John Dipaolo is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Taylor Brady is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at J.P. Morgan Chase & Co. for six years. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

James Broderick is a CFP® credentialed financial advisor with 13 years of industry experience, currently practicing at LPL Financial. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several smaller firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

John Guerra III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Snipes. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Mckenna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Darwin Noel is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that begin with understanding his clients' financial situations and priorities. Drawing on the investment insights of Merrill and the banking services of Bank of America, he assists clients in managing various aspects of their financial lives. His areas of expertise include legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, and individual and corporate investment strategies. Darwin holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Montclair State University. In addition to his professional work, Darwin is a member of the Tri-State Black Executive Leadership Team and participates in community activities such as the Bloomfield High School Football Alumni Camp and the Boys and Girls Club Newark. His personal interests include baseball, cooking, football, golfing, music, spending time with his family, and watching movies.

Mary Mc Govern is a Series 66-licensed financial advisor at Thrivent Investment Management with 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Wilmington Trust NA, Merrill, and Bank of America. She also worked as a caregiver for two years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan,” while keeping these services separate.

Robert Finkle is a CFP® with 31 years of industry experience and is currently affiliated with Stifel. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Greco is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation 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 delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Robert Bendock is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on family wealth management strategies, liquidity management, and portfolio management services. He works closely with clients to understand their personal perspectives and priorities to create personalized financial plans aimed at achieving long-term goals. Robert holds a Bachelor's Degree from Seton Hall University and maintains the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, and is a member of the professional organization HOLA. His community involvement includes participation with the Center for Great Expectations. Outside of his professional work, Robert enjoys golfing, ice hockey, and music. He values lifelong learning and has a strong interest in math and statistics.

Gerard Raho is a financial advisor with Edward Jones in Mendham, NJ, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-founder of Michael Gerard Designs, a flatware design business, and serves as Vice President of the Mendham Business Association in a largely ceremonial capacity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor and branch network, as well as offering affiliated trust and securities-based lending services.

Christopher Pareres is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher completed his Bachelor's Degree at Saint John's University and also attended a non-accredited certificate program at New York University. His role involves providing financial planning and investment advisory services.

John Grauer is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Merrill, and General Nutrition Center. He serves as Vice President of a Business Networking International chapter in Charlotte, North Carolina. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Brett Albinson is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the LC & Associates team in Florham Park, New Jersey. He partners with individuals and families, ranging from young professionals to executives at publicly traded companies, providing guidance on financial decisions tailored to their unique goals and circumstances. His expertise includes equity compensation strategies, retirement planning, college education planning, and portfolio management. Brett serves as a Senior Portfolio Advisor, managing customized investment strategies and leveraging Merrill model portfolios alongside select third-party investments. Brett holds several professional designations, including Accredited Portfolio Management Advisor (APMA™), Accredited Wealth Management Advisor (AWMA™), and Certified Plan Fiduciary Advisor (CPFA®). He maintains FINRA Series 7 and Series 66 registrations and holds Life and Health Insurance licenses. Brett earned a Bachelor's degree in Economics from Allegheny College, where he was a four-year varsity football team member and remains connected as a registered career mentor. Originally from Bangor, Pennsylvania, Brett resides in Weehawken, New Jersey with his wife, Jessica. Outside of work, he enjoys walking their rescue dog along the Hudson River, golfing, and participating in his local community. He is involved with organizations such as Friends Of Allegheny Football, Morristown Chamber of Commerce, Slate Belt Chamber of Commerce, and supports community initiatives including Toys for Tots.

Sean O'Brien is a financial advisor with Primerica Advisors in Parsippany, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and previously spent nine years with Interstate Container. Outside of his advisory role, he is an independent packaging sales representative and serves as an executor for a client estate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Juliana Trovato is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2021 and was previously with UBS Financial Services from 2012 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Ryan Hynson is a Series 66-licensed advisor with Cetera, bringing four years of industry experience. He has previously worked with Nisivoccia Wealth Advisors and Avantax Investment Services and serves as a partner at Nisivoccia LLP, a tax and accounting firm. Outside of advisory work, he is a committee member of the Sussex County Chamber of Commerce Young Professionals Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Andrew Burkhardt is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. His prior work experience includes roles at PNC, PNC Investments, and CitiBank. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and Corporate Financial Planning agreements.

Daniel Bolio is a financial advisor with Merrill in Succasunna, NJ, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and New York Life Insurance Agents. Before his financial services career, he worked at Titan Specialty Doors for six years. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Smith is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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 models.