Sean Conley is a financial advisor at Morgan Stanley with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and firm-approved tools.

Patricia Sadowski is a Series 66-licensed financial advisor with 21 years of industry experience. She has been with Merrill and Bank of America since 2009. Outside of her advisory role, she serves as an executor for her parents' estate. 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 investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katie Killeen is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Wells Fargo's Watchung Wealth Management. Outside of finance, she has experience working at Driftwood Coffee Shop and in educational roles at Ridge High School and William Annin Middle School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

Patrick Brutzman is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Northfield Country Club and Popolari. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and discretionary management services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Kelly is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His career includes prior roles at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor strategies to client goals. The firm integrates institutional trading capabilities with wealth management services, offering unique market-making and underwriting activities alongside comprehensive financial planning.

Michael Scaraggi is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and employs a broad investment platform including relationships with private funds and structured-product activities.

Allen Wilson is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing, STIFEL, Ryan Beck & Co., and J. B. Hanauer & Co. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers to provide comprehensive portfolio management and financial planning services.

Alease Chabrak is a financial advisor at Morgan Stanley in Morristown, NJ, with 31 years of industry experience. She has been with Morgan Stanley since 2012 and holds Series 63, Series 65, and Series 66 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research, and manages approximately $2.74 trillion in client assets.

Darren Marcantuone is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management. He has been helping clients navigate their financial lives since 1996 and joined Merrill Lynch in August 2006. In his role, Darren works closely with clients to pursue their goals through personalized investment strategies, designing and managing customized portfolios from both Merrill-managed solutions and third-party investment options. When appropriate, he manages these strategies on a discretionary basis through the firm's Investment Advisory Program. Darren holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Plan Fiduciary Advisor® (CPFA®) designation. He earned his Bachelor of Science in Business Administration from Fairleigh Dickinson University in Florham Park, New Jersey, with a minor in Entrepreneurial Studies. He is experienced in working with individuals and families during financial transitions, assisting with retirement planning, legacy considerations, and collaborating with estate planning attorneys to align financial strategies with long-term goals. Outside of his professional work, Darren lives in New Providence, New Jersey, with his wife, Diana, their sons Jason and Ethan, and their family pet, Percy. His personal interests include cooking, fishing, gardening, golfing, photography, pickleball, softball, and spending time with his family.

Glen Mulligan is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors since 2018. Outside of his advisory role, Mulligan teaches music in Chatham, NJ. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers investment advice through a network of representatives and third-party asset managers, focusing on matching clients to suitable program models and discretionary managers.

Dianne Zhilitsky is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Morgan Stanley since 2009 and previously spent seven years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Kelsey Leighton is a financial advisor at Morgan Stanley with one year of industry experience. Before joining Morgan Stanley, Leighton worked at Fidelity Investments and Montis Financial. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research from its Global Investment Committee.

Michael Fisher is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2003. In his role, he manages the investment side of the business by implementing the wealth management process, analyzing client accounts, conducting investment manager reviews, and preparing customized proposals and portfolio reviews. Michael provides traditional financial advice and guidance, helping clients pursue their investment objectives through a variety of Merrill or approved third-party investment strategies, funds, and portfolios. His areas of expertise include equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Michael holds FINRA Series 7 and 66 registrations, Life and Health insurance licenses, and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in marketing management from the Pamplin School of Business at Virginia Polytechnic Institute and State University. Michael lives in Brielle, New Jersey, with his wife Stephanie and their two children, Mason and Kyra. Outside of work, he enjoys adventure sports such as surfing, snowboarding, skiing, hiking, and fishing, as well as spending time boating and traveling. He is involved in community activities through his volunteer work with the Surfrider Foundation, a nonprofit dedicated to protecting oceans, waves, and beaches.

Zamira Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to help clients pursue their long-term financial goals. She works closely with families, professionals, and small business owners, collaborating with other trusted professionals such as attorneys and accountants to provide a comprehensive view of each client's financial situation. Her approach emphasizes customized solutions that go beyond portfolio management to include wealth transfer and estate planning. With over 15 years of experience in the finance industry, Zamira holds a bachelor's degree in Finance from Fairleigh Dickinson University. She maintains a range of securities registrations through FINRA, including Series 7, 9, 10, 63, and 65, as well as multiple insurance licenses such as Life, Accident and Health, Variable Life, Variable Annuity, Property and Casualty, and certification in Long Term Care. Her background also includes experience in human resources and accounting, and she is well-versed in Medicare, assisting clients in navigating related complexities. Zamira holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional career, Zamira lives in Randolph, NJ with her husband David and their two children. She spends her free time gardening, running for charitable causes, volunteering in her children's activities, hiking, skiing, enjoying music, and traveling. Fluent in both English and Spanish, Zamira brings a broad perspective to her client relationships.

David Comito is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. He joined Merrill in 2005 after a career as an attorney specializing in environmental compliance and litigation. David holds the designations of Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS). He works closely with clients and their families to develop customized wealth strategies that focus on long-term goals. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. David emphasizes a relationship-driven approach, prioritizing client engagement, transparent communication, and multi-generational wealth strategies. He collaborates with attorneys, accountants, and other professionals to provide fully integrated financial solutions. David earned a Bachelor of Arts degree in Political Science from the University of Michigan and a Juris Doctor degree from The American University–Washington College of Law. Outside of his professional work, he enjoys baseball, basketball, fishing, football, music, spending time with his family, and traveling.

Lawrence Oconnor III is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the O'Connor Owens Group. He has been working in wealth management since joining Merrill Lynch in 1975, with additional experience at PaineWebber (now UBS) before returning to Merrill Lynch in 2009. Over his career, Lawrence has held several leadership roles including Producing Manager and Branch Manager, enabling him to understand evolving opportunities in investing, wealth transfer, and charitable giving for families and their heirs. Lawrence's expertise includes coordinating with elder care attorneys, assisting clients with living arrangements, and supporting a diverse clientele such as business owners, financial professionals, physicians, retirees, and foundations. His approach involves exploring client goals and risk comfort to align investment and spending strategies, often collaborating closely with clients' accountants. He is a qualified Portfolio Advisor and Personal Investment Advisor (PIA), capable of recommending individual or combined Merrill Lynch or approved third-party investment strategies. Lawrence holds a Bachelor's Degree in Marketing with a minor in Finance from Fairleigh Dickinson University and an Associate's Degree from Tulane University. He has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in multiple years. His long-standing client relationships reflect his commitment to serving people beyond portfolios.

Oliver Kearns is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at JEB Capital Partners and Stake, as well as involvement in political operations for a congressional campaign. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by the firm’s structured process and planning tools.

Scott Buchanan is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior work includes serving in the United States Army on active duty from 2014 to 2022 and a brief tenure at Summit Financial LLC in 2022. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Matthew Langan is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Douglas Sheroff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a client-focused approach to help individuals and families understand their current financial situation, define their future goals, and develop efficient strategies to achieve those objectives. His practice emphasizes the importance of personalized financial planning tailored to each client's unique needs and aspirations. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Douglas earned his Bachelor's degree from Quinnipiac University, where he studied Entrepreneurship and Small Business Management. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Outside of his professional life, Douglas is active in his local community, participating in the Chamber of Commerce and supporting organizations such as the Intrepid Fallen Heroes Fund and Musconetcong Lodge #42 F&AM. His personal interests include adventure sports, boating, cooking, golfing, skiing, and traveling.