Andrew Turner is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 and at City National Bank beginning in 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Neal Teicher is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management provides a wide 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 offers services both directly and through corporate financial planning agreements.

Jerry Azzollini is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining RBC in 2024, he worked six years at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. from 2018 to 2024, along with earlier roles at JPP INC., EDR Trust, and J and P Paint Contractors. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies through various wrap fee advisory programs. The firm combines in-house and third-party investment management with integrated capital markets capabilities and a range of portfolio administration options.

Steven Bredahl is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include work at Reverse Mortgage Funding LLC and Katahdin Realty Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer activities.

Adam Dorfman is a Series 66 licensed financial advisor with Wells Fargo Advisors in Denville, NJ, where he has worked since 2014, totaling 11 years of industry experience. Outside of his advisory role, he coaches high school fencing in Randolph, NJ. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients, providing a wide range of investment and financial planning services tailored to clients meeting specific net-worth criteria.

Dennis Gerkhardt is a CFP® professional with 32 years of experience in the financial industry. He currently works at LPL Financial, joining in 2025 after previously serving at IC Advisory Services, Inc. and The Investment Center, Inc. Outside of his advisory work, he is involved in farming through Shady Pond Farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Tyler Hugo is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. His background includes roles at Morgan Stanley Private Bank, PriceWaterhouseCoopers, and UBS, as well as multiple positions at Lehigh University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and financial planning services.

Alexandra Badaracco is Vice President and Financial Consultant at Fidelity Investments. She has been with Fidelity since 2015, progressing through roles as Investment Consultant, Financial Consultant, and currently serving as Vice President, Financial Consultant. Alexandra works with a diverse range of clients across all phases of their financial lives. Her approach is centered on helping each client work toward their individual financial objectives through a customized experience. She focuses on assisting Fidelity's clients in making informed investment decisions. Further details about Alexandra's education, credentials, personal interests, or community involvement were not provided.

Christopher Hasselgren is a financial advisor with MassMutual Investors Services in Madison, NJ, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes 12 years at METLIFE Securities Inc and ongoing roles with MassMutual and its affiliated firm. He is also a partner involved in life, health, and property and casualty insurance sales through two related business ventures. MassMutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of specialized planning programs, including divorce and employer-sponsored planning.

John Acosta is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked at RBC Capital Markets since 2013 and is currently affiliated with City National Bank. Outside of his advisory role, Acosta serves as an on-ice official consultant for USA Hockey and is the owner and active blogger of a travel blog called Jack-N-Jill Adventures. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customizable investment strategies implemented through internal and third-party managers, alongside features such as tax management, responsible-investing options, and integrated financial services.

Sean Flavin is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work experience at Denville Automotive for ten years. Since 2024, he has also been involved with Pascarella Wealth Partners LLC in a financial services capacity. Cetera Investment Advisers LLC is an SEC-registered adviser 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 access to various portfolio management strategies, utilizing both discretionary and non-discretionary authorities.

Kayleigh Gensheimer is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and seven years of industry experience. She has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. In addition, she serves as an assistant to Jeffrey Valle at Falcon Financial. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, leveraging multiple asset managers and offering both advisory and brokerage services.

Teresa Sousa is a financial advisor with Merrill in Florham Park, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2009. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dane Brown is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1998. Brown also has extensive experience as a group health insurance broker dating back to 1993. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Matthew Engelau is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves on the Hackettstown Town Council and is actively involved in local governance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management and various model portfolios supported by in-house and third-party research.

Joseph Smith is a CFP® with 42 years of experience in the financial services industry. He has worked with LPL Financial since 2020 and previously spent 11 years at Sagepoint Financial, Inc. Outside of his advisory role, he is a paid employee at Russo & Associates, where he audits municipal payroll records. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting with access to model portfolios, third-party research, and various technology-driven strategies.

Jody D'Agostini is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Equitable Advisors since 2005, following prior experience at Axa Advisors and a lengthy tenure associated with Robert J. D'Agostini, Jr., M.D. Outside of her advisory role, she is involved in nonprofit leadership, including serving as President and Chairman of the Board for Community in Crisis and the Somerset Hills YMCA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client plans and both discretionary and non-discretionary asset management.

Jason Brelinsky is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He also serves as a soccer coach for the West Orange United Soccer Club during non-securities hours for part of the year. Morgan Stanley Wealth Management offers a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored planning programs supported by firm-approved tools and research.

Aaron Freedman is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at RBC Capital Markets and previously spent eight years at Janney Montgomery Scott. Outside of his advisory role, he assists with management tasks for rental properties owned with his spouse. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles, utilizing both in-house and third-party managers.

Craig Eckenthal is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is affiliated with CE STRAND LLC, a company formed to manage his interest in a previously disclosed real estate partnership. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.