David Haney is a financial advisor at Merrill with 13 years at the firm and a total of 3 years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Bank of America N.A. since 2023. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Scott Stephen is a financial advisor with Wells Fargo Advisors, holding Series 63 and 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. He is also a co-owner of STEPHEN GP, LLC, a merchant partnership based in Iselin, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Andrew Slotnick is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Goldman Sachs & Co. LLC and JetBlue Airways Corporation. 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.

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.

Anthony Lewis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. His prior positions include roles at Morgan Stanley and Stifel. Outside of finance, he has been involved with the Manhattan Exercise Company, LLC for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Marissa Cosenza is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 credential and has previously worked at Cerity Partners, KPMG, and LCJ Associates. Cosenza is also licensed as a non-variable insurance agent. 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 various advisory programs, financial planning, and retirement plan consulting with a range of discretionary and non-discretionary management options and access to model portfolios and research.

Lindsey Kohler is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2019 and held prior positions at Summit Financial, Purshe Kaplan Sterling Investments, and several Summit-affiliated firms from 2016 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and advanced planning tools, supporting clients with both direct and corporate financial planning services.

Aristea Selmani is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her background includes roles at Provident Bank, Daekyo America, and Seton Hall University. She is based in Weehawken, NJ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and provides research-driven, model-based asset allocation tailored to client goals.

Ellen Ficacci is a financial advisor at Morgan Stanley with 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2020 and previously worked at RBC Capital Markets for 11 years. She holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Robert Lewit Jr. is a CFP® professional with 39 years of industry experience, currently advising clients at Stifel since 2007. Based in Morristown, NJ, he holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation methodologies developed by its Investment Strategy Group.

Henry Youssef is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Equitable Advisors since 2012 and previously with Axa Advisors, LLC. Outside of his advisory role, he is a partner and vice president in several non-industry related business ventures, including real estate investment and a laundromat. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models, often implemented through third-party asset managers and advisory programs, and provides ERISA fiduciary services to qualified plans.

Ana Freay is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TD Bank and ULTA Salon Cosmetic Fragrance, Inc. before joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset‑allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Theresa Payne is a financial advisor with Merrill in East Brunswick, NJ, holding Series 63 and Series 65 licenses. She has 28 years of industry experience and has been with Merrill since 1994. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Cosentino is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes long-term roles at First Allied Securities and First Allied Advisory Services before joining Cetera. He also serves as a trustee for COSENTINO IRRV. LIFE INS. TRUST. Cetera Investment Advisers LLC is an SEC-registered adviser that supports over 10,000 advisors nationwide, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary strategies.

Anthea Allen Mikstay is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2017. Mikstay serves as an advisor for the Customer Experience Certificate Program at Seton Hall University’s Stillman School of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and model-based asset allocations to tailor client plans.

Jasmine Ahmed is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has been with UBS Bank USA and UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including 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.

Nicolas Zolofra is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, demonstrating his expertise in retirement planning and financial advising. Nicolas earned his Bachelor's Degree from The College of New Jersey, which laid the foundation for his career in financial services. Further details on his experience, areas of expertise, or personal interests have not been provided.

Noam Jacknis is a financial advisor with UBS Financial Services holding a Series 66 designation and 15 years of industry experience. He has worked at UBS since 2021 and previously spent five years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.