certified Kingdom Advisor member since 2008, reflecting his commitment to integrating clients' faith and values into financial strategies. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his advisory role, Eric is active in his community in Morristown, New Jersey. He is an active member at Mendham Hills Community Church and serves on the board of Potters House Association International, a non-profit organization based in Guatemala City. Each year, he participates with his family in service trips to support the organization's mission to alleviate multiple forms of poverty.

Seth Finkelstein is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Prior to joining Morgan Stanley in 2025, he worked for nine years at Schroder Investment Management North America Inc. in New York. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Matthew Trzaska is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Guitar Center and Whole Foods Market and studied at Drew University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Laura Strubel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 to deliver tailored financial solutions.

Denise Li Brizzi is a financial advisor with Morgan Stanley in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her career includes tenures at Merrill and Bank of America before joining Morgan Stanley in 2021. She is involved in a family-held business, Libbys Kids LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Eric Levine is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years each at Newton Investment Management and Lord Abbett. Outside of advisory work, Levine serves as an executor of an estate trust in accordance with family directives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions including fee-based planning, portfolio management, and market-making activities.

George Tackett is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 56 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Martin Welzmuller is a CFP® professional with 29 years of experience in the financial industry. He is currently with Stifel, where he has worked since 2023, following seven years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Outside of his advisory role, Welzmuller is active in his community, serving as Vice-Chairman of a charitable fund, President of a local Republican Club, and holding elected and volunteer positions related to education and political committees in Mount Olive, NJ. Stifel serves a broad client base including individuals, institutional investors, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and modeling from its Investment Strategy Group.

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of advisory services, he is involved with PGP Benefits, a general agency focused on health insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Sandra Swain is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2020, following a 14-year tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements with employers.

Daniel Carollo is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through both in-house and third-party managers.