Brandon Chiappetta is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Vestmark Advisory Solutions, Royal Alliance, and Merrill. Outside of financial advising, he has been involved in an electrical contracting business, Ace Electric Services, in a support role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joseph Maglaque is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, R. Seelaus & Co., LLC, and Stifel Nicolaus & Co. Inc. since 2012 before joining Stifel in 2021. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and model allocations designed to support client decisions.

Donald Ruggieri is a financial advisor with Wells Fargo Clearing in Florham Park, NJ, holding a Series 63 license and over 51 years of industry experience. He previously worked at Prudential Equity Group, LLC, and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for his mother's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute along with third-party data to inform its investment strategies.

Michele Cestone is a financial advisor at RBC Capital Markets with a Series 66 credential. Michele has recently entered the industry, having worked previously at Morgan Stanley and spent several years as a student. Outside of finance, Michele works as a caddie at Hamilton Farm Golf Club, providing on-course advice and customer service to golfers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

William Ryan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His career includes roles at Merrill, Morgan Stanley Wealth Management, Morgan Stanley Private Bank, and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved in real estate ownership as a partner in multiple properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research to develop model allocations, with capabilities that include derivative and commodities expertise.

Emily Pistone is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and one year of industry experience. Her prior roles include positions at UBS Financial Services, Signature Bank, JPMorgan Chase, and TD Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, including discretionary and non-discretionary retirement plan services supported by research from the Wells Fargo Investment Institute.

Kathryn Mantell is a financial advisor at Cetera with 24 years of industry experience. She holds a Series 66 designation and has previously worked with Avantax and 1ST Global Advisors. Outside of her advisory role, Mantell serves on the executive board and as treasurer for local Boy Scouts of America councils and is treasurer of the Randolph Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform to individuals, retirement plans, corporations, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Douglas Collins is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked with Avantax Investment Services and 1st Global Advisors, among other firms. Collins is a partner at Nisivoccia & Company, LLP and serves on several nonprofit and advisory boards, including the Deacon Family Foundation and the House of the Good Shepherd. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and provides access to third-party money managers through both discretionary and non-discretionary programs.

Clifford Virgin III is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and over 38 years of industry experience. His career includes positions at UBS Financial Services and City National Bank. He serves as treasurer for Friends of Montclair NJ Baseball and is a board member of The 100 Club of Montclair New Jersey, an organization supporting families of fallen public safety personnel. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering customized advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and provides integrated capital markets capabilities.

Mark Dzamba is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise since 2007 in various capacities. His other business activities include fiduciary services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Tomko is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Equitable Advisors in 2021, he worked at National Securities Corp from 2014 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Scott Hunter is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with high net worth individuals and families, offering long-term partnership to help steward wealth, navigate complex financial situations, and support client priorities over time. His approach focuses on building enduring relationships, applying comprehensive strategies that consider markets, risk, taxes, legacy, and family dynamics. Scott's role encompasses financial and cash flow strategy creation, portfolio construction and management, and guiding clients through significant financial decisions. Scott began his financial advisory career in 2001 after graduating from Rutgers University. He has worked at firms including Tucker Anthony and UBS prior to joining Merrill Lynch in 2008. He holds several professional designations including Certified Private Wealth Advisor (CPWA®), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also registered for Series 7 and 66 and holds a life insurance license. Outside his professional work, Scott lives in Morris County, New Jersey, with his wife and three children. He enjoys coaching youth sports, cooking, and volunteers as a CrossFit® Level 1 coach. He is involved in his local community through volunteer leadership and staff roles for Habitat for Humanity and the Park Youth Lacrosse Program.

Keith Schoch is a financial advisor with Equitable Advisors in Morristown, NJ. He holds Series 65 and Series 66 licenses and has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Schoch has been with Equitable Advisors since 2005. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Robert Haderer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 1994 and specializes in wealth management and individualized portfolio development. As a Portfolio Manager, he manages his own Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus encompasses family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's Degree in Commerce and Finance from Villanova University School of Business and is designated as a Personal Investment Advisor (PIA). His approach to managing wealth is centered on understanding each client's complete financial picture to develop flexible and personalized financial strategies that align with their long-term goals. In addition to his professional responsibilities, Robert participates in community service by volunteering with local organizations, reflecting the Merrill tradition of community involvement.

Erin Burke is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 14 years of industry experience. She previously worked at Lord Abbett from 2015 to 2018 before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Don Giovanello Jr. is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Morristown Wealth Management. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Robert Mrozek is a Planning Consultant at Fidelity Investments, where he collaborates with clients at various stages of their financial lives. He aims to help each client work toward their individual financial objectives by creating customized financial planning experiences. Robert has worked in the financial services industry since 2020. Prior to his current role, he was a Retirement Specialist at PGIM from 2022 to 2025, a Client Relationship Specialist at Charles Schwab from 2021 to 2022, and a Financial Services Representative at Merrill Edge from 2020 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Robert has interests in baseball, beach activities, cooking and baking, football, and traveling.

Kevin Lanahan is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signator Investors, Inc. for 22 years prior to joining OSAIC in 2018. He serves as a board trustee for the Mendham Area Senior Housing nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of investment programs through a multi-advisor platform and maintains a complex affiliate network and private-equity ownership.

Chris Ann Kavanagh is a financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Wells Fargo Advisors for six years before joining Morgan Stanley in 2022. Outside of her advisory role, she is involved in sales and marketing for Rodan & Fields, an online retail business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Charles Levine is a financial advisor with UBS Financial Services in Florham Park, New Jersey, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.