Loren Huether is a financial advisor at Morgan Stanley in Morristown, NJ, with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers tailored solutions through its Financial Advisors and Estate Planning Strategies Group.

Dennis Collins Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and 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 supported by proprietary investment analysis and allocation methodologies.

Anthony Barbera Jr. is a CFP® with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. He previously worked at National Planning Corporation from 2012 to 2017 and has been a partner at Barbera & Barbera CPA since 1990. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, combining scale with a diverse suite of financial and operational tools.

Matthew Zhilitsky is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 planning process utilizes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Brandon Dees is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Andrew Dreisiger is a financial advisor at Wells Fargo Advisors in Chatham, NJ, with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Barclays Capital Inc. and Wells Fargo Clearing. Outside of advisory work, he owns and operates MAXPENN, an S corporation focused on financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through brokerage or advisory programs.

Jordan Trunk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a research-driven advisory process supported by centralized due diligence and offers capabilities in derivatives and commodities through specialized regulatory registrations.

Peter Paladino is a CFP® and ChFC® with 34 years of experience in financial services. He is currently with Cetera, having joined in 2023, and has held roles at Allied Wealth Partners and Securian Financial Services among others. Outside of advisory work, he serves as president of a company focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers, supporting discretionary and non-discretionary investment strategies.

Matthew Riskin is a financial advisor at OSAIC with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Equitable Advisors, Virtu Financial, and Limekiln Real Estate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Lorie Rios is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2012. She also operates a DBA under Diversified Financial Consultants, LLC in Whippany, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Knorr is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is the sole proprietor of a Wendy's franchise through SKS WEN LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Peter Seminara is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2012, including the Morgan Stanley Private Bank since 2015. Outside of his advisory work, he is involved in various private investments and business ventures, including ownership of a Wendy’s franchise and partnerships in companies related to retail, manufacturing, and private equity. He also serves on the Finance Committee of the Ramapo College Foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process while generally acting in an advisory capacity.

Matthew Carver is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Dynics, Inc and Paritas Capital Management, as well as time as a student at Ohio State University. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory services through Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Marnie Maclaren is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith Inc since 2000. In addition to her advisory role, Maclaren serves as a voting member of the Florida Securities Dealers Association and participates on one of its committees. 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 plans, corporations, and charitable organizations.

Derek Popp is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank. He is also the founder of Parker Lawrence LLC, a business consulting firm that he maintains but does not actively manage. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Stephan Rothe is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities since 2013. Prior to that, he worked at Merrill from 2005 to 2013. He is also employed by JPMorgan Chase Bank, which allows him to offer a range of bank products including deposit and credit services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities through various affiliations.

Catherine D'agati is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following a 27-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Lindsey Healy is a Financial Advisor at Merrill Lynch Wealth Management who joined The Heim Group in 2022. She has a background in operations, having worked as a Merrill Operations Analyst where she was responsible for approving and monitoring money movement requests, coordinating with advisors and clients, and training new team members. Lindsey focuses on working directly with clients and their families, assisting with transactional, administrative, and account needs while serving as a liaison with specialists throughout the firm. She specializes in areas including family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. Lindsey holds a Bachelor's Degree in Finance from Manhattan College and has earned professional designations such as Certified Financial Planner (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of her professional role, Lindsey's interests include adventure sports, cooking, football, golfing, skiing, soccer, spending time with her family, traveling, watching movies, and yoga. She resides in Vernon, New Jersey.

Christopher Lutz is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley and its affiliates since 2008. Outside of his advisory role, he serves as a board member of the Madison Recreation Advisory Committee in Madison, New Jersey. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and modeling techniques while offering various investment products and strategies.

Anthony Farina is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad 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 provides both direct and corporate financial planning services.