Joseph Rumore is a Series 66-registered financial advisor with Morgan Stanley, based in Morristown, NJ, and has 23 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client outcomes.

Matthew Miller is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. 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 financial planning services, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, while the firm maintains a broad offering that includes relationships with investment companies, private funds, and commodity trading operations.

Alex Eshmoili is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, TD Bank, NA, and JPMorgan Chase. Outside of his advisory work, he owns and manages rental properties in Brooklyn, New York. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market assumptions.

Mary Ampong is a financial advisor at UBS Financial Services with Series 66 registration and one year of industry experience. Prior to joining UBS, she held roles at Temple University and served in the Executive Office of the President. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research to tailor investment strategies to client goals and risk profiles.

Christopher Purdue is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously at Wells Fargo Clearing and Wells Fargo Advisors. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Paul Baker is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 1995. 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 client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Alexander Fishbone is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2025, he spent four years at the University of Miami and has experience working in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory process.

Zachary Bishara is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at UBS since 2017 and previously spent two years at Laidlaw and Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor financial plans. The firm operates with capabilities across trading, underwriting, and custody services, integrating institutional resources with wealth management.

William Logue III is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. He has held roles at LPL Financial since 2025 and previously worked with IC Advisory Services Inc, The Investment Center Inc, and Invest Financial Corporation. Outside of his advisory work, he is involved in insurance sales and operates Clear Focus, LLC, which provides both securities-related and non-securities consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, brokerage services, and utilizes a variety of investment strategies supported by internal and third-party research.

Walter Munoz is a financial advisor with LPL Financial in Green Village, NJ. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to his current role, he worked for Private Advisor Group, LLC from 2011 to 2020. Outside of his advisory duties, Munoz is involved in Medicare benefits sales as an independent sales producer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Clifton Carragher is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at SailGP and was affiliated with Connecticut College and the Shelter Island Yacht Club. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and asset allocation models to tailor client plans.

Margaret Ann Nugent is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Macri is a CFP®-designated financial advisor with LPL Financial, bringing 32 years of industry experience. Prior to joining LPL in 2024, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2016 to 2024, and at MetLife Securities Inc. from 2012 to 2017. He also serves as an adjunct professor at Wagner College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Alexia Cusano is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and previously worked at Commonwealth Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also combines institutional trading capabilities with wealth management services, including principal trading, underwriting, and securities-backed lending programs.

Robert Frenkel is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to joining Wells Fargo, he worked at JP Morgan Chase Bank and JP Morgan Securities Inc. for 16 years. He also serves as a commissioner on the Millburn Short Hills Historic Preservation Commission, focusing on safeguarding the historic character of the Millburn, NJ community. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes proprietary research and tools to develop tailored recommendations, with clients able to implement strategies through various brokerage or advisory programs.

Jeffrey Jean Baptiste is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2009. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Analia Gallagher is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she held roles in various sectors including retail and maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and provides additional capital markets solutions through its platform.

Christopher Shaw is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 14 years and at Sanctuary Advisors LLC and Sanctuary Securities, Inc. for three years each. Shaw serves on the Board of Trustees at Monmouth University, participating in the Athletic and Student Life Councils. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Brian Hessemer is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith 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 using model-based and discretionary investment strategies constructed by internal and third-party managers.