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 affiliated with Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he holds ownership interests in several investment-related entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, leveraging Wells Fargo research and tools. The firm offers tailored planning solutions across various areas including retirement, risk management, and specialized planning such as business-owner transitions and special-needs analysis.

Robert Nebelung Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 credentials and is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Valerie Benmoussa is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. J.P. Morgan Securities LLC 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.

Vincent Luongo is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes investment policy statement preparation, performance reporting, participant education, and incorporates a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Richard Cohen is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory work, Cohen serves as a board member of the Morris Area Society of Homebrewers. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individual and institutional clients, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Ronald Nagy is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. His other business activities include involvement with Gladstone Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Lucas Mistretta is a financial advisor with UBS Financial Services, holding a Series 66 designation and with 13 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Agne Mir is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Bank of America, Fidelity Brokerage Services LLC, and Santander Securities, LLC. 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 plans, corporations, and charitable organizations.

Lisa Morrison is a Wealth Management Advisor with more than 38 years of experience at Merrill Lynch Wealth Management. She is known for building relationships that span two and three generations of client families across more than 25 states. Lisa’s approach emphasizes proactive financial planning, addressing clients’ likely challenges in advance to support their financial health and emotional wellbeing. Her areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Lisa holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated summa cum laude with a Bachelor’s degree in Business Administration from Centenary College. Lisa serves as Immediate Past President and current Trustee of the Greater Middlesex-Somerset Estate Planning Council, leveraging a nationwide network of subject matter experts to benefit her clients. She is active in her community through volunteer coordination for Girls on the Run and membership in the Glen Gardner Women’s Club. Lisa resides in Glen Gardner with her husband and has two adult sons. Her personal interests include biking, boating, gardening, hiking, reading, traveling, and yoga.

Nicole McCarthy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been associated with Primerica in various capacities since 1993 and currently operates Nicole J. McCarthy Advisory Services. In addition to her advisory work, she owns NJM Closing Inc., a self-employed business based in Staten Island, New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing to implement its investment models within a tiered wrap-fee structure.

Matthew Lane is a financial advisor with Wells Fargo Advisors in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Raymond James Financial Services Advisors from 2016 to 2026. Lane is also the owner of Celeriter Capital, a support company based in Westfield. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Marco Acosta is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Thomas Mc Laughlin is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in small business operations and education, including roles at Aria Exterior Cleaning, Frank and Danny's Pizzeria, and The College of Staten Island. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Robert Hikes is a CFP®-certified financial advisor with 20 years of industry experience, currently associated with LPL Financial since 2018. Prior to joining LPL, he worked at Invest Financial Corporation for five years and has been involved with Affinity Federal Credit Union since 2007. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research support.

Tyler Christensen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and the University at Albany. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.

Andrew Mc Hale is a Series 66 licensed financial advisor with LPL Enterprise, holding three years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Fedex and Edison Nissan as well as attending St. Johns University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines investment advice with brokerage and insurance products.

Amy Sorge is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014. Prior to that, she was with PFS Investments Inc and Primerica Financial Services. 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 plans, corporations, and charitable organizations.

Mark Lebida is a CFA® charterholder with 18 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Purshe Kaplan Sterling Investments, Journey Strategic Wealth LLC, Avestar Capital, LLC, and Moody's Analytics. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Cooke is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Fidelity Brokerage Services LLC for 10 years before joining Charles Schwab and Charles Schwab Bank in 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.