Michael Tarashuk is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. He also operates as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various third-party managers through multiple program structures and custodial relationships.

Walter Munoz is a financial advisor with LPL Financial in Green Village, NJ. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to his current role, he worked for Private Advisor Group, LLC from 2011 to 2020. Outside of his advisory duties, Munoz is involved in Medicare benefits sales as an independent sales producer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Alan Perlberg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Perlberg has served as a notary public and has acted as a financial advisor and executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor client strategies.

Andrew Kimm is a financial advisor with UBS Financial Services in Chatham, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he pursues photography as a hobby and has attempted to sell his work through a personal website. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Andrew Slotnick is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Goldman Sachs & Co. LLC and JetBlue Airways Corporation. 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.

Stephen Murray is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of his financial career, he plays guitar and sings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Anthony Lewis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. His prior positions include roles at Morgan Stanley and Stifel. Outside of finance, he has been involved with the Manhattan Exercise Company, LLC for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Collin Moran is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securian Financial Services Inc and Allied Wealth Partners. Outside of financial advising, he also works as an independent contractor for Instacart. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with both discretionary and non-discretionary program options.

Lindsey Kohler is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2019 and held prior positions at Summit Financial, Purshe Kaplan Sterling Investments, and several Summit-affiliated firms from 2016 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced planning tools, supporting clients with both direct and corporate financial planning services.

David Wright is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 10 years before joining LPL Financial in 2022. Wright also serves as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and technologies including machine learning.

Ellen Ficacci is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at RBC Capital Markets for 11 years. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Robert Lewit Jr. is a CFP® professional with 39 years of industry experience, currently advising clients at Stifel since 2007. Based in Morristown, NJ, he holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation methodologies developed by its Investment Strategy Group.

Ana Freay is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TD Bank and ULTA Salon Cosmetic Fragrance, Inc. before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset‑allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Warren Gisser is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at City National Bank since 2016 and has been with RBC Capital Markets LLC since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Nicolas Zolofra is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, he is developing his expertise in financial planning and wealth management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, reflecting his focus on retirement planning strategies. Nicolas earned his Bachelor's Degree from The College of New Jersey. He is building his career in financial advisory services with a foundation in retirement planning credentials and a formal education background.

Mary Emson is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having started her career at Citigroup Global Markets in 1996. Emson is involved in family estate and investment planning through ownership and part ownership of entities focused on these areas, and she serves on the advisory board of Next Chapter, a finance-related organization. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its advisory process.

Andrew Allen is a Wealth Management Advisor with Merrill Lynch Wealth Management in Morristown, New Jersey. He began his career in wealth management at Merrill in 1994 and is a founding partner of The Harbor Group, a team dedicated to serving the complex financial needs of high-net-worth individuals, family offices, and foundations. Andrew also serves on the Board of Managers and the Investment Committee of Dillon Trust Company, a single-family, private trust company. Andrew’s expertise includes managing proprietary model portfolios and tailoring investment strategies to meet clients’ specific needs and goals. His approach incorporates an understanding of family dynamics into wealth strategy, allowing the team to adapt to market changes, price volatility, global events, and changes in clients’ personal circumstances. He holds a Bachelor’s degree from Rollins College and the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the College for Financial Planning. Beyond his professional work, Andrew has a family background in the wine business, with his family’s company owning several notable vineyards and a Michelin-starred restaurant in Paris. He is involved in philanthropy as a director of two charitable foundations—the Allen Family Foundation and the Clarence and Anne Dillon Dunwalke Trust—and serves on the Board of Trustees at Berkshire School, his alma mater. He has also held board positions with other charitable and educational organizations.

Lawrence Forlenza is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He also operates Morristown Wealth Management as a DBA for his LPL business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Katherine Danbury is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Nicholas Pascarella and Co, Cetera Advisors, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.