Alexandra Bock is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors, Weichert Realtors, and the Harvest Restaurant Group Roots Steakhouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and provides planning based on structured discovery and firm-approved tools.

Steven Coury is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has previously worked at PNC Bank and Fairleigh Dickinson University. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through tailored strategies and firm-approved planning tools.

Steven Gottlieb is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market outlook models.

Roger Francis is a CFP® professional affiliated with LPL Financial, with 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 17 years before joining LPL Financial in 2023. Francis operates Francis Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Jordan Kizmann is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Prior to his finance career, he was involved in political and nonprofit roles, including positions with the Office of the Governor of New Jersey and Wisconsin Youth Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning, employing structured discovery processes and proprietary planning tools, and manages approximately $2.74 trillion in client assets.

Michael Lieberman is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Morgan Stanley Private Bank from 2015 to 2020. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses and guidance designed to assist clients in making their own investment decisions.

Christianne Erickson is a financial advisor with LPL Financial in Sparta, NJ, holding a Series 66 designation and bringing three years of industry experience. She has worked with LPL Financial since 2019 and previously was associated with CKW Wealth Management and TeleSearch Staffing Solutions. Erickson is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Souksay is a Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on helping clients navigate their financial goals by understanding their priorities and providing ongoing reviews, education, and guidance as financial circumstances evolve. His approach emphasizes supporting clients and their families through practical and informed financial planning. Nicholas has accumulated extensive experience in the financial services industry. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2021 to 2023. His earlier positions include Assistant Vice President and Financial Solutions Advisor at Merrill from 2019 to 2021, Financial Solutions Advisor at Merrill Edge from 2017 to 2019, and Financial Solutions Consultant at Merrill Edge from 2015 to 2017. This progression reflects his sustained involvement in financial advising and planning. Additional details regarding Nicholas's education, credentials, personal interests, or community involvement have not been provided.

Mark Ciccarelli is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. He holds the Series 66 designation. 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, including financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Raymond Sarinelli is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the owner of Wealthspring Financial Partners LLC, an acquisition vehicle for various financial services and tax practices. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over 10,000 advisors managing more than $256 billion in assets.

Albert Seraydar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked with various entities within the JPMorgan Chase organization since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a broad range of products, including security-based swaps and futures.

Jeffrey Schwartz is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers services through both direct and corporate financial planning agreements.

Paul Onorati is a financial advisor with Stifel in Morristown, NJ. He holds the Series 66 designation and has been with Stifel since 2025. Prior to entering the financial industry, he spent five years working at Onorati Construction Co., Inc. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Meredith Wright is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with LPL Financial and has prior experience at Ameriprise Financial Services and UBS Financial Services. Wright also operates Wright Wealth Management, LLC, which aligns with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

David Emson is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley since 2017 and a prior position with The Rock Creek Group. Outside of his advisory duties, he serves as a trustee or co-trustee for a trust in Scotch Plains, New Jersey. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that incorporates firm-approved tools and methodologies.

Matthew Graziano is a financial advisor with Morgan Stanley in Morristown, NJ. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley in 2022, his work history includes roles at Family First Life, Northwestern Mutual, and several other companies across different industries. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Julianne Rose is a financial advisor at Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked at Rockefeller Financial LLC and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Michael Petrucelli is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and operates alongside affiliated trust companies and banks.

Ryan Stolz is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. He has worked at Morgan Stanley and J.P. Morgan Chase Bank. Stolz is based in Morristown, NJ. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary programs supported by a centralized due-diligence framework.

Daniel Pontonio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Morgan Stanley for nine years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. 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.