Joshua Leski is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and two years of industry experience. His prior work history includes roles at Equitable Advisors, Fiddlers Elbow Country Club, and Trump National Golf Course. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented planning engagements supported by firm-approved analytical tools and offers various specialized planning programs.

Hilary Spain Reilly is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and market simulations to help model potential outcomes.

Gary Pancoast is a financial advisor with LPL Financial in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL since 2014 and is also a Senior Managing Director and Wealth Management Advisor at Peapack-Gladstone Bank, focusing on client development and strategy. Additionally, he is affiliated with Murphy Capital Management, Inc. since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, supported by model portfolios, third-party subadvisors, and technology-driven research.

Daniel Becker is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. Prior to joining LPL, he held roles at Securities America Advisors and National Planning Corporation. Becker is also involved in tax preparation and accounting services through his enrolled agent status. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services, supported by research and technology-driven investment strategies.

Alan Tangreti is a CFP® professional affiliated with Morgan Stanley, with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and methodologies such as Monte Carlo simulations to model outcomes, managing approximately $2.74 trillion in client assets.

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.

Marsha Stevens is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Morgan Stanley from 2014 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

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.

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.

Daniel Piccirillo is a financial advisor at LPL Enterprise with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Bank USA and The Prudential Insurance Company of America. In addition to his advisory role, he is involved with Paradigm Governance Partners LLC, where he prepares financial information including audited financial statements. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance products through its platform.

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.

Glenn Guerin is a Certified Financial Planner (CFP®) with 35 years of industry experience, currently affiliated with LPL Financial in Bridgewater, NJ. He has held positions at Peapack-Gladstone Bank and Linsco/Private Ledger since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Nelligan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves as a financial quarterback for his clients, employing a comprehensive approach to wealth management that starts with attentive listening to understand each client's unique goals. Leveraging the investment insights of Merrill and the banking services of Bank of America, Joseph integrates various aspects of his clients' financial lives to provide tailored strategies. Joseph's expertise encompasses college education planning, divorce transition planning, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Drexel University. Committed to community involvement, Joseph follows Merrill's tradition of participating in the communities served and volunteers with the Delaware Valley Alzheimer's Association. Outside of his professional life, he enjoys golfing, music, spending time with his family, and traveling.

George Cuevas II is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 registrations and has 17 years of industry experience. He previously worked at Bank of America and Merrill Lynch for 10 years before joining Raymond James and associated firms in 2021. He is also the CEO of Maverick Wealth Advisors LLC, an entity established for tax and bookkeeping purposes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Rebecca Hayevy is a financial advisor with Merrill in Bridgewater, NJ, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Merrill since 2016. 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.

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.