Bernard Kashmann is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and having 47 years of industry experience. His prior work history includes positions at City National Bank and J. B. Hanauer & Co. He serves on the boards of a nonprofit camp and a synagogue, advising on operational and personnel matters. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies through a combination of in-house and third-party investment managers.

Abraham Itani is a financial advisor with LPL Enterprise in Cedar Grove, NJ, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously operated Itani Wealth Management LLC for seven years and has managed an accounting and tax services firm since 2001. His outside activities include ownership of a property and casualty insurance agency and ongoing tax preparation and accounting services through his LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored plans, and corporate entities. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Scott Mack is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses based on forward-looking capital market assumptions.

Andrew Wayne is a financial advisor with Wells Fargo Advisors in Chatham, NJ, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Wayne has ownership interests in multiple investment-related entities, including a private investment venture group based in New York. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a large network of advisors. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Francis Jones Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Avantax and 1ST Global Advisors. In addition to his advisory work, he is a partner and CPA at Nisivoccia & Co., LLP, a public accounting firm where he has been active since 1981. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program structures and has over $256 billion in assets under management.

Lisa La Vecchia is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as Senior Vice President and team leader of LC & Associates in the Morristown office in Florham Park, New Jersey. She leads a multigenerational team that assists families in building, protecting, and transferring their wealth to people and causes important to them. Lisa's approach centers on personalized, comprehensive wealth management strategies tailored to each client's goals. With over 30 years of experience, Lisa has expertise in areas including retirement income, legacy and business succession planning, liquidity management, college education planning, family wealth management strategies, socially responsible and ESG investing, and small business strategies. She draws upon the investment capabilities of Merrill and Bank of America to support clients through financial life transitions such as retirement, inheritance, or business sales. Lisa is a Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a bachelor's degree from Bucknell University. Lisa is actively involved in her community, serving as Board Chair and Chair of the Financial Development Committee for the Greater Somerset County YMCA and previously serving on the Executive Leadership Committee of the Merrill Lynch Northern NJ Women's Exchange. She has participated in fundraising for AIDS/Lifecycle and Make-A-Wish New Jersey. Outside of work, she enjoys biking, cooking, gardening, golfing, music, reading, spending time with family, watching movies, and practicing yoga.

Elizabeth Goldsworthy is a financial advisor at Charles Schwab with 16 years of industry experience. She holds a Series 66 designation and previously worked at TD Ameritrade for 13 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm integrates brokerage, custody, and advisory services with access to multi-asset model portfolios and alternative investments.

Anthony Fresella is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL in 2025, he worked at OSAIC, American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., Equitable Advisors, AXA Advisors, LLC., Koster Capital, and The Medicines Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

William Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent five years with A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Hyde is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Fidelity Investments since 2021, previously held roles at GWN SECURITIES, Inc., and AXA Advisors, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Nicholas Campanile is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Morris Plains, NJ. He has 18 years of industry experience, including seven years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients maintaining assets in Ameriprise-managed accounts.

Ira Bauman is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James & Associates, Morgan Stanley, and UBS Financial Services. He also serves as a trustee for an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products and referral channels.

Christopher Dorsi is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding the Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been with RBC Capital Markets since 2009 and also has experience at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing services such as portfolio management, financial planning, and brokerage.

Elizabeth Brumbaugh is a financial advisor with Merrill in Florham Park, NJ, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Giandolfo is a financial professional with Cetera, holding a Series 66 designation and over 33 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005 and also serves as president of his own accounting and tax services firm, Michael J. Giandolfo CPA PC. Outside of his advisory role, he manages this separate CPA practice. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a broad range of portfolio management options and third-party managers.

Nathalie Blanco is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and UBS Financial Services. Outside of financial services, she works as a Pilates instructor. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and a wide range of investment offerings.

Tyler Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a diverse background including roles at Target, Lowes, and seven years of service in the Pennsylvania National Guard. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Ta Tanisha Ribardo is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Henry Sobotka is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS Financial Services since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the proprietor of the Bernice M. Sobotka Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 strategies to client goals.

Matthew Trundle is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he holds partial ownership in several investment-related LLCs and serves as co-trustee for a family trust. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning solutions and utilizing Wells Fargo research and tools to develop tailored recommendations.