Susan Dente is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2020, following four years at Insight Private Advisors. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a centralized consulting team and delivers a broad range of advisory, brokerage, and insurance solutions.

Richard Peterson is a Series 66-credentialed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise in 2025, he was self-employed and spent ten years working at Delbarton School. He also works as an independent private tutor. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Michael Persche is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its financial planning services.

Jonathan Posner is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Morgan Stanley since 2009 and previously at Citigroup Global Markets starting in 1995. Outside of advisory roles, he serves as an executor for estate administration in Livingston, New Jersey. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that includes scenario modeling and various investment offerings, acting primarily in an advisory capacity.

Ananda Smith is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Soul Cycle and studied at George Washington University and Marymount High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured discovery and proprietary tools to develop tailored plans, managing approximately $2.74 trillion in client assets.

Michael Burns is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2013. Outside of his advisory work, he holds ownership interests in two bars located in North Carolina. 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 and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jordan Roberts is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Garnett Station Partners, Mobilize Capital Partners, and Ardian US, as well as Deloitte & Touche. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with services offered both directly and through corporate agreements.

Michael Pirrello is a CFP® with 32 years of industry experience, currently affiliated with Raymond James Financial in Morristown, NJ. He has worked at firms including Ameriprise Financial Services and Concurrent Advisors, and he is a 50% partner in Mill Ridge Wealth Management, LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad range of clients, including individuals, high-net-worth clients, and institutional investors, using tailored planning tools and non-discretionary advisory programs.

Thomas Zinckgraf is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and Series 65 licenses with 45 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

James Angiuli is a CFP® with 28 years of experience in the financial services industry. He is currently with LPL Financial, having joined in 2024, and previously worked at Wells Fargo Advisors and Fidelity in various advisory roles. Outside of his advisory work, he is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Robin Catanio is a financial advisor with Ameriprise in Flemington, NJ, holding a Series 66 designation and having 21 years of industry experience. His career includes six years at Merrill and multiple roles within Ameriprise since 2018. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning within a large institutional framework that also offers advisory, brokerage, and insurance solutions.

Thomas Smedley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved in property rental in Manville, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment models.

Michael Ganley is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015. 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 customized financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Roettger is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide 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 offers both direct and corporate financial planning services.

Michael Graziano is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, he worked for UBS Financial Services for 12 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process with firm-approved tools and modeling techniques.

Jack Leloia is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His work history includes multiple roles at Fidelity Investments and prior involvement with Dynamic Earth LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Curtis White is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he is involved with L&J Operations LLC as a registered team member. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients holding assets in Ameriprise-managed accounts.

Jack Riley is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he co-owns a beach home in Rehoboth Beach, Delaware. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with research from its Chief Investment Office and Global Research teams to tailor client plans. The firm provides a range of services including portfolio management, financial planning, and capital markets activities, operating as both an investment adviser and broker-dealer.

Rocco Domicolo is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Ameriprise Financial Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Alan Jacobson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing a seasonal weekly rental property in Holgate, New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and methodologies.