Michael Neumann is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Outside of finance, he was involved with Coral Sea Fish and Pets LLC from 2015 to 2018. Morgan Stanley Wealth Management delivers a range of advisory services to individuals and institutional clients, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning programs.

Maria Mark is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and several pharmacy-related businesses. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Priyank Rana is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Wells Fargo and Bank of America in various capacities since 2014. Outside of his advisory role, he owns NP Creations LLC, a photography and photobooth business he operates on nights and weekends. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Andrew Barrow is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Citigroup Global Markets from 2004 to 2009, followed by positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. 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 tailored financial planning supported by structured discovery processes and sophisticated modeling tools.

Brandy Rehberger is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS Financial Services since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Duane Perry is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of finance, he works as an ice skating and hockey instructor and coach in Morristown, NJ. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions across a large network of more than 14,000 financial advisors.

Sana Chander is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2018. Prior to her career in finance, she was employed at Home Depot for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Angela Varcadipane is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery conversations and quantitative tools such as Monte Carlo simulations to support its planning process.

Marc Lefurge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and five years of industry experience. He previously spent ten years at The Investment Center Inc. In addition to his advisory role, he is the owner of Lefurge Financial LLC, a marketing business unrelated to investment activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management strategies and platform options.

Eric Hopler is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he teaches a weekly martial arts class in Randolph, NJ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Carl Klech Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 1991. Outside of his advisory role, he serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering customized financial planning and a broad range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

John Stokes III is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 66 designation and 22 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he serves as an event coordinator for the Lebanon Township Recreation Committee and is a member of the Lebanon Township Board of Education. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers tailored investment strategies using in-house and third-party managers, with integrated capital markets and alternative investment capabilities.

Patrick Morris is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2009. Outside of his advisory work, he owns and operates RIMO Enterprises, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, using Wells Fargo research and tools to develop tailored recommendations. The firm offers a broad planning menu for clients meeting certain net-worth criteria, including specialized services like business-owner transition planning and sports and entertainment planning.

Andrew Boles is a CFP® with 33 years of industry experience, all of which has been at Edward D. Jones & Co., L.P., where he has worked since 1992. He holds a Series 63 license and is based in Madison, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Locke is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for ten years. 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 various advisory programs with tailored investment strategies, leveraging both in-house and third-party managers.

Patsy Chianca is a financial advisor with Charles Schwab, holding CFP®, Series 63, and Series 65 credentials and bringing 28 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Joseph Rumore is a Series 66-registered financial advisor with Morgan Stanley, based in Morristown, NJ, and has 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client outcomes.

Matthew Miller is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and its affiliates since 2002, as well as at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment committee estimates in its structured financial planning process.

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at AXA Advisors, LLC, Hartshorne Group, and BCG Securities, Inc. Outside of his advisory role, he is employed part-time as a meat slicer at Stop and Shop. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Antonio Carollo is a Financial Consultant at Fidelity Investments, where he provides ongoing financial guidance tailored to clients' evolving needs. He takes a holistic approach to financial planning, developing strategies that align with clients' unique goals and circumstances. Antonio aims to be a consistent and trusted resource, helping clients navigate the complexities of their financial lives with clarity and confidence. Antonio has held several roles at Fidelity Investments, including Financial Representative from 2022 to 2024 and Investment Consultant from 2024 to 2025, prior to his current position. Through these roles, he has gained experience in investment consulting and financial planning. Outside of his professional work, Antonio has personal interests that include cars, fitness, food, golf, movies, and music.