Andrew Boles is a CFP® with 33 years of industry experience, all of which has been at Edward D. Jones & Co., L.P., where he has worked since 1992. He holds a Series 63 license and is based in Madison, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ashley Locke is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for ten years. 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 various advisory programs with tailored investment strategies, leveraging both in-house and third-party managers.

Luciano Prestonise is a financial advisor with Cetera who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at multiple firms such as Commonwealth Financial Network, Madison Avenue Securities, and Independent Financial Group prior to joining Cetera. He is also a member of the US Army Reserve. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that provides advisors with access to affiliated and third-party investment managers.

Patsy Chianca is a financial advisor with Charles Schwab, holding CFP®, Series 63, and Series 65 credentials and bringing 28 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

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 at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley and its affiliates since 2002, as well as at Citigroup Global Markets from 2006 to 2009. 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. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment committee estimates in its structured financial planning process.

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at AXA Advisors, LLC, Hartshorne Group, and BCG Securities, Inc. Outside of his advisory role, he is employed part-time as a meat slicer at Stop and Shop. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Dean Slader is a financial advisor with Wells Fargo Advisors based in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Christopher Purdue is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutions, offering advisory programs that include tailored financial planning and a range of investment products.

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.

William Logue III is a CFP® professional with 28 years of experience in financial advising. He is currently affiliated with LPL Financial and has previously worked at The Investment Center Inc, Ic Advisory Services Inc, Invest Financial Corporation, and Osaic FA, Inc. Outside of his primary advisory role, he owns and operates Clear Focus LLC, a consulting business serving clients in non-securities matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party strategies delivered by a large network of advisors.

Scott Taylor Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes 18 years at Northwestern Mutual and roles at MassMutual and MML Investors Services. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of advisors and advanced operational tools.

Michael Tarashuk is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. He also operates as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various third-party managers through multiple program structures and custodial relationships.

Walter Munoz is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, TD Wealth Management Services Inc., Cetera Investment Services LLC, and Merrill. Outside of his advisory work, he is involved as an independent sales producer selling Medicare benefits in New Jersey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Frenkel is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at JP Morgan Chase Bank and JP Morgan Securities Inc. for 16 years. Frenkel is a commissioner on the Millburn Short Hills Historic Preservation Commission, contributing to the safeguarding of the community’s historic character. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a wide range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by proprietary research and planning tools, with services spanning areas such as retirement, education, risk, and wealth-transfer planning.

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.

Alan Perlberg is a financial advisor with UBS Financial Services in Short Hills, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2013. Perlberg has served as a notary public and has acted as a financial advisor and executor for a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor client strategies.

Andrew Kimm is a financial advisor with UBS Financial Services in Chatham, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he pursues photography as a hobby and has attempted to sell his work through a personal website. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Andrew Slotnick is a financial advisor with J.P. Morgan Securities, holding Series 63 and 66 licenses and nine years of industry experience. His prior roles include four years at Goldman Sachs & Co. LLC and three years with JPMorgan Chase Bank, N.A. He has also worked at New York University and the Gerson Lehrman Group, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, supporting a range of eligible investment strategies.

Stephen Murray is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2016. Outside of his financial career, he plays guitar and sings. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.