Ronald Maxman is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he is an owner of Santa Monica Brew Works, a brewery in Santa Monica, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Tara Jakubik is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill from 2015 to 2023. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate agreements.

Amanda Robinson is Vice President and Wealth Planner at Fidelity Investments, where she partners with clients to organize their financial lives through long-term advisory relationships. She collaborates with clients to identify their specific needs, concerns, and goals, addressing priorities such as wealth accumulation, retirement, risk management, and legacy planning. Her approach includes educating clients to simplify financial decisions and encourage proactive action. Robinson has held several vice presidential roles throughout her career, including positions at Ayco, a Goldman Sachs Company, NFP, an Aon Company, and U.S. Trust. Her experience spans wealth planning, wealth strategies, fiduciary management, and financial counseling, reflecting a comprehensive background in financial advisory services. Outside of her professional life, Amanda Robinson enjoys gardening, music, and Pilates.

Alan Meckler is a CFP® and ChFC® credentialed financial advisor with 33 years of industry experience. He currently works at OSAIC and has previously held roles at Securities America Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Meckler also serves as a board member of St. Christopher's Inn, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing firm-provided portfolio construction tools and multiple advisory platforms.

Beth Wilhelms is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for a related investment entity in Kenilworth, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Daniel Rodgers is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include tenure at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and Metlife Securities. He is also involved in selling property and casualty insurance products through Plymouth Rock. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services. The firm integrates adviser programs with active sales of financial products, including insurance, and utilizes a platform combining in-house research, model portfolios, and third-party asset management.

William Taylor is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, N.A., and Merrill. Outside of his advisory role, he maintains a social media presence focused on general finance topics unrelated to his firm. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, featuring options for tax management and responsible investing.

Christine Ostapiak is a CFA® charterholder with 25 years of industry experience. She is currently affiliated with Cetera and Pascarella Wealth Partners LLC, where she serves as a financial professional. Ostapiak has been associated with Cetera Advisors LLC and Pascarella Wealth Partners since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Margaret Selby is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James since 2017 and previously was with Morgan Stanley from 2015 to 2017. Outside of her advisory role, she is involved as an operations manager and client service manager at 1792 Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, with notable services in municipal and public finance and specialized retirement plan advisory programs.

Matthew Coe is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 66 designations and is based in Morristown, NJ. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Kitty Kong is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and having 29 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Kenneth Webb is a CFP® professional with 27 years of experience in the financial services industry. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC for over 20 years. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing multiple program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Robert Wynn is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Allied Wealth Partners and Securian Financial Services. Wynn is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.

James Kidd is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is involved with JK Properties LLC, which owns single-family rental properties. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Gabrielle Perruso is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019. Prior to that, she was with Herold Law, P.A. for one year and attended the University of Delaware from 2013 to 2017. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Russell Baccaglini is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and combines these services with managed accounts under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Carl Halter is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Charter Communications, DoorDash, the University of South Carolina, and the U.S. Soccer Federation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Caleb Orr is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to help them gain control over their financial future through education, planning, and portfolio implementation. He focuses on assisting clients in identifying and prioritizing their financial objectives while ensuring investments are strategically aligned for long-term financial success. Prior to joining Merrill, Caleb gained experience working with local business owners specializing in risk mitigation solutions. He holds a Master of Science in Applied Economics and Statistics and a Bachelor of Science in Agribusiness, both from Clemson University. Caleb has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Caleb is involved with professional organizations such as the New Jersey Farm Bureau and the South Carolina Farm Bureau. He also participates in community activities through the Branchville Cemetery Association, Sussex Christian Reformed Church, and Sussex County Agricultural Development Committee. His personal interests include fishing, golfing, hunting, ice hockey, spending time with his family, and woodworking.

James Turner is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that include discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Donna Magliato is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to Morgan Stanley, she worked at Citigroup Global Markets Inc. from 2013 to 2017. Outside of her advisory role, she teaches yoga classes at various studios, including Bikram Yoga Palisades and Simply Hot Yoga & Fitness. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial plans.