Brian Hess is a Senior Financial Advisor at Merrill Lynch Wealth Management. He partners with families, professionals, and business owners to create personalized financial plans and investment strategies tailored to their long-term goals. His approach emphasizes clarity, structure, and confidence in financial decision-making. Brian began his career in 2008 at UBS Wealth Management, where he held various client service, analyst, and leadership positions over 18 years. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and portfolio management. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Fairfield University. Outside of his professional role, Brian is involved in his community through coaching youth lacrosse and serving on the Finance Advisory Council for the Church of Saint James in Basking Ridge. He is also the President of the West Point Island Civic Association in Lavallette, New Jersey. Brian resides in Basking Ridge, New Jersey, with his wife and their three daughters.

Sebastian Balve is a financial advisor at Morgan Stanley in Warren, NJ, with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors, AXA Advisors, FourFront Group, MML Investors Services, and MassMutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its advisors and specialized groups.

Craig Haddock is a Series 66 licensed financial advisor with UBS Financial Services, based in Florham Park, NJ. He has four years of industry experience, including prior roles at MassMutual NJ-NYC and teaching positions at Rutgers University and Nutley High School. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment plans based on proprietary research and model-based asset allocations.

Michael Kelly Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley for eight years before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and firm-sponsored wrap fee programs to individuals, institutional clients, and government entities, with a notable focus on municipal and public finance services.

James Gammero is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with Prudential Insurance Company of America and Pruco Securities, LLC for 15 years. In addition to his advisory work, he is a notary public in Whippany, NJ. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs, supported by an integrated platform that combines adviser programs with the sale of insurance and other financial products.

Kevin Voorhees is a financial advisor with Charles Schwab in Morristown, NJ, holding a Series 66 license and bringing 10 years of industry experience. His prior experience includes roles at J.P. Morgan Institutional Investments and BlackRock Investment Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Edwin Bermudez is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2022. His prior experience includes roles at Wells Fargo Clearing, Wachovia Bank, N.A., and Wells Fargo Advisors LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Emily Brown is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Based in Lebanon, NJ, her career has been focused within the Ameriprise organization. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing both advisory and brokerage solutions through its large institutional platform.

Jason Vigunas is the Vice President and Branch Leader at Fidelity Investments in Morristown. In this role, he leads a team of financial advisors focused on delivering a planning experience that meets client goals and fosters strong relationships. His approach emphasizes personalized guidance to ensure a positive client experience. Jason has been with Fidelity Investments since 2006, holding various positions including Regional Vice President, Vice President Regional Planning Consultant, Account Executive, Investment Representative, and Financial Representative. His nearly two decades of experience at Fidelity reflect a progressive career within the firm. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Sydney Davis is a financial advisor at Morgan Stanley in Morristown, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, Davis worked at Enfusion and attended the University of Michigan. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Dennis Mojares is a financial advisor with Raymond James Financial in Morristown, NJ, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at M Holdings Securities, Inc. for nine years before joining Raymond James in 2025. Mojares is also associated with Eagle Rock Wealth and Greenberg & Rapp as a financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains notable involvement in municipal and public finance through linked referral arrangements.

David Salisbury is a CFP® with 24 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he was employed for over two decades. Salisbury is also involved with David Salisbury Insurance & Financial Services LLC as a sole member. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with the sale of financial products, including insurance through an affiliated agency.

Jason Wacaster is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors.

Susan Landry is a financial advisor with Charles Schwab in Morristown, NJ, holding Series 63, 65, and 66 designations and bringing 24 years of industry experience. She has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, and previously worked at ProUnlimited. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Brian Keating is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets LLC since 2008 and City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Chien Liang Lin is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Lin is involved with organizations including NYCTCM, Nemacolin Holistic Healing Center, and Lotus Professional College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers ongoing retirement planning advice through a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

Eddie Jimenez is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Richard Dimitrakis is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL, he spent 15 years at Equitable Advisors and 13 years at AXA Advisors. Outside of his advisory work, he owns and operates several small businesses, including a bookkeeping and delivery service. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various portfolio management technologies.

Lauren Hickey is a Series 66 credentialed financial advisor with Morgan Stanley in Morristown, NJ, where she has worked since 2018. She has four years of industry experience. Outside of her advisory role, she is an Activities Team Leader at Morris Animal Inn, a pet resort, where she provides weekend and holiday care for animals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services.

Robert Milligan Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Morristown, NJ. He has worked at firms including Morgan Stanley and Concurrent Advisors, and since 2004 he has been the owner and auctioneer of Milligan Auction Company, conducting auctions for nonprofit benefits. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client risk profiling and supported by extensive firm research.