Bryan Weiner is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and integrates both in-house and third-party managers to deliver tailored portfolio management and financial planning services.

Giovanni Duran is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 28 years of industry experience. He previously worked at Morgan Stanley for 11 years before joining Raymond James in 2019. Outside of his advisory role, Duran owns two support companies, Duran Wealth Management, LLC and IronRidge Wealth Management Group LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm provides tailored, non-discretionary financial planning and investment consulting supported by analytical tools, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA employer advisory services.

David Petrie is a CFA® charterholder affiliated with Stifel in Morristown, NJ, with 36 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michele Hakes is a financial advisor with Mass Mutual Investors Services in Morristown, NJ, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent seven years with MetLife Securities. In addition to her advisory role, she is involved in property and casualty, health, and group health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning supported by firm-approved analytical tools.

Zhicheng Xin is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, following six years at the New York Compensation Insurance Rating Board. Xin holds a Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client outcomes.

John Shaw III is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1998, concurrently serving with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Frank is a CFP®-certified financial advisor with Raymond James & Associates, bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing for three years before joining Raymond James in 2019. Outside of advising, he is a silent partner in a sugaring business owned by his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research, multiple portfolio management styles, and municipal advisory services.

David Xi is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 25 years of industry experience, including prior roles at Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Summit Equities, Inc. In addition to his advisory work, he is involved in outside insurance sales and owns Bethel Wealth Guardians LLC, which markets MassMutual and affiliated products. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing planning relationships and offers a variety of programs, including estate settlement and employer-sponsored planning.

Margaret Hill is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Bank of America, N.A. for nine years before joining Wells Fargo Advisors in 2018. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products through a large network of financial advisors.

Christopher Sceusa is Vice President and Wealth Planner at Fidelity Investments, where he has been serving since 2025. In this role, he focuses on understanding the priorities of his clients and their families to co-create and implement personalized financial plans aimed at achieving both current and future goals. Christopher emphasizes simplifying complex financial matters to help clients make informed decisions. He has accumulated experience in the financial services industry across various roles, including Financial Consultant at Fidelity Investments from 2021 to 2025, Support Advisor at Coastal Bridge Advisors from 2018 to 2021, Financial Advisor at Merrill Lynch from 2017 to 2018, Wealth Management Professional at Goldman Sachs & Co. from 2015 to 2017, and Banker at J.P. Morgan, Chase & Co. from 2013 to 2015. Christopher lives in New Jersey with his wife and their puppy. He is an avid golf enthusiast.

Kyle Orr is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides traditional financial advice and guidance, leveraging his experience to assist clients in pursuing their objectives through building and managing custom investment strategies. He utilizes a wide range of Merrill model portfolios and third-party investment strategies, and when servicing clients through the firm's Investment Advisory Program, he may manage these strategies on a discretionary basis. Before joining Merrill Lynch Wealth Management in 2007, Kyle worked for 16 years in the publishing industry focusing on business and audience development. He holds a Bachelor of Science degree from Clemson University and carries the Personal Investment Advisor (PIA) designation. His client focus areas include college and education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of his professional career, Kyle's personal interests include antiquing, cooking, fishing, football, gardening, golfing, spending time with his family, traveling, and woodworking.

Paulo Gaspar is a Series 66 registered advisor with Wells Fargo Clearing, based in Florham Park, NJ, and has 20 years of industry experience. His career includes ten years at Wells Fargo Clearing and five years at Morgan Stanley. Outside of his advisory work, he co-owns a business selling candles and personalized gift boxes and also works part-time as a food delivery driver. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Nora Defalco is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she works as a licensed real estate sales agent and is involved in elder care services. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm’s approach includes structured planning tools and modeling techniques, supporting clients in managing approximately $2.74 trillion in assets.

Shlomit Raviv is a financial advisor at Cetera with 12 years of industry experience and holds the CFP® and Series 66 designations. She previously worked with Allied Wealth Partners and Minnesota Life Insurance Company. Outside of advising, she is involved as a member in a service industry venture called The Wisenheimers. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to a multi-manager platform that includes affiliated and third-party model portfolios and flexible program options.

Deborah Canty is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has been associated with Merrill since 2004 and Bank of America since 2010. Outside of her advisory role, she holds a power of attorney position for her spouse’s business. Merrill, along 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 investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

Ivonne Rivera is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 63 designation and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, underwrites securities, and offers affiliated banking and lending programs.

Robin Johnson is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has worked at City National Bank, Wells Fargo Clearing, and Morgan Stanley prior to his current roles. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

John O'Malley is a Series 66–licensed financial advisor at Wells Fargo Advisors with 12 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as the power of attorney for his mother. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

Walter Scott is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 29 years of industry experience, including 14 years at Signator Investors, Inc., and has operated a law office since 2003. In addition to his advisory role, he provides legal services as an attorney. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Nicole Rosa is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, N.A. since 2020 and prior experience at HSBC and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of standalone planning.