Howard Parker is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following seven years with Citigroup Global Markets. Outside of his advisory role, he is a singer and songwriter, performing regularly and managing his own music publishing and recording companies, with plans to donate proceeds from a forthcoming album to medical research through a nonprofit he helped found. 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 research, managing approximately $2.74 trillion in client assets.

Gregory Milazzo is a financial advisor with Raymond James & Associates in Florham Park, NJ, holding a Series 66 designation and 28 years of industry experience. His prior firms include Wells Fargo Clearing and Merrill. He serves as acting trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipalities, providing financial planning and advisory services with a range of portfolio management styles and affiliated research.

Melissa Anton is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a gymnastics official for the New Jersey High School Association during the fall high school sports season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Sungmin Park is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing more than 30 years of experience in the financial services industry. He works with affluent families, accomplished professionals, corporate executives, and successful business owners. Sungmin focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals, incorporating planning-based approaches, asset allocation, risk management, and ongoing portfolio reviews. His areas of expertise include college education planning, family wealth management strategies, corporate executive services, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and services for endowments, foundations, and non-profits. Sungmin holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Johns Hopkins University. He is committed to building long-term client relationships grounded in trust, integrity, and quality service. Outside of his professional work, Sungmin enjoys fishing, football, golfing, music, spending time with his family, and traveling. He emphasizes accessibility, knowledge, and experience as core to his client relationships and strives to help clients make informed financial decisions throughout their lives.

Raywattie Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jacob Giannelli is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Cheetah Clean and Dunham's Sporting Goods. Prior to his advisory career, he spent six years at Western Kentucky University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

William Narduzzi is a financial advisor with Cetera, holding the ChFC® designation and over 38 years of industry experience. His career includes roles at Metlife Securities, Mass Mutual Investors Services, and Securian Financial Services. Outside of his advisory work, he serves as a trustee volunteer for St. Johns Roman Catholic Church. Cetera Investment Advisers LLC supports a nationwide network of independent advisors and serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Thomas Thives is a financial advisor at Stifel with 42 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

Cheryl Busacco is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. 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 combines research and analytics with a broad range of brokerage and advisory solutions across more than 14,000 financial advisors.

Lily Domanski is a financial advisor at Morgan Stanley in Morristown, NJ, with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at PNC Wealth Management and PRUCO Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Xueping Crispo is a financial advisor at Merrill with Series 63 and Series 65 credentials and eight years of industry experience. She has been with Merrill and Bank of America since 2009. 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.

Thomas Dartnell is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at firms including Avantax and 1ST Global Advisors. In addition to his advisory role, he is a partner at Nisivoccia LLP, a certified public accounting firm, and is involved as an owner and investor in Wealthspring Financial Partners LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures and custodial relationships.

Matthew Turo is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and having two years of industry experience. His prior roles include positions at Delphi Wealth Management, Northwestern Mutual, and &PARTNERS. He also has experience working in educational settings and a retail business, Upmerch. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Michael Colledge is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1993 and specializes in wealth management, financial planning, and portfolio advisory services. His client focus areas include corporate executive services, divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and individual and corporate investment strategy. Michael holds a Bachelor's Degree in Economics from Dickinson College and has certification in Financial Management from the Donald T. Regan School of Advanced Financial Management. He has also completed specialized executive training programs at the University of Pennsylvania's Wharton School of Business. Michael has been recognized on the Forbes "Best In-State Wealth Advisors" list multiple times, including consecutively from 2019 through 2026. He holds the professional designation of Personal Investment Advisor (PIA) and has been involved with the Villanova University School of Business Finance Department as a member of its Past Advisory Council. Outside of his professional career, Michael is involved with the Lumen Institute. He resides in Denville, New Jersey, with his wife, Alicia, and their two daughters, Victoria and Madeleine. His personal interests include adventure sports, football, golfing, music, singing, spending time with family, and traveling.

Cameron Evans is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and with 15 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Cantor Fitzgerald & Co., DB USA Core Corporation, and Deutsche Bank Securities Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Robert Rooke Jr. is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds a Series 63 designation and has been associated with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory role, he serves as the executor settling his father's estate and is the owner of a support company, Broad Arrow Limited LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses risk profiling and analytical tools to provide tailored, non-discretionary planning and consulting and supports various advisory programs as well as municipal and public finance work.

Anthony Perruso Jr. is a financial advisor with Wells Fargo Clearing in Mountain Lakes, NJ, holding a Series 63 designation and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has maintained a self-employed advisory practice since 1989. Outside of his advisory work, he is an active musician who performs at various venues. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Gioe is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial strategies that reflect their unique goals and aspirations. He has been with Fidelity since 2022, progressing through roles including Central Relationship Manager and Investment Consultant before becoming a Financial Consultant in 2026. Prior to joining Fidelity, Gregory worked as a Financial Advisor at Eagle Strategies LLC and as a Financial Services Professional at Equitable Advisors. Throughout his career, Gregory has focused on helping clients navigate the complexities of financial planning by providing tailored guidance and support. Outside of his professional work, he has interests in bowling, fitness, military service, outdoor adventures, and running.

Benjamin Burklow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2026, he worked for Ameriprise Financial Services, LLC for 20 years. He is president of Burklow & Burklow LLC, a financial planning business focused on operations, staffing, and training. Burklow also serves on the board of directors for the Shiloh Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with notable offerings in municipal advisory and SIMPLE IRA employer consulting services.

Mike Reiss is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He previously worked at Morgan Stanley Wealth Management for 11 years before joining J.P. Morgan in 2023. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer bank deposit and credit products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.