Timothy Murphy is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup, Charles Schwab, LPL Financial, and MBO Partners. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a range of strategic and tactical portfolio approaches combining affiliated and third-party sub-managers.

David Gabay is a CFP® with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes prior roles at Commonwealth Financial Network, Cetera Advisors LLC, Pinnacle Planning Group, Connecticut General Life Insurance Company, and Investors Diversified Services. He also operates the Pinnacle Planning Group as a separate business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a broad network of independent financial professionals. The firm provides multiple investment strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Traci Tabback is a financial advisor with UBS Financial Services in Paramus, New Jersey, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as treasurer and officer for Alpine Home and School Administration, supporting fundraising for enrichment and extracurricular activities at Alpine Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and asset allocations.

Nishant Sharma is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He offers guidance on various aspects of financial planning, including investing, retirement planning, and savings for unexpected events. Additionally, he facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Nishant holds a Bachelor's Degree and a Master of Business Administration (MBA) from Guru Nanak Dev University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on identifying what matters most to clients and their families to craft strategies that align with their financial objectives.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. His practice specializes in providing custom wealth management services, strategies, and advice for senior executives and families navigating significant life events and transitions. The group has been recognized on Barron's Top 50 Private Wealth Management Teams list and is known for advising clients on a range of areas including investment management, wealth transfer, credit, philanthropy, and family office services. Anthony's expertise includes concentrated wealth management and estate planning aimed at preserving wealth across generations while enhancing diversification. Anthony began his career with Merrill in 2007 and has earned multiple accolades, including being listed as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes from 2017 through 2023 and recognized among the Top 40 Advisors under 40 by Financial Planning Magazine in 2022 and 2023. He holds a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as an MBA in Management, both from Iona College. He also maintains the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. Outside of his professional work, Anthony is involved in his community as a member of the Iona University Alumni Board and has served on the Board of Trustees for John S. Burke Catholic High School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Kirk Feret is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at J.P. Morgan Securities and Chase Investment Services Corp. 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 with various investment strategies, supported by extensive operational and research tools.

Declan Thall is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Pergola Haus and Egans and Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and employs various investment and planning methodologies but does not provide individual security recommendations as part of its standalone planning service.

Danny Dable is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, JP Morgan Chase, and Hudson Bay Capital through Gravitas. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Vincent Cucuzza is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His prior work includes six years at METLIFE. Outside of advising, he is also licensed as an insurance agent, offering a range of insurance products including life, health, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements, using firm-approved analytical tools to recommend investment strategies without discretionary authority.

Kevin Mangam is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cadaret Grant & Co., Inc. for one year and has operated the Mangam Agency since 2015. Outside of advisory work, he is involved in selling various health, life, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and offers integrated financial and insurance services through a large network of advisors.

Kennith Bunis is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Tripodo is a Series 66-licensed financial advisor with Morgan Stanley, bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial solutions.

Lukasz Janko is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has previously worked at Merrill, Bank of America, Key Investment Services, and Santander Securities. He holds Series 63 and Series 65 licenses. 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.

Andrew Goldstein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and possessing nine years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he volunteers with Select Human Services, a nonprofit agency in Pleasantville, New York, and owns a real estate property management business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Dale Akinla is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Akinla serves on the investment committee for St. Matthew's Episcopal Church in Bedford, New York, where he reviews investment policy guidelines and monitors the church’s endowment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kerry Karangelen is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory work, Karangelen is involved in equestrian-related activities through his sole proprietorship of an equestrian LLC and operates a fashion app linking to equestrian gear. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Brett Rosen is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Goldman Sachs, JPMorgan Securities LLC, and JPMorgan Chase Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates firm-approved tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Kimberley Gato is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory work, she serves on the City of Garfield Parking Committee in New Jersey. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery-based process to tailor advice and does not typically offer individual security recommendations as part of standalone financial plans.

Seong Hahn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for PNC Investments for 19 years before joining Equitable Advisors in 2023. Outside of his advisory role, he owns a home care service business in Westwood, NJ. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, and institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Nykea Hughes is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 credential and bringing 20 years of industry experience. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Smith Barney LLC in 2020. Outside of her advisory role, she is the sole proprietor of C & M Customized Creations, a retail and online store. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.