Sean Quigley is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services, Allied Wealth Partners, Minnesota Life Insurance, and the Financial Accounting Foundation, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Michelle Mc Tamney is a financial advisor with Edward Jones in Rahway, NJ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kraftware Corporation from 2016 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Parth Patel is a financial advisor with LPL Enterprise in Bedminster, NJ, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Nova Capital Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and a wrap program, along with affiliated insurance and trust services.

Garrett Morrison is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his mother, assisting with her financial affairs. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models implemented through both proprietary programs and third-party managers.

Anne Marie O'Connor is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2019. Prior to her career in finance, she was employed at Barry's Bootcamp and attended Boston College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Silvia Rodriguez Coda is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been associated with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Newcomb is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with LPL Financial and has held prior roles at Cetera, Minnesota Life Insurance Company, and Langdon Ford Financial. Newcomb is also associated with Newroads Financial Group. 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 financial planning and portfolio management solutions, utilizing both proprietary and third-party investment strategies.

Adam Nicot is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors and its affiliates since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools.

Peter Kaloustian is a financial advisor with LPL Financial in Cranford, NJ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial Services since 2008 and had a brief tenure at Cetera in 2019. Kaloustian is also involved with Flagstar Bank N.A. alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment options, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Michael Ciorlian is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2022. Prior to his advisory role, he held various positions including work at Olde Queens Tavern and Rutgers University. 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 individuals, high-net-worth clients, and institutions.

Amy Cooke is a financial advisor at Charles Schwab & Co., Inc. with 20 years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Director of Special Events for Commercial Real Estate Women of NJ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of wrap fee programs, managed accounts, and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by centralized custody and investment research.

James Vincent Greco is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for eight years and AXA Advisors, LLC for one year. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools such as asset-allocation models and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternatives.

Taulant Cela is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 19 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Nykia Wharton is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, Wharton is involved as a certified running coach, group fitness instructor, yoga instructor, and spring track coach for children. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations supported by Wells Fargo research and tools. The firm offers both brokerage and advisory program options, integrating financial products and planning services across multiple channels.

Dennis Ganley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2017. Prior to that, he was employed at A&P/ACME for two years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gina Lessner is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Merrill since 2010. 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 strategies for individuals, high-net-worth clients, and institutions.

Cynthia Wagner is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Ameriprise since 2017 and previously spent eight years with UBS Financial Services Inc. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Bacino is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including previous roles at Purshe Kaplan Sterling Investments and Insight Private Advisors, LLC. Bacino also serves on the Board of Directors and Finance Council at St. Magdalen's Church in Flemington, NJ. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers detailed retirement income planning and recommendations focused on dependable income and tax-aware withdrawal strategies.

Sophia Stuart Rockefeller is a financial advisor affiliated with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, managing new wealth, financial services focused on women, and tax minimization. Born and raised in Minsk, Belarus, Sophia earned multiple degrees including a Bachelor's and Master's from Belarussian State University, a Doctorate from the National Academy of Sciences, a Bachelor's from Southern New Hampshire University, and an Associate's Degree from the Community College of the Air Force. She also completed an accredited certificate program at Dartmouth College. Sophia holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Before transitioning to finance, Sophia was invited to teach and conduct research at Dartmouth College. She serves as a finance manager in the U.S. Air Force Reserves. She founded Freeze Dry Inc, a company specializing in freeze dried snacks, and leads the Lady Boss Women Entrepreneurial Club, a network supporting over 2500 women entrepreneurs. Her interests include historic forts and castles, reading, traveling, cats, real estate, cooking, horseback riding, and spending time with her family.

Jarred Colaiacovo is a financial advisor at Merrill with Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Bank of America, N.A., Merrill, and PNC Bank. His background also includes work outside financial services, such as positions at Telesearch Inc and Vail Resorts Inc. Merrill, together 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 for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management and comprehensive account administration.