Alease Chabrak is a financial advisor at Morgan Stanley in Morristown, NJ, with 31 years of industry experience. She has been with Morgan Stanley since 2012 and holds Series 63, Series 65, and Series 66 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research, and manages approximately $2.74 trillion in client assets.

Glen Mulligan is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors LLC. Outside of finance, he teaches music in Chatham, NJ. 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 LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to support client needs.

Dianne Zhilitsky is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley since 2009, having previously been with Citigroup Global Markets starting in 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by proprietary tools and serves approximately $2.74 trillion in client assets.

Kelsey Leighton is a financial advisor at Morgan Stanley with one year of industry experience. Before joining Morgan Stanley, Leighton worked at Fidelity Investments and Montis Financial. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and research from its Global Investment Committee.

Zamira Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to help clients pursue their long-term financial goals. She works closely with families, professionals, and small business owners, collaborating with other trusted professionals such as attorneys and accountants to provide a comprehensive view of each client's financial situation. Her approach emphasizes customized solutions that go beyond portfolio management to include wealth transfer and estate planning. With over 15 years of experience in the finance industry, Zamira holds a bachelor's degree in Finance from Fairleigh Dickinson University. She maintains a range of securities registrations through FINRA, including Series 7, 9, 10, 63, and 65, as well as multiple insurance licenses such as Life, Accident and Health, Variable Life, Variable Annuity, Property and Casualty, and certification in Long Term Care. Her background also includes experience in human resources and accounting, and she is well-versed in Medicare, assisting clients in navigating related complexities. Zamira holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of her professional career, Zamira lives in Randolph, NJ with her husband David and their two children. She spends her free time gardening, running for charitable causes, volunteering in her children's activities, hiking, skiing, enjoying music, and traveling. Fluent in both English and Spanish, Zamira brings a broad perspective to her client relationships.

David Comito is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 29 years of experience in the financial services industry. He joined Merrill in 2005 after a career as an attorney specializing in environmental compliance and litigation. David holds the designations of Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS). He works closely with clients and their families to develop customized wealth strategies that focus on long-term goals. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and tax minimization. David emphasizes a relationship-driven approach, prioritizing client engagement, transparent communication, and multi-generational wealth strategies. He collaborates with attorneys, accountants, and other professionals to provide fully integrated financial solutions. David earned a Bachelor of Arts degree in Political Science from the University of Michigan and a Juris Doctor degree from The American University–Washington College of Law. Outside of his professional work, he enjoys baseball, basketball, fishing, football, music, spending time with his family, and traveling.

Lawrence Oconnor III is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the O'Connor Owens Group. He has been working in wealth management since joining Merrill Lynch in 1975, with additional experience at PaineWebber (now UBS) before returning to Merrill Lynch in 2009. Over his career, Lawrence has held several leadership roles including Producing Manager and Branch Manager, enabling him to understand evolving opportunities in investing, wealth transfer, and charitable giving for families and their heirs. Lawrence's expertise includes coordinating with elder care attorneys, assisting clients with living arrangements, and supporting a diverse clientele such as business owners, financial professionals, physicians, retirees, and foundations. His approach involves exploring client goals and risk comfort to align investment and spending strategies, often collaborating closely with clients' accountants. He is a qualified Portfolio Advisor and Personal Investment Advisor (PIA), capable of recommending individual or combined Merrill Lynch or approved third-party investment strategies. Lawrence holds a Bachelor's Degree in Marketing with a minor in Finance from Fairleigh Dickinson University and an Associate's Degree from Tulane University. He has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" in multiple years. His long-standing client relationships reflect his commitment to serving people beyond portfolios.

Oliver Kearns is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at JEB Capital Partners and Stake, as well as involvement in political operations for a congressional campaign. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, utilizing structured financial planning tools and managing approximately $2.74 trillion in client assets.

Scott Buchanan is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior work includes serving in the United States Army on active duty from 2014 to 2022 and a brief tenure at Summit Financial LLC in 2022. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Matthew Langan is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. He holds a Series 66 designation and is based in Morristown, NJ. 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 structured discovery processes and firm-approved tools to help clients develop tailored plans.

Douglas Sheroff is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a client-focused approach to help individuals and families understand their current financial situation, define their future goals, and develop efficient strategies to achieve those objectives. His practice emphasizes the importance of personalized financial planning tailored to each client's unique needs and aspirations. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. Douglas earned his Bachelor's degree from Quinnipiac University, where he studied Entrepreneurship and Small Business Management. His expertise includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Outside of his professional life, Douglas is active in his local community, participating in the Chamber of Commerce and supporting organizations such as the Intrepid Fallen Heroes Fund and Musconetcong Lodge #42 F&AM. His personal interests include adventure sports, boating, cooking, golfing, skiing, and traveling.

Howard Parker is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a singer and songwriter who has established his own music publishing and recording companies and is involved in a nonprofit focused on funding research for cancer and kidney disease. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Joseph Cataldo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Raymond James since 2019 and previously spent 11 years at Morgan Stanley. He is also the owner of Iron Ridge Wealth Management Group and Cataldo Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals, and it supports a broad advisor network with additional specialized services in municipal finance and retirement plan advisory.

Gregory Milazzo is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining his current firm. He also serves as acting trustee for a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Melissa Anton is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with 21 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a gymnastics official for the New Jersey High School Association during the fall high school sports season. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based financial planning agreements.

Sungmin Park is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing more than 30 years of experience in the financial services industry. He works with affluent families, accomplished professionals, corporate executives, and successful business owners. Sungmin focuses on delivering personalized wealth management strategies tailored to each client's unique financial situation and goals, incorporating planning-based approaches, asset allocation, risk management, and ongoing portfolio reviews. His areas of expertise include college education planning, family wealth management strategies, corporate executive services, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and services for endowments, foundations, and non-profits. Sungmin holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Johns Hopkins University. He is committed to building long-term client relationships grounded in trust, integrity, and quality service. Outside of his professional work, Sungmin enjoys fishing, football, golfing, music, spending time with his family, and traveling. He emphasizes accessibility, knowledge, and experience as core to his client relationships and strives to help clients make informed financial decisions throughout their lives.

Gail Miller is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding a Series 63 designation and 42 years of industry experience. She has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she has a 50% ownership interest in Miller Wealth Managers, LLC, a firm engaged in investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations, with implementation options through its brokerage or advisory programs.

Joseph Modero is a Series 66 licensed financial advisor at Wells Fargo Advisors with 19 years of industry experience. He previously worked at UBS Financial Services and served as a self-employed consultant before joining Wells Fargo Clearing Services LLC, where he worked for six years. 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 including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivering services through discrete planning engagements.

Raywattie Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gabor Nagy is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Commonwealth Financial Network for 12 years. Nagy is also the CEO of Mendham Wealth Partners, LLC, where he provides wealth management services and fixed life insurance and annuities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their financial goals.