Alex Kaufman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Citigroup for seven years. Kaufman is employed by both JPMorgan Securities and JPMorgan Bank, allowing him to offer a range of banking products alongside his advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Peter Christus is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 designations and bringing 46 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Mitchell Feldman is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He is also involved with Americas Health Brokers Inc., an insurance-related business. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Nicholas Conturso is a financial advisor with Morgan Stanley who holds a Series 66 credential and has 24 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Rosanna Vizzoni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and manages two property-related businesses focusing on home construction and renovations. 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 combines research and analytics with a range of brokerage and advisory solutions, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Shaun Freeman is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He is also involved in a trust-related business activity based in Brooklyn, New York. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and investment committee models.

Michael Wade is a financial advisor with LPL Financial in Chester, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Wade is also involved with Caristia Kulsar Wade LLC, a CPA affiliate program offering tax planning and preparation services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary portfolio management supported by research and multiple investment strategies.

Kurt Kleinle is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Monica Imbriaco is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Richard Miktus is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, HSBC Bank, and Amerivest Investment Management. He is also associated with 1792 Wealth Advisors LLC in Morristown, NJ. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, pension plans, and institutions. The firm provides tailored non-discretionary advice using analytical tools and supports municipal and public finance advisory services.

James Fahey Jr. is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management in Bedminster, New Jersey. He leverages decades of experience and his military background as a U.S. Navy veteran to serve executives, healthcare professionals, retirees, and business owners. His work focuses on navigating retirement planning, managing concentrated stock positions, equity compensation, and addressing complex wealth planning decisions. James holds multiple professional designations, including Chartered Life Underwriter (CLU), Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned an Accredited Certificate from the College for Financial Planning. Additionally, Jim advises retirement plan sponsors and fiduciaries on plan governance and best practices. He is a member of professional organizations such as the Greater Middlesex Somerset County Estate Planning Council and the Somerset County Business Partnership. His community involvement includes affiliations with Blair Academy, Fordham University, Lafayette College, and Lehigh University. James emphasizes providing clear, practical advice and disciplined financial guidance tailored to clients’ goals.

Daniel Botero Torres is a financial advisor with LPL Enterprise holding a Series 66 designation and has been with the firm since 2026. His prior experience includes work at the University of Miami and Chick-Fil-A. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory programs with financial product sales.

Ryan Nees is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Merrill, Bank of America, and Pruco Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs supported by structured discovery processes and firm-approved planning tools.

Sara Smedley is a CFP® and ChFC® with 11 years of industry experience, currently serving at LPL Enterprise. Her prior experience includes roles at Prudential Insurance Company of America and New Providence Financial, LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, advisory, and brokerage services. The firm utilizes an integrated platform combining adviser programs with sales of financial products and employs a variety of investment strategies supported by internal research and third-party portfolio managers.

Yi Qin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. Yi has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with Metlife Securities. Outside of advising, Yi is involved in health and property/casualty insurance sales and operates as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-based planning without investment discretion.

Michael Tillberg is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes twelve years at Scottrade, Inc. and brief roles at Wells Fargo Bank and Wells Fargo Clearing. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Mahler is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and Intervest International Equities Corp. Outside of his advisory role, he serves as president and vice president on the boards of two nonprofit organizations based in Mackenbach, Germany. 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 retirement plan consulting, utilizing model portfolios and research from multiple sources.

Kevin Pierce is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Accenture and Knowledgent Group Inc. He also held a role at Wake Forest University early in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a 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 models.

Kevin O’Brien is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Park Ave Securities and Guardian and currently operates The O’Brien Group, a financial services business. He is also active as an insurance agent selling life, health, disability, and annuity products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Matthew Glass is a Series 66-credentialed financial advisor with 14 years of industry experience. He currently works at LPL Enterprise, LLC and has prior experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Allstate, and the Children's Dental Center of Monmouth. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm provides financial planning, advisory, and brokerage services supported by an integrated platform combining adviser programs, model portfolios, and access to third-party asset management.