Michael Teichman is a CFP® professional with eight years of industry experience, currently serving at Equitable Advisors since 2017. He previously worked at AXA Advisors LLC and attended SUNY Oneonta. In addition to his advisory role, he acts as an executor and trustee for family and non-family estates. 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 services.

Mithilesh Pimpariya is a CFP®-certified financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities in Red Bank, NJ. He has worked at JPMorgan Chase Bank, Bank of America, Merrill, and PNC Investments. Outside of his advisory role, he is a passive owner of an e-commerce business selling household products on Amazon. 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 an ESG eligibility framework.

Walter Henry is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation and having 22 years of industry experience. He worked at UBS Financial Services and UBS Bank USA from 1999 to 2022 before joining Morgan Stanley in 2022. 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 tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a broad selection of retail and institutional investment services.

Robert Karpinski Jr. is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as an executor for an estate. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services without offering individual security recommendations as part of the standalone planning program.

Robert Holly is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley since 2020, following prior roles at Academy Securities and Loop Capital Markets. Outside of his advisory work, Holly serves as a member of the university relations committee for the Old Guard of Princeton nonprofit organization. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and economic modeling techniques.

Richard Galgano is a financial advisor at UBS Financial Services with 36 years of industry experience. He held prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory work, he serves as an adjunct teacher at Ocean County College and is the treasurer of the Ocean County College Foundation, which provides scholarships. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and affiliated banking programs.

Gregory Beckman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Beckman serves as a trustee for his spouse in an investment-related capacity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than many peers, such as insurance-related vehicles and bank deposit sweep options.

Alexander Jakucs is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience with NYLife Securities LLC and various contracting and service businesses. Outside of his advisory role, he is involved as an insurance broker with Creative Risk Management, LLC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, along with specialized programs such as divorce planning and estate-settlement services.

David Larkin is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in wealth and investment planning for high net worth individuals and business owners. He leads The Larkin Group, providing comprehensive services including corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, and retirement income planning. David holds a Bachelor's Degree from the University of Richmond and has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most. Residing in Basking Ridge, New Jersey, David lives with his wife Kathryn and their two daughters. He is involved with the Friends of the Bernardsville Library and enjoys spending time outdoors with his family.

Adnan Khan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Clearing Services LLC since 2017. Outside of his advisory role, he holds an ownership interest in RR Solutions, LLC, which provides sales, marketing, and technology solutions to internet and cable companies. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Scotto is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2010, including work at Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

Brandon Wilson is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 66 designation. He joined Morgan Stanley in 2024 and has experience working in both the firm's broader operations and its Private Bank. Outside of finance, he is involved as a partner in InfluenceTee, a retail and online business. Morgan Stanley Wealth Management serves individual and institutional clients with comprehensive advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of investment and advisory solutions.

Carolina Desiderato is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Marc Demello serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over three decades of experience in investment advising. Since joining the firm in 2015, he has focused on designing and implementing fixed income portfolios tailored to high net worth individuals, many of whom are current or former investment professionals. His expertise includes utilizing corporate bonds, municipal bonds, preferred stocks, and alternative investments to develop income strategies. Marc holds a Bachelor's Degree from Northeastern University and holds the Personal Investment Advisor (PIA) designation. His client focus encompasses managing new wealth, individual and corporate investment strategies, and retirement income. Outside of his professional role, Marc resides in Monmouth County and enjoys spending time with his family. He has three children and takes pleasure in watching their performances in concerts, supporting their high school rowing team, and traveling with them both domestically and internationally.

Dominick Gallo is a CFP® professional with 36 years of industry experience, currently serving at Ameriprise in Colts Neck, NJ. He has been with Ameriprise and its predecessor entities since 1989. Outside of his advisory role, he maintains family real estate originally transferred to him and his brothers several decades ago. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christian Beach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering a customized wealth management experience by combining a disciplined process with a deep understanding of client needs. Christian works with clients on planning for retirement, funding education expenses, and developing strategies for small business owners to achieve their financial goals. Christian's expertise includes divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and small business strategies. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Christian attended Brookdale Community College and Rutgers, although no diplomas were conferred. In addition to his professional work, Christian is involved in community activities including the American Cancer Society and coaching soccer for TRFC. Outside of work, he enjoys camping, hiking, music, spending time with his family, and writing.

Zachary Fransckiewich is affiliated with LPL Enterprise and holds a Series 66 designation. He has been with LPL Enterprise since 2026 and has no prior industry experience. Outside of financial advising, he has experience working in the hospitality and education sectors, including ownership of Hotel LBI since 2020. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

Jonathan Steiger is a financial advisor with Equitable Advisors in Wall, NJ. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at A.J. Gallagher, Arla Foods, and involvement with The College of New Jersey. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

Brielle Scott is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Financial Services Representative at Merrill Edge from 2018 to 2019. Brielle focuses on financial planning and client engagement, aiming to provide tailored financial plans that align with clients' goals and needs. She emphasizes listening to clients and serving as a local resource to support their pursuit of a successful financial future. Outside of her professional work, Brielle enjoys cooking and baking, family activities, and reading.

Christopher Edgar is a Wealth Management Advisor and co-head of a six-member practice based out of the Jersey Shore with Merrill Lynch Wealth Management. He and his team focus on helping clients simplify their financial lives and make educated financial decisions. With over 15 years of experience in the financial services industry, Chris joined Merrill Lynch Wealth Management following the Great Financial Crisis. He specializes in risk management and capital preservation, managing corporate benefit programs like equity compensation and various retirement plans. His expertise extends to corporate executives and their families, providing comprehensive wealth management strategies. Chris holds a Bachelor's Degree from Rider University and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he is involved in community organizations such as the Boy Scouts of America and supports local groups like the Brielle Education Foundation, Children's Specialized Hospital, and youth sports leagues. His personal interests include adventure sports, boating, golfing, photography, and spending time with his family.